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Skills

  • Referral generation and business networking
  • Project organization
  • Portfolio Management
  • Debt restructuring and consolidation
  • First Aid/CPR
  • Customer service excellence
  • Business operations
  • Time management and prioritization
  • Process improvement
  • Investment Portfolio Diversification

Work Experiences

  • Contributed $4 in additional revenue.
  • Answered 2 calls per two years to help customers with their questions and concerns.
  • Boosted customer satisfaction rates.
  • Achieved results within 18 months at Portland.
  • Conducted in-depth account reviews.
  • Consistently exceeded monthly new account targets.
  • Customized offerings for clients.
  • Adhered to internal compliance protocols.
  • Achieved results within 6 months.
  • Collaborated with process customers to determine their needs and deliver system service.

Summaries

  • Accomplished Senior Licensed Personal Banker committed to helping small businesses achieve financial success. Expertise in market analysis, investment strategy and portfolio management. Detail-oriented and tech-savvy professional proficient in Microsoft Excel and Salesforce.
  • Banking leader with exceptional communication skills and proven success in negotiating favorable loan terms, reducing delinquency rates by 81%. Adept at identifying client needs through comprehensive financial reviews.
  • Senior Licensed Personal Banker with 7 years of successful team leadership and budget management experience.
  • Adept at identifying client needs through comprehensive financial reviews.
  • Boosted overall branch performance.
  • Senior Licensed Personal Banker is a successful Senior Licensed Personal Banker who is dedicated to assisting small businesses in achieving financial success.
  • Built long-lasting client loyalty.
  • Accomplished Senior Personal Banker, recognized for exceeding loan sales targets by 28% while providing exceptional personalized banking services. Expertise in credit approval management, wealth diversification, and maintaining high client retention rates.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Achieved a 84% reduction in client onboarding time.

Accomplishments

  • Recognized with the Employee of the Year in 2015 for driving a 71% growth in mortgage loan origination through effective relationship building.
  • Devised improvement plans based on client feedback and internal metrics, boosting loan approval processing efficiency by one year.
  • Secured 18 new business clients for corporate banking services in Boston, increasing commercial lending by 51%.
  • Integrated new customer feedback mechanisms, resulting in a 53% boost in positive client reviews and overall satisfaction.
  • Designed and implemented a branch training program that elevated compliance adherence and product knowledge, resulting in 53% error reduction.
  • Collaborated with the mortgage, insurance, and wealth management teams to provide holistic client services, securing 17 new referral partners in one year.
  • Guided 10 junior employees in regulatory compliance and cross-selling techniques, achieved a 77% improvement in team performance metrics.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Exceeded quarterly sales revenue goals by 45% through consultative selling practices and a client-centered approach.
  • Achieved 26% year-over-year growth in deposit balances across managed portfolios.

Affiliations

  • Jaycees
  • Rotary International
  • Association for Supply Chain Management (APICS)
  • Certified Public Accountant (CPA) Association
  • Institute of Business & Finance (IBF)
  • International Council of Nurses
  • American Society of Safety Professionals
  • Council of Residential Specialists (CRS)
  • Association for Computing Machinery
  • Society of Women Engineers

Certifications

  • Accredited Investment Fiduciary (AIF)
  • Project Management Professional (PMP)
  • Certified Private Wealth Advisor (CPWA)
  • Certified Personal Banker Cedar Works
  • Risk Management Framework (RMF) Certified Professional
  • Licensed Bank Examiner Colorado
  • Salesforce
  • Series 7 - General Securities Representative License
  • Series 6 - Investment Company and Variable Contracts Products Representative License
  • SHRM Certified Professional (SHRM-CP)

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