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Relationship Manager Resume

Paso, RobleS


Ambitious and loyal Business Professional with 20+ years experience leading teams up to 36 account managers. Proven track record exceeding targets which resulted in significant increases in company profits. Sales leader, trainer and support expert in cross sales. Exceeding customers, clients and prospects expectations in providing an overmanaged customer experience.


Confidential, Paso Robles

Relationship Manager

  • Purpose is to help make our customers financial lives better through the power of every connection
  • Offer products and solutions where clients save and make more money
  • Assist customers in developing a plan for retirement, savings, home, family, business
  • Global community with customer access through Online/Mobile Banking and partner banks worldwide

Confidential, San Luis Obispo

Insurance Agent

  • Agent and Sales Manager Producing new policies. Production Top 10 Nationwide 3rd Qtr 2016
  • Increased efficiency in time management using Microsoft office applications and proprietary software to service customers in billing, change in policies and adding new products
  • Cross selling Life Insurance products increasing growth 15% per quarter, Blue Vase Award
  • Coordinated Direct Marketing, Canvassing Businesses, Phone cold calling programs with staff showing an increase in appointments by 30%
  • Obtained Securities License 6 & 63 with test scores 88/84
  • Financial Advisor and Retirement Planning Specialist analyzing complex customer needs and offering matching solutions

Confidential, Paso Robles

Office Manager

  • Manager/Trainer - Property & Casualty, Life & Health Insurance with Variable Products
  • Instituted Mortgage production and obtained #1 Agency in SF Bank in State of California
  • Banking production 1st and 2nd Mortgages, HELOCs, New accounts - Money Market, Savings, CDs, IRA, New Credit card processing and Auto loans adding multiline policies that increased client retention by 30%
  • Attended Disney Institute Customer Management and Agency Vision Training and as result Increased sales of team members by 20% annually
  • Increased office production to obtain Ambassador Travel Award 4 years in a row plus Chairman’s Circle 2014

Confidential, Monterey

Certified Fitness Trainer

  • Trainer of Servicemen and women along with Nutritional Counseling 95% success ratio
  • Developed programs to maximize results in the shortest available timeframe
  • Exceeded Military Regulation goals 100% of the time

Confidential, Boca Raton, Florida


  • Mortgage Brokerage Business specializing in High Net Worth Clients on Palm Beach
  • Senior Loan officer New business development, Referral program leading to an increase of 20%
  • Closing coordinator working with title companies and lending institutions
  • Managed 36 employees with 2 offices, developed compensation plan with incentives to promote company growth

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