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Relationship Manager Resume


Relationship Manager


  • 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


  • 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


  • 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


  • 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

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