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Skills

  • Risk assessment and mitigation
  • Night and safe deposit procedures
  • Operational improvement
  • Compliance, banking laws and regulations
  • Problem resolution
  • Digital banking support
  • Cash Handling
  • Rapid 10-key data entry
  • Conflict resolution
  • Audit preparation and execution

Work Experiences

  • Consistently exceeded category and program goals set by Branch Assistant by using workflow optimization, performance reporting, and cross-functional collaboration in all professional interactions.
  • Reorganized my online banking files and deleted any that were no longer in use.
  • Collaborated with loan officers.
  • Collaborated with branch managers to improve customer outreach programs, increasing cross-sell rates on Workday services by 67%.
  • Served the needs of more than 4 customers in a busy framework environment.
  • Achieved results over a three years.
  • Kept track of customer behavior and followed strict protocols to prevent asset theft.
  • Assisted with daily branch operations, ensuring a 95% completion rate of all scheduled tasks within designated timeframes.
  • Was in charge of preparing, sorting, and distributing method reports to the appropriate branches.
  • Assisted customers in setting up digital banking services.

Summaries

  • Motivated banking professional with a strong commitment to providing excellent customer service and excellent communication skills.
  • Achieved results through effective scheduling and team coordination.
  • Boosted audit performance.
  • Achieved results in just several months.
  • Professional banker with exceptional attention to detail and a high level of integrity.
  • Positive, upbeat personality with excellent communication and problem-solving skills.
  • Trustworthy Teller with experience working in a customer-oriented environment.
  • Achieved results in three years.
  • Smart professional with data analysis, quality assurance, and client relations skills.
  • Award-winning Branch Assistant recognized for outstanding customer service.

Accomplishments

  • Managed a daily float of category in branch cash reserves, reconciling all transactions with zero discrepancies.
  • Generated 5 new leads per week through targeted outreach strategies and follow-up actions on dormant accounts.
  • Recommended process enhancements that decreased operational issues by 51% and improved overall efficiency.
  • Conducted monthly risk audits that contributed to the branch earning a top compliance rating within 15 Boston.
  • Orchestrated customer feedback programs for product improvements, elevating Net Promoter Score (NPS) by 17 points.
  • Monitored branch regulatory compliance to ensure adherence to metric, reducing violations by 44%.
  • Resolved product issue through consumer testing.
  • Delivered top-notch customer service by addressing client needs, leading to a 47% improvement in customer satisfaction scores.
  • Resolved internal process inefficiencies by streamlining interdepartmental communication, reducing time-to-resolution for customer issues by 47%.
  • Supported lead branch officers in managing vendor relationships, reducing procurement costs by 47%.

Affiliations

  • Project Management Institute
  • Freemason
  • Society for Human Resource Management (SHRM)
  • National Association of Professional Women (NAPW)
  • Compliance Professionals Forum (CPF)
  • Association for Computing Machinery
  • Consumer Bankers Association (CBA)
  • American Payroll Association (APA)
  • National Association of Credit Management (NACM)
  • Association of Information Technology Professionals

Certifications

  • Certified Business Analysis Professional (CBAP)
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Risk and Compliance Management Professional (CRCMP)
  • Lean Process Improvement Certification (LPI)
  • Certified Financial Marketing Professional (CFMP)
  • Accredited Bank Branch Manager (ABBM)
  • First Aid/CPR Certified
  • Apple Certified Associate (ACA)
  • Certified Credit Union Financial Counselor (CCUFC)
  • Certified Corporate Trust Specialist (CCTS)

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