jessica claire montgomery street san jessica ca 94105 555 4321000 resumesampleexamplecom summary experienced assistant vice president offering career banking financial service sector 18 years skilled digital retail banking looking exciting role terrific fastpaced banking organization new customer acquisition management leadership customer experience product development skills senior leadership support competitive trend analysis process improvement financial management experience assistant vice president retail banking officer 072016 current ridgewood savings bank city state boosted customer base 5 certain nyc markets acquiring new customers identifying needs deliver relevant products designed sales digital service strategies improve revenue retention seniorlevel retail digital channel officers identified opportunities enhance cx leveraging fiserv dna core operating system effectively manage cx team test fiserv ux beta core system new technology branches recommended process improvements throughout customer journey seniorlevel retail digital channel officers adhering regulatory guidelines recommended changes core deposit accounts reduce cof grow overall deposits 5 recommended retail digital products services enhance future service delivery increase usage digital services yearover year investigated technical issues cx ux using knowledge base personal experience complete timely resolutions recommended customer engagement opportunities attract younger demographic groups various channels proactively identified solved complex problems impacting operations management business direction assisted seniorlevel investment officer licensed banker training identified opportunities grow investment program certain markets 10 gdc sales branch banking officer 072007 072016 ridgewood savings bank city state created communication strategies meet client objectives exceeded investment goals 25 yearoveryear meet client needs recognized top annuity sales performer infinet platform exceeding 100 rate annuity scorecard goal yearoveryear evaluated budget plans current costs project trends recommended process improvements reduced efficiency ratio branch increased efficiency drove branch revenue optimizing daily operations recommending changes sales strategies managed largest branch queens region 400 million deposits achieving high customer satisfaction rates optimized staff productivity managing interteam conflict resolution yearly performance reviews training initiatives scheduling payroll improved decisionmaking using current data market conditions individual financial situations educated customers variety loan products available credit options promote valuable decisionmaking boosted customer base acquiring new customers identifying needs deliver relevant products attended local gatherings networking events bank representative establish community relations generate potential customer leads coordinated special update conversion projects monitored key performance metrics assistant treasurer branch manager 092001 072007 city suburban federal savings bank city state developed annual branch business plan maximum profitability effectiveness recognized top annuity sales performer infinet platform exceeding 100 rate annuity scorecard goal yearoveryear worked regulatory representatives complete accurate filings maintain compliance boosted customer base acquiring new customers identifying needs deliver relevant products grew core deposits certain markets 10 providing personalized banking solutions clients high networth educated customers variety loan products available credit options promote valuable decisionmaking optimized staff productivity managing interteam conflict resolution yearly performance reviews hiring terminating processes training initiatives scheduling payroll provided leadership training new agents sales process relationship building maintaining current accounts sales numbers analyzed customer needs provided best options upselling products services education training wharton leadership certificate banking finance 062017 university pennsylvania wharton school philadelphia pa mba banking finance 062017 aba stonier graduate school banking philadelphia pa bba banking finance 062010 lehman college city university new york bronx ny new york state licensed life agent new york state notary public certifications