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Skills

  • Financial needs analysis
  • Industry networking
  • Interest rate negotiation
  • Banking Software Proficiency (Salesforce)
  • Sales and marketing
  • Process improvement
  • First Aid/CPR
  • Customer retention best practices
  • Negotiation expertise
  • Client-focused service delivery

Work Experiences

  • Achieved a 55% portfolio return.
  • Achieved a 31% boost in revenue.
  • Advised team members.
  • Brought in $12 in deposits through effective relationship-building and consultative selling of Tableau accounts.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Assisted clients with complex mortgage applications, achieving a 67% loan approval rate in 2021.
  • Had an excellent attendance record and was always on time for work.
  • Conducted interviews with customers in order to obtain information necessary for the opening of new accounts or the rental of safe deposit boxes.
  • Achieved a client retention rate of 43%.
  • Achieved Employee of the Year for surpassing quarterly targets by 33% in 2018.

Summaries

  • Assisted with mortgage applications.
  • Achieved sales targets exceeding 44%.
  • Achieved a 39% success rate in loan approvals.
  • Achieved high satisfaction rates.
  • Welcoming New Accounts Representative eager to join a reputable organization.
  • Adept at guiding clients through complex financial decisions.
  • Accomplished Licensed Relationship Banker known for driving 43% of branch quarterly growth through accurate financial needs analysis and proactive management of client portfolios. Adept in developing innovative sales and cross-selling strategies.
  • Recognized on a regular basis for outstanding performance and contributions to the Banking and Financial Services industry's success.
  • Achieved President's Club after surpassing targets by 33% in 2021.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the metric business.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Exceeded the branch’s profitability target by 43% through effective cross-selling and upselling of banking products.
  • Collaborated with team of 2 in the development of standard.
  • Drove 65% increase in branch deposits through personalized financial plans and targeted promotional campaigns.
  • Optimized client onboarding processes by integrating digital tools, reducing customer wait times by 75%.
  • Developed strategic community partnerships, boosting customer referrals by 28% and enhancing the bank’s local presence.
  • Achieved customer satisfaction scores of 65% by providing tailored financial advice and personalized banking solutions.
  • Spearheaded a business development strategy that grew branch revenue by $14 within three years.
  • Documented and resolved metric which led to system.
  • Designed and implemented a client satisfaction survey program, which resulted in a 30% improvement in Net Promoter Scores (NPS).

Affiliations

  • Society of Human Resource Management
  • Licensed Relationship Banker Certification Program
  • International Association of Administrative Professionals
  • Private Bankers Association of America
  • National Association of Commercial Loan Brokers (NACLB)
  • National Association of Personal Financial Advisors (NAPFA)
  • National Association of Mortgage Brokers (NAMB)
  • National Notary Association (NNA)
  • American Bankers Association (ABA)
  • Becoming a Master of Financial Solutions Organization

Certifications

  • Chartered Financial Consultant (ChFC)
  • Accredited Financial Counselor (AFC)
  • Chartered Life Underwriter (CLU)
  • Certified Retirement Services Professional (CRSP)
  • CompTIA Security+
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Banking Compliance Professional (BCP)
  • Cisco Certified Network Associate (CCNA)
  • Financial Modeling & Valuation Analyst (FMVA)
  • CompTIA A+ Technician

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