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Skills

  • Business operations
  • Client needs assessment
  • Portfolio Management
  • Budgets
  • Investment advice
  • Data-driven decision making
  • Customer service
  • Regulatory compliance
  • Investment planning
  • Client Satisfaction Improvement

Work Experiences

  • Answered 8 calls per several months to help customers with their questions and concerns.
  • Analyzed debt-to-income ratios and recommended restructuring, resulting in overall client savings of $15 monthly.
  • Built financial strategies that reduced client taxes by an average of 85% annually while maximizing returns.
  • Built long-term client relationships.
  • Had an excellent attendance record and was always on time for work.
  • Assisted clients in planning and funding their retirements by assisting them in managing, customizing, and diversifying their portfolios using mutual funds and other options.
  • Assisted 5 clients per month with account management, loan applications, and specialized financial solutions.
  • Achieved 14% of annual sales targets within the first one year through relationship-building and targeted product offers.
  • Transported Power BI to two years customer locations.
  • Boosted new account creation campaigns by 76%.

Summaries

  • Conducted portfolio diagnostics.
  • Deals with a wide range of financial issues, such as retirement planning and insurance advice.
  • Personal Banking Advisor with 8 years of successful team leadership and process improvement experience.
  • Adept in portfolio management.
  • Boosted operational efficiency.
  • Assisted high-net-worth clients.
  • Within Banking and Financial Services, senior Personal Banking Advisor and outstanding performer in cross-functional collaboration and process improvement.
  • Achieved a 68% conversion rate on investment products.
  • Customer satisfaction is important to me, so I'm resourceful, hardworking, and passionate about it.
  • Accomplished in 2020.

Accomplishments

  • Spearheaded a client advisory program for high-net-worth individuals, leading to new account acquisition worth $12 in total assets.
  • Used targeted financial products to increase loan offerings among small business clients, resulting in $12 in additional lending revenue over two years.
  • Identified 12%+ underutilization in current banking products and introduced optimized solutions resulting in increased client value proposition.
  • Advised high-net-worth individuals on estate planning and wealth transfers ensuring a 61% growth in family asset portfolios year over year.
  • Used data analytics to identify significant trends in customer behavior, optimizing cross-selling opportunities and achieving 7% above target performance.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Tracked and analyzed customer pain points to proactively resolve issues, decreasing complaint resolution time by 12%.
  • Achieved team sales goal of $14 through relationship-building techniques and client segmentation.
  • Assisted clients in navigating complex financial products, leading to a 28% boost in overall account activity and satisfaction.
  • Designed a high-level retention strategy, which directly contributed to a 37% increase in client retention for key priority clients.

Affiliations

  • American Medical Informatics Association
  • Society for Financial Studies (SFS)
  • National Society of Compliance Professionals (NSCP)
  • Association for Supply Chain Management (APICS)
  • Certified Financial Planner Board (CFP Board)
  • Project Management Institute
  • Private Banking and Wealth Management Association (PBWMA)
  • Society of Women Engineers
  • Association for Computing Machinery
  • Money Management Institute (MMI)

Certifications

  • SHRM Certified Professional (SHRM-CP)
  • Cisco Certified Internetwork Expert (CCIE)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • CompTIA A+ Technician
  • FINRA Series 63 License
  • AML (Anti-Money Laundering) Certification
  • Credit Risk Certification (CRC) - Risk Management Association (RMA)
  • Certified Treasury Professional (CTP)
  • CEBS - Certified Employee Benefits Specialist
  • Certificate in Investment Performance Measurement (CIPM)

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