Karen Peters

• Evaluated and negotiated contracts to procure favorable financial terms.
• Prepared internal and regulatory financial reports, balance sheets and income statements.
• Analyzed business processes to identify cost savings and operational efficiencies.
• Developed strategic plans for day-to-day financial operations.
• Performed banking, business administration and financial tasks to guarantee five-star service for clients.
• Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
• Collaborated with C-level executives and stakeholders to develop long-term financial plans.
• Created and managed financial models to evaluate corporate investments and acquisitions.

• Provide implementation details, success metrics, and burn-in period for hand-off of Nationwide key initiatives to region executives and Market leaders
• Identify potential complications and tailor implementation locally using agile methodologies
• Defines the vision and roadmap for the product, defining and prioritizing stories in the product backlog
• Proactive mindset by anticipating potential issues that may arise while promoting Operational Excellence
• Works closely with stakeholders to understand their needs, and with the Product Manager in a scaled Agile model to ensure there is alignment.
• Developed a comprehensive skill development action plans for Market Leaders and business bankers
• Creates and prioritizes stories in the product backlog.
• Refines stories with the team to ensure there are enough ready stories to load the next 1-2 sprints.
• Works in partnership with the team to ensure that optimum value is obtained through the enterprise and through an advanced understanding of the business.
• Monitored customer quality metrics and took proactive steps to implement resolutions and restore acceptable levels.

• Developed a comprehensive skill development program for Credit Acumen and Treasury Solutions
• Developed a comprehensive skill development program for our Client Management Process
• Market Credit Variability for 3 consecutive quarters
• Maintained team flexibility and embraced change to adapt within dynamic markets.
• Coached teammates on all enterprise solutions and assigned duties.
• Led team by answering complex customer questions and mentoring personnel one-on-one.
• Assisted with new hire processing and existing training programs.
• Applied strong leadership talents and problem-solving skills to maintain team efficiency and organize workflows.
• Evaluated employee skills and knowledge regularly, training, and mentoring individuals with lagging skills.
• Identified team pain points and implemented corrective actions to resolve concerns.
• Assisted in planning portfolio growth through development of business plans in alignment with departmental budget and consistent with overall objectives.

• 5-star business banker 2018, 2019, 2020, 2021
• Deliver One Company Award 2018, 2019
• SME Likely Business Owners
• Met with existing clients and prospects through personal calling efforts and other contacts to discuss business needs.
• Reviewed deposit profitability analysis and outlined strategies to bring unprofitable accounts back to productive status.
• Assisted in planning portfolio growth through development of business plans in alignment with departmental budget and consistent with overall objectives.
• Worked with borrowing clients to procure updated financial information on ongoing basis.
• Maintained up-to-date knowledge of competitors' products.

Awarded 5 Star banker 2016, 2017

• Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
• Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
• Opened, closed, and updated accounts for customers.
• Educated customers on features and benefits of banking products and services.
• Developed and maintained strong customer relationships, providing exceptional service and advice.
• Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
• Monitored accuracy of customer information in system.

• Awarded 5 Star banker 2015, 2016
• Built and maintained relationships with new and existing clients while providing high level of expertise.
• Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
• Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
• Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new solutions
• Participated in staff meetings to discuss innovative strategies to improve services.
• Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
• Supported financial director with special projects and additional job duties.
• Developed strategic plans for day-to-day financial operations.