Summary
Overview
Work History
Education
Skills
Timeline
Generic

Catherine Daugherty

Cypress

Summary

Experienced with building and nurturing client relationships. Utilizes strong communication skills to address client needs and foster loyalty. Knowledge of effective problem-solving techniques to enhance customer satisfaction.

Diligent Client Relationship Associate with background in managing client relationships and ensuring customer satisfaction. Proven track record of streamlining client interactions and enhancing client loyalty. Demonstrated expertise in problem-solving and communication.

Client Relationship professional with strong background in fostering client trust and delivering impactful solutions. Known for team collaboration, adaptability, and achieving results. Expertise in client communication, problem-solving, and relationship management. Reliable and flexible in meeting changing needs and expectations.

Client relationship professional with focus on optimizing customer interactions and fostering long-term client loyalty. Known for effective collaboration and achieving targeted results. Reliable team player with adaptability in dynamic environments. Skilled in client communication and problem resolution.

Personable Customer Relations leader driven to exceed customer expectations while promoting adherence to company standards and guidelines. Proven history of fostering quick and successful problem resolution, improving customer satisfaction ratings. Demonstrated success in utilizing current technologies to broaden access between customer and organization and improve response time.

Experienced Client Relationship Associate bringing 42 years of quality performance in customer support supervisory roles. Skilled in mentoring team members to deliver exceptional service and building team morale through effective communication and positive performance feedback. Accustomed to defusing customer dissatisfaction and managing competing priorities with superior results.

Customer Service Representative bringing top-notch skills in oral and written communication, active listening and analytical problem-solving skills. Enhances customer experiences by employing service-oriented behaviors, understanding customer desires and providing customized solutions to build loyalty.

Proactive and goal-oriented professional with excellent time management and problem-solving skills. Known for reliability and adaptability, with swift capacity to learn and apply new skills. Committed to leveraging these qualities to drive team success and contribute to organizational growth.

Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.

Overview

44
44
years of professional experience

Work History

Client Relationship Associate

Amegy Bank
10.2001 - 12.2025
  • Developed familiarity with company products to provide informed recommendations to clients.
  • Engaged in training sessions to enhance knowledge of client relationship management practices.
  • Responded promptly to client requests, ensuring timely follow-up and resolution of concerns.
  • Collaborated with team members to streamline processes for improved client satisfaction.
  • Enhanced client satisfaction by promptly addressing concerns and providing tailored solutions.
  • Assisted customers with opening accounts and signing up for new services.
  • Delivered prompt service to prioritize customer needs.
  • Exhibited high energy and professionalism when dealing with clients and staff.
  • Met customer call guidelines for service levels, handle time and productivity.
  • Maintained up-to-date knowledge of product and service changes.
  • Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
  • Managed customer relations on ongoing basis to maximize customer retention.
  • Assisted clients in navigating service inquiries and resolving issues efficiently.
  • Maintained accurate client records and updated information in CRM systems.
  • Coordinated communication between clients and internal teams to ensure seamless service delivery.
  • Completed opening and closing functions to meet operational needs.
  • Followed up with customers about resolved issues to maintain high standards of customer service.
  • Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
  • Responded proactively and positively to rapid change.
  • Promptly responded to inquiries and requests from prospective customers.

Financial Planning Assistant

Stavinoha White & Stevenson
02.2000 - 10.2001
  • Coordinated client meetings, ensuring all necessary documentation and materials were prepared and available.
  • Managed client issues and returned calls and emails within a timely manner.
  • Provided excellent service to clients by utilizing skills in active listening, effective communication, and quick turnaround on issues.

Client Relationship Associate

Amegy Bank
03.1991 - 02.2000
  • Cultivated strong client relationships through effective communication and personalized service.
  • Managed account inquiries and resolved issues, ensuring customer satisfaction and loyalty.
  • Collaborated with internal teams to streamline processes and enhance service delivery.
  • Conducted regular follow-ups with clients to assess needs and address concerns proactively.
  • Served as the main point of contact for assigned clients, managing all aspects of their relationship with the company from initial engagement through ongoing support.
  • Established strong relationships with clients through regular communication and personalized service.
  • Delivered superior customer service to strengthen relationships and drive future business revenue.
  • Evaluated client needs and developed tailored solutions to increase positive customer ratings.
  • Improved client satisfaction by addressing and resolving concerns promptly and professionally.
  • Managed customer relations on ongoing basis to maximize customer retention.
  • Developed and maintained strong working relationships with professionals within assigned territory.
  • Completed opening and closing functions to meet operational needs.
  • Assisted clients in navigating service inquiries and resolving issues efficiently.
  • Maintained accurate client records and updated information in CRM systems.

Client Relationship Associate

Texas Commerce Bank
07.1981 - 03.1991
  • Assisted clients in navigating service inquiries and resolving issues efficiently.
  • Maintained accurate client records and updated information in CRM systems.
  • Coordinated communication between clients and internal teams to ensure seamless service delivery.
  • Supported account managers by preparing reports on client interactions and feedback.
  • Assisting with loan requests for clients in addition to processing loan transactions on existing loans.
  • Completed opening and closing functions to meet operational needs.
  • Followed up with customers about resolved issues to maintain high standards of customer service.
  • Provided excellent customer care by responding to requests, assisting with product selection and handling ordering functions.
  • Responded proactively and positively to rapid change.
  • Promptly responded to inquiries and requests from prospective customers.

Education

High School Diploma -

James E. Taylor High School
Katy, TX

Skills

  • Goal-oriented mindset
  • Client needs assessment
  • CRM software proficiency
  • Customer relations
  • Team building
  • Schedule management
  • Account management
  • Research and due diligence
  • Teamwork
  • Customer service
  • Problem-solving skills
  • Attention to detail
  • Understanding customer needs
  • Problem-solving abilities
  • Multitasking Abilities
  • Calm and professional under pressure
  • Reliability

Timeline

Client Relationship Associate

Amegy Bank
10.2001 - 12.2025

Financial Planning Assistant

Stavinoha White & Stevenson
02.2000 - 10.2001

Client Relationship Associate

Amegy Bank
03.1991 - 02.2000

Client Relationship Associate

Texas Commerce Bank
07.1981 - 03.1991

High School Diploma -

James E. Taylor High School
Catherine Daugherty