Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Account Manager
Ecapital
05.2022 - Current
Increased client satisfaction by building strong relationships and addressing their needs promptly.
Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Conducted regular account reviews to identify areas for improvement and ensure continued success.
Established clear communication channels between clients and internal teams, ensuring seamless project execution.
Provided comprehensive reporting on account performance, enabling clients to make data-driven decisions about future investments.
Developed customized account plans for clients to help them achieve their business goals.
Relationship Banker
TRUIST
11.2019 - 04.2022
Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
Strengthened client relationships by providing personalized banking solutions and excellent customer service.
Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
Expanded client base through effective networking and referral generation, leading to increased business opportunities.
Resolved customer complaints and disputes to maintain satisfaction and loyalty.
Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
Cultivated strong customer relationships by providing tailored advice and services.
Collections Account Manager
Lawson and Murphy Law Office
08.2014 - 11.2018
Implemented automated reminder systems that contributed to a decrease in past due invoices.
Collaborated with sales and customer service teams to identify potential issues early on, preventing further escalation of delinquent accounts.
Reviewed collection reports regularly with management to provide updates on progress and potential areas for improvement.
Negotiated settlements with customers facing financial hardship to maintain goodwill while recovering outstanding debt.
Conducted credit reviews for current clients to determine appropriate risk levels and adjust credit limits as necessary.
Trained new team members in company policies, procedures, and best practices for successful collections management.
Provided excellent customer service while resolving disputes, addressing concerns, and finding win-win solutions for both parties involved.
Researched billing errors and discrepancies to initiate corrective action.
Processed debtor payments and updated accounts to reflect new balance.
Education
High School Diploma -
Ischool Virtual Academy
Dallas, TX
06-2020
Skills
Account Management
Customer Service
Teamwork and Collaboration
Client Relations
Customer Satisfaction
Relationship Building
Goal-Oriented
Account oversight
Team Training
Documentation And Reporting
Marketing
Customer Needs Assessment
Account servicing skills
Data Analytics
Schedule Management
Certification
Notary Public
Timeline
Account Manager
Ecapital
05.2022 - Current
Relationship Banker
TRUIST
11.2019 - 04.2022
Collections Account Manager
Lawson and Murphy Law Office
08.2014 - 11.2018
High School Diploma -
Ischool Virtual Academy
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