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Skills

  • File maintenance
  • Client risk assessment and mitigation
  • Customer service
  • Initiative equipment
  • Data-driven client engagement
  • Cross-functional team collaboration
  • Industry networking
  • Budgets
  • High-net-worth client management
  • Client Onboarding Optimization

Work Experiences

  • Conducted risk assessments for clients’ portfolios.
  • Oversaw the delivery of metric project by initiative team, which resulted in standard.
  • Collaborated with compliance teams to ensure adherence to all federal, state, and local regulations, reducing the risk of penalties by 24%.
  • Consistently exceeded quarterly goals.
  • Assisted in forecasting and budgeting for branch operations.
  • Helped customers solve problems by recommending category standard that were relevant to their needs.
  • Answered 6 calls per 18 months to help customers with their questions and concerns.
  • Achieved 44% growth in cross-selling.
  • Boosted overall performance.
  • Looked for industry trends on social media and through online sources.

Summaries

  • Recognized on a regular basis for outstanding performance and contributions to the Banking and Financial Services industry's success.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Built high-value client portfolios.
  • Strengths in project management and vendor management backed up by Banking and Financial Services training.
  • Achieved consistent results over a multi-year period.
  • Welcoming New Accounts Representative eager to join a reputable organization.
  • Achieved President's Club performance.
  • Marketing bank products, account maintenance, and evaluating new customer information are all skills she possesses.
  • Astute banker with strong familiarity with federal and state banking regulations, ensuring full compliance while handling over $15 in assets for high-profile clients.
  • Achieved a 17% reduction in churn.

Accomplishments

  • Utilized Jira to track and manage business KPIs, leading to streamlined sales forecasting and a 52% increase in accuracy.
  • Drove business development efforts by launching a client referral initiative which resulted in 59% of all new accounts.
  • Successfully conducted due diligence on over 11 new accounts, ensuring all compliance requirements for KYC were met within three years.
  • Contributed to developing branch-wide best practices for handling commercial clients, which resulted in a 56% boost in client satisfaction.
  • Collaborated with team of 8 in the development of method.
  • Implemented a new CRM tracking system, resulting in a 25% improvement in follow-up with key clients and increased retention.
  • Reduced account servicing costs by 28% through digital transformation of routine banking procedures, improving customer satisfaction.
  • Leveraged in-depth knowledge of financial products like HubSpot to upsell clients, contributing to a 68% revenue increase for the branch.
  • Developed and trained relationship managers on CRM systems, improving lead conversion rates by 70%.
  • Monitored and improved portfolio diversification strategies, leading to a 36% improvement in client financial performance.

Affiliations

  • International Association of Registered Financial Consultants (IARFC)
  • Freemason
  • Certified Financial Planner Board of Standards
  • Association for Financial Professionals (AFP)
  • American Board of Certification in Financial Management (ABCFM)
  • American Association of Bank Directors (AABD)
  • Society of Human Resource Management
  • National Association of Social Workers
  • Financial Services Institute (FSI)
  • Risk Management Association (RMA)

Certifications

  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Treasury Professional (CTP) – 2017
  • Certified Information Systems Auditor (CISA) - program
  • Certified Regulatory Compliance Manager (CRCM) through Summit Group
  • SHRM Certified Professional (SHRM-CP)
  • Digital Banking Specialist (DBS) - 2021
  • CompTIA A+ Technician
  • Certified Business Analysis Professional (CBAP)
  • Certified Customer Service Professional (CCSP) - Northwind
  • First Aid/CPR Certified

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