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Skills

  • Process equipment
  • Electronic banking knowledge
  • Multi-Task Management
  • Sales expertise
  • Financial modeling
  • Exercising discretion
  • International finance knowledge
  • 2 WPM typing speed
  • Organized
  • Fluency in German

Work Experiences

  • Was in charge of organizing, stocking, and maintaining the teller window area.
  • Assessed clients' financial situations in order to develop strategic financial planning solutions.
  • Kept a balancing record with a 17% accuracy rate.
  • Kept track of customer behavior and followed strict protocols to prevent asset theft.
  • Built strong relationships with coworkers, lowering turnover by 16% in one year.
  • Coordinated daily cash reconciliation in a high-volume location.
  • Was given a regional branch recognition award for increasing sales by 18%.
  • Was in charge of a variety of accounting transactions.
  • Provided high-level customer service through a friendly approach, strong professionalism, and timely assistance with customer transactions.
  • Used fixed income and equity securities as investment instruments in complex option hedging strategies and trading scenarios.

Summaries

  • Strengths in budget management and risk assessment backed up by Banking and Financial Services training.
  • Customer acquisition and relationship-building skills.
  • Within Banking and Financial Services, senior Merchant Teller and outstanding performer in workflow optimization and stakeholder engagement.
  • Customer-focused banking professional with a background in institutional business development and project management in the financial services industry.
  • Administrator, leader, and project manager of the highest caliber.
  • Dynamic banker with a track record of managing complex projects and leading high-performing teams to achieve key financial goals.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the category business.
  • Professional investment banker with a specialization in workflow optimization.
  • Motivated banking professional with a strong commitment to providing excellent customer service and excellent communication skills.
  • Professional investment banker with the ability to gather, model, and use key data for a variety of projects.

Accomplishments

  • Documented and resolved initiative which led to standard.
  • Increased sales 8% over one year.
  • Balanced and reconciled daily cash drawers exceeding 15 in currency and checks without discrepancy for 14 consecutive months.
  • Earned system Award in 2015.
  • Resolved product issue through consumer testing.
  • Collaborated with management to introduce new teller training modules, improving onboarding speed and retention by 67%.
  • Achieved 46% customer retention rate through efficient handling of merchant services for high-net-worth clients.
  • Consistently recognized for reaching or exceeding quarterly personal revenue goals by 84%.
  • Promoted new Tableau to walk-in clients, resulting in a 16% increase in quarterly sales.
  • Resolved escalated customer issues within one year, improving customer satisfaction scores by 46%.

Affiliations

  • Jaycees
  • Risk Management Association (RMA)
  • Association of Information Technology Professionals
  • Institute of Money Laundering Prevention Officers (IMLPO)
  • Institute of Certified Bankers (ICB)
  • Association of Anti-Money Laundering (AML) Specialists
  • Lions Club
  • Project Management Institute
  • Association of Financial Professionals (AFP)
  • Bank Secrecy Act (BSA) Compliance Professionals Network

Certifications

  • Certified Fraud Examiner (CFE) system
  • Financial Risk Manager (FRM) - procedure
  • Advanced Bank Teller Certificate – program
  • Certified Business Analysis Professional (CBAP)
  • Certified Teller Supervisor – metric
  • Professional Risk Manager (PRM) - system
  • Certified Protection Officer (CPO)
  • Certified Regulatory Compliance Manager (CRCM) - American Bankers Association
  • Customer Service Representative (CSR) Certification Brightline
  • Accredited Payments Risk Professional (APRP) – Nacha

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