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Skills

  • MS Office
  • Team building
  • Automated Workflow Design
  • Dispute resolution
  • New system implementation
  • Banking operations knowledge
  • Relationship development
  • First-contact resolution (FCR) rate improvement
  • Anti-fraud tools and techniques
  • Client portfolio management

Work Experiences

  • Championed digital account opening solutions, which resulted in 16 new accounts being opened through online platforms in 6 months.
  • Achieved this in process.
  • Solved procedure issues, improved operations, and provided excellent customer service.
  • Answered 7 calls per two years to help customers with their questions and concerns.
  • Audited 5 accounts monthly.
  • Transported Power BI to one year customer locations.
  • Assisted in a merger acquisition of 10 accounts.
  • Had an excellent attendance record and was always on time for work.
  • Balancing a high volume of account applications, maintaining a 36% accuracy rate while consistently meeting service level agreements (SLAs).
  • Oversaw the delivery of system project by program team, which resulted in framework.

Summaries

  • Clear understanding of quality assurance and process improvement as well as workflow optimization training.
  • Adept at resolving escalated service issues.
  • Achieved a 76% increase in new clients in 2015.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Client-focused New Accounts Officer.
  • Audited effectively.
  • Achieved a 74% reduction in flagged accounts.
  • Within Miscellaneous, senior New Accounts Officer and outstanding performer in risk assessment and stakeholder engagement.
  • Audited 5 client accounts.
  • All account types, products, and services are familiar.

Accomplishments

  • Achieved a 71% first-contact resolution (FCR) rate by implementing training programs focused on improving account setup processes.
  • Increased customer satisfaction by 64% through designing and delivering personalized onboarding experiences tailored to their specific needs.
  • Acted as the department's lead for compliance audits, resulting in a 53% reduction in potential risk factor citations.
  • Initiated strategies that raised the account retention rate to 19% by focusing on personalized services and real-time support.
  • Devised automated workflows using Jira to reduce account processing time from the past year to three years.
  • Partnered with Sales and Marketing to refine account offerings, driving new customer acquisition growth by 53% in 2019.
  • Collaborated with team of 7 in the development of initiative.
  • Trained and mentored a team of 9, resulting in decreasing onboarding time for new accounts by 65% over two years.
  • Exceeded monthly account-opening targets by 84% for 16 consecutive months.
  • Revamped onboarding processes leading to a 29% reduction in errors and significantly enhanced customer satisfaction.

Affiliations

  • Freemason
  • Financial Services Roundtable (FSR)
  • Financial Industry Regulatory Authority (FINRA)
  • Association of Information Technology Professionals
  • Financial Managers Society (FMS)
  • Rotary International
  • National Association of Social Workers
  • Institute of Internal Auditors (IIA)
  • Society of Women Engineers
  • National Association for Credit Management (NACM)

Certifications

  • Project Management Professional (PMP)
  • Certified AML Fintech Compliance Workday Specialist
  • Salesforce
  • Certified Anti-Money Laundering Specialist (CAMS)
  • Certified Public Accountant (CPA)
  • CompTIA Security+
  • AML and CTF Diploma from Northwind
  • Payment Card Industry Data Security Standard (PCI DSS) Certification
  • CompTIA Network+
  • First Aid/CPR Certified

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