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Skills

  • Cost-Benefit Analysis in Wealth Management
  • Anti-Money Laundering (AML) compliance
  • First Aid/CPR
  • Process improvement
  • Wealth management strategies
  • Project organization
  • Client Feedback Application in Service Improvements
  • Negotiation expertise
  • Banking operations knowledge
  • Banking Product Launch Support

Work Experiences

  • Achieved a 64% increase in client portfolio returns.
  • Helped customers solve problems by recommending system method that were relevant to their needs.
  • Assessed and mitigated client portfolio risk.
  • Oversaw the delivery of metric project by initiative team, which resulted in standard.
  • Achieved cost savings of $7 annually.
  • Transported HubSpot to three years customer locations.
  • Existing customers were shown new and additional products and services.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Assisted private banking officers in onboarding new clients.
  • Assisted private banking officers in onboarding new clients, leading to an improved new account setup process that reduced time to completion by 8%.

Summaries

  • Within Banking and Financial Services, senior Private Banking Assistant and outstanding performer in client relations and strategic planning.
  • Helpful New Accounts Representative who is dedicated to conducting thorough interviews with people who want to open new accounts.
  • Adept at using technology and innovative solutions to improve banking operations, successfully implementing a new software platform that reduced processing errors by 49%.
  • Assisted in preparing quarterly client portfolio performance reports.
  • Committed to providing personalized service.
  • Accomplished in process improvement, having contributed to reducing operational bottlenecks by 73% in the client data management system, leading to faster service delivery.
  • Achieved a 20% processing time reduction.
  • Achieved a 81% increase in long-term client retention.
  • Recognized on a regular basis for outstanding performance and contributions to the Banking and Financial Services industry's success.
  • Strengths in team leadership and data analysis backed up by Banking and Financial Services training.

Accomplishments

  • Developed a streamlined process for conducting client due diligence, reducing onboarding timelines by 41% while maintaining compliance with standard AML standards.
  • Supported the preparation of 6 client portfolios by coordinating with cross-functional teams, ensuring compliance with all framework requirements and reducing errors by 48%.
  • Assisted in optimizing high-net-worth client loan applications, reducing processing times by 52% through coordinated efforts with credit and risk divisions.
  • Effectively led client onboarding for 11 high-net-worth individuals, ensuring full compliance with KYC and AML across the the Southwest, reducing onboarding time by 15%.
  • Enhanced client relationships by maintaining up-to-date confidentiality agreements, resulting in a 50% increase in client satisfaction compared to prior quarters.
  • Monitored and improved the review of financially complex client profiles to ensure mitigation of risk factors, reducing flagged cases by 44%.
  • Collaborated with team of 7 in the development of metric.
  • Assisted senior bankers with customized wealth management reports for clients, directly contributing to the retention of 82% of high-net-worth accounts.
  • Documented and resolved standard which led to procedure.
  • Successfully developed comprehensive client intake forms to ensure regulatory alignment, reducing compliance penalties by 46% over 2022.

Affiliations

  • Jaycees
  • Society of Women Engineers
  • International Council of Nurses
  • Investment Advisors League
  • American Society of Safety Professionals
  • Global Association of Risk Professionals (GARP)
  • Estate Planning Council Membership
  • National Association of Social Workers
  • Association of Private Client Investment Managers and Stockbrokers (APCIMS)
  • American Medical Informatics Association

Certifications

  • Certificate in Global Custody Services and Operations
  • Qualifying Financial Services Certification (QFSC) by Lakeside Partners
  • Google Certified Professional Cloud Architect
  • ServSafe
  • Certified International Wealth Manager (CIWM)
  • Apple Certified Associate (ACA)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Anti-Money Laundering Specialist (CAMS)
  • Foreign Account Tax Compliance Act (FATCA) Certification
  • Certified Investment Management Analyst (CIMA)

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