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Skills

  • Customer service
  • KPI monitoring and analysis
  • Portfolio Management
  • Operational improvement
  • Team management
  • Metric equipment
  • Account reconciliation process design
  • Process optimization using Microsoft Excel
  • Team building
  • Cross-functional team collaboration

Work Experiences

  • Transported Workday to three years customer locations.
  • Achieved $17 growth in ancillary revenues.
  • Achieved 54% of monthly branch sales targets.
  • Consistently exceeded quarterly sales targets.
  • Actively managed a portfolio of 11 clients, identifying cross-sell opportunities and increasing cross-product penetration by 33%.
  • Boosted branch revenue by $6 in 2015.
  • Actively managed a portfolio of 6 clients.
  • Awarded President's Club for consistently achieving 72% of monthly branch sales targets for 11 consecutive months.
  • Achieved 32% of branch transactions moving online.
  • Achieved this within several months.

Summaries

  • Adjusted strategies for maximum impact.
  • Achieved zero downtime.
  • Advocated for a fraud-free environment.
  • Achieved results within 10 months.
  • Branch Specialist with 5 years of successful strategic planning and client relations experience.
  • Expertise in identifying, articulating, and resolving a variety of issues.
  • Branch Specialist is a multi-talented Branch Specialist who is consistently rewarded for planning and operational improvements.
  • Achieved 20% of monthly branch sales targets.
  • For Miscellaneous sector businesses, forward-thinking Operations Specialist with 9 years of experience in quality assurance.
  • Achieved adoption within 8 months.

Accomplishments

  • Coordinated product launches with sales and operations, helping branch beat revenue targets by 7 in 2016
  • Revamped employee development plans, reducing turnover by 61% and increasing employee engagement by 47%
  • Achieved procedure through exceptional service delivery, influencing repeat visits by 68% customers
  • Increased branch efficiency by integrating a digital document management process, reducing paperwork by 69%
  • Reduced transaction errors by implementing Power BI, resulting in a 79% improvement in accuracy within process
  • Achieved 66% increase in customer retention by improving response resolution times
  • Generated $13 in upsell opportunities through personalized financial advising for high-net-worth clients
  • Reduced monthly operational errors by 83% through targeted employee training and development sessions
  • Collaborated with team of 3 in the development of initiative.
  • Improved customer wait times by 21% through implementation of a new queue management system

Affiliations

  • Lions Club
  • Association for Talent Development (ATD)
  • Project Management Institute
  • The Interactive Customer Experience Association (ICX)
  • Association of Information Technology Professionals
  • National Association of Credit Management (NACM)
  • International Council of Nurses
  • Jaycees
  • National Business Honor Society (NBHS)
  • Association for Financial Professionals (AFP)

Certifications

  • Certified Customer Service Specialist (CCSS) - Vantage
  • Accredited Financial Services Professional - Cedar Works
  • Certified Treasury Professional (CTP) - Lakeside Partners
  • Accredited Small Business Consultant (ASBC) - Northwind
  • Cisco Certified Network Associate (CCNA)
  • CompTIA Network+
  • Professional Regulatory Compliance Specialist (PRCS) - Northwind
  • ServSafe
  • Certified Risk and Compliance Management Professional (CRCMP) – Cedar Works
  • Certified Information Security Manager (CISM) - Beacon Labs

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