Summary
Overview
Work History
Education
Skills
ADDITIONAL EXPERIENCE
Timeline
Generic

GEORGE W. FRAZIER III

Atlanta,GA

Summary

Client-focused business leader with 10+ years of experience driving retention, growth, and operational excellence. Proven success in engaging customers, resolving complex issues, and delivering data-backed solutions that align with business goals. Adept at leading proactive outreach, facilitating virtual presentations, and cross-functional collaboration. Working knowledge of Salesforce CRM and its value to customer lifecycle success.


Overview

10
10
years of professional experience

Work History

Business Manager

Make It BK
11.2021 - Current
  • Increased customer retention by 30% by conducting regular business health checks and implementing tailored support strategies for underperforming accounts.
  • Drove a 25% improvement in internal efficiency by designing automated systems and legal processes, enabling consistent and scalable client success workflows.
  • Boosted sales forecasting accuracy by 40% by using competitor analysis and market data to refine pricing and strategic planning.

Financial Advisor

Merrill Lynch
07.2019 - 11.2021
  • Improved client onboarding satisfaction scores by 35% by redesigning the onboarding process and partnering with cross-functional teams to deliver a seamless client experience.
  • Retained 90%+ of at-risk clients by proactively addressing concerns through one-on-one virtual sessions and customized financial planning solutions.
  • Shortened compliance resolution times by 50% by developing internal systems for document and task management.

Relationship Manager

Bank of America
03.2017 - 07.2019
  • Achieved 200% of revenue goals by launching targeted financial literacy programs for small business clients, leading to stronger long-term engagement.
  • Drove a 20% increase in digital product adoption by educating clients on online services through tailored demos and virtual consultations.
  • Reduced churn by 15% through consistent wellness check-ins and strategic needs assessments.

Branch Manager

City National Bank
06.2015 - 03.2017
  • Transformed a $60K branch deficit into profitability within 6 months by identifying service gaps, training staff, and streamlining customer onboarding.
  • Increased customer base by 20% by implementing local market engagement strategies and community outreach.
  • Improved team sales performance by 35% by creating individualized coaching plans and KPI-based performance tracking.

Education

MBA - Operations Management

Friends University
12.2016

BA - Spanish

Morehouse College
12.2010

Skills

  • Customer Engagement
  • Account Retention
  • Objection Handling
  • Salesforce CRM (User Level)
  • Business Process Consulting
  • Virtual Presentation Delivery
  • Sales & Marketing Integration
  • Client Risk Mitigation
  • Customer Health Checks
  • Strategic Planning
  • Financial management
  • Project management

ADDITIONAL EXPERIENCE

  • Executive Team Leader – Target Corporation | Oct 2012 – Apr 2015
  • Promoted 6 team members to leadership roles through consistent coaching and performance management.
  • Managed a $23M business unit and improved sales by 10% via strategic merchandising and service initiatives.
  • Operations Manager – Atlantic Services Group | Jun 2011 – Sep 2012
  • Reduced payroll processing errors by 40% through audit redesign and system automation.
  • Supported over 200 employees across 5 sites by managing HR operations, financial audits, and logistics planning.

Timeline

Business Manager

Make It BK
11.2021 - Current

Financial Advisor

Merrill Lynch
07.2019 - 11.2021

Relationship Manager

Bank of America
03.2017 - 07.2019

Branch Manager

City National Bank
06.2015 - 03.2017

BA - Spanish

Morehouse College

MBA - Operations Management

Friends University

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GEORGE W. FRAZIER III