SUMMARY

• 13 Years of Banking and Branch Operations Management and experience in Lending and Financial Advisory
• Performed Management duties, train bank personnel use a consultative approach to recommend banking services to customers.
• Supervised day-to-day financial institution activities including management of 7 associates and customer service personnel.
• Performed Operation Auditing. Responded to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Responded to questions from groups of managers, clients, customers and the general public.
• Managed Branch Banking Center and supervised employees. Responsible for the overall direction, coordination and evaluation of the Branch Banking Center, as well as, development of staff.
• Carried out supervisory responsibilities in accordance with the organization's policies and applicable laws.
• Responsibilities include interviewing, hiring, and training employees planning, assigning, and directing work appraising performance rewarding and disciplining employees addressing complaints, coaching for performance and resolving problems.
• Program Management and Project leadership and project management using Waterfall and Agile/Iterative project methodologies
• Hands on Microsoft Dynamics CRM 4.0, Dynamics CRM 2011, Dynamics CRM 2013, Extending CRM forms, extending the entity model, customize reports, design and implement data conversions, and work with technical developers to develop interfaces to other applications
• Leadership, planning, cost management, scope and project management. Risk and issue mitigation, status reporting, project and team communications.
• Working knowledge end user in PeopleSoft and SalesForce, Microsoft Dynamics CRM

Financial Industry / Lending

• Financial Industry Professional with Experience in Banking Financial Operations Management
• Commercial and Personal Lending experience, full lifecycle administrative expertise in banking products.
• Manage supervise daily financial services activities and transactions including performing audits, defining monitoring quotas and goals
• Manage and maintain customers, leads, accounts and business relations, contribute to marketing campaigns, and capture and report on sales projections.
• Produce management reports and operations statistics, communicate reports summaries to management.
• Perform managerial duties, train bank personnel use a consultative approach to recommend banking services to customers. management of banking associates and customer service personnel
• Recommend and sell financial products and services to customers. Maintains customer accounts, perform ATM reconciliation, and prepare monthly transactions reports to communicate to management.

Experience:

Confidential

Functional Architect Business Analyst

• Acted as Functional Architect, Business Analyst, Business Transformation and Microsoft Dynamics CRM
• Worked on a Chevron engagement for a Chevron Subcontractor performing as Functional Architect, Project Manager, and Business Analyst duties. Determine program objectives, Develop Business case, Define and manage scope, Manage Project risks and project constraints Lead the Requirements and Specifications Aspects of Applications Gather requirements List and describe and prioritize requirements.
• Worked on Change Management, Risk Management and Mitigation, Business Case Development
• Documented project risks, and produced Risk Register in Microsoft Excel format with representational charts
• Gathered and consolidated requirements and assessment surveys, participated in the generation of the Current State Assessment for a global upstream initiative with other architects
• Advanced skills in Microsoft Excel, Pivot Tables, Data Extracts and Processing
• Business Analysis and Requirements Gathering and Elicitation, Solution Planning and Architecture, Business Liaison, and Architecture Documentation.
• Visio 2007, Visio 2010 Business Process Diagrams, Swim lane Diagrams, and Lean Process Expert.
• Business Process design, Data Modeling, and Project Documentation
• Perform basic installation and setup of Dynamics CRM Software Dynamics CRM 2011, Dynamics CRM 2013
• Managed customer's account and correspondence using Dynamics CRM 4.0, performed data entry, scheduled tasks, and maintained benefits data at BSI.
• Executive retirement plans Non-qualified plans and benefit management, execute quarterly reports, run interest calculation algorithms, and download Vanguard data, and run dividend accruals on plan participants.
• Hands on C , WCF, HTML, XML, and .NET, SQL Server 2010, Experience in CRM system integration with other systems such as SharePoint 2010. Ability to manage and communicate to developers offshore and onshore.
• Working Knowledge of Microsoft Dynamics CRM Architecture, Microsoft Online/On Premise

Confidential

Financial Services Supervisor

• Financial industry and bank products specialist. Manage and supervise bank operations
• Marketed banking products and services to existing accounts and new prospects
• Maintained business and relationships, and provided expert financial advice and services to banking customers.
• Consulted customers by offering suitable financial solutions suitable to customer's needs.
• Using sales automation tools, focused on sales development and relationship building through the promotion of banking products, deposits, loans, fee-based services and retention of customers.
• Produced summary reports, goals statistics, and quota performance reports to staff and management
• Utilized and promoted the Retail Sales and Service process, using the prescribed tools and interacting with the Customer/Financial Service Representatives for referral activity.

Confidential

Banking Associates Supervisor

• Managed customer-related functions, including selling and cross-selling of the bank services and products.
• Supervised, trained and mentored 7 customer facing staff.
• Interacted directly with the Federal Reserve Bank through Purchase/Sell Transactions to the FDIC.
• Performed day-to-day auditing, book keeping and record-keeping activities utilizing Microsoft Office, Excel, Word and best practices for records management.
• Enhanced record-keeping practices by applying up-to-date record management techniques.
• Performed financial business transaction such as proofing, wire transfers, open/close accounts CDs, overdraft handling, cash advance reconciliation, and ATM and business-related administrative tasks.
• Experience in private label credit card collections industry and platforms.
• Experience with Data Management, Data modeling, and Data Analytics.
• Experience of having managed credit card portfolio conversion.
• Proactively communicates and collaborates with external and internal customers to analyze information needs and functional requirements to deliver robust artifacts as required by the project.

Confidential

Bank Associates Supervisor/Business Analyst

• Supervised 7 bank associates
• Business Analyst tasks: Gather requirements List and describe and prioritize requirements.
• Assisted in new system configuration.
• Performed ATM reconciliation and purchased/sold cash to the Federal Reserve Bank.
• Personal Banker tasks: Proofing, Wire Transfers, Open/Close Accounts CDs, Overdraft Handling, Cash Advance Reconciliation, and Administrative Tasks.
• Performed Weekly internal auditing.
• Experience in private label credit card collections industry and platforms.
• Experience with Data Management, Data modeling, Data Analytics.
• Experience of having managed credit card portfolio conversion.
• Knowledgeable of SDLC and Waterfall Methodology

Confidential

Personal Banker/Customer Service

• Performed several tasks and duties, including processing bank transactions and daily balancing.
• Acted as a customer service representative and resolved customer-related issues.
• Handled customer account transactions: cash in transaction/cash out transaction.
• Processed customer payments for loans and credit cards.