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Skills

  • Analytical
  • Relationship building and management
  • Employee relations
  • Expertise in Excel
  • Cheerful
  • High level of accuracy
  • Extensive knowledge of SEC regulations
  • Verbal/written communication
  • Operational improvement
  • Procedure operations oversight

Work Experiences

  • Oversaw the investment team and taught them about customer relationship management techniques.
  • Followed all procedures involving financial and customer information to avoid possible data breaches and misuse.
  • Served the needs of more than 2 customers in a busy category environment.
  • Improved the operational risk application to include regulatory findings from the SEC and the OCC.
  • Consistently exceeded system and process goals set by Personal Banking Representative by using risk assessment, process improvement, and risk assessment in all professional interactions.
  • Oversaw the company's $17 budget by creating a complex financial model that tracked and validated expenditures.
  • Dealt with foreign currency and exchange.
  • Assessed clients' financial situations in order to develop strategic financial planning solutions.
  • Provided high-level customer service through a friendly approach, strong professionalism, and timely assistance with customer transactions.
  • Maintained a friendly and professional demeanor when dealing with customers.

Summaries

  • Outstanding communicator who is fluent in French and knows how to deal with employees, vendors, and partners.
  • Positive, upbeat personality with excellent communication and problem-solving skills.
  • Investment banker with a track record of establishing strong client relationships and increasing revenue.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Setting up services, transferring funds, and assisting with complex transactions are all skills that she possesses.
  • Recognized on a regular basis for outstanding performance and contributions to the Banking and Financial Services industry's success.
  • Personal Banking Representative is a multi-talented Personal Banking Representative who is consistently rewarded for planning and operational improvements.
  • Personal Banking Representative is a capable Personal Banking Representative with a proven track record in customer service, sales, and banking.
  • Cash handling, drawer balancing, loan processing, and inventory management are all skills I have.
  • Talented Bank Teller with a high level of accuracy in processing customer transactions, counting money, and maintaining a balanced cash drawer.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Exceeded branch’s loan submission target by 40%, ensuring all applications met regulatory and compliance standards.
  • Identified and mitigated fraudulent activity, creating SARs that decreased monetary loss by 14 annually.
  • Collaborated with team of 18 in the development of method.
  • Collaborated with customer success to streamline digital transactions for customers, enhancing transaction speeds by 55%.
  • Earned metric Award in 2018.
  • Optimized the referral program for savings and investment products, leading to a 30% boost in high-net-worth account openings.
  • Maintained a positive net cash flow Number for 13 months in a row.
  • Resolved product issue through consumer testing.
  • Developed SAR reporting procedures that identified 10 suspicious activity cases, contributing to greater regulatory compliance.

Affiliations

  • Association for Computing Machinery
  • Society of Human Resource Management
  • Certified Financial Examiner (CFE) Professional Association
  • Rotary International
  • National Mortgage Servicing Association (NMSA)
  • Risk Management Association (RMA) – Bank Compliance and Risk Certificate
  • International FinTech Association – Vendor Partnerships & Innovation Member
  • Association for Supply Chain Management (APICS)
  • Freemason
  • Association of Anti-Money Laundering Specialists (ACAMS) – Associate Level

Certifications

  • Certified Financial Planner (CFP) granted by CFP Board 2017
  • Apple Certified Associate (ACA)
  • Professional Risk Manager (PRM) certification from Professional Risk Managers' International Association 2024
  • Certified Public Accountant (CPA)
  • Cisco Certified Network Associate (CCNA) related to network security in banking 2020
  • Credit Risk Certified (CRC) from Risk Management Association 2018
  • NMLS Mortgage Loan Originator (MLO) License from Colorado NMLS Registry 2023
  • Financial Services Associate (FSA) Certification from Vantage
  • Cisco Certified Network Associate (CCNA)
  • Certified Financial Marketing Advisor (CFMA) from American Bankers Association 2020

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