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Financial Institution Relationship Manager With over 20 years of dedicated experience in the Merchant Services industry and client management, I currently serve as a Financial Institution Relationship Manager. I specialize in delivering tailored payment solutions that precisely meet business objectives. As a seasoned professional, I excel in building and nurturing client relationships, serving as a trusted advisor and primary point of contact for a diverse portfolio. Currently I manage a strategic partnership with Grow Financial Federal Credit Union, collaborating closely with them to implement initiatives that foster growth and streamline processes.
As a Financial Institution Relationship Manager and fintech specialist, I drive the adoption of the Genius POS and payment technology platform for small and mid-sized merchants. Consulted directly with business owners to identify operational inefficiencies and implemented modern POS solutions that enhanced customer loyalty and streamlined payment processing. Conducted impactful product demonstrations and technical consultations, equipping clients with award-winning technology that scaled with their business.
Lead client relationship management as the primary point of contact for a diverse portfolio, collaborating closely with clients to understand their business needs and challenges. Deliver tailored payment solutions aligned with client objectives, leveraging advanced technical expertise to provide comprehensive support for POS systems and payment gateways. Consistently surpass performance metrics, demonstrating a commitment to exceptional service delivery and business growth. Enhanced system reliability and performance through proactive strategies, improving client satisfaction and retention. Diagnosed and resolved complex technical issues, ensuring seamless service and operational continuity. Analyzed client transaction data and system performance metrics to identify optimization opportunities and implement cost savings.
Provided expert guidance on navigating cybersecurity threats and leveraging Bitdefender's security solutions, ensuring clients' comprehensive coverage against evolving cyber risks. Engaged with clients to understand specific security needs, developing targeted solutions for effective fraud prevention and credit monitoring. Customized fraud prevention, credit report services, and cybersecurity solutions, strengthening client defenses against cyber threats and dark web exposures. Drove additional revenue streams through strategic upselling and cross-selling of advanced security services. Recorded all client interactions and sales activities in CRM systems, ensuring systematic follow-up and efficient query resolution.
Managed partner accounts, delivering precise pricing information, reviewing financial statements, and recommending adjustments to optimize cash discount and surcharge programs. Strengthened partner relationships, identifying improvement opportunities and developing pricing strategies to minimize errors. Partnered collaboratively to deploy these programs and leveraged CRM systems for optimal project management, consistently surpassing monthly retention targets for two years. Conducted data analysis to identify trends and growth areas, aligning insights with organizational goals. Maintained up-to-date pricing information, ensuring swift communication of any changes to partners.
Orchestrated hands-on training for the internal quality review team and executed detailed trend analyses, sharing insights with senior management. Assessed and synchronized internal practices with quality standards and regulatory mandates. Leveraged industry expertise to enhance policies and procedures for improved compliance and effectiveness. Diagnosed and resolved technical challenges, pinpointing underlying causes and implementing effective solutions. Escalated critical issues impacting merchant security and bank operations to prompt timely resolution. Served as a pivotal liaison across departments to expedite the resolution of merchant-related inquiries. Developed partnerships to drive adoption of shared risk controls and ensure consistent interpretations across teams.
Specialized in technical support for transaction processing systems, including PC-based and web-based platforms. Assisted clients with payment processing, system setup, and connectivity troubleshooting through phone and email. Addressed daily inquiries, providing robust support and swift resolution of merchant issues. Configured and maintained integrated and semi-integrated terminals to ensure optimal system functionality and reliability. Performed equipment diagnostics and software troubleshooting, swiftly resolving or escalating issues to prevent service interruptions. Managed complex communication protocols and security measures, such as password resets for NetConnect users, to secure client data.
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