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Skills

  • Extremely organized
  • Conflict resolution
  • Interpersonal and written communication
  • Project management
  • Budgets
  • First Aid/CPR
  • Team management
  • Pricing tool development
  • Inspection reviews
  • Hardware evaluation

Work Experiences

  • Started it.
  • Ensured
  • Won
  • Successfully led key projects that yielded a standard.
  • Provided management with method updates on renewal progress, at-risk renewals, and renewal forecasts.
  • Kept the indoor and outdoor dining areas clean by removing trash, wiping down tables, and restocking napkin dispensers.
  • Processed quarterly vault and ATM audits with a zero error rate.
  • Kept meticulous records of what customers wanted and ordered, which helped to boost profits when they returned at a later date.
  • Kept track of everything.
  • Daily fuel inspections, including preloading and quality control, were something I helped with.

Summaries

  • Collaborate with commercial lenders to achieve sales targets.
  • A committed, tactical team builder and strategic planner seeking a position in account management or sales with a forward-thinking elevator service and construction firm.
  • Versatile
  • Ability to complete tasks accurately despite interruptions and competing demands has been demonstrated.
  • Multi-tasking, self-motivated leader with experience expanding network connections, persuading customers to buy products, implementing pricing models, inventory control and projections, territory development, and uncovering customer needs to deliver solutions.
  • Seasoned
  • To drive profitability and growth, skilled operations manager with solid experience managing all levels of multiple projects, including budgeting, inventory control, and administration.
  • Service-driven
  • dependable self-starter looking for a position as a customer resolution specialist with a forward-thinking company.
  • A quick study who has worked in a variety of design fields to help companies strengthen their brands and grow their revenue.

Accomplishments

  • Analyzed customer financial profiles and made personalized recommendations, resulting in a 67% increase in cross-sold products.
  • Consistently ranked top 15% in sales among 17 bankers within the region for upselling financial products.
  • Increased overall branch deposits by 68% through personalized customer service and cross-selling of banking products.
  • Contributed to branch achieving top 2 ranking in the region for 2015 through strong performance in retail banking objectives.
  • Managed cash registers and vault assets totaling over $6 daily with zero discrepancies or errors over one year.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Identified over 14 fraud-related discrepancies while adhering to regulatory compliance, reducing financial errors by 79%.
  • Collaborated with team of 6 in the development of program.
  • Partnered with branch managers to create quarterly sales strategies, resulting in a 54% profit increase over one year.
  • Successfully guided customers on mortgage, auto loans, and savings accounts, contributing to a 40% increase in loan disbursements.

Affiliations

  • International Association of Administrative Professionals
  • Registered Member, Society of Actuaries in Banking (SAB)
  • Professional Association of Customer Relationship Managers
  • Wealth Management and Corporate Finance Professionals Forum
  • Rotary International
  • Active Member, International Federation of Accountants (IFAC)
  • Women's Initiative in Financial Services Group
  • Retail Banking Academy Membership
  • Banking Industry Regulatory Examiner Certificate, initiative
  • National Association for Professional Development in Banking

Certifications

  • Fundamentals of Bank Deposit Services Certification (FDS) by Lakeside Partners
  • Certified Community Bank Security Officer (CCBSO)
  • Certified Financial Education Instructor (CFEI)
  • Series 6 Securities License
  • Certified Business Analysis Professional (CBAP)
  • Bank Secrecy Act (BSA) Compliance Certification
  • Certified Financial Services Security Professional (CFSSP)
  • Apple Certified Associate (ACA)
  • Salesforce
  • Credit Counselor Certification by Beacon Labs

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