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Relationship Manager / Client Development   Resume

5.00/5 (Submit Your Rating)

New York, NY

SUMMARY:

  • Financial services and client relations professional with over 12 years of business and commercial banking, credit underwriting, and cash management experience.
  • Consistently delivers client satisfaction to increase business revenue and company profitability.
  • Exceptional work ethic with the ability to multi - task and work in a high pressure or assigned deadline work environment.
  • Astute business acumen and proven ability to quickly build rapport at executive levels with both internal and external clients.

TECHNICAL SKILLS:

Technical: Microsoft Office (Word, Excel, PowerPoint), Concur, Workday, Sales Force, Vertical IQ

Proprietary: Federal Reserve financial applications, Customer Assist, Contact Manager, Smart App.

PROFESSIONAL EXPERIENCE:

Confidential, New York, NY

Relationship Manager / Client Development

  • Credit card portfolio management of client business revenues ranging from $1MM to $85MM
  • Exceeded annual sales goal of $13.2MM incremental spend for 2016 by 10% ($1.3MM) for the year. Annual sales goal for 2017 set at $30MM
  • Recognized by leadership as top 5% of 300+ national Relationship Managers
  • Effectively creates, presents and maintains sales reporting with a keen eye to mitigating risk
  • Strategically manages pipeline of existing clients with high credit worthiness
  • Demonstrates strong market/industry research skills, accurately analyzing credit/large data sets to determine optimally efficient approach to portfolio and maximize sales production
  • Successfully conducts daily cold calls to build and cultivate client pipeline
  • Provides consistent communication and insight as trusted client advisor

Confidential, Mahwah, NJ

Assistant Vice President / Relationship Manager

  • 8+ years of retail business and consumer banking, client relationship management, credit and financial product sales
  • Expertly identified and managed account relationships. Provided credit risk assessment for business financing.
  • Managed a portfolio of 180+ clients with assets totaling $72.6MM and credit exposure of $17.8MM
  • Maintained regional top 5 ranking for 22 consecutive months in acquisition, account funding, credit production, and relationship ratio
  • Exceeded goals increasing business deposits by 50% and net new acquisition rate by 20% each year from 2013 to 2015

Confidential, Wayne, NJ

Inventory/Project Manager

  • Proficiently managed and supported exceptional customer service and high energy sales
  • Successfully managed reporting and inventory processes utilizing extensive data analytics, bookkeeping, accounting, and inventory control skills
  • Recognized by leadership for growth in net annual sales revenue of $12MM+

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