Miss Danielle MCGRATH Telefono: 6059404147 234 E Residence Pl - Stati Uniti Località : Stati Uniti
Settore: Finanza, Contabilità, Assicurazioni
Ricerca di lavoro (breve descrizione):
Recent Master of Business Administration (MBA) graduate with 7 years of experience in banking operations, client relations, and financial management. Draws on interpersonal and communication skills to assess client needs, identify and resolve issues, and facilitate collaborative teamwork. Leverages best practices in quantitative, statistical, and financial analysis to design investment solutions that meet client goals.
Esperienza:
I am a recent Master of Business Administration (MBA) graduate with 7 years of experience in banking operations, client relations, and financial management. I draw on interpersonal and communication skills to assess client needs, identify and resolve issues, and facilitate collaborative teamwork. Leveraging best practices in quantitative, statistical, and financial analysis, I design investment solutions that meet client goals.
Key Accomplishments
—Managed daily operations for the company’s largest branch, leading a 10-person team to handle all cash management, personal banking, customer service, and consumer lending activities.
—Provided clients with comprehensive financial planning services, creating customized strategies that aligned with their retirement, educational, and overall wealth management goals.
—Coached and mentored ~15 staff members into higher-level positions across bank departments.
—Personally met with customers to advocate for moving their accounts and business to the bank, successfully closing deals that agricultural and business bankers had previously not been able to secure.
Formazione:
Western Governors University
Master of Business Administration
Minnesota State University Mankato
Bachelor of Science
Exercise Science
Lingue:
English Carica un CV: CV_8245
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Inviato da:
Danielle McGrath  10/01/2022
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