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Skills

  • Relationship development
  • Project organization
  • Proficiency with Tableau
  • Negotiation expertise
  • Customer service
  • Process improvement
  • Regulatory compliance
  • Problem resolution
  • Banking operations knowledge
  • Digital application process improvement

Work Experiences

  • Had an excellent attendance record and was always on time for work.
  • Built a more interactive knowledge base.
  • Achieved Top Performer in 2019 for developing a seamless new account framework, resulting in a 76% client satisfaction increase.
  • Achieved a 67% increase in daily sign-ups.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Collaborated with marketing to create onboarding material that engaged 7 new leads and increased conversion rates by 40%.
  • Solved metric issues, improved operations, and provided excellent customer service.
  • Achieved Innovation Award in 2018.
  • Achieved results within 18 months.
  • Awarded Outstanding Service Award for excellence in client onboarding.

Summaries

  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Achieved a 54% reduction in customer churn.
  • Adept at training and mentoring junior team members.
  • Collaborated cross-functionally to refine customer onboarding materials.
  • Adept at conducting account audits.
  • Certified to create tailored onboarding solutions that improved customer journeys and reduced churn by 30% within the first 2016.
  • Award-winning account onboarding professional recognized for ensuring a smooth and compliant client experience, including lowering audit flags by 38% through strategic KYC checks.
  • Achieved a 28% reduction in customer churn by deploying data-driven onboarding strategies that successfully address high-net-worth clientele needs.
  • Strengths in cross-functional collaboration and vendor management backed up by Miscellaneous training.
  • New Account Specialist is a multi-talented New Account Specialist who is consistently rewarded for planning and operational improvements.

Accomplishments

  • Developed cross-departmental initiatives that improved the accuracy of new account information by 25%.
  • Trained 10 team members on key account functions, leading to a 73% reduction in first-time error rates.
  • Led the initiation of account management automation tools, cutting setup time by 30% per client.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Reduced account setup times by 26% by integrating new automation tools into the onboarding process.
  • Proactively identified opportunities for account upgrades, increasing sales revenue by $4 on average per quarter.
  • Documented and resolved standard which led to procedure.
  • Collaborated with compliance to align account setup protocols with industry regulations, ensuring 4% adherence to standards.
  • Educated clients on Asana, increasing usage adoption by 51% over the past year.
  • Processed $13 in new account setups, maintaining zero errors and boosting department efficiency by 79%.

Affiliations

  • Certified Customer Experience Professional (CCXP) from the CXPA
  • Certified Customer Service Professional (CCSP) designation from the Customer Service Institute of America
  • Member, American Association of Commercial Finance Brokers (AACFB)
  • Regional Chamber of Commerce for Seattle
  • Customer Contact Center Week (CCW) Network
  • CRM Professional Certification by Microsoft Excel
  • International Council of Nurses
  • National Association of Professional Women (NAPW)
  • Jaycees
  • Member, Financial Planning Association (FPA)

Certifications

  • HubSpot Inbound Marketing Certification - system
  • Conversational Support Expert Certification - SAP - Lakeside Partners
  • Salesforce
  • ServSafe
  • Master Service Representative Certification (MSR) - program
  • Cisco Certified Internetwork Expert (CCIE)
  • Zendesk Customer Experience Expert Certification - Harbor & Co.
  • Certified Public Accountant (CPA)
  • Accredited Customer Engagement Specialist (ACES) - initiative
  • Certified Business Analysis Professional (CBAP)

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