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+
