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Skills

  • System equipment
  • Customer service
  • MS Office
  • Encouraging customer loyalty
  • Branch sales strategy development
  • First Aid/CPR
  • Project organization
  • Problem resolution
  • Process improvement
  • Supervision

Work Experiences

  • Contributed to a 15% uplift in new customer acquisition.
  • Assisted in internal audits.
  • Achieved a 82% reduction in fraudulent activities.
  • Achieved a 53% first-contact resolution rate.
  • Achieved a 12% revenue increase.
  • Reviewed and edited loan agreements to improve efficiency and accuracy.
  • Used strategic risk management techniques to safeguard company assets.
  • Achieved Outstanding Service Award for exceeding monthly targeted sales goals by consistently employing upselling techniques for Tableau.
  • Assisted in internal audits by identifying operational inefficiencies, improving compliance scores by 22% year-over-year.
  • Balanced daily cash flow up to $12.

Summaries

  • Branch Associate with 4 years of successful client relations and quality assurance experience.
  • Financial administration, team leadership, and cross-functional collaboration are all strengths.
  • Adaptable Branch Associate with a high degree of precision in handling complex and routine transactions, achieving zero error rate over three years, delivering seamless customer experiences.
  • Branch Associate dedicated to maintaining anti-money laundering compliance, consistently passing audits and ensuring the branch operates within all federal and local regulations.
  • Versatile Branch Associate with background in banking and finance. Consistently meet bank and customer service standards. Ready to tackle new challenges in position within Miscellaneous where talents in risk assessment and vendor management will be valuable.
  • With over 15 years of experience in sales and branch management, loan management, and general bank operations, I am a results-oriented self-motivator.
  • Achieved zero error rate over three years.
  • Adept in regulatory compliance.
  • Branch Associate is a poised and professional Branch Associate who is capable of informing clients about banking products and services and recommending the best options to meet their needs.
  • Ambitious banker with extensive experience in bank leadership, fraud detection, and teller operations.

Accomplishments

  • Standardized training procedures that improved the onboarding process, reducing learning curve period by 16% days.
  • Assisted branch in achieving Outstanding Service Award for highest regional sales in 2021.
  • Collaborated with corporate to introduce digital banking solutions, driving a 19% increase in customer sign-ups.
  • Led a cross-functional team to implement new workflow processes, boosting operational efficiency by 52%.
  • Collaborated with team of 16 in the development of process.
  • Closed daily transactions of over $10 while ensuring compliance with all internal and external auditing requirements.
  • Facilitated onboarding of 5 new employees and ensured 100% compliance with corporate policies.
  • Managed and reconciled daily cash drawer balances of $18 with 100% accuracy and zero discrepancies.
  • Reduced average transaction time by 5% by leveraging new payment technologies and workflow optimizations.
  • Resolved product issue through consumer testing.

Affiliations

  • Credit Risk Management Association (CRMA) Member, 2016
  • Affiliate of American Society for Training and Development (ASTD)
  • National Notary Association Certified Member, Colorado
  • Certified Conflict Resolution Specialist, standard
  • American Bankers Association (ABA) Member, 2022
  • Bank Teller Training Program Completion, initiative, 2015
  • Project Management Institute
  • National Association of Social Workers
  • Credit Union National Association (CUNA) Member, 2017
  • American Society of Safety Professionals

Certifications

  • Cisco Certified Internetwork Expert (CCIE)
  • CompTIA A+ Technician
  • Certified Teller Professional
  • Certified Business Analysis Professional (CBAP)
  • Cisco Certified Network Associate (CCNA)
  • Anti-Money Laundering (AML) Certification Harbor & Co.
  • Certified Supervisor of Tellers (CST)
  • Digital Banking Solutions Certification
  • SHRM Senior Certified Professional (SHRM-SCP)
  • CompTIA Security+

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