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.
