Claire Abraham
Coconut Creek,Florida
Summary
Analytical and detail-oriented professional with expertise in overseeing accounting and finance activities in compliance with regulatory standards. Possess an understanding of finance and accounting procedures and the ability to drive out inefficiencies through process improvement. Effective communication, collaboration, and interpersonal skills, along with the ability to build enduring relationships with internal / external stakeholders.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Regional Branch Manager
Wells Fargo
07.2015 - Current
- Overseeing daily business activities, such as controlling sales, handling cash flow, scheduling meetings, and conducting quarterly profit and loss report review
- Assess customer’s financial needs to provide strategic recommendations accordingly
- Address complex customer complaints efficiently and in timely manner
- Key Contributions: Coached and developed highly skilled branch team members for attaining individual and corporate goals
- Ensured workflow compliance with applicable policies and procedures to drive operational excellence, which resulted in building reputation within the top five tier for risk and compliance
- Delivered impactful training to two newly hired employees that boosted their skills and resulted in producing over $5M in credit and investment in the first year
- Increased sales by 30% within short duration of six months through effective management of operations
- Forged lucrative relationships based on trust with customers.
- Increased branch revenue by implementing effective sales strategies and fostering strong relationships with clients.
- Streamlined operations by identifying areas for improvement, reducing redundancies, and optimizing resources.
- Developed high-performing teams by recruiting top talent, providing ongoing training, and promoting collaborative work environment.
- Ensured regulatory compliance by staying updated on industry trends, conducting regular audits, and addressing any identified gaps.
- Delivered exceptional customer service by resolving issues promptly, listening to feedback, and making necessary improvements.
- Enhanced communication within the team through regular meetings, clear expectations, and open channels for feedback.
- Oversaw risk management efforts by implementing appropriate policies and procedures to minimize losses.
- Maximized operational efficiency by utilizing technology in various aspects of branch management such as data analysis or tracking key performance indicators.
- Boosted client satisfaction rates through personalized attention to their needs while maintaining strict confidentiality standards.
Lead Teller
JP Morgan Chase
01.2010 - 07.2015
- Delivered strategic direction and leadership to tellers regarding proper behaviors, service expectations, and compliance guidelines to attain desirable results
- Promoted safety and security of customers and bank assets through enforcing operational controls and regulatory procedures
- Tracked incoming and outgoing shipments to ensure accurate, rapid goods delivery
- Key Contributions: Elevated quarterly revenue of the branch as well as expanded customer based by 30% through onboarding multiple affluent clients
- Prevented 600K loss to the bank by identifying all red flags and interacting and asking all appropriate questions to the customers
- Earned recognition for reconciling difficult vaults, ATMs, and TCDs reports.
- Streamlined teller operations for increased accuracy and speed, minimizing wait times for customers.
Education
MBA - Finance
Florida Atlantic University
Boca Raton, FL12.2023
Master of Health Administration -
Florida Atlantic University
Boca Raton, FL12.2023
B.S. Accounting -
Florida Atlantic University
Boca Raton, FL12.2014
Skills
- Leadership
- Finance
- Transaction Processing
- Google Suite
- Microsoft Suite
- Financial Reporting
- Risk Operation / Risk Management
- Excellent verbal and written communication skills
- Proficient in budgeting and forecasting
- Accounting and Finance
- Loan Processing
- Operations Management
Certification
- Notary Public
- 6-sigma green belt certificate
- Office Management certificate
- Computer Science Certificate
- Budget and Credit Seminar Host
Languages
English
Native or Bilingual
French
Native or Bilingual
Spanish
Limited Working
Creole
Native or Bilingual
Timeline
Regional Branch Manager
Wells Fargo
07.2015 - Current
Lead Teller
JP Morgan Chase
01.2010 - 07.2015
MBA - Finance
Florida Atlantic University
Master of Health Administration -
Florida Atlantic University
B.S. Accounting -
Florida Atlantic University
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