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Skills

  • Briefings
  • Creative thinking
  • Persuasive communication style
  • Client relationship management
  • NCR Cash recycler
  • Deal mechanics
  • Banking
  • Customer service-oriented
  • Sale expertise
  • Risk investment analysis

Work Experiences

  • Gathered the necessary information from customers for settlement reviews and followed up on the results as determined by management.
  • Received a regional branch recognition award for outstanding customer service.
  • Created a success culture that rewarded performance, productivity, and sales results.
  • Specific questions were directed to the appropriate branch personnel.
  • Solved
  • Built a client base of l>7 through networking and seminar marketing.
  • Managed
  • Established
  • Made a proposal
  • Guided

Summaries

  • Focused on customer service
  • Dedicated to assisting businesses in lowering operating costs and increasing revenue.
  • Strategic thinker with expertise in budget management.
  • Strategic planning in category settings and quality assurance in client relations settings.
  • Compliance and legal concerns are well-understood.
  • Communicative and team-oriented, with HubSpot expertise.
  • Strong technical skills and experience in vendor management.
  • Looking forward to taking on a new challenge with a successful team.
  • Versatile
  • Resourceful

Accomplishments

  • Spearheaded efforts to improve KYC and AML documentation process, which decreased errors by 68% during audits.
  • Led the introduction of a new credit card product, generating $10 in new deposits and client engagement in just three years.
  • Maintained a positive net cash flow Number for 11 months in a row.
  • Assisted clients in minimizing risk by providing sound loan structuring and wealth management advice, reducing default rates by 56%.
  • Achieved Top Performer in 2023 for surpassing sales and customer service targets, becoming the top-rated banker among peers.
  • Analyzed clients’ financial backgrounds and recommended customized portfolio solutions, leading to a 84% increase in overall return on investment.
  • Documented and resolved process which led to system.
  • Devised and rolled out a customer service enhancement plan, which decreased average resolution time by 23% in several months.
  • Increased sales 16% over the past year.
  • Proactively managed follow-up appointments with top-tier clients, enhancing relationship longevity and driving 22% increase in life-time value.

Affiliations

  • Member, National Association of Personal Financial Advisors (NAPFA) to stay informed of best practices in fee-only financial advising.
  • Member, Estate Planning Council, collaborating with legal and financial advisors on wealth preservation strategies.
  • Participant, ABA Ethics in Banking Seminar, 2021, emphasizing integrity and best practices in client financial advising.
  • Member, Investment Management Consultants Association (IMCA), expanding knowledge on capital management and client portfolio growth.
  • Member, Chartered Institute for Securities & Investment (CISI), receiving continuous education on investment and securities analysis.
  • Participant, ABA Wealth Management Forum, involved in discussions of wealth management trends to better serve high-net-worth clients.
  • Associate, Global Association of Risk Professionals (GARP), enhancing expertise in risk management for financial institutions.
  • Graduate, Relationship Banking Certificate Program, 2020, deepening knowledge in complex client relationship management.
  • Certified, ABA Professional Development Training on Regulatory Compliance, 2019, to deepen knowledge of financial regulation adherence.
  • Certificate Holder, Consumer Banking Compliance Certificate, 2016, reinforcing compliance with banking laws and regulations.

Certifications

  • Chartered Financial Consultant (ChFC)
  • ServSafe
  • Cisco Certified Internetwork Expert (CCIE)
  • Leadership in Financial Services Certificate – program
  • Certified Financial Services Security Professional (CFSSP)
  • CompTIA Security+
  • Cisco Certified Network Associate (CCNA)
  • Certified Commercial Loan Officer (CCLO) - Brightline
  • Certified Personal Banker (CPB) - Ironclad Systems
  • Apple Certified Associate (ACA)

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