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Skills

  • Territory Sales Experience
  • MS Office proficient
  • Advanced accounting background
  • Consumer banking specialist
  • Cash dispenser operation
  • Comparable company analysis
  • NCR Cash recycler
  • Relationship building and management
  • Financial modeling
  • Hardworking mentality

Work Experiences

  • Consistently exceeded standard and initiative goals set by Senior Banker by using performance reporting, workflow optimization, and data analysis in all professional interactions.
  • Got better.
  • Sought advice.
  • Served the needs of more than 12 customers in a busy method environment.
  • Was given a regional branch recognition award for increasing sales by 5%.
  • Made a proposal
  • Handled sales referrals and promoted bank services and products, increasing branch sales by 18%.
  • Kept track of customer behavior and followed strict protocols to prevent asset theft.
  • Was in charge of preparing daily branch procedure invoices.
  • Entered transaction information for members into the online banking software.

Summaries

  • Versatile
  • Within Banking and Financial Services, senior Senior Banker and outstanding performer in strategic planning and process improvement.
  • Expert
  • Innovative
  • Motivated individual.
  • Resourceful
  • Dedicated to improving modeling and statistical analysis on a continuous basis.
  • Pragmatic
  • Senior Banker with 13 years of cash handling and customer service experience is organized and detail-oriented.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the initiative business.

Accomplishments

  • Implemented internal control procedures governing underwriting, improving compliance by 66% during audits.
  • Spearheaded corporate client onboarding, leading to the successful acquisition of 8 new corporate clients and $6 in deposits.
  • Drove high levels of customer satisfaction, maintaining an average Net Promoter Score (NPS) of 5 over 15 quarters.
  • Facilitated the underwriting of syndicated loans worth $10, coordinating with multiple international institutions to diversify risk.
  • Developed cross-selling initiatives resulting in a 77% year-on-year increase in product penetration within the existing client base.
  • Resolved product issue through consumer testing.
  • Increased assets and net cash flow by 5% while minimizing outflow of assets.
  • Developed and implemented a customer retention strategy that reduced churn by 81% across 6 service lines.
  • Achieved successful IPO for Vantage.
  • Partnered with various departments to improve client experience, increasing customer satisfaction rates by 28% year-over-year.

Affiliations

  • Lions Club
  • Association of Latino Professionals For America (ALPFA)
  • Women in Banking and Finance (WIBF)
  • Turnaround Management Association (TMA)
  • National Association of Personal Financial Advisors (NAPFA)
  • American Society of Safety Professionals
  • Urban Financial Services Coalition (UFSC)
  • Association for Computing Machinery
  • International Council of Nurses
  • Association for Financial Professionals (AFP)

Certifications

  • Certified Anti-Money Laundering Specialist (CAMS)
  • Certified Business Analysis Professional (CBAP)
  • Chartered Banker MBA
  • First Aid/CPR Certified
  • Accredited Senior Appraiser (ASA)
  • Certified Bank Auditor (CBA)
  • Advanced Wealth Consulting Certification
  • Certified International Wealth Manager (CIWM)
  • Certified Financial Services Auditor (CFSA)
  • Heads of Finance Certification (HoF)

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