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Skills

  • Industry networking
  • Training material development
  • Operational improvement
  • Team management
  • Customer identity verification
  • Error reduction implementation
  • Documentation Procedure Standardization
  • Team building
  • MS Office
  • Account Processing Performance Targets Achievement

Work Experiences

  • Analyzed account opening trends.
  • Achieved a target of 14.
  • Analyzed data for insights.
  • Looked for industry trends on social media and through online sources.
  • Accelerated learning curve by 45%.
  • Collaborated with the compliance team.
  • Solved program issues, improved operations, and provided excellent customer service.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Oversaw the delivery of method project by framework team, which resulted in standard.
  • Had an excellent attendance record and was always on time for work.

Summaries

  • Collaborated effectively in cross-functional teams, leading projects aimed at reducing application processing time by 40% and optimizing internal workflows.
  • Achieved a 17-day improvement in time-to-approval for new accounts.
  • Achieved a 26% success rate in meeting performance goals.
  • Awarded Employee of the Year.
  • Adept at optimizing document retrieval systems, reducing customer wait times by 64% and boosting overall operational efficiency.
  • Boosted overall operational efficiency.
  • Helpful New Accounts Representative who is dedicated to conducting thorough interviews with people who want to open new accounts.
  • Achieved 9 zero compliance violations during 2019.
  • Applied expertise in workflow improvement.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.

Accomplishments

  • Monitored account opening activities, ensuring all financial documentation adhered to regulatory standards, resulting in zero compliance issues for 2017.
  • Developed new training materials for onboarding team members, decreasing ramp-up time by 3 weeks for new employees.
  • Improved customer onboarding process by introducing automated document tracking, decreasing lost paperwork incidents by 39%.
  • Exceeded monthly sales and referral targets by 64% in new account openings, contributing to department revenue growth.
  • Developed a customer feedback loop that provided actionable insights, leading to a 72% improvement in customer satisfaction ratings.
  • Collaborated with IT to implement system solutions that improved account setup response times, reducing customer wait times by 43%.
  • Played a key role in a cross-functional team to design and launch a new account management system, enhancing usability and reducing error rates by 63%.
  • Resolved product issue through consumer testing.
  • Processed an average of 14 new accounts per month, exceeding performance targets by 54% through efficient prioritization and task execution.
  • Spearheaded the implementation of new software tools, decreasing manual data entry errors by 85% and speeding up account verification.

Affiliations

  • Worldcom Public Relations Group (Relevant for Client Communications)
  • Association of Certified Fraud Examiners (ACFE)
  • National Association for Information Destruction (NAID) - Relevant for Data Confidentiality & Security
  • American Marketing Association
  • Internal Revenue Service (IRS) Authorized E-file Provider
  • National Notary Association (NNA)
  • National Association of Credit Management (NACM)
  • Bank Administration Institute (BAI)
  • Accredited ACH Professional (AAP) Certification
  • National Automated Clearing House Association (NACHA)

Certifications

  • Salesforce
  • Cisco Certified Network Associate (CCNA)
  • CompTIA Security+
  • Bank Secrecy Act (BSA) Compliance Certification – Northwind
  • Customer Identification Program (CIP) Specialist, Lakeside Partners
  • Microsoft Certified Systems Engineer (MCSE)
  • Cisco Certified Internetwork Expert (CCIE)
  • ServSafe
  • Certified Treasury & Financial Management Professional (CTFM), Northwind
  • Certified Anti-Money Laundering Compliance Officer, Northwind

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