Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Work Availability
Timeline
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Widnie Dumont

Consultant Investment Analyst
Upper Chichester,PA

Summary

Analytical professional with strong background in financial modeling and risk management. Skilled in providing financial consultations and solutions for businesses of all sizes. Astute candidate develops new strategies and processes to optimize financial operations.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

16
16
years of professional experience
1
1
Certification

Work History

Assistant Branch Manager / Lead Associate Operations

JPMORGAN Chase
07.2021 - 05.2022


  • Assessed employee performance and developed improvement plans.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Generated financial and operational reports to assist management with business strategy.
  • Consulted customers to boost product sales and services.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Maintained friendly and professional customer interactions.
  • Complied with established internal controls and policies.
  • Implemented service improvements to enhance sales cycle.
  • Engaged employees in business processes with positive motivational techniques.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.

Assistant Branch Manager

Citizens bank
05.2020 - 06.2021


  • Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
  • Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
  • Built rapport with account holders by reaching out with product recommendations and account updates.
  • Developed sales strategy to meet established sales objectives.
  • Generated financial and operational reports to assist management with business strategy.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Directed promotion and brand loyalty efforts to build direct relationships with customers.
  • Implemented process improvements to increase productivity.
  • Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
  • Developed and managed employee schedules, balancing individual requests and requirements with business needs.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Resolved various issues impacting sales management and business operations.
  • Compiled database of loan applicants' credit histories, financial statements and other financial information.
  • Submitted loan applications to underwriter for verification and recommendation.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.

Customer Service Representative II / Weekends Stor

TD Bank
10.2014 - 05.2020


  • Assisted customers via telephone with up-to-date knowledge regarding banking services
  • Multitasked a spectrum of customer service and administrative duties.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Responded to customer requests for products, services, and company information.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Clarified customer issues and determined root cause of problems to resolve product or service complaints.
  • Participated in team meetings and training sessions to stay informed about product updates and changes.
  • Provided primary customer support to internal and external customers.
  • Delivered prompt service to prioritize customer needs.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Maintained up-to-date knowledge of product and service changes.
  • Followed up with customers about resolved issues to maintain high standards of customer service.
  • Educated customers about billing, payment processing and support policies and procedures.
  • Enhanced productivity levels by anticipating needs and delivering outstanding support.
  • Cross-trained and provided backup support for organizational leadership.
  • Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives.
  • Increased efficiency and performance by monitoring team member productivity and providing feedback.
  • Reached out to customers after completed sales to suggest additional service or product purchases.
  • Promoted available products and services to customers during service, account management, and order calls.
  • Trained new personnel regarding company operations, policies and services.
  • Processed customer service orders promptly to increase customer satisfaction.

Business Management & Control

Bank of Nova Scotia
04.2008 - 10.2011


  • Created, managed, and executed business plan and communicated company vision and objectives to motivate teams.
  • Supported business management projects by monitoring and tracking risks, issues and action items.
  • Executed business plans to further strengthen and maximize territory sales and profits.
  • Developed initial sales roadmaps and market strategies to promote successful product launches.
  • Collected, arranged, and input information into database system.
  • Evaluated customer needs and feedback to drive product and service improvements.
  • Educated staff on organizational mission and goals to help employees achieve success.
  • Conducted regular reviews of operations and identified areas for improvement.
  • Developed effective improvement plans in alignment with goals and specifications.
  • Helped meet changing demands by recommending improvements to business systems or procedures.
  • Created and managed project plans, timelines and budgets.
  • Anticipated financial impact from operational issues and worked with leadership to develop solutions.
  • Researched industry and marketplace trends to enhance sales techniques and meet customer needs.

Consultant Ops Investment Analyst

JPMorgan Chase
Newark, DE
02.2024 - Current
  • Chased clients to complete the process of trading.
  • Reduced risk exposure through diligent monitoring of market trends and economic indicators.
  • Skilled at working independently and collaboratively in a team environment.
  • Self-motivated, with a strong sense of personal responsibility.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Passionate about learning and committed to continual improvement.

Education

Master Of Finance -

Rowan University
Glassboro, NJ

Certified Financial Planner (CFP) -

DeSales University
Center Valley, PA
05.2023

Administrative Sciences & Business Management -

Institut des Hautes Études Commerciales et Économiques
Haïti
05.2008

Skills

  • Relationship Building and Management
  • Banking
  • Account Management
  • Financial Product Sales
  • Client Relationship Management
  • Operations Management
  • Business Development
  • Sales Expertise
  • Cash Handling
  • Conflict resolution
  • Financial analysis
  • Customer service
  • Strategic planning
  • Decision making
  • Operational efficiency
  • Problem solving
  • Team building
  • Relationship building
  • Cash Handling Expertise
  • Financial Oversight
  • Customer Relationships
  • Relationship Management
  • Financial Software
  • Account Analysis
  • Annual Budget Development
  • Financial Advising
  • Employee Scheduling
  • Budget Control
  • Loan Application Evaluation
  • Team Player
  • Attention to Detail
  • Team Supervision
  • Decision-Making
  • Account Review
  • Shift Scheduling
  • Operational Reports
  • Coaching and Mentoring
  • Sales management
  • Compliance management
  • Goal setting
  • Strong leadership
  • Time management

Accomplishments

CFP (Certified Financial Planner)

Certification

CFP (Certified Financial Planner)

Diplpma of Business Administration & Management

Languages

English
Full Professional
French
Native or Bilingual
Creole
Native or Bilingual

Work Availability

monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline

Consultant Ops Investment Analyst

JPMorgan Chase
02.2024 - Current

Assistant Branch Manager / Lead Associate Operations

JPMORGAN Chase
07.2021 - 05.2022

Assistant Branch Manager

Citizens bank
05.2020 - 06.2021

Customer Service Representative II / Weekends Stor

TD Bank
10.2014 - 05.2020

Business Management & Control

Bank of Nova Scotia
04.2008 - 10.2011

Master Of Finance -

Rowan University

Certified Financial Planner (CFP) -

DeSales University

Administrative Sciences & Business Management -

Institut des Hautes Études Commerciales et Économiques

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Widnie DumontConsultant Investment Analyst