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Skills

  • Strong account analysis skills
  • Organization
  • Customer service excellence
  • Compliance with anti-money laundering (AML) regulations
  • Budgets
  • First Aid/CPR
  • Communications
  • Relationship building and management
  • Spanish speaking
  • Business operations

Work Experiences

  • Addressed customer issues within a process timeframe.
  • Achieved accuracy in 9 consecutive shifts.
  • Accurately processed $2 in customer deposits, withdrawals, and funds transfers daily, avoiding service interruptions during peak times.
  • Devised strategies to develop and expand service sales to existing customers, resulting in an increase in annual revenue of 6%.
  • Achieved reduction over 18 months.
  • Kept a balancing record with a 6% accuracy rate.
  • Addressed deposits, withdrawals, and product inquiries.
  • Effectively reduced framework errors by more than 2% using data analysis and quality assurance.
  • Assessed boxed quant native passing.
  • Adapted quickly to evolving bank policies and product offerings, relaying critical updates to customers in Seattle.

Summaries

  • Achieved a 5% positive feedback score.
  • Accomplished Drive-Thru Teller with 3 years of experience.
  • Achieved this across 11 consecutive shifts.
  • Dependable and punctual, with exceptional math skills.
  • Customer loyalty is increased by effectively resolving problems and processing transactions quickly.
  • Cash handling, drawer balancing, loan processing, and inventory management are all skills I have.
  • Clear understanding of cross-functional collaboration and budget management as well as risk assessment training.
  • Achieved a service time reduction of 84%.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the system business.
  • Costs were consistently reduced while profits were increased.

Accomplishments

  • Proactively identified and corrected discrepancies in bank reconciliations, saving the branch an estimated $10 in potential losses during 6 months.
  • Maintained compliance with FDIC policies and customer protection regulations by passing all internal and external audits for Vantage in 2021.
  • Participated in cross-functional scrap audits for the branch, reducing unauthorized withdrawals by 51% in 2023.
  • Leveraged knowledge of bank offerings to upsell financial products, resulting in 5 additional product enrollments per month.
  • Cross-sold savings accounts and credit cards to existing customers, boosting the adoption of new financial products by 60%.
  • Worked with management to implement a successful promotion for customers opening new checking accounts, resulting in a 36% increase in new accounts during the campaign.
  • Demonstrated exceptional customer service prowess, achieving recognition as Employee of the Year recipient for consistently exceeding customer experience benchmarks.
  • Played a key role in adapting to COVID-19 safety measures, ensuring continued branch operations without a single drive-thru closure in Portland during 2019.
  • Engaged regularly with VIP and high-net-worth clients, ensuring personalized experiences and achieving a 71% retention rate among the top-tier customer base.
  • Implemented enhanced security protocols and surveillance monitoring, reducing drive-thru fraud incidents by 44%.

Affiliations

  • Lions Club
  • Society of Financial Examiners (SOFE)
  • Association of Certified Fraud Examiners (ACFE)
  • National Association of Federal Credit Unions (NAFCU)
  • Project Management Institute
  • Society of Human Resource Management
  • American Society of Safety Professionals
  • Association for Computing Machinery
  • National Association of Social Workers
  • Society for Human Resource Management (SHRM) - Banking and Finance Chapter

Certifications

  • SHRM Certified Professional (SHRM-CP)
  • First Aid and Defibrillation Certified (Lakeside Partners)
  • Google Certified Professional Cloud Architect
  • Certified Business Analysis Professional (CBAP)
  • Certified Public Accountant
  • Apple Certified Associate (ACA)
  • Certified Call Handling Specialist (category)
  • Certified Operations Specialist (COS) by Northwind
  • Teamwork and Productive Service Certification (procedure, 2015)
  • Certified Loan Officer Assistant (Beacon Labs, 2020)

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