Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Jad Sawaqed

Arvada,CO

Summary

Professional relationship management expert with strong emphasis on team collaboration and delivering results. Proven track record in client engagement, conflict resolution, and strategic planning. Known for adaptability and reliability while excelling in communication, problem-solving, and building lasting client partnerships. Adept at navigating changing needs and driving success through effective relationship strategies.

Experienced with leading sales teams to achieve significant revenue growth and customer acquisition. Utilizes strategic planning and effective communication to guide teams and meet targets. Track record of fostering strong client relationships and adapting to dynamic market conditions for sustained success.

Overview

9
9
years of professional experience

Work History

Owner

Majestic Liquors
09.2017 - Current
  • Managed day-to-day business operations.
  • Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
  • Oversaw daily operations, ensuring all tasks were completed accurately and efficiently by team members.
  • Increased customer satisfaction by implementing efficient business processes and providing exceptional service.
  • Hired trained, and managed a high-performing team of employees dedicated to achieving company goals.
  • Implemented marketing strategies to increase brand awareness and attract new customers.
  • Successfully navigated challenging economic conditions by making informed decisions that protected the business''s financial stability.
  • Led negotiations for major contracts, securing favorable terms that significantly reduced costs.

Client Relations Specialist

Charles Schwab
08.2022 - 05.2024
  • Established rapport with potential customers during sales calls, leading to increased conversion rates from prospects into active clients.
  • Consistently met or exceeded performance metrics by prioritizing tasks effectively and maintaining a strong focus on achieving results.
  • Logged call information and solutions provided into internal database.
  • Managed a diverse portfolio of clients, ensuring their needs were met and expectations exceeded.
  • Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
  • Delivered high-quality customer service by quickly responding to inquiries and maintaining an empathetic approach during interactions.

Senior Relationship Manager

National Credit Care
12.2020 - 07.2022
  • Established strong referral networks with internal partners such as commercial banking, private banking, and wealth management teams to identify potential new clients.
  • Streamlined processes for increased efficiency within the team, resulting in improved response times to client inquiries and requests.
  • Ensured compliance with all relevant regulations by adhering to established policies and procedures in all aspects of the role.
  • Enhanced team performance by mentoring junior relationship managers on best practices in client service, sales techniques, and product knowledge.
  • Developed new banking relationships with business prospects.
  • Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
  • Strengthened client relationships by consistently providing exceptional service and financial solutions tailored to their needs.

Sales Manager

Ilendingdirect
12.2018 - 12.2020
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Increased sales revenue by developing and implementing effective sales strategies.
  • Built long-lasting client relationships through excellent customer service and consistent followups.
  • Led a successful sales team by providing motivational coaching and performance-based incentives.
  • Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
  • Managed key accounts with strategic planning and relationship building, resulting in increased customer loyalty and repeat business.
  • Developed comprehensive product knowledge, enabling tailored solutions for clients'' specific needs.
  • Analyzed market trends to identify new business opportunities, leading to expansion into profitable territories.

Business Banker

FirstBank
09.2015 - 12.2018
  • Provided expert guidance on business financing options, helping clients secure necessary capital for growth.
  • Coordinated with various departments to ensure seamless delivery of banking services across all channels.
  • Developed customized lending solutions to meet the unique needs of small businesses and entrepreneurs.
  • Conducted comprehensive financial analyses to identify opportunities for business expansion and risk mitigation.
  • Fostered a positive work environment by actively participating in team meetings and sharing ideas for process improvements.
  • Collaborated with cross-functional teams to develop new business strategies, increasing overall growth.

Education

Associate of Science - Business Management

Community College of Denver
Denver, CO
05-2023

High School Diploma -

Pomona High School
ARVADA
05-2017

Skills

  • Small business operations
  • Verbal and written communication
  • Project estimating
  • Marketing
  • Staff hiring
  • Sales management
  • Sales team training
  • Sales expertise
  • Client rapport
  • Business strategies
  • Problem-solving abilities
  • Multitasking

Languages

Arabic
Native or Bilingual

Timeline

Client Relations Specialist

Charles Schwab
08.2022 - 05.2024

Senior Relationship Manager

National Credit Care
12.2020 - 07.2022

Sales Manager

Ilendingdirect
12.2018 - 12.2020

Owner

Majestic Liquors
09.2017 - Current

Business Banker

FirstBank
09.2015 - 12.2018

Associate of Science - Business Management

Community College of Denver

High School Diploma -

Pomona High School
Jad Sawaqed