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Skills

  • Customer service
  • Microsoft Excel proficiency
  • Customer relationship management
  • Team building
  • Customer feedback analysis
  • Proficiency with Tableau
  • Client Onboarding Optimization
  • Business operations
  • Attention to detail
  • Problem resolution

Work Experiences

  • Achieved 73% cleaner data.
  • Analyzed customer feedback and proposed product improvements that led to a 52% growth in new account submissions.
  • Created personalized account setup experiences for VIP clients, leading to post-setup satisfaction rates above 61%.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Analyzed customer feedback.
  • Had an excellent attendance record and was always on time for work.
  • Achieved a Employee of the Year award in 2021.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Analyzed client needs.
  • Contributed to 14 in additional branch revenue.

Summaries

  • Achieved a 53% reduction in setup errors.
  • Achieved 67% growth in new business accounts during 2015.
  • Costs were consistently reduced while profits were increased.
  • Boosted processing accuracy.
  • Added value for clients.
  • Collaborative team member, recognized for training and onboarding new employees, resulting in a 41% reduction in account setup errors and improved regulatory adherence.
  • Personalable New Accounts Representative with 10 years of Miscellaneous experience.
  • Awarded Outstanding Service Award for performance.
  • Award-winning New Accounts Associate.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Proposed and integrated a new client segmentation strategy, leading to a 54% increase in targeted sales conversions.
  • Trained and mentored a team of 2 associates, improving the department's new account production rate by 74%.
  • Conducted exhaustive document reviews during the onboarding process, lowering clerical errors by 48% in several months.
  • Developed automated email templates for onboarding, improving communication clarity and reducing response times by 75%
  • Provided detailed client needs assessments, ensuring a 75% match with relevant product offerings, which increased account sales conversions by 57%
  • Achieved top performance ranking for new account production across 18 consecutive quarters.
  • Communicated effectively with clients through multiple channels, improving client response rates by 74% and enhancing satisfaction scores.
  • Utilized advanced data management systems to improve auditing and review process times by 16%.
  • Partnered with internal compliance teams to ensure all new accounts adhered to initiative, reducing risk exposure by 17%

Affiliations

  • Jaycees
  • Document Review Professionals Association - Trained on the latest trends in advanced document review techniques.
  • International Association of Privacy Professionals (IAPP) - Developed skill sets to ensure customer data security during account setups.
  • CRM User Group - Collaborated with industry professionals to fine-tune CRM usage for managing high-profile accounts.
  • Freemason
  • Investment Company Institute (ICI) - Member gaining insights into mutual fund products for cross-selling and account growth.
  • Credit Union National Association (CUNA) - Participated in workshops related to customer onboarding and document review practices.
  • Society of Human Resource Management
  • Institute of Internal Auditors - Contributed to regulatory audits and learned best practices in fraud detection.
  • Society of Women Engineers

Certifications

  • Cisco Certified Network Associate (CCNA)
  • Financial Industry Regulatory Authority (FINRA) Series 66 License
  • Certified Professional in AML FinTech Compliance (CPAML) - ACAMS
  • CompTIA A+ Technician
  • Certified International Banking Analyst (CIBA)
  • Certified Public Accountant (CPA)
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Anti-Money Laundering Specialist (CAMS)
  • Certified Financial Marketing Professional (CFMP) | American Bankers Association (ABA)
  • Certified Customer Experience Professional (CCXP)

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