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Skills

  • Education funds
  • Mutual funds and liabilities
  • Insurance decisions
  • Customer service
  • Cash handling accuracy
  • Sales reporting
  • Time management
  • Interpersonal communication
  • New client acquisition
  • Investment advice

Work Experiences

  • Awarded for customer service excellence in 2018.
  • Achieved results in 2023.
  • Achieved results across multiple categories.
  • Achieved a 21% reduction in first-year account closures.
  • Helped clients make informed and strategic decisions about investments, low-cost financing, and finding international partners.
  • Assisted clients in planning and funding their retirements by assisting them in managing, customizing, and diversifying their portfolios using mutual funds and other options.
  • Achieved a compliance audit score of 12% in 2017.
  • Collaborated with procedure customers to determine their needs and deliver process service.
  • Achieved a 73% improvement in client satisfaction scores.
  • Achieved a 72% reduction in transaction errors.

Summaries

  • Adaptable Retail Personal Banker trained in fostering client relationships, achieving $12 in new revenue and Excellence Award for sales growth in competitive market conditions.
  • Deals with a wide range of financial issues, such as retirement planning and insurance advice.
  • Financial Advisor with experience working with privately held investment firms who is focused on results.
  • Achieved a 26% reduction in account setup issues.
  • Retail Personal Banker with 17 years of experience working with financial products.
  • Adaptable Retail Personal Banker.
  • Award-winning Retail Personal Banker.
  • Competent and reliable Personal Banker.
  • Achieved 28% growth in branch revenue.
  • Achieved a 34% boost in product adoption.

Accomplishments

  • Collaborated with compliance to ensure compliance with banking regulations, successfully passing 5 audits with zero discrepancies in 2017.
  • Trained 8 new team members on cross-selling techniques, leading to an increase in sales revenues by $18 over 18 months.
  • Led business development efforts by offering ServiceNow packages and achieved a 83% increase in client acquisitions.
  • Ensured banking software system Adobe Creative Suite was used efficiently to track financial wellness plans, improving customer retention by 69%.
  • Collaborated across marketing teams to streamline anti-money laundering compliance, passing annual audits with no findings for 5 consecutive years.
  • Analyzed key performance indicators, enhancing service offerings which improved the branch’s Net Promoter Score by 30%.
  • Managed a portfolio of 5 high-value customers, leading to a 53% revenue growth in SAP sales.
  • Developed personalized financial plans for a portfolio of 4 clients, reducing delinquent loan accounts by 73%.
  • Designed and integrated tailored financial solutions for small business owners, resulting in a 50% growth in business accounts.
  • Resolved product issue through consumer testing.

Affiliations

  • National Retail Federation (NRF)
  • International Association of Professional Debt Arbitrators (IAPDA)
  • Financial Services Institute (FSI)
  • American Association of Finance & Accounting (AAFA)
  • National Credit Union Administration (NCUA)
  • Rotary International
  • National Association of Credit Management (NACM)
  • Women's Business Enterprise National Council (WBENC) Mentor Program
  • Toastmasters
  • American Society of Safety Professionals

Certifications

  • Salesforce
  • Wealth Management Specialist (WMS)
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Financial Planner (CFP)
  • Certified Corporate Trust Professional (CCTP) by CTFA
  • Chartered Financial Consultant (ChFC)
  • CompTIA A+ Technician
  • Bank Management Certificate by program
  • Certified Analytics Professional (CAP) by INFORMS
  • Certified Business Analysis Professional (CBAP)

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