Erlinda Cruz
Ketchikan,AK
Summary
Dynamic Financial Wellness Consultant at KeyBank National Association, adept at enhancing client operations through targeted solutions and strong problem-solving skills. Proven ability to foster team collaboration and develop client relationships, driving continuous improvement and productivity. Recognized for meticulous attention to detail and effective time management in delivering comprehensive financial strategies.
Overview
2
2
years of professional experience
Work History
Financial Wellnes Consultant
KeyBank National Association
12.2022 - Current
- Evaluated client needs and expectations, establishing clear goals for each consulting engagement.
- Liaised with customers, management, and sales team to better understand customer needs and recommend appropriate solutions.
- Collaborated with cross-functional teams to successfully deliver comprehensive solutions for clients.
- Enhanced communication among team members to foster collaborative and supportive work environment.
- Identified areas of improvement for clients'' operations, implementing targeted solutions to increase productivity.
Education
Bachelor of Science - Accounting And Finance
Baliuag University
Philippines03-1990
Skills
- Problem-solving
- Attention to detail
- Team leadership & development
- Client relationships
- Time management
- Continuous improvement
Accomplishments
- Documented and resolved [Issue] which led to [Results].
- Achieved [Result] by completing [Task] with accuracy and efficiency.
Languages
English
Professional Working
Timeline
Financial Wellnes Consultant
KeyBank National Association
12.2022 - Current
Bachelor of Science - Accounting And Finance
Baliuag University
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