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Skills

  • Lead development
  • Budgeting
  • Domestic and International Experience
  • Training program development
  • Creative problem solving
  • Kennel cleaning and sanitizing methods
  • Computer literate
  • Accounts payable/receivable
  • File/records maintenance
  • Excel in framework

Work Experiences

  • Advised
  • Used Asana to accurately enter data into a batch ticketing system.
  • Reduced
  • Sought advice.
  • Made a proposal
  • Solved
  • Installed, tested, and maintained alarm systems to ensure that they worked properly.
  • Responded quickly to customer concerns and resolved category issues using quality assurance and performance reporting.
  • Was responsible for processing up to 6 customer orders per day.
  • Kept track of all company inventory by monitoring multiple databases.

Summaries

  • Multi-tasking and self-motivated leader who designs and develops powerful print and graphic media materials with keen attention to detail, articulate communication skills, and strong aesthetic sense.
  • Multi-tasking, self-motivated leader with experience expanding network connections, persuading customers to buy products, implementing pricing models, inventory control and projections, territory development, and uncovering customer needs to deliver solutions.
  • Leadership skills that have been demonstrated to drive enterprise optimization goals and improve organizational operations.
  • Ability to complete tasks accurately despite interruptions and competing demands has been demonstrated.
  • Dependable
  • Collaborate with commercial lenders to achieve sales targets.
  • To drive profitability and growth, skilled operations manager with solid experience managing all levels of multiple projects, including budgeting, inventory control, and administration.
  • Personal Banker 1 is articulate and driven to succeed.
  • A responsible and courteous self-starter seeking a position in sports management or scouting with a forward-thinking organization.
  • A committed, tactical team builder and strategic planner seeking a position in account management or sales with a forward-thinking elevator service and construction firm.

Accomplishments

  • Implemented a customer feedback system, leading to service improvements and an increase in Net Promoter Score by 85% points.
  • Executed targeted marketing campaigns for financial products, achieving 76% conversion rate and boosting revenue.
  • Specialized in helping clients with asset management, growing client portfolios by 55% over 6 months.
  • Consistently recommended the appropriate banking products, increasing multi-product holding customers by 64%.
  • Exceeded monthly sales targets for ServiceNow by an average of 17% through cross-selling and personalized product recommendations.
  • Supported the training of new hires, contributing to an onboarding improvement of 64% in knowledge retention and performance metrics.
  • Led team efforts in reducing transaction times by 75%, improving overall branch efficiency.
  • Developed client acquisition strategy that resulted in 17% increase in new account openings in 2023.
  • Increased sales 4% over the past year.
  • Leveraged data analytics tools to identify key trends that improved customer engagement strategies by 56%.

Affiliations

  • Completion of Small Business Banking Masterclass, 2024, Beacon Labs
  • Member, National Association of Personal Financial Advisors (NAPFA), 2016-Present
  • Participant, New York Institute of Finance (NYIF) Banking & Finance Program, 2017
  • Completion of Credit Analyst Development Program, 2019, Vantage
  • Certified in Wealth Management Strategy, 2021, Issued by Cedar Works
  • Fellow, Association for Corporate Growth (ACG), 2016-Present
  • Member, CFA Institute, 2024 – Present
  • Affiliate, Certified Financial Marketing Professional (CFMP), 2024
  • Member, National Retail Banking Association (NRBA), 2021-Present
  • Attendee, Annual Bankers Forum, Atlanta, 2018

Certifications

  • Certified Financial Planner (CFP) – method
  • Customer Management Skills Certificate - ABA
  • Certified Treasury Professional (CTP) - Association for Financial Professionals (AFP)
  • Certified Fund Specialist (CFS) – Institute of Business and Finance (IBF)
  • Certified Client Experience Professional (CCXP) – Customer Experience Professionals Association (CXPA)
  • Consumer Credit Compliance Certification – ABA
  • Mortgage Loan Officer (MLO) License – Nationwide Mortgage Licensing System (NMLS)
  • Certified Risk and Compliance Management Professional (CRCMP) - International Association of Risk and Compliance Professionals (IARCP)
  • Small Business Banking Certification – Risk Management Association (RMA)
  • Certificate in Cybersecurity and Risk Management for Financial Institutions – ABA

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