Summary
Overview
Work History
Education
Skills
Timeline
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Mariam Malik

Fremont,CA

Summary

Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 15 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills. Client Manager with a background in managing and nurturing client relationships, focusing on customer satisfaction and loyalty. Proven ability to develop strategic initiatives to grow business while maintaining existing client relationships. Strengths include problem-solving, communication, project management, and negotiation skills. Previous work shows significant impact through improved client retention rates and increased revenue growth.

Overview

18
18
years of professional experience

Work History

Client Manager

Triviumcs
Sunnyvale, CA
04.2022 - Current
  • Developed strategies for increasing customer loyalty by understanding their expectations and preferences.
  • Ensured compliance with applicable laws while dealing with clients in different jurisdictions.
  • Developed and maintained strong relationships with clients to ensure satisfaction.
  • Developed training programs for team members focused on improving customer service skills.
  • Maintained accurate records of all interactions with customers including emails, phone conversations.

Relationship Manager

Comerica Bank
Fremont, CA
04.2016 - Current
  • Generated new business and referral clients in partnership with financial advisors and branch team.
  • In charge of the whole branch including training new CSR and taking care of the whole daily operations in the branch.
  • Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Operated in self-directed environment with minimal input to solve problems and implement resolutions.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Worked with Loan and Credit card departments to facilitate communication and deliver personalized solutions to customers.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Nominated top banker in 2019 for high number of accounts opened in the whole district. I have also booked lots of HELOCs( Home Equity Line of Credit) and numerous number of business line of credits for business clients.

Project Coordinator

Quick-N-Ezee Foods
Hayward, CA
06.2012 - 12.2015
  • Kept projects on schedule by managing deadlines and adjusting workflows as needed.
  • Planned and arranged meetings with external organizations and individuals, enabling all parties to meet and discuss project progress.
  • Coordinated presentations for customers and project members detailing project scope, progress and results, keeping all entities well-informed of milestones and goals.
  • Developed executive presentations and reports to facilitate project evaluation and process improvement.
  • Built strong relationships with internal and external stakeholders and devised strategies, initiatives, and events promoting products and services.

Account Executive

AAA Office Equipment
Hayward, CA
02.2009 - 03.2012
  • Monitored service after sale and implemented quick and effective problem resolutions.
  • Identified customer needs and achieved service levels that met and exceeded expectations.
  • Presented key decision-makers with new and updated account strategies.
  • Developed and implemented database sales tracking, enabling improved understanding of product profitability and inventory needs.
  • Maximized revenue by servicing accounts and proposing new products and services to established customers.
  • Executed successful budget, talent and sales campaign development.
  • Built and strengthened relationships with new and existing accounts to drive revenue growth.

Executive Assistant

DCM Inc
Union City, CA
07.2007 - 12.2008
  • Prepared documents, reports and presentations for executives and board members using advanced software proficiencies.
  • Streamlined operations and prioritized tasks, allowing senior staff to increase productivity.
  • Transcribed minutes of meetings and executed meetings and events for company to support sales, business development and senior management teams.
  • Managed administrative functions, including complex calendar management with focus on proper allocation of executive availability.

Education

Certificate Of Completion - Operations Management And Supervision

Ohlone College
Fremont, CA
03.2016

Bachelor Of Science - Computer Science And Programming

California State University - East Bay
Hayward, CA
06.2006

A.A Degree - General Literature

Chabot College
Hayward, CA
06.2005

Skills

  • Customer portfolio management
  • Project Management
  • Relationship building and management
  • Customer Service
  • Virtual Co-Working
  • Written and verbal communication
  • Payroll
  • Scheduling
  • Complex Problem Solving
  • Staff Management
  • Client services
  • Clientele interactions
  • Team oversight
  • Client profile building

Timeline

Client Manager

Triviumcs
04.2022 - Current

Relationship Manager

Comerica Bank
04.2016 - Current

Project Coordinator

Quick-N-Ezee Foods
06.2012 - 12.2015

Account Executive

AAA Office Equipment
02.2009 - 03.2012

Executive Assistant

DCM Inc
07.2007 - 12.2008

Certificate Of Completion - Operations Management And Supervision

Ohlone College

Bachelor Of Science - Computer Science And Programming

California State University - East Bay

A.A Degree - General Literature

Chabot College

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Mariam Malik