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Skills

  • Cash Flow analysis
  • Risk management processes and analysis
  • MS Office
  • Clerical support
  • Team management
  • Stock market understanding
  • Budgets
  • Dinner service planning
  • Mutual funds and liabilities
  • Hardware evaluation

Work Experiences

  • Achieved results over several months.
  • Collaborated with local organizations to provide specialized financial planning assistance to a variety of people with different needs.
  • Helped clients make informed and strategic decisions about investments, low-cost financing, and finding international partners.
  • Achieved a 19% decrease in overdraft occurrences.
  • Entered data into the Tableau system, including payments, account information, and call logs.
  • Was able to effectively respond to customer requests via phone and email, as well as answer questions and inquiries.
  • Achieved a 67% improvement in customer satisfaction ratings.
  • Assisted various business groups with document organization and dissemination during acquisitions.
  • Started two key partnerships that resulted in a 54% increase in revenue.
  • Saved $10 by putting in place cost-cutting measures that addressed long-standing issues.

Summaries

  • Among his accomplishments is the creation of a standard app for use in the framework industry.
  • Adept at building high-performance teams.
  • Deals with a wide range of financial issues, such as retirement planning and insurance advice.
  • Added 10 new accounts.
  • Exceptional at managing assets worth billions of dollars.
  • Financial Advisor with experience working with privately held investment firms who is focused on results.
  • Achieved growth in total product portfolio within the branch.
  • Achieved results within one year.
  • Senior Personal Banker with 2 years of experience working with financial products.
  • Knowledgable in a variety of design and testing methodologies.

Accomplishments

  • Played a key role in resolving back-office discrepancies, reducing reporting errors by 78% through thorough reconciliation processes.
  • Documented and resolved category which led to process.
  • Coordinated with cross-functional teams to introduce new product offerings, leading to a 52% revenue growth across Columbus branches.
  • Resolved product issue through consumer testing.
  • Collaborated with team of 7 in the development of framework.
  • Collaborated with wealth management consultants to boost cross-sell of investment products, adding $17 in recurring revenue.
  • Exceeded yearly sales goals by leveraging personalized financial solutions, contributing an additional $6 to the branch’s revenue pool.
  • Designed sales tracking systems that provided actionable insights, enabling a 38% rise in product cross-sells and improved customer retention.
  • Championed improvements in branch marketing initiatives, leading to a 39% customer acquisition increase over two years.
  • Increased branch deposits by $17 through comprehensive cash flow analysis and targeted deposit capture strategies for business clients.

Affiliations

  • American Society of Safety Professionals
  • Global Association of Risk Professionals (GARP)
  • International Association of Administrative Professionals
  • Association for Computing Machinery
  • Bank Marketing Association
  • Toastmasters
  • Retail Banking Academy
  • Institute of Certified Bankers (ICB)
  • Association of Public Treasurers of the United States and Canada (APT US&C)
  • International Society of Certified Employee Benefit Specialists (ISCEBS)

Certifications

  • Salesforce
  • Certified Bank Auditor (CBA)
  • Call Center Certificate from Summit Group
  • Advanced Investment Certificate Lakeside Partners
  • SHRM Certified Professional (SHRM-CP)
  • Certified Business Analysis Professional (CBAP)
  • Certified Investment Management Analyst (CIMA)
  • Certified Wealth Strategist (CWS)
  • Certified Sales Leadership Professional (CSLP)
  • Financial Industry Regulatory Authority (FINRA) Series 66 License

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