Business Account Review Specialist
CurrentBecame the guru of our business account opening process including documentation accuracy, teaching and training coworkers, branch employees, and regional managers Embraced change by innovating new ways to improve our process including banker communication, cross departmental alignment and SharePoint improvementsCollaborated with the team to help shape our procedures by pointing out gaps and writing drafts for new and improved procedures to then be implementedTook the lead to improve e-mail templates sent to bankers that explained in an easy to read format what account opening errors occurred encouraging buy in from others on the team.Brought multiple teams together who review business accounts and created a standard across all teamsIntroduced DiSC to the team to allow for a better work environment and a common language we could refer to when working with each otherLead the 2020 Employee Engagement meeting empowering employees to act on specific plans designed to boost employee satisfaction, work efficiency and over all moraleClasses: Intro to Agile, Emotional Intelligence