Curtis Dodd
New Palestine,IN
Summary
Dynamic professional with a proven track record at Elements Financial, excelling in relationship building and client management. Leveraged excellent communication skills to surpass sales targets and foster long-term loyalty. Expert in navigating complex customer needs, achieving significant satisfaction levels through tailored financial solutions. Demonstrates a unique blend of interpersonal prowess and strategic sales acumen.
Overview
14
14
years of professional experience
Work History
Relationship Manager
Elements Financial
01.2016 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Consistently exceeded sales goals by cultivating a strong network of professional contact.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Developed targeted presentations for prospective clients, effectively showcasing the value of our services and products.
Account Executive
Elavon (US Bank)
01.2014 - 01.2016
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
- Exceeded sales targets consistently by identifying new business opportunities and creating customized solutions for clients.
Personal Banker
Fifth Third Bank
01.2011 - 11.2013
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
Skills
- Relationship Building
- Client Relationships
- Relationship building and management
- Excellent Communication
Timeline
Relationship Manager
Elements Financial
01.2016 - Current
Account Executive
Elavon (US Bank)
01.2014 - 01.2016
Personal Banker
Fifth Third Bank
01.2011 - 11.2013
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