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Skills

  • Deal mechanics
  • Analytical
  • Expertise in Excel
  • Raw materials, packaging and production
  • MS Office
  • Briefings
  • 2 WPM typing speed
  • Quickbooks
  • Process improvement techniques
  • Business operations

Work Experiences

  • Devised strategies to develop and expand service sales to existing customers, resulting in an increase in annual revenue of 3%.
  • Achieved OSHA for compliance excellence.
  • Served the needs of more than 9 customers in a busy initiative environment.
  • Effectively reduced program errors by more than 10% using cross-functional collaboration and process improvement.
  • Authored procedural manuals on complex teller duties.
  • Achieved a 54% improvement in internal engagement scores.
  • Achieved highest teller team performance metrics.
  • Boosted branch-wide upsell rates by 34% through ongoing coaching in cross-selling strategies.
  • Achieved results after two years.
  • Coached tellers across 5 branches.

Summaries

  • Excellent ability to communicate, make decisions, and plan.
  • Resourceful, foresightful, and proactive, with a keen understanding of market and customer dynamics.
  • Setting up services, transferring funds, and assisting with complex transactions are all skills that she possesses.
  • Strengths in risk assessment and stakeholder engagement backed up by Banking and Financial Services training.
  • Problem solver and collaborator with zeal.
  • Technologically savvy and quick to pick up new programs.
  • Cross-selling bank products and services is a strength of this versatile banking professional.
  • Professional investment banker with the ability to gather, model, and use key data for a variety of projects.
  • Teller Supervisor is a deadline-driven Teller Supervisor who excels in fast-paced environments.
  • Customer-focused banking professional with a background in institutional business development and project management in the financial services industry.

Accomplishments

  • Reduced customer complaint resolution time from 6 months to system by streamlining escalation processes and ensuring prompt follow-up.
  • Resolved product issue through consumer testing.
  • Optimized sales of banking products like Microsoft Excel through team coaching, increasing revenue by 69% over several months.
  • Introduced motivational incentive programs for tellers that increased service cross-sell rates by 58% across entire branch.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Increased sales 16% over the past year.
  • Garnered President's Club for zero discrepancies in end-of-year cash audits for 2016, improving branch credibility and compliance assurance.
  • Played a key role in exceeding branch sales targets by 67% for 6 months after refining bank product offerings and cross-selling strategies.
  • Successfully onboarded 46% of new hires within one year, enabling them to become fully operational staff members ahead of schedule.
  • Collaborated with upper management to implement branch-wide employee engagement programs, reducing staff turnover by 61%.

Affiliations

  • Conference Participant, ABA Regulatory Compliance Program
  • Credit Union National Association (CUNA) Member
  • Leadership Certification from program
  • Banking Professionals Networking Group Member
  • Chair, Retail Banking Operations Committee Portland
  • Chartered Bank Teller (CBT) 2017
  • Society of Human Resource Management
  • Member, Credit Union Executives Society (CUES)
  • Certified Anti-Money Laundering Specialist (CAMS) 2020
  • Delegate at Global Teller Efficiency Conference 2018

Certifications

  • Certified Fraud Examiner (CFE) – Association of Certified Fraud Examiners (ACFE)
  • Apple Certified Associate (ACA)
  • Small Business Development Certification – Northwind
  • Advanced Banking Leadership Certification – Vantage or Austin
  • Association for Project Management (APM)
  • Conflict Resolution in Banking Certification – Cedar Works
  • AML/BSA Certification Program – American Bankers Association
  • SHRM Certified Professional (SHRM-CP)
  • Certified Public Accountant (CPA)
  • CompTIA Network+

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