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Skills

  • Relationship building and management
  • Supervision
  • Customer education on banking products
  • Customer service excellence
  • Customer service
  • Team building
  • Relationship development
  • Budgets
  • Compliance with Anti-Money Laundering (AML) standards
  • Spanish speaking

Work Experiences

  • Achieved improvements through process optimization.
  • Achieved a 30% decrease in service resolution time.
  • Achieved completion in less than category.
  • Awarded President's Club.
  • Volunteered for extra shifts to help with staffing shortages during the holidays and other busy times.
  • Addressed common transaction errors.
  • Achieved 79% sales increase.
  • Applied strong communication skills to cross-sell Workday.
  • Achieved a 59% decrease in reported service downtime.
  • Took phone calls about banking products such as checking, savings, loans, and lines of credit.

Summaries

  • Promote customer engagement with a winning smile and a positive attitude.
  • Dependable and punctual, with exceptional math skills.
  • Answers all questions and concerns in a way that ensures customer satisfaction.
  • Industry regulations and asset protection strategies are well-understood.
  • Cross-selling bank products and services is a strength of this versatile banking professional.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the initiative business.
  • All aspects of the opening and closing procedures are covered.
  • Achieved 100% accuracy in daily reconciliations.
  • Clear understanding of cross-functional collaboration and process improvement as well as project management training.
  • Dedicated to maintaining the highest levels of security and customer satisfaction while achieving aggressive sales goals.

Accomplishments

  • Initiated cash replenishment orders, maintaining optimal branch liquidity based on customer demand and transaction forecasting.
  • Exceeded monthly personal sales targets by introducing clients to banking products such as Adobe Creative Suite, driving a 31% increase in overall sales.
  • Participated in 4 quarterly branch audits, achieving passing scores related to vault management and federal reporting requirements.
  • Maintained compliance with state and federal regulatory requirements, achieving zero financial infractions during 15 consecutive audits.
  • Reduced branch cash shortages by 32% through improved training protocols and more rigorous oversight of till balancing procedures.
  • Contributed 70% to monthly cross-sales targets by promoting HubSpot, leading to a branch-wide 72% business growth.
  • Simplified transaction processes for routine branch activities, driving down transaction times by 84% and improving customer throughput.
  • Built robust relationships with clients by providing tailored financial product recommendations, driving a 78% increase in cross-selling revenue.
  • Efficiently resolved customer issues, reducing complaint response times by 47% and increasing customer retention by 34%.
  • Led outreach for specialized student banking programs, contributing to a 35% increase in student account enrollments within 2015.

Affiliations

  • Volunteer Income Tax Assistance (VITA) Program
  • American Bankers Association (ABA)
  • Toastmasters
  • Certified Teller Accreditation Program (American Bankers Association)
  • Certified Student Loan Professionals (CSLP) Association Group
  • National Credit Union Foundation
  • Association for Computing Machinery
  • Association for Financial Professionals (AFP)
  • Peer-to-Peer Support Team for First Year Business Students category
  • Lions Club

Certifications

  • ServSafe
  • Microsoft Excel Specialist Certification - Vantage
  • Certified Financial Education Instructor (CFEI)
  • Certified Public Accountant (CPA)
  • Customer Service Specialist Certification - Lakeside Partners
  • Sales and Financial Product Knowledge Certificate - Cedar Works
  • Certified Financial Marketing Professional (CFMP)
  • CompTIA Security+
  • SHRM Certified Professional (SHRM-CP)
  • Money Laundering Reporting Officer (MLRO) Certification

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