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Licensed Relationship Manager Resume

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EXPERIENCE

Confidential

 Licensed Relationship Manager

  • Build branch book of clientele for lending, investments and business acquisitions
  • Grow customer accounts via prospecting businesses to achieve individual and team goals
  • Market surveying and customer analysis for best recommendations of financial products and services
  • Provide hands - on total customer support as well as build rapport via networking with new and existing clients
  • Work in both individual and team-based settings to consistently meet branch, regional and national goals

Confidential

Licensed Personal Banker

  • Acquired new client relationships by analyzing markets and potential client profiles
  • Recommended financial products and services based on client needs and understanding of their backgrounds
  • Completed sales of products/services and followed up to ensure customer satisfaction
  • Achieved daily, weekly, monthly and quarterly sales objectives

Confidential

Investment Specialist

  • Marketed Life, Health and Disability Insurance and Annuities
  • Networked with potential and existing customer base to survey client demand
  • Serviced existing client accounts while prospecting new business

Confidential

Supervisor

  • Sought donations for student scholarships and department expenses
  • Planned company events and organized new projects
  • Trained and oversaw newly-hired employees
  • Verified donation accuracy per customer account and overall total budget

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