Results-oriented Business Account Manager with expertise in sales strategy and client satisfaction. Skilled in implementing innovative methods to increase sales volume and build lasting client relationships. Experienced Senior Personal Banker specializing in loan analysis and credit evaluation, enhancing revenue through effective sales techniques and streamlined loan processes.
Overview
7
7
years of professional experience
Work History
Senior Personal Banker
Discover Bank, Member FDIC
Phoenix, AZ
01.2024 - 01.2026
Applied sales techniques, including cross-selling, to enhance revenue generation for the bank.
Developed strong customer relationships through exceptional service and prompt inquiry responses.
Analyzed financial status of applicants to evaluate assets and risks for loan eligibility.
Evaluated applicant credit histories to determine loan approval eligibility.
Streamlined loan approval processes through collaboration with company departments.
Collaborated with operations and marketing teams to ensure efficient service delivery.
Maintained confidentiality of customer information to uphold trust and responsibility.
Business Account Manager
Waste Management Company
Phoenix, Arizona
11.2021 - 08.2023
Managed sales funnel and forecasted requirements for multiple industry accounts to align sales strategies with client needs.
Developed strong client relationships through proactive communication and support, enhancing customer satisfaction.
Coordinated with customer managers to create and implement effective business plans, driving alignment between teams.
Implemented innovative strategies to boost sales volume while minimizing overhead costs.
Supported sales team initiatives to drive growth and enhance development.
Resolved customer complaints related to sales and service efficiently.
Ensured compliance with company policies regarding business accounts.
Conducted weekly performance reviews to identify improvement areas for team members.
Senior Business account Manager
CenturyLink
Phoenix, Arizona
10.2018 - 05.2020
Developed strategic account plans to align with client objectives and drive results.
Managed key business accounts to enhance client satisfaction and retention rates.
Negotiated service agreements to foster long-term client relationships.
Coordinated cross-functional teams to deliver tailored solutions that met client needs.
Reviewed performance metrics regularly to evaluate progress toward goals.
Identified improvement opportunities within existing processes.
Maintained current knowledge of industry-specific technology solutions.
Ensured compliance with applicable laws and regulations in business activities.
Education
Bachelor of Science - Business Administration
University of Arizona
Tucson, AZ
08-1996
Skills
Loan analysis
Credit evaluation
Sales techniques
Risk assessment
Process improvement
Data privacy
Relationship management
Accomplishments
Top Performer Awards, 2020 - 2026 in various Business Relationship roles. Exceeded monthly and annual sales targets consistently. Recognition for The Circle of Excellence and The Chairman's Award.