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Skills

  • Budgets
  • Advanced Excel for Financial Modeling
  • Asset allocation and growth
  • B2B relationship building
  • Data-driven decision making
  • Stakeholder collaboration
  • MS Office
  • Cross-selling financial products
  • Premium service offerings promotion
  • Category equipment

Work Experiences

  • Added 5 new clients.
  • Collaborated with category customers to determine their needs and deliver metric service.
  • Adopted a consultative sales approach.
  • Worked with finance companies to find the best financing options for my clients.
  • Accelerated adoption of automated wealth management tools.
  • Oversaw the delivery of program project by framework team, which resulted in metric.
  • Accomplished this within program.
  • Achieved results within 6 months.
  • Achieved a 52% satisfaction score improvement.
  • Achieved a 82% year-on-year improvement in the Net Promoter Score.

Summaries

  • Professional with Power BI and ServiceNow skills who is detail-oriented and tech-savvy.
  • Client-driven Premium Banker.
  • Boosted revenue in the high-net-worth segment.
  • Market analysis, investment strategy, and portfolio management expertise.
  • Dedicated to building key relationships with decision-makers in order to generate customer goodwill and loyalty.
  • Collaborative Premium Banker with extensive experience driving loan approvals for premium clients, reducing processing times by 84% and expanding bank portfolios efficiently.
  • Demonstrated ability to use a network of customer contacts to improve customer understanding and implement business-growth strategies.
  • Premium Banker with 17 years of successful performance reporting and risk assessment experience.
  • Accomplished Premium Banker committed to helping small businesses achieve financial success. Expertise in market analysis, investment strategy and portfolio management. Detail-oriented and tech-savvy professional proficient in QuickBooks and SAP.
  • Achieved 68% satisfaction scores with VIP clientele.

Accomplishments

  • Led financial assessments that enhanced premium deposits by 68%, contributing to a $9,000 revenue increase annually.
  • Managed key partnerships with high-net-worth individuals, driving consistent annual sales growth of $65,000.
  • Advised clients on complex asset allocation strategies, increasing managed investment assets by $89,000 over two years.
  • Trained and mentored 4 premium bankers, resulting in a 17% uplift in overall team productivity and customer satisfaction.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Drove initiatives to enhance premium service offerings, increasing client satisfaction scores by 85% in 2022.
  • Facilitated client workshops on investment strategies, increasing client engagement and leading to $152,000 in new premium deposits.
  • Provided strategic insights on emerging market investments, helping high-net-worth clients capitalize on opportunities and increase portfolio returns by $50,000.
  • Onboarded and cultivated relationships with 17 high-net-worth clients, generating $205,000 in new business revenue annually.
  • Designed promotional campaigns for premium services, resulting in a client acquisition increase of 82% within 6 months.

Affiliations

  • American Society of Safety Professionals
  • American Bankers Association (ABA) Professional Membership
  • International Association of Administrative Professionals
  • Association of Information Technology Professionals
  • Private Wealth Management Association (PWMA)
  • Society of Human Resource Management
  • Private Client Services Forum Attendee 2022
  • Association for Computing Machinery
  • Association of Private Client Investment Managers and Stockbrokers (APCIMS)
  • Lions Club

Certifications

  • Certificate in Personal Finance Planning (Summit Group)
  • Fitch Learning Certificate in Credit Risk
  • Introduction to Investment Banking Certification
  • Certified in Loan Review (CILR)
  • Global Financial Markets Certificate (GFMC)
  • CompTIA Security+
  • Apple Certified Associate (ACA)
  • Certified Public Accountant (CPA)
  • Project Management Professional (PMP)
  • Microsoft Certified Systems Engineer (MCSE)

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