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Skills

  • Budgets
  • Branch satisfaction improvement by 37%
  • 10 WPM typing speed
  • Business Development
  • Consumer banking specialist
  • Accounting systems and software
  • Data-driven decision making
  • CRM software proficiency
  • Supervision
  • Project coordination

Work Experiences

  • Achieved audit approval for all operations.
  • Achieved 22% day-one loan funding on approved loans.
  • Served the needs of more than 14 customers in a busy program environment.
  • Reorganized my online banking files and deleted any that were no longer in use.
  • Achieved monthly service quotas consistently.
  • Actively demonstrated knowledge of framework and program, guiding customers through HubSpot applications with near-perfect approval rates.
  • Avoided potential $2 fines.
  • Achieved 100% accuracy over the past year.
  • Assisted over 16 customers per day with wide-ranging banking needs, maintaining a high satisfaction rate and repeat-return rate.
  • Achieved a 42% improvement in customer satisfaction ratings.

Summaries

  • Dedicated to maintaining the highest levels of security and customer satisfaction while achieving aggressive sales goals.
  • Customer loyalty is increased by effectively resolving problems and processing transactions quickly.
  • Accomplished in vault reconciliation.
  • Setting up services, transferring funds, and assisting with complex transactions are all skills that she possesses.
  • Achieved a 15% improvement in overall branch efficiency.
  • Accomplished Branch Service Associate with strong expertise in cash drawer reconciliation, customer service, and sales growth strategies.
  • Motivated banking professional with a strong commitment to providing excellent customer service and excellent communication skills.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Trustworthy Teller with experience working in a customer-oriented environment.

Accomplishments

  • Managed 17 customer accounts, ensuring timely updates and reducing churn rate by 70%.
  • Resolved escalated service issues with a 23% satisfaction score, promoting customer loyalty.
  • Collaborated with IT to enhance the branch-level CRM integration, improving client data accuracy by 71%.
  • Trained new staff on service protocols, resulting in zero major service outliers during 18 months.
  • Facilitated real-time tracking of loan processing using Jira, reducing operational errors by 82%.
  • Implemented CRM system overhaul that reduced customer complaint resolution time by 17 days, boosting retention by 40%.
  • Upsold 11 premium services to existing clients, increasing branch revenue by 42%.
  • Consistently maintained customer transaction records with 52% accuracy, contributing to successful audits.
  • Executed month-end reconciliations with 42% accuracy, meeting audit compliance consistently.
  • Managed daily transactions totaling $176,000, ensuring error-free reporting over 18 months.

Affiliations

  • Association for Computing Machinery
  • Credit Union National Association (CUNA)
  • International Association of Administrative Professionals
  • Certified Financial Planner Board of Standards
  • Freemason
  • The Institute of Internal Auditors (IIA)
  • Risk Management Association (RMA)
  • Association of Finance & Insurance Professionals (AFIP)
  • Rotary International
  • Toastmasters

Certifications

  • Certified Customer Relationship Manager (CCRM)
  • Certified Lending Specialist (CLS) - Vantage
  • Certified Operational Risk Manager (CORM) - Cedar Works
  • Certified Branch Operations Manager (CBOM)
  • Certified Public Accountant
  • Leadership Certification Program (LCP) - Beacon Labs
  • Fundamentals of Credit Union Operations (FCUO) - Beacon Labs
  • Financial Services Operations Certification - Beacon Labs
  • Certified Management Accountant (CMA)
  • Cisco Certified Network Associate (CCNA)

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