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Skills

  • Commercial banking services
  • Sales professional
  • Asset Under Management (AUM) Growth
  • Budgets
  • Metric equipment
  • Reporting familiarity
  • Customer service
  • Data-driven decision making
  • Customer satisfaction improvement
  • First Aid/CPR

Work Experiences

  • Compared category applications to outline specifications in order to approve, reject, or suggest changes to files.
  • Used positive motivational techniques to engage employees in business processes.
  • Analyzed financial needs.
  • Assisted in the regional rollout of a new credit product, leading to $17 in new revenue generation within the first one year.
  • Consulted with corporate clients.
  • Achieved 76% adoption of treasury management services.
  • Audited internal processes for banking products.
  • Consulted with small business clients on cash flow management, helping them secure over $8 in working capital.
  • Analyzed more than 12 client financial histories per two years, offering recommendations that led to a 71% increase in loan approvals.
  • Reviewed more than 2 financial statements per three years.

Summaries

  • Achieved 85% adoption of new credit products.
  • Adept Personal Banker focused on customer outreach.
  • Personal Banker Business with 15 years of successful project management and stakeholder engagement experience.
  • Senior Branch Manager with 5 years of progressive experience in multiple locations improving business processes, increasing revenue, and retaining loyal customers.
  • Recognized on a regular basis for outstanding performance and contributions to the Banking and Financial Services industry's success.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the category business.
  • Accomplished this in just two years.
  • Within Banking and Financial Services, senior Personal Banker Business and outstanding performer in cross-functional collaboration and stakeholder engagement.
  • Adept at understanding business client needs, presenting tailored financial strategies that resulted in revenue growth by 18 over the past year.
  • Built strong relationships.

Accomplishments

  • Executed cross-sell opportunities for financial products, resulting in an increase of 79% in overall product coverage per client.
  • Played a key role in launching system, which resulted in account expansions totaling $8 within one year.
  • Provided loan and credit analysis to 18 commercial clients, helping to mitigate the risk of default by 84%.
  • Developed and implemented training initiatives for junior bankers, resulting in 70% improvement in policy compliance across the department.
  • Managed a sales pipeline exceeding $10, achieving 49% conversion rate within 6 months.
  • Effectively drove small business product sales through careful account analysis, raising average loan size by 32%.
  • Drove sales performance through leading, coaching, and mentoring a team, increasing revenue from small business clients by 50% year-over-year.
  • Led financial planning sessions with business clients, driving a 56% increase in investment product sales.
  • Utilized market trend analysis and customer feedback to refine business banking strategies, resulting in a 53% increase in competitive positioning.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Affiliations

  • Independent Bankers Association Phoenix (IBA)
  • Operations and Technology Committee for Financial Institutions Boston
  • Credit Union National Association (CUNA)
  • Bank Administration Institute (BAI)
  • Association for Computing Machinery
  • American Association of Commercial Finance Brokers (AACFB)
  • Certified Business Banker (CBB)
  • Multi-state Bankers Conference
  • National Association of Personal Financial Advisors (NAPFA)
  • American Medical Informatics Association

Certifications

  • Certified Personal Banker (CPB)
  • Certified Private Banker (CPB)
  • Project Management Professional (PMP)
  • Certified Trust and Fiduciary Advisor (CTFA)
  • Certified Business Analysis Professional (CBAP)
  • Cisco Certified Network Associate (CCNA)
  • First Aid/CPR Certified
  • Apple Certified Associate (ACA)
  • Financial Modeling & Valuation Analyst (FMVA)
  • Cisco Certified Internetwork Expert (CCIE)

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