jessica claire 100 montgomery st 10th floor 555 4321000 resumesampleexamplecom summary talented financial executive successful managing highly effective teams focus account service retention detailoriented financial professional 17 years industry experience persuasive communicator proactive approach resolving account customer service issues award winning financial leader innovator digital banking skills excels team leadership account analysis expertise expert risk management investment guidance employee training client relationship management reliable customer vendor relations excellent communication skills cost budget analysis financial analysis planning safety protocol energetic experience 012014 012021 digital branch manager nbkc bank kansas city mo strong interpersonal skills key performance indicators multilingual portuguese english spanish strategic planning peopleoriented dependable multitasking ability regulatory compliance staff supervision excellent work ethic risk analysis excellent time management skills maximized branch revenue optimizing daily operations boosted customer base acquiring new customers identifying needs deliver relevant products evaluated budget plans current costs project trends recommend updates monitored 700 client relationships per month monitored 20 client relationships per monthly produced sales executing complete sales cycle process prospecting contract negotiations close developed annual branch business plan maximum profitability effectiveness worked regulatory representatives complete accurate filings maintain compliance analyzed applicants financial status credit property evaluation determine feasibility granting loans educated customers variety loan products available credit options promote valuable decisionmaking complied company policies government regulations prevent detect rule violations protect organization fines lawsuits planned coordinated risk mitigation strategies protect company assets built strong rapport new existing clients better serve financial needs promote branch loyalty oversaw branch team 4 customer service representatives 16 personal bankers implemented training new employees designed sales service strategies improve revenue retention received top digital branch brazil 2019 increased efficiency drove branch revenue optimizing daily operations assessed employee performance issued disciplinary notices coordinated special update conversion projects monitored key performance metrics 012010 012014 relationship manager advisors excel topeka ks reviewed analyzed client financial data plan proposals presented product service details various events increase customer base enticed clients accept wealth management proposals increase monthly business provided information technology resources improve clients financial wellbeing streamlined communication efforts measuring client satisfaction metrics achieved client loyalty quality productivity service proactive management drafted monthly summaries review level client participation identify targets followup calls managed number regular type customers built longterm relationships lucrative clients utilizing active listening effective communication dynamic interpersonal skills brought amount new business year number new clients collaboration branch financial advisors support staff addressed inquiries clients relationship management department team members developed enhanced client relationships leveraging exceptional type expertise promoted strategies enhancing credit management processes including processing loan documentation maintaining compliance type standards maximized maintained client satisfaction aspects credit management supervised amount numberclient portfolio high net worth individuals building rapport relationships consistent quality interactions 032008 012010 relationship banker pnc financial services group inc kalamazoo mi modified opened closed customer accounts advised customers bank products services financial planning options improved decisionmaking using current data market conditions individual financial situations completed loan servicing procedures assess compliance bank regulatory terms conditions drafted monthly summaries review level client participation identify targets followup calls addressed inquiries clients relationship management department team members made continuous business adjustments improve branch operations completed thorough accurate documentation money movements deposits withdrawals adhered bank legal guidelines reporting loan approvals money handling developed culture success rewarding performance productivity sales results handled portfolio customers reviewed accounts signs discrepancies fraud nonpayment issues cultivated positive relationships key stakeholders decisionmakers part successful business practices met exceeded sales goals promoting bank products services every interaction maintained optimal financial controls securing funds making accurate transactions helped customers open close accounts apply loans make sound financial decisions met new clients completed prequalification procedures assessed financial means desires client order set appropriate mortgage packages put together executed loan documents customized products services meet specific banking requirements developed oversaw events bring customers promote products 052004 022008 business manager university oklahoma norman ok mitigated financial discrepancies maintain companys good financial standing analyzed regional market trends distinguish best courses action company designed detailed business plans outline finances goals operations company cultivated relations customers dealership personnel drive client retention longterm growth initiatives represented integrity professionalism areas business serving mentor roll model staff strategized longterm business needs driving customer feedback process improvements directed negotiation preparation contracts education training 062012 062007 mba business management mackenzie presbyterian university sao paulo brazil ranked top 10 class completed coursework business management emphasis leadership bba business administration integrated college rio branco sao paulo brazil 022020 cpa20 finance certification anbima sao paulo brazil 042020 development emotional intelligence conquer united states online 012021 successful career development university georgia united states online accomplishments top digital agency brazil award 2019 selected participate beta launch itau personaltes first digital branch designed cater high income segment brazil responsible evolution 5 nps net promoter score indicator customer satisfaction winner raising campaign 2019 digital branch awarded credit 2018 award credit recovery campaign 2018 led team achieve several earning recognition upper management financial reward recognized leader month outstanding performance team contributions numerous occasions consistently maintained high customer satisfaction ratings