Salesforce CRM
Jonathan Laforteza
Relationship Manager
Newark,CA
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 4 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
1
1
Certification
8
8
years of post-secondary education
6
6
years of professional experience
Work History
Relationship Manager
Bank Of America
07.2017 - Current
- Currently managing a portfolio of clients and small business owners through Excel spreadsheets while effectively taking advantage of our Client Relationship Management app provided by Salesforce.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Worked with Merrill Edge and our Home Loan departments to facilitate communication and deliver personalized solutions to customers.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Planned portfolio solutions after carefully analyzing clients' financial health and future requirements.
Front Desk Lead
Action Property Management
San Francisco, CA
04.2015 - 07.2017
- Acquired in-depth knowledge of surrounding area to offer guests with information about dining options, entertainment and shopping activities.
- Used internal software to process reservations, and requests.
- Greeted residents upon arrival, offered assistance and answered questions to build rapport and retention.
- Educated the residence on security features and instructed on important information regarding safety processes and procedures.
- Retrieved mail, packages and documents on behalf of guests, promptly verifying receipt and arranging for pickup or transmittal.
- Oversaw fast-paced front desk operations and residences needs.
Education
High School Diploma -
Jefferson Highschool
Daly City, CA 01.2008 - 06.2012
Associate of Arts - Business Communications
Chabot College
Hayward, CA 03.2014 - 05.2017
Skills
Relationship building and management
Financial planning processes
Strategic selling
Financial Advising
Client Relationships
Strong interpersonal and communication skills
Excellent analytical and problem-solving skills
Software
Microsoft Excel
Certification
Public Notary
Timeline
Relationship Manager
Bank Of America
07.2017 - Current
Front Desk Lead
Action Property Management
04.2015 - 07.2017
Associate of Arts - Business Communications
Chabot College
03.2014 - 05.2017
High School Diploma -
Jefferson Highschool
01.2008 - 06.2012