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Skills

  • Customer service
  • Staff management
  • Process improvement
  • Conflict resolution and mediation
  • Direct client management strategies
  • Employee training program development
  • Business development expertise
  • Team management
  • Team building
  • Reporting familiarity

Work Experiences

  • Assisted in securing key banking partnerships within Boston, generating over $9 in new client revenue.
  • Aligned with green initiatives.
  • Conducted thorough budgeting.
  • Boosted revenue through targeted local campaigns.
  • Collaborated with the sales team.
  • Used strategic risk management techniques to safeguard company assets.
  • Used effective networking to identify and capitalize on community business opportunities.
  • Met deadlines by proactively managing individual and team tasks and implementing method processes.
  • Achieved zero compliance violations during audits in 2016.
  • Avoided portfolio losses.

Summaries

  • Adaptable Senior Branch Office Administrator.
  • Adept at ensuring financial transaction compliance, overseeing operations in alignment with metric standards.
  • Achieved a $14 reduction in operational overhead.
  • Achieved an average rating of 37%.
  • Achieved results during 2015.
  • Strengths in vendor management and quality assurance backed up by Computers Software training.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Senior Branch Manager with 9 years of progressive experience in multiple locations improving business processes, increasing revenue, and retaining loyal customers.
  • Senior Branch Office Administrator is a multi-talented Senior Branch Office Administrator who is consistently rewarded for planning and operational improvements.

Accomplishments

  • Led the successful branch relocation project, coordinating cross-functional teams and minimizing office downtime to 7 days.
  • Developed and monitored key operational metrics, leading to a 51% improvement in branch efficiency in 2019.
  • Led conflict-resolution initiatives which decreased employee turnover by 41% within 6 months.
  • Organized financial reporting sessions, ensuring that budget forecasting accuracy improved by 46%.
  • Configured new business continuity plans aligning with ITIL requirements, ensuring 100% operational compliance by process.
  • Oversaw branch-wide customer relationship management, contributing to a 23% improvement in client satisfaction scores.
  • Collaborated with external vendors to reduce supply costs by 62%, cutting annual operational expenses by 15.
  • Implemented a digital filing system that reduced document retrieval times by 39% and improved overall workflow.
  • Documented and resolved procedure which led to method.
  • Created and led financial literacy workshops for clientele, which resulted in a 26% increase in new investment accounts.

Affiliations

  • Customer Service Excellence Association (CSEA)
  • Institute of Certified Professional Managers (ICPM)
  • Jaycees
  • American Management Association (AMA)
  • Professional Association for Customer Engagement (PACE)
  • American Society for Quality (ASQ)
  • National Notary Association (NNA)
  • Association for Operations Management (APICS)
  • Association of Information Technology Professionals
  • Risk Management Society (RIMS)

Certifications

  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified in Risk and Information Systems Control (CRISC) - ISACA
  • CompTIA A+ Technician
  • Certified Talent Acquisition Specialist (CTAS) – Brightline
  • Certified Administrative Manager (CAM) - framework
  • Chartered Financial Analyst (CFA) - Summit Group
  • Salesforce
  • Security and Wealth Management Certification (Series 63) - metric
  • SHRM Certified Professional (SHRM-CP)
  • Certified Sales Professional (CSP) - Beacon Labs

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