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Skills

  • Loans
  • Framework equipment
  • Cross-functional team collaboration
  • Customer satisfaction tracking and improvement (29%)
  • CRM platform utilization (e.g., system)
  • Relationship development
  • Customer churn analysis and reduction
  • First Aid/CPR
  • Night and safe deposit procedures
  • Communications

Work Experiences

  • Assisted customers with securing business lines of credit, helping entrepreneurs expand their businesses while fostering long-term relations.
  • Based recommendations on customers' financial profiles.
  • Achieved a 76% increase in revenue from existing accounts.
  • Processed quarterly vault and ATM audits with a zero error rate.
  • Achieved a 15% improvement in service response time.
  • Collaborated with cross-functional teams.
  • Achieved growth within six months.
  • Collaborated with cross-functional teams to streamline operational workflows, resulting in a 11% improvement in service response time.
  • Volunteered for extra shifts to help with staffing shortages during the holidays and other busy times.
  • Acted as a liaison for high-priority clients.

Summaries

  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Dependable and punctual, with exceptional math skills.
  • Smart professional with data analysis, team leadership, and client relations skills.
  • All aspects of the opening and closing procedures are covered.
  • Answers all questions and concerns in a way that ensures customer satisfaction.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the standard business.
  • Trustworthy Teller with experience working in a customer-oriented environment.
  • Achieved workflow optimizations.
  • Promote customer engagement with a winning smile and a positive attitude.
  • Achieved significant improvements in operational efficiency.

Accomplishments

  • Utilized customer feedback to enhance service workflows, reducing resolution times by 49% and increasing operational efficiency.
  • Resolved method technical issues and provided product training to 3 clients each quarter, leading to a 23% boost in satisfaction ratings.
  • Resolved over 7 complex inquiries related to quality assurance monthly while maintaining a 46% accuracy rating.
  • Collaborated with team of 18 in the development of metric.
  • Resolved method billing discrepancies for clients, recovering $18 in overcharges annually and improving cash flow.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Championed the onboarding of Jira, training staff, and boosting utilization rates by 19%.
  • Reduced operational redundancies by 31%, streamlining workflow processes and improving overall efficiency.
  • Reduced customer onboarding time by 40% through process improvements and enhanced training protocols.
  • Provided targeted financial guidance based on needs, leading to a 30% increase in customer satisfaction and loyalty.

Affiliations

  • Association of Information Technology Professionals
  • International Institute of Business Analysis (IIBA)
  • National Retail Federation (NRF) - for Customer Service Expertise
  • Credit Union National Association (CUNA)
  • Institute of Financial Operations (IFO)
  • Customer Service Institute of America (CSIA)
  • National Association of Social Workers
  • Rotary International
  • Financial Management Association International (FMA)
  • The Financial Planning Association (FPA)

Certifications

  • Apple Certified Associate (ACA)
  • Content Marketing Certification - 2018 - method
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Personal Banker Certification - 2022 - Lakeside Partners
  • Certified Financial Services Security Professional (CFSSP) 2015 - framework
  • ServSafe
  • Certified Credit Union Financial Counselor (CCUFC) - Vantage
  • Financial Services Certified Professional (FSCP) - Meridian
  • Microsoft Certified Systems Engineer (MCSE)
  • Cisco Certified Internetwork Expert (CCIE)

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