Relationship Manager Resume

PROFESSIONAL EXPERIENCE:

Relationship Manager

Confidential

Prospected small to mid - size businesses to open new merchant accounts for credit card processing
Maintained client records/documents via CRM such as Infusionsoft, Sugar, Kayako, ACT and Zendesk
Completed an average of 20-30 sales calls/day resulting in 15 new accounts/month with a volume of $ K
Responsible for training new sales techniques and updated marketing strategies
Attended live events as a sponsor and managed on-site sales

Manager/Independent Contractor

Confidential

Responsible for recruiting and training new associates, tracking sales, and setting appointments
Generated new clients via referrals, cold calls and warm market techniques for new sales
Prospected individuals and businesses to present financial solutions in-person and/or over the phone
Reviewed and verified all required application information and documentation from the prospective client (e.g., personal identification, financial accounts, policy information, etc.)

Customer Representative/Case Manager

Confidential

Advised property owners affected by Hurricane Sandy through the full-life cycle of the disaster housing recovery program through in-person meetings and on-site home visits.
Contacted homeowners in order to collect, review and verify insurance documents to avoid duplication of benefits
Conducted file audits, collect data from files and assist in populating database with information for future use
Managed a caseload of over 300 applicants and maintained documents to receive federal grant funds and/or new construction for damaged homes
Assisted property owners in accessing services needed to complete their project, including financial counseling, legal aid, workshops and mediation series

Assistant Manager

Confidential

Responsible for aiding the Residential Manager plan monthly meetings and in-services
Supervision of employees and ensuring maintaining appropriate staff ratios
Maintained an inventory of food, supplies and medication within monthly budgets