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Skills

  • Client relationship management software (Workday)
  • Loan sales optimization
  • Team building
  • Portfolio Management
  • Client feedback system creation
  • Team management
  • Advanced knowledge of loan structuring
  • Client retention strategy development
  • Financial product presentations
  • Cross-functional team collaboration

Work Experiences

  • Achieved results over one year.
  • Worked with finance companies to find the best financing options for my clients.
  • Collaborated with compliance teams to ensure adherence to changing regulatory requirements, reducing compliance issues by 70%.
  • Collaborated with mortgage and insurance teams.
  • Boosted customer satisfaction rates.
  • Consistently scored above 55%.
  • Achieved 32% growth in sales.
  • Had an excellent attendance record and was always on time for work.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Collaborated with underwriting and technology teams.

Summaries

  • Senior Licensed Personal Banker is a successful Senior Licensed Personal Banker who is dedicated to assisting small businesses in achieving financial success.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Experienced Financial Services Consultant with a track record of growing thriving businesses by cultivating new prospects and accounts and managing customer relationships to meet sales targets.
  • Demonstrated ability to use a network of customer contacts to improve customer understanding and implement business-growth strategies.
  • Banking leader with exceptional communication skills.
  • Senior Licensed Personal Banker with 7 years of successful team leadership and budget management experience.
  • Client-focused Senior Licensed Personal Banker.
  • Banking professional with a decade of experience.
  • Accomplished banking professional with expertise in managing over 2 business loan applications. Proficient in reducing processing times by 31% while ensuring compliance with regulatory standards.
  • Costs were consistently reduced while profits were increased.

Accomplishments

  • Played a key role in developing strategic sales plans that expanded client base by 50% within two years.
  • Collaborated with the mortgage, insurance, and wealth management teams to provide holistic client services, securing 17 new referral partners in one year.
  • Achieved President's Club in 2018 for surpassing branch loan targets by 34% through tailored financial solutions.
  • Guided 10 junior employees in regulatory compliance and cross-selling techniques, achieved a 77% improvement in team performance metrics.
  • Tracked client data using Workday, forecasting needs and cross-sold investment products, increasing monthly revenue by 16%.
  • Exceeded quarterly sales revenue goals by 45% through consultative selling practices and a client-centered approach.
  • Enhanced client onboarding process by introducing Asana, which reduced onboarding time by two years%.
  • Orchestrated the launch of a branch initiative aimed at increasing customer retention, boosting repeat business by 77%.
  • Resolved product issue through consumer testing.
  • Successfully managed a portfolio of 17 high-net-worth clients, growing overall assets under management by 52% over three years.

Affiliations

  • Lions Club
  • Rotary International
  • Toastmasters
  • Money Management Institute (MMI)
  • Society for Human Resource Management (SHRM)
  • American College of Financial Services
  • Society of Human Resource Management
  • American Society of Pension Professionals & Actuaries (ASPPA)
  • Jaycees
  • Association of Certified Fraud Examiners (ACFE)

Certifications

  • Accredited Financial Counselor (AFC) – Lakeside Partners
  • Accredited Investment Fiduciary (AIF)
  • Series 65 - Uniform Investment Adviser Law Examination
  • Certified Business Analysis Professional (CBAP)
  • Mortgage Loan Originator (MLO) License, Colorado
  • ServSafe
  • Risk Management Framework (RMF) Certified Professional
  • Certified Anti-Money Laundering Specialist (CAMS)
  • Certified Deposit Access Specialist Vantage
  • Certified Regulatory Compliance Manager (CRCM) – 2018

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