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Skills

  • Client advisory services
  • Communications
  • Planning and coordination
  • Relationship development
  • Team building
  • First Aid/CPR
  • Cross-Selling Techniques
  • Revenue growth strategy
  • Insurance billing
  • Risk Assessment

Work Experiences

  • Achieved 83% in revenue growth.
  • Researched banking guidelines and statutory requirements to stay current on new laws and applications.
  • Examined the capital structures and plans of clients and made recommendations for products and financial strategies to meet their needs.
  • Achieved results in 2015.
  • Achieved 5 new client acquisitions.
  • Kept my standard knowledge up to date by doing data analysis and workflow optimization.
  • Was in charge of all tasks delegated to me, including budget management and project management.
  • Tableau was delivered to customer locations by me.
  • Sold insurance and products to individuals and businesses, as well as analyzing and determining the financial viability and productivity of various products and services.
  • Assisted in the creation of standard procedures.

Summaries

  • Hands-on, client-focused banker capable of implementing innovative investment strategies.
  • With a team-oriented mentality, highly organized, proactive, and punctual.
  • Achieved a 17% increase in profitability.
  • Proficient in promoting method by leveraging client relations and team leadership knowledge.
  • Proven track record of motivating improved to achieve team, individual, and management goals.
  • Student pursuing a Miscellaneous degree who is eager to contribute developed knowledge in the role of Business Banking Associate.
  • Achieved revenue growth of 55%.
  • Stakeholder engagement Committed to identifying and leveraging opportunities for growth, with a proven ability to build effective teams.
  • Working with stakeholders and corporate teams is a breeze for this strong relationship builder.
  • Accomplished and results-oriented Business Banking Associate specializing in portfolio management, risk mitigation strategies, and client relationship optimization.

Accomplishments

  • Spearheaded efforts to reduce loan processing timelines by 45% by coordinating between departments and automating repetitive tasks using Tableau.
  • Established a follow-up communications framework for customer outreach, boosting repeat business by 85% within the past year through targeted touchpoints.
  • Implemented new CRM tracking methods to optimize client database usage, enhancing operational tracking and customer follow-up leading to 49% higher client engagement.
  • Managed a portfolio of business clients, providing insights based on financial analysis that grew customer retention by 70% year-over-year.
  • Supported business development meetings by providing detailed financial analysis and projections, helping acquire $179,000 in new business over 18 months.
  • Processed an average of 2 commercial loan applications per month, maintaining a 22% accuracy rate using ServiceNow for application tracking and reports.
  • Led a multi-departmental project to streamline internal reporting, reducing report preparation time by 68%.
  • Achieved a customer satisfaction improvement of 47% through a redesigned onboarding process and reduced churn rates by 57% within three years.
  • Collaborated with team members to exceed business development KPIs by 50% through enhanced client targeting and follow-ups over the past year.
  • Conducted in-depth financial statement analysis, identifying key areas of risk leading to a 17% increase in successfully approved credit applications.

Affiliations

  • Participant, Business Financials Masterclass, Austin, 2020
  • Certified Commercial Banking Associate (CCBA), category, 2019
  • Certified Salesforce Administrator, Salesforce Professional Certification, 2018
  • Participant, Effective Client Relationship Management for Banking Professionals Workshop, Columbus, 2022
  • Participant, Excel for Finance Professionals Workshop, Denver, 2015
  • Certificate in Advanced Business Lending Techniques, Lakeside Partners, 2022
  • Affiliate, Institute of Business & Finance (IBF), 2019 - Present
  • Member, Business Analytics and Data Science Association (BADS), 2015 - Present
  • Certified Small Business Financial Advisor (CSBFA), process, 2020
  • Member, Business Finance Coalition (BFC), 2023 - Present

Certifications

  • Certified Government Financial Manager (CGFM) - Association of Government Accountants (AGA)
  • SAP Certified Application Associate
  • SHRM Certified Professional (SHRM-CP)
  • ServSafe
  • Certified Treasury Professional (CTP) - Association for Financial Professionals (AFP)
  • Chartered Bank Manager (CBM) - Chartered Bank Managers Association
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Commercial Lending School (CLS) - Vantage
  • Business Analytics Certificate - category
  • Certified Public Accountant (CPA)

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