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Skills

  • CRM database management
  • Night and safe deposit procedures
  • Branch performance reporting
  • Achieving quarterly sales targets
  • Customer-centric problem-solving
  • Financial needs assessment
  • Project organization
  • Team management
  • Business Development
  • Accounting systems and software

Work Experiences

  • Awarded in 2021.
  • Advised personal and business clients on financial planning tools, helping to build over $15 in new investments.
  • Reorganized my online banking files and deleted any that were no longer in use.
  • Advised 13 clients daily on account management strategies.
  • Created accounts with a 11 product cross-sell ratio.
  • Assisted in training new hires on Microsoft Excel.
  • Volunteered for extra shifts to help with staffing shortages during the holidays and other busy times.
  • Automated recurring transactions.
  • Consistently exceeded procedure and method goals set by Bank Representative by using strategic planning, budget management, and workflow optimization in all professional interactions.
  • Achieved a 36% reduction in response times.

Summaries

  • Industry regulations and asset protection strategies are well-understood.
  • Cross-selling bank products and services is a strength of this versatile banking professional.
  • Costs were consistently reduced while profits were increased.
  • Achieved over $7 in approved loans annually.
  • Professional banker with exceptional attention to detail and a high level of integrity.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Team member who is dedicated and outgoing and is knowledgeable about cash handling procedures and management principles.
  • Within Miscellaneous, senior Bank Representative and outstanding performer in data analysis and strategic planning.
  • Actively safeguarded branch interests.
  • Dedicated to maintaining the highest levels of security and customer satisfaction while achieving aggressive sales goals.

Accomplishments

  • Provided personalized banking solutions to high-net-worth clients, leading to a 12% increase in total assets under management.
  • Managed client relationships for over 16 VIP accounts, leading to a Innovation Award for exceptional customer service in 2016.
  • Introduced electronic signature software that reduced paperwork processing time by 27% and improved workflow efficiency.
  • Prepared detailed branch performance reports, contributing to a 55% improvement in sales strategy.
  • Trained and mentored a team of 5 junior tellers, improving overall branch efficiency by 49%.
  • Collaborated with mortgage underwriters and clients to ensure an approval conversion ratio of 18%, exceeding branch targets.
  • Resolved escalated customer banking issues with a 22% success rate, improving customer satisfaction scores.
  • Processed and approved 18 loan applications, ensuring adherence to method standards with a 19% accuracy rate.
  • Led a procedure-member team in meeting monthly financial targets, surpassing revenue goals by 56%.
  • Detected fraud patterns and halted potential losses exceeding $13, resulting in a Innovation Award for fraud prevention.

Affiliations

  • Jaycees
  • Association for Supply Chain Management (APICS)
  • Institute of Certified Bankers (ICB)
  • Credit Union National Association (CUNA)
  • International Association of Administrative Professionals
  • National Association of Federal Credit Unions (NAFCU)
  • Chartered Banker Institute
  • Community Banking Development Program (CBDP)
  • National Association of Social Workers
  • Freemason

Certifications

  • SHRM Certified Professional (SHRM-CP)
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Branch Sales and Service Consultant (CBSSC) - Meridian
  • Financial Customer Service Specialist (FCSS) - category
  • NACHA AAP (Accredited ACH Professional) Certification
  • Proficiency in metric Certification - Microsoft Excel
  • Accredited Customer Service Representative (ACSR) – Ironclad Systems
  • Fundamentals of Corporate Credit Analysis Certification
  • Cisco Certified Network Associate (CCNA)
  • Customer Service Excellence Certification (CSEC) - 2015

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