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Skills

  • Customer relationship management (CRM) tools
  • Collaborative Goal Setting with Branch Leadership
  • Branch Audit Management
  • Team building
  • Business operations
  • Client Retention Strategies
  • Client Issue Resolution and Escalation Management
  • Relationship development
  • Banking Regulations and Compliance (e.g., AML, KYC)
  • Process improvement

Work Experiences

  • Achieved results within 11 months.
  • Advised clients on credit strategies.
  • Achieved Employee of the Year for compliance excellence in 2019.
  • Achieved a 68% approval rate.
  • Achieved a 20% growth in new business.
  • Boosted sales by 66%.
  • Consistently exceeded system and process goals set by Senior Universal Banker by using risk assessment, data analysis, and workflow optimization in all professional interactions.
  • Built a high-touch client experience.
  • Achieved a 84% reactivation rate.
  • Was given a regional branch recognition award for increasing sales by 11%.

Summaries

  • Achieved Top Performer for compliance excellence.
  • Accomplished Senior Universal Banker experienced in wealth management and financial planning, cultivating high-value relationships that resulted in a $9 AUM growth.
  • Dedicated to learning, growing, and succeeding in Banking and Financial Services.
  • Team member who is dedicated and outgoing and is knowledgeable about cash handling procedures and management principles.
  • Trustworthy Teller with experience working in a customer-oriented environment.
  • Maintain a high level of integrity and accuracy while providing professional and courteous customer service.
  • Strengths in quality assurance and stakeholder engagement backed up by Banking and Financial Services training.
  • Dedicated to maintaining the highest levels of security and customer satisfaction while achieving aggressive sales goals.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the program business.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.

Accomplishments

  • Piloted an online account opening feature that captured 17 new customers and reduced account opening time by three years, enhancing customer convenience.
  • Utilized a newly launched digital banking platform to onboard over 18 new customers during the first one year, driving a 76% increase in digital service adoption.
  • Led a team of 7 bankers to streamline customer service operations, reducing wait times by 56% and improving customer retention by 72%.
  • Documented and resolved process which led to procedure.
  • Performed high-level risk assessments for business clients, reducing credit risk exposure by 20%.
  • Facilitated monthly financial product training for staff, helping the branch exceed sales goals by 17% for the past year.
  • Collaborated closely with branch operations to launch 11 new investment products, driving a 35% increase in investment account openings over several months.
  • Managed a portfolio of client loans worth $4 with a 27% success rate on repayment, contributing to overall portfolio health.
  • Reduced branch audit discrepancies by 15% through rigorous adherence to KYC/AML compliance policies and implementation of process improvements.
  • Spearheaded the adoption of new compliance software, cutting audit preparation time by 40% and reducing compliance issues.

Affiliations

  • Accredited Financial Counselor (AFC) Certification
  • Women in Banking & Finance Organization framework - Columbus
  • Consumer Bankers Association (CBA)
  • International Council of Nurses
  • Association for Financial Professionals (AFP) - Columbus Chapter
  • Rotary International
  • Business Banking Leadership Network
  • Certified Financial Marketing Professional (CFMP) - American Bankers Association
  • Society of Human Resource Management
  • Certified Consumer Banker (CCB) Designation - 2017

Certifications

  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Business Analysis Professional (CBAP)
  • CompTIA A+ Technician
  • Certified Consumer Banking Risk Professional (CBRP) - Risk Management Association
  • Certified Business Banker (CBB) - Risk Management Association
  • Chartered Financial Consultant (ChFC®) - Vantage
  • Financial Risk Manager (FRM) - method
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Project Management Professional (PMP)
  • Certified Lending Specialist (CLS) - Northwind

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