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Skills

  • Client portfolio growth strategies
  • Tax law expertise
  • Approval process optimization
  • Relationship development
  • Education funds
  • Team building
  • Budgets
  • Banking regulation (process)
  • Organization
  • Supervision

Work Experiences

  • Anticipated service needs.
  • Achieved 17% average portfolio growth.
  • Achieved improvement in one year.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Analyzed customer behavioral data to anticipate service needs, increasing cross-sell conversion by 16%.
  • Assessed and monitored the risk profile of client portfolios, mitigating potential issues and enhancing overall investment security.
  • Achieved 78% sales growth in new business by developing customized credit and deposit solutions based on client needs analysis.
  • Had an excellent attendance record and was always on time for work.
  • Achieved 28% growth in loan originations.
  • Achieved lower default rate than the average in the Chicago region.

Summaries

  • Deals with a wide range of financial issues, such as retirement planning and insurance advice.
  • Accomplished Lead Personal Banker with demonstrated expertise in optimizing loan processing workflows, effectively decreasing processing times by 8 days without compromising compliance.
  • Consistent high-performer Lead Personal Banker recognized as President's Club recipient for surpassing 57% of all quarterly performance metrics while maintaining adherence to compliance regulations.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Achieved retention rates of 55% for ServiceNow.
  • Adept in leveraging customer behavioral insights.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Tax law, mutual funds, and education planning are all areas of expertise for this seasoned financial advisor.
  • Consistently maintained delinquency rates below 43%.
  • Costs were consistently reduced while profits were increased.

Accomplishments

  • Implemented a rewards initiative for long-term clients, resulting in 31% boost in customer retention over two years.
  • Collaborated with senior leadership to create strategic branch marketing initiatives that drove 38% increase in foot traffic and account openings.
  • Achieved PMP in QuickBooks to implement more robust data security measures, reducing potential information breaches by 27%.
  • Reduced operational costs by 18% through workflow optimization and automation, improving overall branch profit margins.
  • Coordinated with branch management to successfully resolve 16 client complaints, improving customer satisfaction scores by 66% year-over-year.
  • Achieved 28% satisfaction scores by conducting detailed customer needs reports and offering bespoke solutions to enhance client banking experiences.
  • Analyzed market trends and presented opportunities to the senior team, facilitating an increase in branch’s investment revenue by $9 in 2020.
  • Compiled real-time reports on consumer credit trends, which helped adjust product offerings and drive a 67% increase in lending solutions sales.
  • Collaborated with risk management and successfully lowered branch liability through implementation of new fraud-prevention protocols by 25% %.
  • Managed and closed an average of 2 large, highly complex portfolios monthly, valued at approximately $2 in total assets.

Affiliations

  • International Council of Nurses
  • Financial Planning Association (FPA)
  • Consumer Bankers Association (CBA)
  • National Compliance Professionals Group
  • Association of Information Technology Professionals
  • Institute of Risk Management (IRM) Membership
  • American Society of Safety Professionals
  • National Association of Personal Financial Advisors (NAPFA)
  • Toastmasters
  • Certified Fraud Examiners (CFE) Membership

Certifications

  • Project Management Professional (PMP)
  • Series 6 – Investment Company and Variable Contracts Products Representative Qualification Examination
  • ServSafe
  • First Aid/CPR Certified
  • Certified Public Accountant (CPA)
  • CompTIA Network+
  • Chartered Financial Consultant (ChFC) by The American College of Financial Services
  • CFA Institute’s Chartered Financial Analyst (CFA)
  • Certification in Lending Compliance by American Bankers Association (ABA)
  • Certified Anti-Money Laundering Specialist (CAMS) by the Association of Certified Anti-Money Laundering Specialists (ACAMS)

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