Well Established Financial Manger adept at collaboration and creating valuable team partnerships. Accomplished in evaluating financial backgrounds and meeting customer needs with a determined mentality and flexible approach.
Skills
Proficient in Microsoft Office Suite
CRM Integrated Reporting Information System
Financial information reporting
Process Analysis and improvement
Planning and coordination
Working collaboratively
Project leadership
Account management
Financial administration
Client relationship management and retention
Team management
Business networking
Problem resolution
Critical thinking
Analytical
Flexible
Continuous professional development
Education
Ivy Tech Community College of IndianaIndianapolis, INExpected in – –:Business Administration And Management - GPA:
Completed coursework in Business Management and Marketing.
Certifications and Licenses
Comptia A+ certification - 2008 to Present
Certified Pharmacy Technician - 2009 to 2014
ESI Kaizen Program Certification 2013
Series 6 - 2014 to 2017
Series 63 - 2014 to 2017
Health Insurance License - 2014 to 2017
Life insurance 2014 to Present
Long Term Insurance - 2014 to 2017
Disability Insurance - 2014 to 2017
Licensed Banker Platform Investments - 2017 to Present
Regions B3 Certification - 2018 to Present
NMLS - 2017 to Present
Experience
Regions Bank - Financial Representative Senior Consultant City, STATE, 12/2016 - Current
Resolve escalated consumer and business customer issues in Manager's absence, including scheduling, counseling associates, and input into hiring decisions.
Act as quarterly interim branch manager in instances where branches are without or in between management.
Conduct Daily team huddles to plan daily goals and activities as well as review previous day's success.
Conduct branch cash audits of personnel and vault/ATM Ledgers.
Effectively manage client expectations regarding what can and cannot be executed on their behalf.
Develop and maintain highly effective working relationships with all business partners.
Create, maintain and execute Client Account Plan for each High Priority connection.
Successfully leverage both consumer and business credit and debt into financial plans to meet and exceed client goal(s).
Proactively identify and solve complex strategic problems impacting wealth management and business direction.
Secure long-term customer accounts, providing recommendations to promote service effectiveness and benefits to exceed client goals and needs.
Process and document customer and institutional payments.
Eliminat financial discrepancies, accurately ensuring correct reporting to senior leadership.
Collaborat with finance team to monitor supporting documentation for term and/or rate calculations.
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