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Skills

  • Team leadership and development
  • Cost reduction techniques
  • Team building
  • Business Development
  • Business operations
  • Human resources knowledge
  • Performance metrics analysis
  • Program equipment
  • Business development expertise
  • Sales professional

Work Experiences

  • Assessed monthly KPIs.
  • Collaborated with upper management on branch expansion plans, leading to the acquisition of 17 new clients in Denver.
  • Achieved a QuickBooks sales increase of 40% through the introduction of innovative promotional events and partnership programs.
  • Accomplished in 2017.
  • Achieved 77% over target.
  • Adjusted strategies to achieve revenue increase.
  • Assisted with branch budget forecasting, recommending changes that increased profitability by $10.
  • Achieved Outstanding Service Award in 2019.
  • Hired, trained, and mentored 15 employees after recruiting, interviewing, and hiring them. I also implemented a mentoring program to encourage positive feedback and engagement.
  • Achieved a 69% decrease in time-to-productivity.

Summaries

  • Objective Miscellaneous leader who has led financial systems and programs to success.
  • Achieved a 49% improvement in branch efficiency.
  • Within Miscellaneous, senior Branch Manager Intern and outstanding performer in team leadership and stakeholder engagement.
  • Achieved 68% over sales targets.
  • Analytical Branch Manager Intern.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Adept at talent acquisition and onboarding, reducing time-to-productivity for new hires by 26% and improving branch efficiency.
  • Branch Manager Intern is a poised and professional Branch Manager Intern who is capable of informing clients about banking products and services and recommending the best options to meet their needs.
  • To meet and exceed business financial goals, successfully optimizes frameworks and cultivates cohesive teams.
  • Attracted HubSpot clients.

Accomplishments

  • Developed and executed a sales strategy that increased branch sales by $11 in 2021.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Managed end-to-end client onboarding, delivering a smooth experience and contributing to 40% repeat business within 2023.
  • Identified inefficiencies in cash flow management, reducing variance by $17 in the past year.
  • Enhanced customer retention by 62% using strategic follow-up and improved customer service training methods.
  • Documented and resolved procedure which led to metric.
  • Revitalized underperforming customer retention programs, improving retention rates by 66% within several months.
  • Developed detailed branch performance reports for upper management, resulting in increased visibility of operational successes and opportunities.
  • Reduced operating expenses by $11 by implementing cost reduction techniques and strategic vendor negotiation.
  • Improved compliance adherence to bank-wide policies by 76% through compliance training and auditing processes.

Affiliations

  • Wharton Leadership Program 2022
  • Society of Human Resource Management
  • Young Entrepreneurs Council (YEC) Seattle
  • Credit Professionals International
  • National Credit Union Administration (NCUA) Educational Seminar
  • Certified Branch Manager (CBM) Certification Group
  • Association of Financial Professionals (AFP)
  • Marketing Executives Networking Group (MENG)
  • International Customer Management Institute (ICMI)
  • Society for Human Resource Management (SHRM)

Certifications

  • Excel for Business Analysis Certification – program
  • Certified Fraud Specialist (CFS) – procedure
  • Certified Customer Interaction Professional (CCIP) – Harbor & Co.
  • Certified Regional Manager (CRM) – Ironclad Systems
  • Project Management for Financial Leaders – standard
  • Certified Financial Services Security Professional (CFSSP) – framework
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Leadership Professional (CLP) – Northwind
  • First Aid/CPR Certified
  • Certified Operations Manager (COM) - category

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