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Skills

  • MS Excel expert
  • Internal auditing
  • Financial modeling
  • Customer satisfaction
  • Cash dispenser operation
  • Comparable company analysis
  • Hardworking mentality
  • Recordkeeping mastery
  • Process improvement
  • NCR Cash recycler

Work Experiences

  • Kept track of customer behavior and followed strict protocols to prevent asset theft.
  • Conducted market research and compiled detailed analysis data.
  • Assessed clients' financial situations in order to develop strategic financial planning solutions.
  • Oversaw a team of 17 analysts who worked in the program field.
  • Volunteered for extra shifts to help with staffing shortages during the holidays and other busy times.
  • Devised strategies to develop and expand service sales to existing customers, resulting in an increase in annual revenue of 5%.
  • Used fixed income and equity securities as investment instruments in complex option hedging strategies and trading scenarios.
  • Served the needs of more than 14 customers in a busy program environment.
  • Was in charge of preparing, sorting, and distributing framework reports to the appropriate branches.
  • Met with clients in order to generate new business and negotiate contracts.

Summaries

  • Dynamic banker with a track record of managing complex projects and leading high-performing teams to achieve key financial goals.
  • Merchant Teller is a deadline-driven Merchant Teller who excels in fast-paced environments.
  • In performance reporting and workflow optimization, provides a professional attitude and skills.
  • Recognized on a regular basis for outstanding performance and contributions to the Banking and Financial Services industry's success.
  • Professional investment banker with the ability to gather, model, and use key data for a variety of projects.
  • Banking professional with 11 years of experience providing sophisticated money managers with value-added risk management solutions.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Professional banker with exceptional attention to detail and a high level of integrity.
  • Merchant Teller is a capable Merchant Teller with a proven track record in customer service, sales, and banking.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the category business.

Accomplishments

  • Successfully trained 5 new tellers over a 15 month time period.
  • Assisted clients in adopting digital banking services, resulting in an increase of mobile banking usage by 44% within 2015.
  • Trained 18 new tellers on company policies and transactional accuracy, improving department performance by 48%.
  • Delivered efficient service to merchant accounts, processing bulk cash deposits and withdrawals exceeding 17 in a single day.
  • Resolved product issue through consumer testing.
  • Led a customer recovery initiative, bringing back 5% of previously inactive merchant clients through personalized account reviews.
  • Reduced merchant customer onboarding time by 17% by offering personalized service setups and on-site demonstrations.
  • Promoted new Tableau to walk-in clients, resulting in a 16% increase in quarterly sales.
  • Formally honored by the Investment Banking Institute for professional acumen.
  • Recognized by management for superior attention to detail in reconciling financial discrepancies, maintaining clean audit reports.

Affiliations

  • Payment Card Industry (PCI) Security Standards Council Member
  • National Financial Educators Council (NFEC)
  • Bank Secrecy Act (BSA) Compliance Professionals Network
  • International Association of Fraud Prevention (IAFP)
  • Business Professionals of America (BPA)
  • Credit and Collection Professional Society (CCPS)
  • Association of Financial Professionals (AFP)
  • Certified Teller Professional (CTP) Certification
  • National Credit Union Administration (NCUA)
  • Society for Worldwide Interbank Financial Telecommunications (SWIFT)

Certifications

  • Apple Certified Associate (ACA)
  • Certified Regulatory Compliance Manager (CRCM) - American Bankers Association
  • Professional Risk Manager (PRM) - system
  • Certified Corporate Compliance Professional (CCCP) – Cedar Works
  • Salesforce
  • Certified Public Accountant (CPA)
  • Project Management Professional (PMP)
  • SHRM Certified Professional (SHRM-CP)
  • Cisco Certified Internetwork Expert (CCIE)
  • Foundational Certification in Financial Services Security – Summit Group

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