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Client Relationship Manager Resume

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San Ramon, CA

SUMMARY

  • Dynamic Leadership
  • Experienced in banking and financial services
  • Passionate for continuous improvement
  • Specializes in improving customer experience
  • Diffuse difficult customer situations
  • High degree of security and confidentiality
  • Employee coaching and development
  • Ability to cross train in different areas of job related field
  • Problem analysis and resolution
  • Skilled in establishing practices to create a structured environment
  • Time Management

PROFESSIONAL EXPERIENCE

Confidential,San Ramon,Ca

Client Relationship Manager

Responsibilities:
  • Maintain and deepen client relationships while proactively acquiring new accounts through strategic marketing
  • Implementation of email and telephone contact strategy to generate new business
  • Ensure accurate and efficient client service levels
  • To meet and exceed sales targets while maintaining high levels of client service

Confidential,Fremont,CA

Assistant Branch Manager 

Responsibilities:
  • Promoted to various positions within the last three years due to outstanding contribution to the organization
  • Increased customer satisfaction within the last year from ten percent to thirty five percent
  • Achieves customer growth for the bank through the sale and service of consumer loans and deposit products for new customers
  • Enhances customer retention using continuous improvement methods to improve customer experience
  • Monitors consumer loan applications ensuring accurate completion or proper documentation
  • Coordinates customer inquiries using established policies and procedures
  • Performs local human relations issues such as employee coaching and counseling
  • Regulates the balancing and scheduling of employees and tasks to ensure a smooth flow of operations
  • Ensures compliance with regulatory guidelines by conducting operational audits in conjunction with the branch manager.
  • Develops a high - performing team by providing on the job training of customer service staff and cross-training for continuous individual development along with the branch manager.
  • Partners with local management in marketing and sales effort within policy guidelines to increase revenue

Confidential,Castro Valley,CA

Teller Operations Specialist/Supervisor

Responsibilities:
  • Supervised daily operations with high quality standards ensuring a positive customer experience
  • Coached and trained tellers to process transactions effectively and accurately within established policies and procedures
  • Provided technical guidance to teller associates to handle more complex transactions and issues
  • Assessed teller performance in conjunction with the branch managers to maintain excellent pool of teller associates

Confidential,Tracy,CA

Branch Manager 

Responsibilities:
  • Provided executive support to the Regional Manager including back up assistance to other branch managers in daily correspondence and special projects
  • Reviewed and processed several types of loan applications such as Credit Cards, Auto and Personal loans to ensure conditions have been met and are in adherence to company policy
  • Documented the tracking and report preparations of all Branch and Teller transactions submitted to the Board of Directors on a monthly basis
  • Managed courier assignments and vaulting activities, performed compliance audits, and built effective staffing through training and coaching, integration of ideas and execution.

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