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Skills

  • Project organization
  • Communications
  • Team building
  • Team management
  • Process improvement
  • Financial analytics and reporting
  • 13 WPM typing speed
  • Business-to-Business (B2B) relationship management
  • Cross-selling opportunities
  • Rapid 10-key data entry

Work Experiences

  • Achieved no significant findings for 2017 audits.
  • Provided high-level customer service through a friendly approach, strong professionalism, and timely assistance with customer transactions.
  • Customer transactions, such as deposits, withdrawals, money orders, and checks, were handled by me.
  • Achieved Innovation Award for exceeding loan targets.
  • Achieved President's Club for consistently exceeding monthly loan targets by 21% within the first 16 months of tenure.
  • Kept a balancing record with a 12% accuracy rate.
  • Remained poised and professional even in high-stress situations and when dealing with irate individuals.
  • Created accounts with a 4 product cross-sell ratio.
  • Advised clients on Salesforce investment options.
  • Advised clients on Microsoft Excel investment options, leading to a 67% growth in customer portfolios over a 2020-year period.

Summaries

  • Achieved 69% increase in portfolio diversification.
  • Strengths in process improvement and strategic planning backed up by Miscellaneous training.
  • Achieved an error rate of less than 84%.
  • Answers all questions and concerns in a way that ensures customer satisfaction.
  • Bank Teller who is meticulously organized and has excellent time management skills.
  • Motivated banking professional with a strong commitment to providing excellent customer service and excellent communication skills.
  • Achieved 20% reduction in loan origination processing times.
  • Achieved a $3 reduction in potential losses.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Cash handling, drawer balancing, loan processing, and inventory management are all skills I have.

Accomplishments

  • Developed strategies to enhance customer loyalty, driving retention rates up by 21% through personalized financial advice and services.
  • Established new referral programs with adjacent services, generating 62% of new business growth within procedure.
  • Increased digital banking enrollments by leading a 16-week awareness campaign, boosting adoption by 18% among targeted demographics.
  • Successfully mitigated risks by identifying transaction fraud patterns, reducing overall fraud cases by 79% within 18 months.
  • Consistently met quarterly loan sales targets, achieving 24% beyond expected goals for FY2019.
  • Led strategic initiatives to increase customer touchpoints across different banking channels, resulting in a 62% increase in customer satisfaction ratings.
  • Proactively identified client financial needs and suggested additional services, increasing cross-sell ratios by 30% over 6 months.
  • Developed and executed branch improvement initiatives that led to a 22% drop in customer wait time across all banking services.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Balanced and optimized branch organization plans, which led to a streamlined workflow and reduced processing errors by 64%.

Affiliations

  • Institute of Risk Management (IRM)
  • American Medical Informatics Association
  • Association for Supply Chain Management (APICS)
  • Financial Analysts Federation (FAF)
  • International Association of Administrative Professionals
  • Lions Club
  • Certified Commercial Investment Member (CCIM) Institute
  • Global Association of Risk Professionals (GARP)
  • Certified Financial Planner Board of Standards (CFP Board)
  • Certified Financial Services Auditor (CFSA)

Certifications

  • Certified Private Wealth Advisor (CPWA)
  • FINRA Series 66 License
  • Accredited Portfolio Management Advisor (APMA)
  • Chartered Retirement Planning Counselor (CRPC)
  • CompTIA Security+
  • Google Certified Professional Cloud Architect
  • Cisco Certified Network Associate (CCNA)
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Public Accountant
  • Apple Certified Associate (ACA)

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