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Skills

  • First Aid/CPR
  • MS Office
  • Client-focused service delivery
  • Loan Approval Process Management
  • Reporting and documentation
  • Customer service
  • Client Satisfaction Improvement
  • Negotiation expertise
  • Data entry
  • Conflict resolution skills

Work Experiences

  • Boosted overall client satisfaction scores by 82%.
  • Existing customers were shown new and additional products and services.
  • Saved $6 by putting in place cost-cutting measures that addressed long-standing issues.
  • Used targeted questioning strategies to learn about the needs and requirements of prospects.
  • Oversaw the delivery of metric project by framework team, which resulted in process.
  • Achieved sales growth through proactive outreach.
  • Built effective relationships.
  • Looked for industry trends on social media and through online sources.
  • Contacted customers as soon as problems arose in order to find a quick solution before the problem worsened.
  • Achieved results within three years.

Summaries

  • Dedicated to learning, growing, and succeeding in Banking and Financial Services.
  • Achieved a 39% success rate in loan approvals.
  • Committed to building trust and long-term client partnerships.
  • Assisted with mortgage applications.
  • Licensed Relationship Banker with 8 years of successful vendor management and risk assessment experience.
  • Adept at negotiating small business loan agreements.
  • Adept in streamlining processes.
  • Strengths in project management and process improvement backed up by Banking and Financial Services training.
  • Accomplished banker with outstanding interpersonal and analytical skills, specializing in financial needs analysis and personalized financial planning. Drove deposit account increases up by 45% over 18 months.
  • Blended financial expertise with market outreach.

Accomplishments

  • Led initiative to improve mortgage application workflows, reducing approval times by 19% while ensuring regulatory compliance.
  • Increased cross-sell opportunities by 25% through strategic relationship building and proactive customer outreach.
  • Increased total managed assets by $11 within three years through strategic client acquisition and retention initiatives.
  • Drove 65% increase in branch deposits through personalized financial plans and targeted promotional campaigns.
  • Mentored junior bankers in relationship-building tactics, which led to a 50% increase in their customer engagement metrics.
  • Collaborated with mortgage specialists and underwriters to achieve a 52% mortgage approval rate for clients.
  • Enhanced client retention by 17% through diligent portfolio reviews and proactive account management.
  • Developed strategic community partnerships, boosting customer referrals by 28% and enhancing the bank’s local presence.
  • Reduced application processing time by 59% by implementing a streamlined client onboarding process using initiative.
  • Boosted branch foot traffic by 71% during branch-hosted networking events and financial planning seminars.

Affiliations

  • International Association of Finance Executives
  • Becoming a Master of Financial Solutions Organization
  • Society of Women Engineers
  • Ohio Bankers League
  • American Bankers Association (ABA)
  • American Finance Association (AFA)
  • Bank Administration Institute (BAI)
  • Project Management Institute
  • International Council of Nurses
  • Financial Planning Association (FPA)

Certifications

  • Certified Treasury Professional (CTP)
  • MBA - Bank Management Concentration
  • Accredited Asset Management Specialist (AAMS)
  • Accredited Wealth Management Advisor (AWMA)
  • Certified Anti-Money Laundering Specialist (CAMS)
  • Certified Public Accountant (CPA)
  • Certified Public Accountant
  • ServSafe
  • Personal Banker Certificate (Risk Management Association)
  • Certified Credit Executive (CCE)

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