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Banking Operations Analyst with 5+ years in retail banking
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Competencies
Assessed credit card applications for compliance with internal policies and risk standards.
Handled estate account processes including closures, documentation, and client communication.
Provided professional communication and support to clients regarding their accounts.
Utilized organizational and problem-solving skills to manage banking operations efficiently.
Proficient in Office Software, CRM systems, Salesforce, and AS400 for banking operations.
Education
Summary
Experienced retail banking analyst with expertise in credit application review and estate account management, proficient in core banking technical skills and customer service.
Key Achievements
- Reviewed and approved credit card applications in accordance with policies and risk guidelines.
- Managed estate accounts for deceased clients, ensuring accurate closures and documentation.
- Demonstrated role progression from initial responsibilities to handling complex account management tasks.
Experience
Retail Banking Operation Analyst
Reviewed and approved credit card applications in alignment with internal policies and risk guidelines., Managed estate accounts for deceased clients with professionalism and precision, coordinating closures, documentation, and communication with relevant parties.