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Skills

  • Escalation Resolution Techniques
  • Documentation Review and Assurance
  • Supervision
  • KPI monitoring and reporting
  • Cross-functional collaboration
  • Strategic selling
  • Communications
  • Cross-Departmental Meeting Facilitation
  • Advanced Excel skills (e.g., Pivot Tables, VLOOKUP)
  • Organization

Work Experiences

  • Collaborated closely with the compliance team to ensure all onboarding procedures followed Lean standards.
  • Inspired employees to succeed and identified areas for improvement, resulting in a 4% increase in efficiency.
  • Marked down clearance items and moved merchandise to its proper location in the store.
  • Built key relationships with high-value clients by providing tailored onboarding support, leading to a 26% increase in repeat business.
  • Achieved Excellence Award for client satisfaction.
  • Was responsible for opening and closing the store on my own when necessary, as well as preparing the nightly bank drop for the manager.
  • Built key relationships with high-value clients.
  • Successfully introduced new product lines that resulted in a 17% increase in annual profits.
  • Conducted research to find appropriate answers to customer questions.
  • Achieved growth in the first one year.

Summaries

  • Agile and adaptable group leader with a stellar method history, a motivational approach, and an upbeat personality.
  • New Accounts Coordinator with 15 years of successful project management and data analysis experience.
  • Adept at integrating system.
  • Clear understanding of workflow optimization and client relations as well as workflow optimization training.
  • Accelerated customer query resolution by 53%.
  • Skilled in employee training and utilizing organized approaches to handle daily planning, scheduling, and customer service needs.
  • Achieved results in two years.
  • Discussing sales performance, maintaining accountability, and recognizing excellent performance were all successful ways to engage with employees.
  • Professional with project management and vendor management abilities who is dependable and attentive.
  • Achieved zero non-compliance issues.

Accomplishments

  • Assisted in the development and roll-out of an internal alert system to notify the team of critical onboarding milestones, which reduced customer inquiries by 68%.
  • Collaborated with IT and operations to ensure seamless integration of new accounts with CRM systems, leading to an overall 54% enhancement in data accuracy.
  • Led the implementation of Workday, facilitating an increase in cross-team collaboration and reducing administrative work by 67%.
  • Effectively reduced customer query response times by 82%, enhancing communication across teams and improving client retention rates.
  • Partnered with IT to modernize account onboarding processes, achieving a 21% improvement in system response times for new clients.
  • Achieved a 44% boost in customer satisfaction by implementing a personalized follow-up strategy within the first 9 days of new account creation.
  • Managed a weekly review of client onboarding analytics and presented findings to senior leadership, which contributed to a data-driven update of procedures.
  • Conducted comprehensive data audits across new account entries to ensure accuracy and compliance with internal policies, leading to a 79% improvement in data integrity.
  • Resolved product issue through consumer testing.
  • Organized and led a cross-functional project to align new account setup processes, reducing service request escalation by 47%.

Affiliations

  • Institute of Financial Operations (IFO)
  • American Society of Safety Professionals
  • Customer Experience Professionals Association (CXPA)
  • Customer Service Certification through Lakeside Partners
  • Rotary International
  • Association for Operations and Financial Planning (AOFP)
  • CRM Association
  • Toastmasters
  • National Association of Credit Management (NACM)
  • Association for Customer Loyalty (ACL)

Certifications

  • CompTIA Network+
  • Certified ScrumMaster (CSM) – 2021
  • ServSafe
  • Chartered Financial Analyst (CFA) Level procedure - 2021
  • Financial Risk Manager (FRM) – 2017
  • Google Certified Professional Cloud Architect
  • Customer Experience Management Specialist (CXM) – Harbor & Co.
  • Salesforce Certified Administrator - 2017
  • Lean Six Sigma Green Belt - 2017
  • Certified Business Analysis Professional (CBAP)

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