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Skills

  • Compliance, banking laws and regulations
  • Rapid 10-key data entry
  • Strong account analysis skills
  • Collaborative product launch strategies
  • Loans
  • Process improvement
  • Communications
  • Customer service
  • Organization
  • Client onboarding process optimization

Work Experiences

  • Co-authored documentation for the rollout of HubSpot across the Northeast, ensuring compliance and consistency across all branches.
  • Effectively reduced metric errors by more than 8% using team leadership and stakeholder engagement.
  • Customer transactions, such as deposits, withdrawals, money orders, and checks, were handled by me.
  • Collaborated with cross-functional teams to successfully launch SAP within the Northeast, achieving 78% over target sales in the first quarter.
  • Boosted targeted product sales by 47%.
  • Automated routine tasks.
  • Achieved a 82% approval rate.
  • Was in charge of preparing, sorting, and distributing program reports to the appropriate branches.
  • Advised clients on investment portfolios.
  • Administered reconciliation of client portfolios, identifying discrepancies that saved the bank over $2 annually.

Summaries

  • Accomplished Bank Specialist adept at managing high-net-worth clientele, increasing book value through tailored wealth management strategies. Expertise in risk mitigation, resulting in a 76% reduction in fraud incidents through advanced protocols.
  • Maintain a high level of integrity and accuracy while providing professional and courteous customer service.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the process business.
  • Bank Specialist with 2 years of successful performance reporting and strategic planning experience.
  • Setting up services, transferring funds, and assisting with complex transactions are all skills that she possesses.
  • Cross-selling bank products and services is a strength of this versatile banking professional.
  • Dependable and punctual, with exceptional math skills.
  • Costs were consistently reduced while profits were increased.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Achieved 73% growth in commercial loan approvals.

Accomplishments

  • Established new client onboarding protocols that reduced administrative backlog by 27% within three years.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Implemented advanced CRM tools to accelerate account maintenance tasks, enhancing productivity by 17%.
  • Developed data-driven strategies to decrease loan delinquency rates by 70%, resulting in a healthier loan portfolio.
  • Led a team of 5 specialists, reducing account onboarding times by 74% while improving customer satisfaction scores.
  • Decreased customer support case resolution time by 72% through improved escalation protocols.
  • Documented and resolved process which led to procedure.
  • Resolved product issue through consumer testing.
  • Successfully managed a portfolio of high-net-worth clients, increasing overall book value by $13.
  • Improved customer retention by 74% by implementing personalized financial solutions tailored for each high-net-worth client.

Affiliations

  • Society of Human Resource Management
  • Institute of Internal Auditors (IIA)
  • International Association of Administrative Professionals
  • American Medical Informatics Association
  • Risk Management Association (RMA)
  • International Finance Corporation (IFC)
  • Jaycees
  • Association for Financial Professionals (AFP)
  • Institute of Bankers in Austin
  • Global Association of Risk Professionals (GARP)

Certifications

  • Salesforce
  • CompTIA A+ Technician
  • Certified Public Accountant
  • Certified Regulatory Compliance Manager (CRCM)
  • Accredited Banking Professional (ABP) - Beacon Labs
  • Google Certified Professional Cloud Architect
  • Certified Commercial Loan Specialist (CCLS)
  • Certified Business Analysis Professional (CBAP)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Information Systems Auditor (CISA)

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