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Skills

  • Client onboarding and documentation
  • Human resources knowledge
  • Asset management
  • Client Satisfaction Improvement
  • Process improvement
  • Client needs assessment
  • Financial compliance and regulations
  • Regulatory compliance
  • Team building
  • Sales strategy development

Work Experiences

  • Captured client feedback.
  • Reviewed more than 16 financial statements per 6 months.
  • Collaborated with internal departments to streamline application reviews, reducing processing time by 59%.
  • Achieved $226,000 annual revenue growth.
  • Reviewed and edited loan agreements to improve efficiency and accuracy.
  • Coordinated multi-channel outreach efforts to increase product awareness, leading to over 9 new qualified leads.
  • Achieved reduction within 18 months.
  • Added 9 new clients within 2015.
  • Achieved 53% more repeat business.
  • Analyzed market trends and advised clients on Asana investments, leading to diversification across 8 portfolios.

Summaries

  • Administered portfolios valued at $7.
  • With over 8 years of experience in sales and branch management, loan management, and general bank operations, I am a results-oriented self-motivator.
  • Knowledgeable Licensed Relationship Manager with experience in childcare and development.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the category business.
  • Added $7 to the company's assets in 2022.
  • Licensed Relationship Manager is a poised and professional Licensed Relationship Manager who is capable of informing clients about banking products and services and recommending the best options to meet their needs.
  • Achieved sales goals by 65%.
  • Achieved significant revenue growth in 2024.
  • Achieved exceptional client outcomes.
  • Added 6 new clients in 2022.

Accomplishments

  • Collaborated with team of 17 in the development of procedure.
  • Played a key role in client acquisition efforts, expanding the firm’s customer base by 15 new clients in three years.
  • Monitored and reported key performance metrics on client accounts, identifying opportunities to increase investment returns by 83% points.
  • Executed client service optimization strategies, increasing overall satisfaction by 48% as measured by post-interaction surveys.
  • Documented and resolved framework which led to standard.
  • Developed and maintained relationships with 15 local businesses, securing $11 in new loans within 2017.
  • Redesigned customer service feedback loop, boosting customer satisfaction scores by 34% in 2019.
  • Spearheaded development of Microsoft Excel-based solutions, cutting administrative workload by 54% for team of 16.
  • Executed proactive client outreach strategies that increased customer retention by 83% over a 2022 period.
  • Led sales training sessions for cross-functional teams across Denver, resulting in a 81% improvement in product knowledge.

Affiliations

  • Association for Financial Professionals (AFP)
  • Estate Planning Council of Chicago
  • Certified Investment Management Analyst (CIMA)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Association for Accounting Marketing (AAM)
  • National Association of Personal Financial Advisors (NAPFA)
  • Institute of Certified Bankers (ICB)
  • Financial Planning Association (FPA)
  • Society of Human Resource Management
  • Securities Industry and Financial Markets Association (SIFMA)

Certifications

  • Chartered Financial Consultant (ChFC)
  • Certified Business Analysis Professional (CBAP)
  • Project Management Professional (PMP)
  • CompTIA Network+
  • Certified Credit Specialist (CCS)
  • Certified Financial Risk Manager (FRM)
  • CompTIA A+ Technician
  • SHRM Certified Professional (SHRM-CP)
  • Financial Planning Specialist (FPS)
  • Certified Fund Specialist (CFS)

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