Steered banking activities to meet the financial service needs of consumer and business customers while building loyal alliances, identifying/capitalizing on new business opportunities, initiating referrals, and formulating resolutions to emerging issues. ▪️  Recognized for superior performance with a series of promotions to a team leadership role. ▪️  Won the Circle of Excellence Award for surpassing performance goals in customer follow-up, account openings, and customer… Show more Steered banking activities to meet the financial service needs of consumer and business customers while building loyal alliances, identifying/capitalizing on new business opportunities, initiating referrals, and formulating resolutions to emerging issues. ▪️  Recognized for superior performance with a series of promotions to a team leadership role. ▪️  Won the Circle of Excellence Award for surpassing performance goals in customer follow-up, account openings, and customer satisfaction. ▪️  Achieved 123.3% of customer discovery/customer retention calls each month. ▪️  Led the team to achieve annual loan application goals (e.g., lines of credit, home equity, and auto). ▪️  Supervised/led a team of customer service professionals and bankers while providing servant and transformational leadership. Assigned responsibilities, assessed performance, communicated feedback, and fostered a culture of open communication, collaboration, and idea sharing. ▪️  Trained, coached, and mentored team members on operational best practices, customer service standards, compliance, documentation, account processes, and technology, ultimately improving their overall job performance. ▪️  Established and strengthened alliances with customers (consumer/business) with various financial goals/needs while completing all transactions/activities, including loans, account openings/closings/maintenance/service, deposits, transfers, withdrawals, foreign currency, cashier checks, credit cards, and wires, providing coaching on the use of internet banking applications, and resolving technical, banking, and business issues. ▪️  Mitigated financial, legal, and operational risks for the organization and its clients/customers by accurately performing reconciliations, balancing drawers, conducting due diligence, complying with organization/industry regulations/pro (AML/anti-money laundering and KYC/know your client), and proactively identifying and preventing fraud. Show less

Forged loyal professional relationships with clients/residents, visitors, and healthcare providers while overseeing administrative and office projects in a rapid-paced and evolving environment. ▪️ Elevated the organization’s professional reputation throughout its Community and Market by maintaining a pleasant and warm demeanor, showcasing appreciation while greeting/interacting with all guests, clients, and residents, providing world-class customer service, accurately answering their… Show more Forged loyal professional relationships with clients/residents, visitors, and healthcare providers while overseeing administrative and office projects in a rapid-paced and evolving environment. ▪️ Elevated the organization’s professional reputation throughout its Community and Market by maintaining a pleasant and warm demeanor, showcasing appreciation while greeting/interacting with all guests, clients, and residents, providing world-class customer service, accurately answering their questions, urgency responding to requests, and exceeding their expectations throughout all endeavors. ▪️ Managed multiple and concurrent tasks/activities while meeting deadlines using expertise in workflow organization and prioritization. ▪️ Remained diligent and alert to respond to emergency situations and initiate calls to EMS, hospitals, fire departments, and law enforcement, ultimately protecting protect the health and safety of clients, visitors, and staff members. ▪️ Accepted and organized the delivery of client/resident packages to their rooms and floors ▪️ Recognized as a role model and point of contact to newly hired team members/employees on the best practices of the organization, including operational protocols, client/resident service, and safety, while promoting a team-oriented environment. ▪️ Maintained visitor logs (check-in/check-out) in accordance with company policies and standards. ▪️ Organized and led company fire drills as the fire and emergency drill coordinator. Show less