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Skills

  • First Aid/CPR
  • Data entry
  • Conflict resolution and mediation
  • Reporting and documentation
  • Fraud detection and prevention
  • Organization
  • Client Onboarding Optimization
  • Ability to multitask
  • MS Office
  • Customer retention techniques

Work Experiences

  • Contributed to overall branch success.
  • Analyzed client needs.
  • Collaborated with system customers to determine their needs and deliver method service.
  • Assisted in opening over 14 new business accounts monthly.
  • Achieved President's Club for exceeding new account targets by 19% in 2019.
  • Analyzed customer feedback.
  • Created personalized account setup experiences for VIP clients, leading to post-setup satisfaction rates above 61%.
  • Coordinated across Jira offerings.
  • Assisted in high-profile account openings.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.

Summaries

  • Collaborated with marketing teams to create targeted initiatives.
  • Award-winning New Accounts Associate.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Helpful New Accounts Representative who is dedicated to conducting thorough interviews with people who want to open new accounts.
  • Achieved 74% growth in new account submissions.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the metric business.
  • Accomplished in fraud prevention, having implemented advanced document review protocols that effectively flagged 34% of potentially fraudulent applications during account openings.
  • Accomplished New Accounts Associate with strengths in compliance monitoring and superior interpersonal communication, contributing to a Excellence Award award in 2018 for exceeding account growth targets.
  • Built lasting relationships with clients.

Accomplishments

  • Fostered strong relationships with corporate clients, contributing to a 76% rise in recurring business account openings.
  • Documented and resolved process which led to procedure.
  • Handled high-volume account opening requests without compromising client satisfaction, maintaining resolution times within SLA program limits.
  • Led a cross-functional team to develop a new client feedback loop for first-time account holders, raising client satisfaction scores by 54%.
  • Delivered comprehensive onboarding presentations, improving new account holder retention by 36% over one year.
  • Trained and mentored a team of 2 associates, improving the department's new account production rate by 74%.
  • Successfully facilitated the opening of 10 specialized accounts for key corporate clients, contributing to an overall revenue increase of 76%
  • Collaborated with the sales team on new account openings, leading to an overall 81% growth in new accounts during 2019.
  • Resolved product issue through consumer testing.
  • Reduced processing time for promotional business accounts by 14% after implementing new automation tool QuickBooks.

Affiliations

  • Society for Financial Studies - Participated in new account submission growth strategies derived from customer behavior analysis.
  • National Financial Educators Council - Affiliate member focused on fostering financial literacy programs.
  • Lions Club
  • International Compliance Professionals Association (ICPA) - Regularly contributed to discussions on best practices around zero regulatory violations.
  • Institute of Internal Auditors - Contributed to regulatory audits and learned best practices in fraud detection.
  • Enterprise Risk Management Association - Ongoing member learning risk management as it relates to fraudulent applications.
  • Tax Executives Institute - Specialized knowledge on tax-related financial products to aid in cross-selling offerings.
  • Association of Information Technology Professionals
  • American Medical Informatics Association
  • Jaycees

Certifications

  • Certified Financial Marketing Professional (CFMP) | American Bankers Association (ABA)
  • Certified Regulatory Compliance Manager (CRCM) - American Bankers Association (ABA)
  • Certified Trust and Fiduciary Advisor (CTFA)
  • Financial Industry Regulatory Authority (FINRA) Series 6 License
  • Certified Public Accountant (CPA)
  • Chartered Financial Consultant (ChFC)
  • Certified Financial Planner (CFP) - CFP Board
  • Apple Certified Associate (ACA)
  • Personal Banking Certificate - American Bankers Association (ABA)
  • Certified Customer Experience Professional (CCXP)

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