Description
To obtain a financial analysis or financial management position fully engaging my strong analytical and quality management skills with opportunities to provide key details in increasing revenue, reducing expenses, strengthening controls, and presenting performance reviews to understand trends and drive sales thoroughly.
Work Experience
COMPANY | POSITION HELD | DATES WORKED |
---|---|---|
(Confidential) | Head of Customer Communication & Quality Management | 10/2013 - Present |
Government of Albania - Council of Ministers | Adviser on Economy | 10/2012 - 8/2013 |
JP Morgan Chase | Branch Manager Trainee - VP | 3/2010 - 10/2012 |
Citigroup | Client Financial Analyst / Personal Banker | 6/2004 - 3/2010 |
Education
SCHOOL | MAJOR | YEAR | DEGREE |
---|---|---|---|
Adelphi University | Business Management | Bachelor Degree | |
La Guardia Community College | Business Administration | Associate Degree |
Accomplishments
Highlights:
Returned district flagship branch to outstanding performer for Chase Bank. Flagship branch suffered declining customer service scores and sagging employee morale. Developed action plan to reverse declining deposits. Implemented the Chase career advancement program and reinforced the Chase incentive program to focus the behaviors back on sales. Built positive work environment promoting teamwork. Increased customer satisfaction scores by 40% (55% to 92%). Increased deposits by 20% ($180MM to $220MM). Managed turnaround and regained profitability for key branch in mortgage revenue. Under performing branch failed to meet mortgage revenue targets for two successive years. Developed and implemented new sales process with increased community involvement to promote first time home-buying and refinancing. Set performance goals and standards and then asked bankers to commit to the campaign. Held bankers accountable for specific commitments. Banker commitments included required performance behaviors built around the mortgage question. Achieved significant improvement. Gained mortgage revenue of 75% over plan by focusing on Mortgage and alternate financing products. Drove double-digit revenue/pre-tax earnings growth for underperforming extra-large branch for Chase. Appointed the assignment to manage a branch of up to 13 bankers with lagging sales and production units. Within 6 months of managing said branch, led the branch from Performance Level 5 to a Performance Level 2, by training the Personal Banker staff to utilize sales behaviors that focused on customer service. Recent highlight revolved around 7 bankers, all new to the bank, to achieve a mark well above 100% within the first 3 months.Companies I like:
Morgan Stanley, Citigroup, Wells Fargo, Robert Half, PNC, Santander, Bank of America, Bloomingdales, Fisher Investments, Allstate, Geico, Goldman Sachs, American Express, GE Capital, T. Rowe Price, Susquehanna International Group, The World Bank, MasterCard, Visa, ING Direct, Standard Chartered Bank, Fidelity Investments, PwC, Capital One
Job Skills
Keywords
- Revenue
- Expenses
- Controls
- Customer Service
- Business Planning
- Leadership Development
- Financial Management
- Sales
- Financial Consultancy
- Sales Financial Coaching
- Banking Project Management
- Customer Satisfaction Scores
- Improving Levels of Daily Banking Activities
- Series 6
- Series 63
- Life and Health
- Profiling and Discovery