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Skills

  • Organization
  • High-net-worth client advisement
  • Customer service
  • Business lending solutions
  • Legal and compliance coordination
  • MS Office
  • Communications
  • Financial review for lending deals
  • FHA loan process background
  • Supervision

Work Experiences

  • Boosted customer satisfaction scores by 30%.
  • Championed regional initiative for financial literacy.
  • Hired, trained, and mentored 14 employees after recruiting, interviewing, and hiring them. I also implemented a mentoring program to encourage positive feedback and engagement.
  • Achieved CPA.
  • Built relationships across Banking and Financial Services and Banking and Financial Services.
  • Collaborated with clients and stakeholders.
  • Advised key stakeholders on regulatory updates and compliance measures, decreasing compliance-related penalties by 5% over three years.
  • Achieved 41% growth in client penetration.
  • Added $17 to client balances.
  • Achieved growth over several months.

Summaries

  • Achieved a 51% reduction in credit losses.
  • Adept at forging partnerships with wealth advisors.
  • Meet bank and customer service standards on a regular basis.
  • Achieved 72% satisfaction rate increases.
  • Knowledgeable Regional Private Banker with experience in childcare and development.
  • Achieved 26% portfolio growth during 2020.
  • Recognized on a regular basis for outstanding performance and contributions to the Banking and Financial Services industry's success.
  • Achieved consistent 77% returns.
  • Achieved results within 18 months.
  • To meet and exceed business financial goals, successfully optimizes frameworks and cultivates cohesive teams.

Accomplishments

  • Developed long-term financial plans for clients, contributing to 50% increase in retention and cross-solution sales.
  • Assessed and restructured loan portfolios to mitigate risk, resulting in a 77% improvement in loan performance for the last fiscal year.
  • Strengthened customer loyalty through proactive relationship management, growing repeat business by 26% over program.
  • Raised loan origination volume by 29% by improving the marketing approach and interest rate negotiation tactics.
  • Collaborated with team of 2 in the development of procedure.
  • Expanded high-net-worth client base by 33% through strategic relationship building across Banking and Financial Services and Banking and Financial Services in 2015.
  • Presented tailored financial performance reports, boosting portfolio growth by 40% annually for high-net-worth clients.
  • Enhanced customer satisfaction ratings by 18% through the introduction of personalized, tailored financial solutions.
  • Boosted the firm’s advisory revenue by 26% through innovative portfolio management and retail banking solutions to ultra-high-net-worth individuals.
  • Optimized investment portfolios which achieved 55% higher returns against benchmark indices over 15 years.

Affiliations

  • Financial Services Institute (FSI)
  • Young Bankers Division of Washington Bankers Association
  • Private Wealth Advisors Network the Midwest
  • Banking and Finance Alumni Network initiative
  • American Bankers Association (ABA)
  • Project Management Institute
  • International Council of Nurses
  • Jaycees
  • Bank Insurance & Securities Association (BISA)
  • Estate Planning Council Austin

Certifications

  • Salesforce
  • Certified Trust and Fiduciary Advisor (CTFA)
  • Microsoft Certified Systems Engineer (MCSE)
  • CompTIA Security+
  • Certified Financial Planner (CFP)
  • Project Management Professional (PMP)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Private Wealth Management Certification Cedar Works
  • Certificate in Private Banking Compliance Beacon Labs
  • Certified Public Accountant (CPA)

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