Over ten years of experience in complex retail/consumer financial services Knowledge and experience with payment services organizations with multiple financial products, Over three years experience in financial management position. Wide understanding of retail/commercial financial products/services. Knowledge of First Data's products, platforms, systems and operational areas. Over ten years of experience in Bank Secrecy Act and anti-money laundering compliance Strong analytical skills, a leader and team player Action-oriented manager of people and projects, who can obtain results Effective communicator and problem solver Sharp banking professional whose talents shine in a competitive, innovative and creative environment. experienced in leading constructive and cooperative working relationships within a team setting..
Excellent communication skills
Expert in risk management
Account analysis expertise
Financial analysis and planning
Financial Industry Computer Systems Loan Accountant
Complex problem solving
Created strategies to develop and expand existing customer sales, resulting in a 25% increase in annual sales.Created strategies to develop and expand existing customer sales, which resulted in a 15% increase in monthly sales.
Opened new customer accounts, including checking, savings and lines of credit.Managed opening and closing times for the main branch.Processed sales referrals and promoted bank services and products, resulting in [number]% branch sales increase.Established new customer accounts including checking, savings, lines of credit and loans.Loaded consumer loan applications into the [name] loan processing program.Increased quarterly sales by [number]%.Received regional branch recognition award for outstanding customer service.Identified prospective customers using lead generating methods and performing an average of 60 cold calls per day.Participated in various incentive programs and contests designed to support achievement of production goals.Developed tool to track and monitor personal sales opportunities, deals in progress and finished contracts.Established more than 30 new accounts, earning a combined profit of over $2M.Responsible for implementing all business-building and relationship-building expectations with uniquely assigned accounts and customers.Consistently met and exceeded department expectations for productivity and accuracy levels.
Balanced daily cash deposits and bank vault inventory with a zero error rate.Prepared daily branch [name] invoices.Processed cash withdrawals.Trained employees on cash drawer operation.Adhered to [bank name] security and audit procedures.Researched and resolved customer issues on personal savings, checking and lines of credit accounts.Examined checks for identification and endorsement.Entered member transaction data into the online banking software.Reported daily averages and shortages to the operations department.Supplied tellers with coin and currency as needed.Maintained confidentiality of bank records and client information.Received regional branch recognition award for outstanding customer service.Directed specific questions to appropriate branch personnel.Delivered prompt, accurate and excellent customer service.
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