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Skills

  • Building Long-term Client Relationships
  • Managing wealth
  • Developing customized financial plans
  • Relationship development
  • Developing financial plans
  • Stock market expertise
  • Digital transformation initiatives in regional banking
  • Debt structuring and analysis
  • Administrative support
  • Organization

Work Experiences

  • Hired and recruited high-producing managers, which resulted in a significant increase in revenue.
  • Achieved a 69% increase in overall yield.
  • Achieved $5 growth in cross-sell ratios.
  • Achieved a 29% reduction in manual processing time.
  • Developed a reputation for punctuality and hard work.
  • Aligned solutions with client goals.
  • Interviewed clients to determine their income, expenses, insurance coverage, tax status, financial and investment goals, and risk tolerance in order to develop and implement strategic financial plans; I currently manage a client investment portfolio worth $3M.
  • Answered 11 phone calls per three years to assist customers.
  • Finished procedure of project, which resulted in process.
  • Achieved for 17 consecutive quarters.

Summaries

  • Customer satisfaction is important to me, so I'm resourceful, hardworking, and passionate about it.
  • With hands-on experience, eager to learn new skills and advance knowledge.
  • Regional Bank Private Banker and team leader with 7 years of experience in process settings.
  • Expert in program with a strong aptitude for launched and coordinated.
  • Accomplished banker experienced in loan origination and client portfolio customization, contributing to a 85% increase in business portfolio growth across the Pacific Northwest.
  • Communicative and team-oriented, with Power BI expertise.
  • Individual who is enthusiastic and capable of working in both a team and independently.
  • Active leader with excellent communication and collaboration skills.
  • Vendor management in standard settings and vendor management in quality assurance settings.
  • Years of experience in the field 10.

Accomplishments

  • Drove increased revenue for estate planning services, growing top-line branch profitability by 21% year-on-year.
  • Proactively resolved escalated client issues regarding loan terms, increasing client retention by 53% in 2018.
  • Optimized wealth transfer strategies for multi-generational families, resulting in 17% reduced tax liabilities over 16 years.
  • Streamlined estate planning processes for high-net-worth clients, reducing legal fees by 39% and shortening execution timelines.
  • Implemented digital client onboarding initiatives, reducing processing time by 54% and enhancing customer experience.
  • Led branch-wide training on high-net-worth client engagement strategies, contributing to a 15% increase in client satisfaction survey results.
  • Developed and presented a regional market expansion plan resulting in 84% growth in new client registrations and loan disbursements.
  • Reduced operational risks and enhanced service reliability by introducing new digital engagement tools, decreasing client account opening timelines by 71%.
  • Led business development efforts to secure 6 in new corporate lines of credit within the Seattle, while maintaining high profitability ratios.
  • Designed and implemented financial education workshops for high-net-worth families, significantly improving estate planning participation by 37%.

Affiliations

  • Chapter Leader, Business Networking International (BNI) – actively involved in expanding local business referral networks.
  • Member, Certified Private Wealth Advisor (CPWA) Program – engaged in coursework focused on holistic wealth management solutions.
  • Board Member, National Association of Estate Planners & Councils (NAEPC) – collaborating on innovative estate planning frameworks.
  • Certified Financial Planner (CFP) Designation – credential acquired in 2019 to improve expertise in financial planning and advisory.
  • Founder, Local Private Bankers Association – formed a professional group facilitating mutual learning between private banking professionals.
  • Member, Investment Management Consultants Association (IMCA) – collaboration on best practices for serving high-net-worth clients.
  • Adjunct Faculty, framework – teaching graduate-level courses in advanced bank lending and asset management.
  • Member, Mortgage Bankers Association (MBA) – annual participation in conventions to stay current on mortgage lending trends.
  • Participant, Chartered Financial Analyst (CFA) Program – advanced ongoing study into asset portfolio management.
  • Graduate, American Bankers Association (ABA) Wealth Advisory School – professional development program focused on managing client assets and portfolios.

Certifications

  • Series 63 – Uniform Securities Agent State Law Exam
  • Project Management Professional (PMP)
  • Certified Anti-Money Laundering Specialist (CAMS)
  • Certified Retail Banker (CRB)
  • Certified Banking & Credit Analyst (CBCA™)
  • Certified Commercial Investment Member (CCIM)
  • Microsoft Office Specialist (MOS)
  • Microsoft Certified Systems Engineer (MCSE)
  • SAP Certified Application Associate
  • Banking Compliance Professional Certificate standard

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