Dorys Frometa

• Responsible for operations of the retail branch such as effectively scheduling, client servicing, analyzing and inspecting of data and reports, coaching and developing employees, examining daily interactions and auditing retained records.
• Interviewed and hired talented individuals with top-level strengths, improving organizational talent and skill set.
• Engaged employees in business processes with positive motivational techniques.
• Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
• Developed and delivered polished sales presentations in order to highlight product and service quality which boosted branch sales and deepened customer relationship.
• Met deadlines by proactively managing individual and team tasks and streamlining processes.

Key Accomplishments:

- Efficiently passed yearly bank BCR audits and decreased operational losses by 50% in less than 2 years.

- Led the district in the highest retention of primary and household customer relationships 3 consecutive quarters.

- Retained valuable employees through the use of development plans which decreased turnover rate by 24%

- Nominated and graduated from Leadership Council in 2017.

• Cultivated a productive diverse work atmosphere by hiring and training new employees to improve efficiency of the branch. While establishing and maintaining clear benchmarks through the execution of development plans.
• Enhanced customer satisfaction ratings by motivating team members to strengthen quality and increase productivity.
• Proficiently assisted service workers with problematic transactions to maintain customer satisfaction and quickly rectify issues.
• Monitored priorities and liaised between service team and management, delegating essential tasks to ensure operational integrity during completion.
• Supported back office operations, performed cash handling responsibilities such as balancing of cash drawers and vault accounts on daily basis with zero discrepancies and effectively scheduled to forecast.

Key Accomplishments:

-Increased teller referrals from 23% to 55% in less than 1 year

-Decreased cash outages by 15% which helped retain employees and affect less than 30% of ledger customer accounts.

-Completed 100% of required compliance training within appropriate timeframes and led several projects to improve district performance by 45%.

• Promoted financial products by maintaining excellent service offering knowledge.
• Networked to increase client base and encourage existing clients to expand financial portfolios.
• Worked closely with management to strategize sales techniques to increase branch production and customer service.
• Processed customer requests for notaries, statements, wires, and updating customer personal information in database.
• Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs. And helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
• Assisted new and existing customers with opening accounts, completing loan applications, signing up for digital services and submitting referrals to other retail partners.

Key Accomplishments:

-Promoted from CSSR to PB1 within 6 months of employment.

-Recognized as Wells at Work Champion 4 consecutive quarters.

-Increased primary households from 33% to 77% through prospecting.

-Assisted clients in meeting partners that helped them purchase their first home, start their own business and establish ongoing credit.