Sentences with phrase «banking operations professional»

SUMMARY A logical and results - oriented banking operations professional with a track record of success in strategic planning, and compliance management.

Not exact matches

After rebranding the operation OneWest Bank, Mnuchin built it with other assets and professional sports team sponsorships into Southern California's largest bank, with 73 branches and $ 23 billion in assBank, Mnuchin built it with other assets and professional sports team sponsorships into Southern California's largest bank, with 73 branches and $ 23 billion in assbank, with 73 branches and $ 23 billion in assets.

Prior to founding of The Value Alliance, Ms. Bloxham devoted nearly twenty years of her professional career in financial services posts encompassing the banking, investments and insurance sectors, holding executive positions at Prudential Financial Services and at Bank One (now merged into JPMorganChase), where she managed strategic, financial, operations, technology, and compliance functions and at KPMG where she ran a global practice.

Lloyds is another major corporate embracing the deployment of legal operations professionals, with the bank boasting an eight - strong team that covers finances, resource planning and relationships with external law firms.

Deep experience and a profound understanding of the legal, banking, consulting, professional services and corporate sectors allows us to seamlessly integrate with our clients» operations.

Account management professional with over 10 years of experience in the banking industry with sales, finance, operations and management roles.

Motivated banking professional possessing a strong commitment to... Skills Exceptional customer service Strong sense of banking ethics Safe and vault operation Excellent communication... money orders.

I am a highly skilled Customer Service and Support professional with substantial experience in large - scale financial and banking operations.

If you are a project manager, business manager, seasoned managers, and others working in a retail, hotel, telecom operations, banking, and manufacturing, you ought to help yourself standout in your resume through hiring a resume writing service that will deal with your resume creation in the most professional way possible.

I am a highly skilled Customer Service, Support and Branch Management professional with substantial experience in large - scale customer service and banking operations.

In the field of banking, a few of the professional milestones that a person may get include receiving the highest returns on loan in a specific time duration, getting commendations in providing great customer service, and improving the operations and client transactions of a specific bank.

Create Resume Daniel Clark 100 Main Street, Cityplace, CA, 91019 H: [phone] C: [phone] [email protected] Background Dedicated banking professional with exceptional knowledge of loan documentation, regulatory requirements and general bank operations.

Dedicated banking professional with exceptional knowledge of loan documentation, regulatory requirements and general bank operations.

Results - oriented banking professional with over [Number] years in sales and branch management, loan management and general bank operations.

Accomplished and serviced focused banking professional with extensive experience handling bank initiatives and its financial operations, with exceptional knowledge of banking products, services, investment products, accounting, finance, and management.

People from all backgrounds seeking part time or full time opportunities in the following areas are encouraged to inquire about our program: sales, customer service, part time, manager, accounting, clerical, management, computer, engineer, human resources, driver, security, administrative assistant, purchasing, medical, administrative, receptionist, retail, maintenance, warehouse, education, finance, director, telecommunications, real estate, engineering, insurance, data entry, project manager, information technology, part time, printing, technician, legal, automotive, teacher, winter, banking, analyst, nursing, restaurant, controller, network, environmental, nurse, design, quality, safety, secretary, office, assistant, hotel, accountant, vice president, medical assistant, transportation, supervisor, general, advertising, writer, social services, java, all, graphic, mba, holiday, office manager, communications, sales manager, admin, mortgage, social work, training, cms, attorney, research, payroll, oracle, executive assistant, paralegal, courier post, drivers, pharmaceutical, operations, president, web, Rn, law enforcement, autocad, health care, executive, food, production, chef, cad, project management, tax, auto, editor, hospitality, hvac, pharmaceutical sales, it, collections, Spanish, unix, are buyer, facilities, professional, mechanical, bartender, help desk, travel, logistics, call center, truck driver, inventory, financial analyst, computers, pharmacist, police, teaching, counselor, chemist, plant manager, photography, bookkeeper, medical sales, electrical engineer, health, trader, bilingual, business analyst, recruiter, cfo, accounts payable, sports, cashier, financial, music, social worker, publishing, project, support, business development, lpn, welder, clerk, technical, quality assurance, government, distribution, secretarial, sales management, mental health, nanny, child care, registered nurse, cna, Japanese, technical support, administration, property manager, cook, shipping, pharmacy, coordinator, entertainment.

Responsible for supervising the day to day running and operations of the bank, whilst at the same time creating a professional, helpful and customer friendly environment for staff to work in.

I am a Transportation Industry and Banking professional with an unusually diverse background that includes, customer service, sales, operations, and dispatching.

PROFESSIONAL EXPERIENCE PNC BANK, Evanston, IL (6/2012 to Present) Branch Manager • Determine the branch's market share and optimize growth in sales and profits • Develop client relationships by ensuring that relationship managers are performing their work properly • Work closely with bank management and sales teams to determine sales targets • Ascertain that bank staff is aware of sales targets and perform reviews towards these goals • Manage branch operations and motivate staff members to strive and exceed sales goals • Develop forecasts and financial objectives and ensure that staff members are in sync with them • Locate areas for improvement and propose corrective measures • Meet with corporate clients to determine their needs and ensure that they are fulfilled immediately • Address both client and staff issues promptly and ensure that they are resolved • Handle networking and marketing duties to make sure that the bank's revenue and sales goals are met constantly

• Accomplishing accounting human resource objectives by selecting, orienting and training accounting professionals • Maintaining company cash flow by monitoring bank balances and efficiently inventing excessive funds • Overseeing data flow and efficacy of accounting practices to ensure smooth accounting operations

• Energetic banking professional seeking work in the bank operations field.

Mortgage Banking Professional with 14 years of experience leading operations of up to 14 employees in both retail banking and call center enviroBanking Professional with 14 years of experience leading operations of up to 14 employees in both retail banking and call center envirobanking and call center environments.

Thousands of successful executive, management and professional clients within sales, operations, IT, manufacturing, financial services, oil and gas, chemical, healthcare, construction, banking, telecom and other leading Industries.

QUALIFICATIONS PROFILE Self - assured and results - driven management professional with more than 15 years providing high - performance account receivables collection, operations management, HR support, and customer service in the banking and finance sectors.

Skills Experience in Special Corporate Financial Services Operations & Compliance Trust Account Re... Objective Self - motivated banking professional forward - thinking with strong communication... in bank operation applications Knowledgeable of Banking Policies $ Procedures Accounts Payable / Abanking professional forward - thinking with strong communication... in bank operation applications Knowledgeable of Banking Policies $ Procedures Accounts Payable / ABanking Policies $ Procedures Accounts Payable / Accounts

Utilize my professional years of experience and knowledge in investments and banking operations.

PROFESSIONAL SUMMARY Legal / Compliance Manager with 10 + years of experience banking, contract administration, legal, administrative, operations and regulatory compliance.

Results oriented financial professional with significant skill in Treasury operations and resolution of compliance related banking issues.

As an ambitious, results - driven professional with 15 + years of progressively responsible experience in banking, credit underwriting, collections and operations management, I am confident you will find me well prepared to contribute to any company in a related capacity.

Political Advisor — Duties & Responsibilities Oversee organization, daily operations, and advisement of multiple political campaigns and governmental bodies Recruit, train, and supervise political team ensuring efficient, effective, and professional operations Design and implement marketing campaigns for multiple causes, officials, and political organizations Author press releases, letters to the editor, speeches, and advisory materials Manage databases, phone banks, and websites such as SCNewDemocrats.org & FightHowardRich.org Organize and implement press functions, rallies, volunteer driven activities, and fundraisers Create and lead grassroots support efforts through volunteer recruitment, campaign marketing, and other tactics Serve as liaison between political officials and lobbyists, unions, and community leaders Build and strengthen key relationship with union leaders and community leaders Recruit key parties for organizational steering committees and union leadership roles Oversee management of «Mayors Against Illegal Guns» & «VA Leaders for Closing the Gun Show Loophole» Assist in the crafting of bi-laws and operating procedures for the government of Richmond Originate and pass HJ 1000 through the Virginia General Assembly House Instrumental in origination and passage of HB 1834 — Mandatory Scoliosis Screening in Public Schools through the Virginia General Assembly and into law Proficient in SPSS and other statistical operating software, database management, and VoteBuilder Experienced with Arcview GIS system application Perform all duties with passion, integrity, and professionalism

VISTAssociates, Inc. (Marlborough, MA) 1985 — 2001 Inside Sales Manager / Office Manager / Accountant • Oversee corporate accounting and office management ensuring profitable and professional operations • Responsible for purchasing, supply, inside sales support, and customer service • Hire and train large staffs ensuring they understand the brand and adhere to corporate policies • Manage payroll, accounts payable / receivable, tax returns, closings, reconciliations, and banking • Serve as benefits administrator responsible for 401 (k)'s, insurance, and leave

Taylor Glenn Inc. (La Canada, CA) 09/2008 — 04/2010 Care Coordinator / Office Staff • Coordinate office and caregiver schedules ensuring effective and professional operations • Draft and write letters, emails, and memos to clients and employees • Responsible for human resource activities including recruitment, issue resolution, and termination • Manage client accounts tracking services rendered, billing, and contact information • Direct accounts payable and accounts receivable as well as bank transactions • Oversee filing system, company inventory, and supply purchases

Bank of America -LRB-[Insert City, State]-RRB- 9/1988 — 11/1992 Customer Service Representative / Head Teller • Conducted customer transactions and processed new account opening procedures / documents in a professional, client - focused manner which promoted business retention and branch revenue growth • Maintained detailed logs and records while organizing critical and sensitive client / branch files, providing oversight to and execution of various branch operations • Performed all required computer operations necessary to facilitate customer transactions, including data entry and account maintenance tasks • Assisted management with various other duties as assigned

IT Project Manager — Professional Highlights Serve multinational corporations in a variety of technology based strategic planning and administration roles Offer expertise as a consultant, programmer, engineer, business analyst, and database administrator Lead technology projects for NASA, U.S. Customs, American Express, and General Electric Design and implement reporting, customer service, marketing, sales, and financial management software Responsible for network and database design, administration, and security Oversee enterprise - wide hardware and software upgrades resulting in increased efficiency Minimize operational and manpower costs through effective technology solutions Serve as forecast budget analyst for Joint Project Management Operations at Kennedy Space Center Develop reporting application tool using crystal reports engine on CD throughout Kennedy Space Center and Cape Canaveral Air Station resulting in $ 500,000 savings on user licensing fees Create detailed project plan with well - defined tasks, milestones, client sign - offs, test cycles, and specifications which served to communicate project progress to management Develop visual basic application for financial banking Institution using crystal reports to reduce the company's response time resulting in initial reporting from 2 - 3 hours to just 45 seconds Oversee multimillion - dollar software implementation for Miami Air from a consultancy level Upgrade Great Plains software platform and administered security access for Miami internal databases Write over 200 SQL stored procedures from access databases for financial institutions Compose business correspondence and prepared statistical spreadsheet analysis for Kennedy Space Center Recognized by colleagues and superiors for outstanding job performance, reliability, and efficiency Conduct surveys of operations to assess needs and identify high priority improvements Complete major product releases meeting very aggressive schedules and budgets Serve as a member of the International Cyber Threat Task Force Utilize fluencies in English, Portuguese, Arabic, French, and German to communicate with a diverse clientele Continually study emerging technologies and industry best practices Perform all duties with positivity, professionalism, and integrity

Professional Duties & Responsibilities Managed daily banking operations and financial product sales for multinational banking institutions Generated significant revenue through successful leveraging of bank products and services Consistently recognized for excellence in sales, marketing, and team management Hired, trained, and reviewed financial sales associates, tellers, and support staff Offered career development services to build employee value, efficacy, and dedication Interfaced with business, insurance, and investment partners to provide holistic client service Built long - term relationships with customers, partners, and industry contacts Monitored compliance with legal and corporate policies protecting company and client assets Responsible for personal, home mortgage, automotive, and business loans Opened, updated, and settled personal and business accounts Oversaw teller transactions including deposits, withdrawals, cashier's checks, and vault access Resolved customer service inquiries resulting in client satisfaction and repeat business

Professional Experience Branch Banking and Trust (BB&T) 7/2003 — Present Certified Senior Teller Supervisor 6/2006 — Present • Managed, trained, and scheduled staff ensuring efficient and professional operations • Recruited, interviewed, and hired teller employees • Assisted area operations manager with routine internal audits • Named one of the «Top Three Tellers» in the region • Awarded «Five Years of Dedicated Service» and «Olympian Award» for excellence in customer service, management, and exceptionaProfessional Experience Branch Banking and Trust (BB&T) 7/2003 — Present Certified Senior Teller Supervisor 6/2006 — Present • Managed, trained, and scheduled staff ensuring efficient and professional operations • Recruited, interviewed, and hired teller employees • Assisted area operations manager with routine internal audits • Named one of the «Top Three Tellers» in the region • Awarded «Five Years of Dedicated Service» and «Olympian Award» for excellence in customer service, management, and exceptionaprofessional operations • Recruited, interviewed, and hired teller employees • Assisted area operations manager with routine internal audits • Named one of the «Top Three Tellers» in the region • Awarded «Five Years of Dedicated Service» and «Olympian Award» for excellence in customer service, management, and exceptional work ethic

Harris Bank Wilmette (Wilmette, IL) 1988 — 1992 Teller / Assistant Teller Supervisor / Customer Service Representative • Supervised tellers and customer service team ensuring professional and efficient operations • Responsible for financial transactions including deposits, withdrawals, money orders, etc. • Provided excellent customer service resulting in repeat business and referrals • Created and maintained financial records for daily review and periodic audits

Professional Duties & Responsibilities Managed all aspects of branch location including personnel and daily operations Oversaw employee hiring, training, performance reviews, compensation, and termination Interfaced with business, insurance, and investment partners to provide holistic client service Analyzed local, niche, and national markets to identify potential sales opportunities for clients Generated significant revenue through successful leveraging of bank products and services Built long - term relationships with key industry contacts to expand company reach and sales Conducted Management Self Assessments, audits, and compliance activities Monitored adherence to legal and corporate procedures protecting company and client assets Resolved escalated customer service issues promptly, professionally, and effectively Implemented measures to significantly increase operational efficacy and efficiency Identified and developed high potential employees increasing their value to the company Designed and implemented employee recognition program elevating corporate morale Performed teller services including cash handling and bank vault oversight Tracked sales referrals guaranteeing observance of proper procedures and policies Reviewed ledgers, branch audit logs, and closeout, balance, and M&D reports Provided excellent customer service resulting in client satisfaction and repeat business

Professional Experience Harris Bank Evanston (Evanston, IL) 2000 — 2009 Vice President / Branch Manager • Managed all aspects of Evanston branch including daily operations and personnel • Hired, trained, scheduled, and supervised staff of 10 tellers, personal bankers, and support staff • Created and implemented employee review, development, and recognition programs • Designed and executed education programs focused on banking and service best practices • Oversaw teller line, mortgage, consumer loan, and commercial banking departments • Consistently exceeded financial goals through effective sales, marketing, and management • Awarded Harris Bank Outstanding Sales Award for setting company best in product sales • Delivered excellent customer service resulting in client satisfaction and repeat business • Ensured banking compliance with state, federal, and internal regulations • Conducted audits to maintain responsible, profitable, and efficient operations

Midwest Steel Blanking (Lombard, IL) 07/2004 — 08/2008 Director of Operations • Oversaw daily operations and management of 40 employees including 2 project managers • Served as an advisor to the President on all critical and strategic issues • Led presentations to banks, governmental agencies, potential investors, and large volume customers • Oversaw production, maintenance, quality control, and all other dealings with all outside vendors • Negotiated all insurance policies and contracts concerning account receivables and insurance related claims • Developed the ISO 9000 quality manual and OSHA safety awareness programs, training, and documentation • Trained future managers of the company in professional skills, managerial decision making, and business communications • Designed and implemented a new inventory control systems for managing raw - material and finished - goods • Ensured cost control limiting the direct expenses incurred and indirect impacts such as inefficiencies, downtime, and waste • Over a 3 year period, reduced the account receivables insurance premium from $ 55K to $ 13K / year • Renegotiated all other insurance contracts for better coverage and reduced premiums by 20 % • Reduced «outside parts manufacturing» cost by 50 % • Maintained the cost of all supplies at the 2004 levels • Instituted production reporting and operational data analyses for decision making • Reduced down time by 60 %, overall operation's cost by 4.5 %, and scrap generation by 3 % • Developed ISO 9001 quality manuals and handled external annual audits • Introduced safety procedures and training programs

Professional Experience Trojan Home Loans -LRB-????, CA) 2010 — Present Senior Loan Processor / Manager Carter Capitol, Smart Tax Resolution -LRB-????, CA) 2008 — 2010 Case Underwriter Citi Home Equity -LRB-????, CA) 2006 — 2008 Wholesale Account Executive Wilmington Finance -LRB-????, CA) 2003 — 2005 Wholesale Account Executive Ditech.com -LRB-????, CA) 2002 — 2003 Senior Loan Processor Indymac Bank -LRB-????, CA) 2000 — 2001 Senior Loan Processor / Processor Manager Mortgage Company -LRB-????, CA) 1997 — 2000 Operation Manager MRL / FOCUS (Cypress, CA) 1993 — 1997 Clinical Scientist, Microbiology Nichols Institute (San Juan Capistrano, CA) 1992 — 1993 Clinical Scientist, Toxicology

Financial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and performance

Compliance Officer — Duties & Responsibilities Responsible for identification and investigation of suspicious financial transactions Examine financial records, customer activity, and recommend appropriate remedial measures Maintain comprehensive records detailing ongoing investigations, activity reports, and other pertinent data Coordinate investigations and situation reports with legal department and applicable regulatory authorities Develop proficiencies in industry specific financial monitoring software programs Perform public figure, employee, Advice of Drawing, Dreyfuss and International Cash Letter investigations Design and implement employee training and development materials to enhance team efficacy Serve on Oversight Committee to assist in strategic planning and best practice development Train and oversee teller team and bank support staff ensuring professional operations Study internal literature to become an expert on products and services Craft effective presentations and proposals regarding compliance best practices and client investigations Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Strictly adhere to budgets and schedules Represent company brand with poise, integrity, and positivity

Professional Experience Fox Asset Management (Red Bank, NJ) 6/2006 — Present Client Records / New Accounts Associate • Direct customer account records, new account generation, and customer service initiatives • Train and direct junior account associates ensuring compliance with company protocols • Craft detailed reports for senior leadership regarding client trends, revenue, and other data • Verify and prepare all documentation for monthly openings of 150 - 200 new accounts • Establish accurate hard copy files for 520 individual and 480 Institutional accounts • Verify new account inception values for 520 individual accounts by generating daily APL reports • Add 40 - 50 new individual accounts monthly to security database software system • Ensure timely and accurate updates of 1,200 institutional and 520 individual accounts • Implement new technologies, products, and procedures to improve company operations