James Mannah
Banker
Silver Spring,MD
Summary
Accomplished Senior Relationship Advisor with a proven track record at Signal Financial Federal Credit Union, enhancing client retention and fostering robust relationships through strategic account management and exemplary customer service. Skilled in banking and relationship building, I spearheaded initiatives that significantly improved customer satisfaction and operational efficiency, demonstrating leadership and attention to detail. Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with 20 years' experience in financial related industries.
Overview
41
41
years of professional experience
Work History
Senior Relationship Advisor
Signal Financial Federal Credit Union
09.2017 - Current
- Built trust among clientele through diligent follow-up efforts, helping secure long-term loyalty.
- Developed and implemented strategies to maximize client retention and expand existing relationships.
- Developed strong rapport with clients, colleagues, and industry partners, fostering a culture of collaboration and mutual success.
- Educated clients on various investment options, empowering them with the knowledge necessary to make strategic decisions about their portfolios.
- Promoted superior experience by addressing customer concerns, demonstrating empathy, and resolving problems swiftly.
Licensed Relationship Banker
M&T Bank
08.2008 - 09.2017
- Participated in community events to promote bank services while fostering positive relationships with local businesses and organizations.
- Ensured regulatory compliance by accurately completing documentation and adhering to bank policies.
- Conducted regular financial reviews for customers, ensuring optimal management of their portfolios.
- Provided exceptional service to high net worth clients, building trust and fostering long-term relationships.
- Strengthened referral partnerships with business lines across the bank to maximize cross-selling potential.
- Improved customer experience with thorough product knowledge and prompt issue resolution.
- Educated customers on various lending options available, empowering them to make informed decisions about their finances.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
Principal Recovery Officer
London Borough of Tower Hamlets
02.1990 - 09.1998
- Implemented innovative recovery strategies that increased the success rate of collections while maintaining a positive customer experience.
- Negotiated settlements with debtors that resulted in mutually beneficial arrangements while protecting company interests.
- Maintained detailed records of all collection activities, ensuring accurate reporting and proper case documentation.
- Improved company''s recovery rate by efficiently managing a portfolio of overdue loans and credit card accounts.
- Developed strong relationships with clients, fostering trust and promoting positive outcomes during the recovery process.
- Conducted thorough research on debtor profiles to develop tailored approaches for debt recovery campaigns.
- Acted as a liaison between clients and other departments within the company, ensuring seamless communication and facilitating prompt resolution of any disputes.
- Documented case management activity for accurate, reliable records.
- Listened to customers and negotiated solutions that met creditor and debtor needs.
- Prevented impending loss and increased profitability by enforcing scheduled collection campaigns, consistently achieving targeted recovery rate.
Finance Officer - Social Services
London Borough of Southwark
01.1984 - 06.1990
- Optimized cash flow management, ensuring timely payment of invoices and reducing outstanding debts.
- Monitored budget and revenue trends, compiling reports for company leadership to inform decision-making.
- Reduced process discrepancies through measured implementation of performance reporting and data systems.
- Improved budget planning and forecasting with thorough analysis of historical data and market trends.
- Ensured compliance with regulatory requirements by staying current on industry standards and updating policies accordingly.
- Analyzed business processes to identify cost savings and operational efficiencies.
Education
MBA - Strategic Management
London South Bank University
London, United Kingdom 05.2001 -
Skills
Customer Service
New business generation
Deadline Management
Account Management
Client Relationships
Schedule Management
Time Management
Team Leadership
Banking
Relationship building and management
Product Knowledge
Attention to Detail
Customer Relationship Management
Timeline
Senior Relationship Advisor
Signal Financial Federal Credit Union
09.2017 - Current
Licensed Relationship Banker
M&T Bank
08.2008 - 09.2017
MBA - Strategic Management
London South Bank University
05.2001 -
Principal Recovery Officer
London Borough of Tower Hamlets
02.1990 - 09.1998
Finance Officer - Social Services
London Borough of Southwark
01.1984 - 06.1990
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