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Skills

  • MS Office
  • International transaction processing
  • Problem resolution
  • Project organization
  • First Aid/CPR
  • Budgets
  • Account management
  • Customer needs analysis
  • Organization
  • File maintenance

Work Experiences

  • Achieved Innovation Award for exemplary service.
  • Assisted with large-scale mergers and acquisitions.
  • Analyzed financial reports for senior management.
  • Automated routine tasks.
  • Achieved a year-over-year growth rate of 42% %.
  • Assisted senior management in creating financial models for new initiatives, contributing to the branch’s expansion into the Denver market.
  • Addressed issues over 2018 months.
  • Assisted in implementing a new risk management framework.
  • Assisted in the implementation of a new risk management framework, reducing potential fraud exposure by $15 annually.
  • Looked for industry trends on social media and through online sources.

Summaries

  • Aligned with the bank’s growth objectives.
  • Customer-centric banking professional.
  • Strengths in project management and process improvement backed up by Banking and Financial Services training.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Consistently complied with regulatory requirements.
  • Collaborative Senior Banking Assistant.
  • Adept at managing high-value client accounts.
  • Customer-centric banking professional, recognized for enhancing satisfaction by constantly exceeding service expectations, earning a 19% improvement in NPS score.
  • Aligned branch activities with Scrum Master.
  • All account types, products, and services are familiar.

Accomplishments

  • Analyzed financial data to track overdraft occurrences, leading to a 56% decrease in errors through proactive client communication and issue resolution.
  • Improved portfolio management by ensuring 19% compliance with internal policies, contributing to greater financial control and risk management for 15 accounts.
  • Developed and implemented an automated audit trail system that reduced manual review time by 16% and improved internal transaction accuracy by 38%.
  • Developed training manuals and workshops for new banking staff, which reduced common errors by 74% and shortened the training period by 17 weeks.
  • Implemented new technologies that automated manual back-office tasks, reducing paperwork errors by 50% and eliminating operational inefficiencies, saving 5 hours per month.
  • Documented and resolved process which led to initiative.
  • Led on-boarding efforts for SAP, boosting team productivity by 54% and reducing data entry times by 6 hours weekly.
  • Resolved high-level discrepancies in over 2 client accounts, recovering $16 in misallocated funds within 6 months months, ensuring precise financial reporting.
  • Reconciled multiple discrepancies in back-end transaction logs, resolving cross-border transaction disputes and recovering $15 in outstanding payments.
  • Led a comprehensive quarterly audit of 6 customer accounts, identifying discrepancies and recovering $14 for the institution, contributing to financial accuracy and corporate compliance.

Affiliations

  • American Institute of Certified Public Accountants (AICPA) – Banking Division
  • National Association of Credit Management (NACM)
  • Finance Leadership Council
  • National Notary Association (NNA)
  • National Association of Social Workers
  • Women in Banking & Finance (WIBF)
  • Institute of Chartered Accountants program
  • Institute of Internal Auditors (IIA)
  • American Medical Informatics Association
  • Institute of Operational Risk (IOR)

Certifications

  • Certified Payment Collection Professional (CPCP)
  • ServSafe
  • Cisco Certified Network Associate (CCNA)
  • FINRA Securities Industry Essentials (SIE)
  • First Aid/CPR Certified
  • Retail Banking Academy (RBA) - Retail Banking I Certification
  • Salesforce
  • IFRS Certification Ironclad Systems
  • Certified Public Accountant (CPA)
  • Lean Six Sigma in Finance & Banking

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