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Skills

  • Business banking relationship development
  • Industry networking
  • Banking operations knowledge
  • Advanced data analytics (e.g., Workday)
  • Team management
  • Proficiency with Jira
  • Process improvement
  • Business operations
  • Problem resolution
  • Goal-based financial planning

Work Experiences

  • Conducted risk assessments for clients’ portfolios, protecting over $17 in client assets and preventing exposure to market volatility.
  • Achieved growth within 18 months.
  • Collaborated with compliance teams to ensure adherence to all federal, state, and local regulations, reducing the risk of penalties by 24%.
  • Built and nurtured banking relationships with corporate executives in Banking and Financial Services, leading to $13 in new loan business for 2017.
  • Achieved 44% growth in cross-selling.
  • Built banking relationships with corporate executives.
  • Consistently exceeded quarterly goals.
  • Assisted in forecasting and budgeting for branch operations.
  • Saved $9 by putting in place cost-cutting measures that addressed long-standing issues.
  • Looked for industry trends on social media and through online sources.

Summaries

  • Achieved a perfect score in 2022.
  • Boosted client retention rates by 44%.
  • Achieved a 33% boost in client satisfaction.
  • Assisted clients in achieving their long-term financial objectives.
  • Built targeted relationships with affluent individuals.
  • Astute banker with strong familiarity with banking regulations.
  • A thorough understanding of sales and marketing procedures and techniques is required.
  • Achieved President's Club performance by generating $5 in new investments, maintaining an unparalleled ability to foster and maintain long-term client relationships.
  • Helpful New Accounts Representative who is dedicated to conducting thorough interviews with people who want to open new accounts.
  • Achieved zero incidents across branch operations during 2022.

Accomplishments

  • Conducted in-depth financial reviews for clients, successfully identifying and cross-selling Asana, resulting in 71% revenue growth.
  • Reduced account servicing costs by 28% through digital transformation of routine banking procedures, improving customer satisfaction.
  • Successfully secured new deposits totaling $18, surpassing branch new account goals by 29%.
  • Led branch sales initiatives that contributed to achieving 42% of revenue growth over 11 consecutive quarters.
  • Identified and resolved customer issues related to account services, resulting in a 79% improvement in customer satisfaction scores.
  • Monitored and improved portfolio diversification strategies, leading to a 36% improvement in client financial performance.
  • Resolved product issue through consumer testing.
  • Documented and resolved program which led to initiative.
  • Collaborated with commercial lending departments to structure loan deals worth $7, helping clients access competitive financing options.
  • Proactively created financial solutions tailored to individual clients, increasing customer satisfaction scores by 10 points in 2020.

Affiliations

  • Small Business Financial Exchange
  • National Association of Credit Management (NACM)
  • National Association of Personal Financial Advisors (NAPFA)
  • Society of Financial Service Professionals (FSP)
  • Toastmasters
  • American Board of Certification in Financial Management (ABCFM)
  • Commercial Finance Association (CFA)
  • Mortgage Bankers Association (MBA)
  • Global Association of Risk Professionals (GARP)
  • Loan Syndications and Trading Association (LSTA)

Certifications

  • Financial Industry Regulatory Authority (FINRA) Series 7 License
  • National Mortgage Licensing System (NMLS) - 2024
  • Certified Bank Auditor (CBA) from Meridian
  • Ethical Hacker Certification (CEH) - 2015
  • Certified Customer Service Professional (CCSP) - Northwind
  • CompTIA Security+
  • Digital Banking Specialist (DBS) - 2021
  • Project Management Professional (PMP)
  • ServSafe
  • Certified Information Systems Auditor (CISA) - program

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