Accomplished banking professional with expertise in HELOC origination and customer relationship management at Citizens Bank. Leveraged Salesforce CRM to maintain a 100% customer satisfaction rating. Proficient in financial product knowledge and communication, driving client engagement and revenue growth. Skilled in KYC/AML compliance and Excel for data analysis.
Supported numerous HELOC and business and personal credit card applications by preparing client files and coordinating financial consultations — contributing to branch lending performance. Maintained 100% customer satisfaction by resolving issues quickly and aligning clients with financial tools that met their needs. Improved internal service workflows by tracking all interactions and case updates in Salesforce CRM to reduce delays and missed follow-ups. Collaborated with accounts payable and back-office finance teams to reduce invoice discrepancies and ensure on-time vendor payments.