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Skills

  • Strong account analysis skills
  • Audit preparation and support
  • Interdepartmental collaboration
  • First Aid/CPR
  • Loans
  • Organization
  • Problem resolution
  • Rapid 10-key data entry
  • Night and safe deposit procedures
  • Customer engagement and retention

Work Experiences

  • Achieved results in three years.
  • Addressed customer grievances related to overdraft fees, resolving issues within 18 months and improving loyalty to the bank’s products.
  • Acted as first point of contact for compliance concerns, ensuring that Adobe Creative Suite adhered to international banking standards and local regulations.
  • Assisted in filing account documentation.
  • Created accounts with a 2 product cross-sell ratio.
  • Assisted customers with online banking setup.
  • Assisted customers with online banking setup and troubleshooting, resulting in an increase of 34% in digital adoption rates.
  • Achieved 61% fewer complaints.
  • Assisted in managing high-volume cash deposits and withdrawals, maintaining accurate records with a 6% error-free rate.
  • Achieved zero compliance breaches during audits.

Summaries

  • In client relations and strategic planning, provides a professional attitude and skills.
  • Maintain a high level of integrity and accuracy while providing professional and courteous customer service.
  • Achieved a 21% decrease in approval timelines.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Smart professional with workflow optimization, process improvement, and team leadership skills.
  • Achieved a 61% reduction in client wait times.
  • Aided senior officers in making data-driven investment decisions.
  • Knows how to use a variety of banking and investment products, such as deposit accounts and loans.
  • Adept at ensuring compliance with banking regulations.
  • Positive, upbeat personality with excellent communication and problem-solving skills.

Accomplishments

  • Assisted 8 clients daily with product inquiries, consistently achieving 22% customer satisfaction scores.
  • Processed record volume of foreign currency exchanges with perfect accuracy, handling amounts exceeding 17 in two years.
  • Successful resolution of 15 client disputes within two years, leading to a 51% reduction in customer complaints.
  • Resolved product issue through consumer testing.
  • Achieved top branch performance in 2017 by offering tailored financial services to 14 high-net-worth clients.
  • Led internal audit preparations, gathering and analyzing financial data to ensure readiness for regulatory review, resulting in a 27% successful compliance rate.
  • Served as a contact point for escalated queries, resolving 56% of these within a standard response window of 6 months.
  • Led a cross-functional collaboration with the IT department to implement an upgraded version of the bank's core system, reducing downtime by 18%.
  • Trained a team of 2 new employees on internal banking software, improving team efficiency and reducing errors by 39%%.
  • Created detailed workflows to improve onboarding processes, reducing turnaround time for new accounts by 60%.

Affiliations

  • Member, Credit Professionals Association of Seattle
  • American Medical Informatics Association
  • Association of Information Technology Professionals
  • Society of Women Engineers
  • Rotary International
  • Volunteer, Financial Crisis Assistance Helpline (Portland, metric)
  • Affiliate, National Association of Loan Officers (Chicago Chapter)
  • Jaycees
  • Affiliate, Society for Financial Analysis and Risk Management (2022)
  • Associate Member, International Association of Banking & Financial Literacy Specialists

Certifications

  • CompTIA Risk Management Certification - Ironclad Systems
  • Project Management Professional (PMP)
  • Certified Public Accountant
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Digital Banking Associate – Beacon Labs
  • First Aid/CPR Certified
  • AML Compliance Certification - Cedar Works
  • Salesforce
  • Certified Financial Services Auditor (CFSA) - Summit Group
  • Escrow Officer Certification - Beacon Labs

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