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Skills

  • Mutual funds and liabilities
  • Interpersonal communication skills
  • Education funds
  • Retirement needs
  • Market trend analysis
  • Customer service
  • Branch revenue enhancement
  • Team building
  • Mutual funds
  • Deposit growth planning

Work Experiences

  • Helped clients make informed and strategic decisions about investments, low-cost financing, and finding international partners.
  • Built strong customer loyalty.
  • Collaborated with system customers to determine their needs and deliver process service.
  • Assessed clients' creditworthiness for personal lending.
  • Acquired $3 in new deposits.
  • Achieved Innovation Award recognition for surpassing sales and relationship management KPIs by 76%.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Capitalized on market opportunities.
  • Built long-term relationships with clients by providing personalized financial strategies, achieving a 24% increase in wallet share.
  • Achieved a 50% resolution rate.

Summaries

  • Boosted retail checking account openings by 9.
  • Determined planner and problem-solver with knowledge of marketing and sales tactics.
  • Accomplished at increasing branch visibility.
  • Adept at managing client referrals, resulting in a 57% increase in wealth management team referrals over one year.
  • Accomplished at increasing branch visibility through community event hosting, generating $15 in new deposits from 4 local events.
  • Achieved a 65% resolution rate.
  • Strengths in quality assurance and vendor management backed up by Banking and Financial Services training.
  • Recognized on a regular basis for outstanding performance and contributions to the Banking and Financial Services industry's success.
  • Deals with a wide range of financial issues, such as retirement planning and insurance advice.
  • Retail Relationship Banker with 17 years of experience working with financial products.

Accomplishments

  • Increased outbound lead generation by 23% using targeted community outreach and cross-channel marketing techniques.
  • Led monthly team sales meetings to identify key opportunities, driving over $11 in cumulative branch revenue growth.
  • Utilized data analytics tools to identify client behavior trends, leading to targeted offers that increased average product per client by 14 units.
  • Partnered with branch leadership to implement a streamlined sales process, leading to a 16% reduction in customer onboarding time.
  • Implemented referral management strategy that increased customer acquisition by 41% YOY, contributing to significant overall revenue growth.
  • Consistently ranked in the top 45% of branch bankers nationwide by exceeding monthly sales and customer service KPIs.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Built and maintained long-term relationships with key customers, leading to a 26% improvement in loyalty-driven revenue.
  • Established a lead generation pipeline that resulted in an 72% YOY increase in new retail clients and higher product penetration.
  • Initiated a quarterly review process with high-value clients that led to a $16 increase in account value YOY.

Affiliations

  • Society of Women Engineers
  • Volunteer Mentor at procedure School of Business Mentorship Program
  • Ongoing participant in the ABA's Wealth Management & Trust Forum
  • Attendee of the Consumer Bankers Association’s Annual Conference
  • Board Member of Local Credit Union Advisory Board (2021-2024)
  • Association of Information Technology Professionals
  • Member of the Institute of Certified Bankers (ICB)
  • National Association of Social Workers
  • Lions Club
  • American Medical Informatics Association

Certifications

  • Certified Customer Service Professional (CCSP)
  • Accredited Investment Fiduciary (AIF)
  • Apple Certified Associate (ACA)
  • Financial Markets Regulatory Certification (FMRC)
  • Certified Financial Planner (CFP)
  • Salesforce
  • Certified Financial Services Auditor (CFSA)
  • ServSafe
  • Certified Public Accountant
  • SHRM Senior Certified Professional (SHRM-SCP)

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