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Skills

  • FHA loan process background
  • Communications
  • Auditing and compliance verification
  • Operational improvement
  • First Aid/CPR
  • Sales professional
  • Client Financial Goal Analysis
  • Business Development
  • Reporting familiarity
  • Conflict resolution and negotiation skills

Work Experiences

  • Assisted in securing large business client deposits.
  • Conducted community outreach initiatives.
  • Consulted with clients on investment products.
  • Increased new bank relationships within the local community by 17% through the implementation of quarterly promotions.
  • Aided 8 local business clients in transitioning from manual to digital banking systems, increasing efficiency and reducing transaction times.
  • Awarded Outstanding Service Award.
  • Analyzed trends in customer complaints.
  • Achieved a 79% increase in customer satisfaction scores.
  • Conducted audits over a the past year period.
  • Achieved a 16% improvement in account health.

Summaries

  • Achieved a 38% increase in customer satisfaction scores.
  • Versatile Universal Branch Associate with background in banking and finance. Consistently meet bank and customer service standards. Ready to tackle new challenges in position within Banking and Financial Services where talents in performance reporting and team leadership will be valuable.
  • Knowledgeable Universal Branch Associate with experience in childcare and development.
  • Excellent abilities in reporting, record-keeping, and relationship-building.
  • Well-organized, proactive, and able to adapt to changing circumstances.
  • Built strong relationships to enhance sales.
  • Client-focused Universal Branch Associate with a track record of leading training initiatives for new hires, improving onboarding effectiveness by 16% and ensuring high retention rates among incoming staff.
  • Problem-solving and creative decision-making are skills that a logical Universal Branch Associate possesses.
  • Universal Branch Associate with 11 years of successful risk assessment and stakeholder engagement experience.
  • Analytical and detail-oriented Universal Branch Associate.

Accomplishments

  • Trained a team of 7 newly hired associates on proprietary task-managing software, improving operational efficiency by 71%.
  • Collaborated with regional managers to standardize conflict resolution protocols, resulting in a 60% decrease in client complaints branchwide.
  • Managed and grew a client portfolio worth $14, successfully driving relationship management best practices across 9 branches.
  • Led a cross-functional team of 12 staff to streamline customer onboarding processes, reducing account setup time by 81%.
  • Documented and resolved category which led to method.
  • Negotiated customer rate adjustments and forgiveness on fees, retaining 33% of previously at-risk accounts.
  • Reduced customer service processing time by 34% by implementing next-generation digital banking tools.
  • Increased branch adoption of mobile banking solutions by promoting app features, seeing 55% more clients use these services by 2017.
  • Initiated and maintained lasting relationships with 11 high-net-worth clients, leading to over $6 in new investment value for the branch.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Affiliations

  • National Federation of Independent Business (NFIB)
  • Society of Human Resource Management
  • Lions Club
  • Certified Financial Services Security Professional (CFSSP)
  • Institute of Financial Services (IFS)
  • Society of Financial Service Professionals (FSP)
  • National Retail Federation (NRF)
  • International Retail Banking Association (IRBA)
  • Digital Banking & Fintech Association
  • American Society of Safety Professionals

Certifications

  • Certified Financial Planner (CFP) – 2023
  • Series 6 and 63 Securities Licenses
  • Banking and Financial Services Certification Brightline
  • CompTIA Security+
  • Cisco Certified Network Associate (CCNA) Routing and Switching 2022
  • Business Banking Skills Certificate Meridian
  • Certified Public Accountant
  • Certified Internal Controls Auditor (CICA)
  • Securities Industry Essentials (SIE) Exam
  • Certified Bank Auditor (CBA)

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