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Click here or scroll down to respond to this candidateCandidate's Name
2 Crosswood Court Burtonsville, MD Street Address PHONE NUMBER AVAILABLE EMAIL AVAILABLEProfileAstute and collaborative team player who is well versed in financial products, account management, business operations and regulatory compliance. Personable, professional, effective communicator with excellent business acumen, detail-oriented, high-level of customer service and retention skills. Successful track record in analyzing financial documents, assessing, loan origination and approving loan applications. Passionate about assisting clients, contributing to generating new business and achieving goals. Reliable, dependable, and dedicated Demonstrated Skills: Time Management, Planning, Prioritizing, Organization, Communication, Social Intelligence, Leadership, Problem Solving, Work Ethic and Adaptability Professional ExperienceASSISTANT MANAGER MARINER FINANCE - LAUREL, MD JAN. 2022 - PRESENT Provide service to customers and prospective customers seeking loans and Extend credit through a variety of loan programs Approve exceptions to policy as authorized by Manager based on nature of exception, customer retention needs and related factors Resolve product service, and policy related problems for customers with exceptional timeliness, accuracy, and professional courtesy Originate, review, and approve loan applications, review approved loans for possible up-selling, deny loans for possible counteroffer and settled loans for completeness of documentation Assist Branch Manager with administrative duties for existing and potential customers; completes reports, initiates contact with customer as Managers direction to acquire additional financial information and communicate/resolve problem situations and ensuring the branch is complying Effectively communicate with and motivate others and coordinate functions and daily operational issues through communication with Regional Manager Perform additional functions such as collecting payments, completing, and processing loan applications, contacting customers for late payments Training new team members on effective delinquency collection procedures SENIOR CLIENT SOLUTION SPECIALIST (REMOTE) PNC BANK NOV. 2021 DEC. 2021 Handled relationship management activities with new and/or existing clients in a book of business to increase sales, revenue, and market share with relevant sales goals Built an effective network of internal and external relationships, such as community or industry relationships, to actively acquire new clients/expand existing clients and enhance client experience Communicated the beneficial banking services to the clients by presenting the full range of PNC's products and services Focused on client opportunities by providing insight based on an understanding of the client's needs and their financial well-being. Increased client engagement, customer satisfaction and loyalty. Ensured prompt and consistent delivery, including closed-loop communications with all internal/external parties Maintained contact with customers to continue building and retaining relationships Candidate's Name
Page 2ASSISTANT BRANCH MANAGER PNC BANK - WASHINGTON, DC FEB. 2020 NOV. 2021 Managed priorities through planning and execution to drive all aspects of branch performance. Handled revenue and customer loyalty through consultative interactions with clients, and solutions that helped them with achieving financial well-being Created a differentiated customer experience, making banking simplified in an omni channel environment. Led and influenced the agenda of a broad range of eco-system partners Accountable for risk management and compliance in a complex business environment. Built a high performing and productive team through the attraction, on-boarding, training, coaching and professional development of branch team members Planned and executed a branded sales process to achieve sales targets and customer loyalty. Increased branch revenue through the acquisition, share-of-wallet growth of consumer/business households and by effectively leading eco-system partnerships Coached my team to confidently engage with customers in technology enabled interactions, providing solutions and advice-oriented consultation that improved client financial well-being. Spearheaded effective problem resolution, making banking easy for customers. Connected all of PNC, delivering a seamless customer experience in an omni channel environment Responsible for acquiring and retaining talent. Constructed a lasting employee experience by making professional development a priority for all branch team members. Ensured employees achieved performance goals and activity expectations through effective and ongoing performance management Assisted the Branch Manager with administrative duties as required OPERATIONS SPECIALIST PNC BANK - WASHINGTON, DC OCT. 2018 JAN. 2020 Worked independently to conduct comprehensive examinations/reviews of pay accounts for branch daily operations, ensured all were completed in an efficient and accurate manner Managed operational, human capital, reputational and business risk. Exercised leadership, authority and sound decision making to mitigate sales practice risk. Ensured compliance with regulatory guidelines and adherence to established policies and procedures Coached and mentored team members by example in adhering to all policies and procedures, demonstrating sound judgment within established limits Exercised leadership, authority and critical decision making to mitigate sales practice risk. Ensured compliance with regulatory guidelines and adherence to established policies and procedures Demonstrated expertise in the banks policies and processes to manage within the banks risk demand Assessed and effectively coached the branch team by ensuring a proper review and coordination of various activities to promote adherence to all regulatory, security and audit requirements within the universal branch Managed risk through adherence to all policies and procedures, demonstrating astute judgment within established limits. Demonstrated a heightened scrutiny to identify and avoid loss. Participated in branch daily operations to ensure they were completed in an efficient and accurate manner FINANCIAL CONSULTANT PNC BANK - WASHINGTON, DC NOV. 2016 OCT. 2018 Devised a proactive sales conversations through internal and outbound interactions with a defined sales process Managed and evaluated the customer experience by identifying opportunities to improve the customer's financial well-being Supported transactions and addressed inquiries, developed reports, and assisted colleagues and customers Educated customers on options for managing financial transactions by leveraging technology, tools, and resources Applied product and procedural knowledge to identify, mitigate and solve customer problems effectively to drive customer loyalty Resolved customer inquiries, proofread paperwork, and maintained document files Candidate's Name
Page 3TELLER PNC BANK - WASHINGTON, DC MAY 2015 NOV. 2016 Ensured branch daily operations and maintenance transactions were completed in an efficient and accurate manner. Processed account transactions reconciled and deposited daily funds. Informed customers of bank products, referred inquiries to designated personnel, provided account status data Responsible for on-boarding, training, supervising, and delegating tasks for new hires. Handled phone system; ensured accurate messages Cross-sell bank products by answering inquiries; informing customers of new services and product promotions; ascertaining customers' needs; directed customers to a branch representative Reconciled cash drawer by proving cash transactions; counting/packaging currency; along with other transactions. Organized excess cash and mutilated currency to head teller; maintained supply of currency as needed Technical ExperienceMS Office Suite G Suite Zoom Ring CentralEducationBACHELOR OF SCIENCE DEGREE-INTERNATIONAL BUSINESSADMINISTRATION 2014UNITED STATES INTERNATIONALUNIVESITYConcentration: Finance Relevant courses: Corporate Finance, Money & Capital Markets, Investments,International Managerial Finance, and FinancialInformation Systems. Credit and Banking, Introduction to MarketingKENYA SCHOOL OF MONETARY STUDIES2008-2009Graduated with Certificate in Banking and Financial services. Relevant Courses: Advanced and Intermediate Accounting, Auditing Strategic Management, Financial management and Operations ManagementReferences available upon request |
