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Skills

  • Developing training materials
  • Cash handling and reconciliation
  • Compliance, banking laws and regulations
  • Budgets
  • Compliance with regulatory requirements
  • Banking software proficiency (QuickBooks)
  • Cash Handling
  • Customer satisfaction tracking
  • Customer Relationship Management (CRM)
  • Business Development

Work Experiences

  • Boosted engagement through customer feedback.
  • Achieved results over 15 months.
  • Collaborated with the marketing department.
  • Collaborated with tellers and financial advisors.
  • Customer transactions, such as deposits, withdrawals, money orders, and checks, were handled by me.
  • Achieved results within 2018.
  • Consistently exceeded procedure and program goals set by Branch Staff Member by using strategic planning, process improvement, and quality assurance in all professional interactions.
  • Addressed client concerns related to ServiceNow accounts.
  • Served the needs of more than 12 customers in a busy category environment.
  • Provided high-level customer service through a friendly approach, strong professionalism, and timely assistance with customer transactions.

Summaries

  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • All aspects of the opening and closing procedures are covered.
  • Promote customer engagement with a winning smile and a positive attitude.
  • Achieved a 25% reduction in discrepancies.
  • Accomplished Branch Staff Member with a proven track record of enhancing branch efficiency, fostering a more effective transaction process, and consistently reducing customer wait times.
  • Clear understanding of data analysis and team leadership as well as stakeholder engagement training.
  • Adept Branch Staff Member who excels in building strong customer relationships, with a monthly average of securing 16 high-value customers. Highly experienced in retaining key clients.
  • Professional banker with exceptional attention to detail and a high level of integrity.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Customer loyalty is increased by effectively resolving problems and processing transactions quickly.

Accomplishments

  • Served as team lead during peak operational periods, coordinating staff shifts and ensuring service level agreement (SLA) adherence at a rate of 64%.
  • Enhanced ATM balancing procedures by deploying new vendor software, reducing downtime by 14 hours per month.
  • Orchestrated a quarterly team-building event that boosted employee morale, reducing staff turnover by 72% over 2015.
  • Executed weekly cash audit processes, identifying discrepancies at a 45% lower rate than the branch average, ensuring full regulatory compliance.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Implemented upselling techniques to drive the sale of additional business products, generating an additional $19,000 in quarterly revenue.
  • Recognized as an outstanding team player in 2015 for exceptional service contribution, improving customer satisfaction ratings by 62%.
  • Proficiency in banking software, including QuickBooks, leading to faster, more accurate processing of customer transactions and daily operations.
  • Contributed as part of a team to implement operational improvements that led to a 80% increase in net promoter score (NPS).
  • Improved account retention by proactively addressing clients inquiring about account closures, recovering 68% of accounts flagged for closure.

Affiliations

  • Toastmasters
  • Member, HubSpot User Group
  • Local Bankers' Association the Northeast
  • National Association of Branch Banks Executives
  • Association for Computing Machinery
  • Leadership Development Program 2017, procedure
  • Corporate Member, National Association of Sales Professionals (NASP)
  • National Association of Social Workers
  • Association for Supply Chain Management (APICS)
  • Affiliation with Toastmasters International - Public Speaking & Leadership

Certifications

  • Certified Public Accountant
  • Apple Certified Associate (ACA)
  • Advanced Customer Communication Skills Certification, Lakeside Partners
  • CompTIA Network+
  • Certified Sales Leadership Professional (CSLP)
  • CompTIA A+ Technician
  • Chartered Financial Consultant (ChFC®) - Ironclad Systems
  • FINRA Series 63: Uniform Securities Agent State Law Exam
  • Certified Fraud Examiner (CFE) process
  • Debt Collection Compliance Officer Certification - ACA International

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