Relationship Banker with experience in banking operations, data management, research support, and customer service. Skilled in Microsoft Office Suite, Salesforce, Excel, data analysis, and basic Python, with experience g…
Relationship Banker with experience in banking operations, data management, research support, and customer service. Skilled in Microsoft Office Suite, Salesforce, Excel, data analysis, and basic Python, with experience generating reports, maintaining data quality, and supporting financial and client-facing processes.
<p>Participated in continuous learning to gain knowledge of bank processes, policies, software, terminology, and rules and regulations<br>
Conducted financial needs assessments and recommend appropriate banking products<br>
Processed customer transactions, including deposits, withdrawals, loan applications, and account maintenance requests, ensuring accuracy and compliance with banking policies and procedures<br>
Managed clients’ portfolios to ensure financial goals are being met</p>
<p>Managed and maintain databases in Salesforce and Excel, ensuring data accuracy and integrity<br>
Developed and generated reports and dashboards to track key performance metrics and provide insights to stakeholders and increased our budget by 10%<br>
Performed data cleaning and deduplication activities to maintain data quality and consistency</p>
<p>Collected, compiled, and analyzed data using statistical software, and assist in interpreting findings<br>
Prepared research reports, presentations, and manuscripts for publication, adhering to academic writing standards and citation styles</p>
<p>Helped 15 to 30 individuals on the spectrum manage their daily lives including medicinal uses and food routines<br>
Collaborated with 4-5 team members to ensure safety and good health of the individuals in the program</p>
<p>Aided my team with new initiatives targeted at the growth of the organization on campus by 30%<br>
Aided in community service drives as well as fundraising activities</p>
<p>Assisted customers with their needs in the store which increased sales on the men’s floor by 7%<br>
Handled cash as a cashier for over thousands of customers</p>
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