I’ve been in the financial industry for 16 years. I’m not passionate about finance but I am passionate about people.
Work History
Service Operations Supervisor
First Citizens Bank
Collaborated with cross-functional teams to develop innovative solutions for complex operational challenges.
Evaluated team performance against established goals, identifying top performers for recognition or promotional opportunities.
Escalated critical issues to senior management as necessary, collaborating on effective resolutions that balanced business objectives with client needs.
Contributed to the development of long-term strategic plans by providing valuable insights into market trends and operational performance metrics.
Business Services Representative
First Citizens Bank Limited
Enhanced client satisfaction by providing exceptional customer service and addressing inquiries promptly.
Coordinated events for business promotion, including trade shows, conferences, webinars, and networking events.
Reduced expenses by negotiating contracts with vendors and implementing cost-saving measures in daily work routines.
Implemented data-driven strategies to identify trends and optimize business performance across various metrics.
Sales and Service Representative
First Citizens Bank
Implemented upselling techniques to capitalize on existing client relationships for increased revenue generation.
Managed key accounts effectively by proactively addressing concerns or issues, ensuring high levels of customer retention and satisfaction.
Increased customer satisfaction by providing knowledgeable assistance and addressing their needs promptly.
Drove team revenue totals by bringing in top sales numbers.
Built rapport with clients, resulting in a high rate of repeat business and positive feedback from satisfied customers.
Global Compliance/BSA Senior Director, Compliance Strategy & Integration at First Citizens BankGlobal Compliance/BSA Senior Director, Compliance Strategy & Integration at First Citizens Bank