Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jozi Marlowe

Hinesville,GA

Summary

Innovative Relationship Manager with over 8 years of experience in Finance, specializing in strategic business development, exemplary client service, and problem resolution. A well-respected professional known for fostering lucrative partnerships, resolving issues, and enhancing client satisfaction.

Overview

8
8
years of professional experience

Work History

Relationship Manager II

Priority Technology Holdings
09.2021 - Current
  • Developed and executed tailored account plans for partners. Crafted customized strategies to retain merchants, identifying expansion opportunities and fostering long-term relationships.
  • Conducted one-on-one partner training sessions to boost engagement. Improved partner productivity through action plans and training initiatives.
  • Established and managed industry partnerships with a portfolio value of $40M+.
  • Acted as a thought leader for clients, proactively identifying solutions and addressing concerns before escalation, displaying a proactive and customer-centric approach.
  • Fostered collaborative partnerships with internal teams (implementation, support, product, engineering, sales) to ensure the overall success of merchant accounts. Coordinated cross-functional efforts to enhance merchant experience and drive revenue growth.
  • Influenced and engaged internal and external cross-functional stakeholders, including executives, fostering relationships based on mutual benefit and driving strategic initiatives aligned with business objectives.
  • Conducted comprehensive business reviews, closely monitored merchant health metrics, and consistently achieved Key Performance Indicators (KPIs). Analyzed data and metrics to drive actionable insights for portfolio growth and success.
  • Displayed adept problem-solving skills by effectively addressing challenges within the portfolio. Collaborated with Subject Matter Experts (SMEs) and devised innovative workarounds to ensure mutually beneficial solutions.
  • Served as a mentor to junior team members, providing guidance on effective account management strategies, cultivating a high-performing and collaborative team environment.

Universal Banker II

Ameris Bank
11.2018 - 09.2021
  • Managed high-value client relationships, facilitating successful account transfers totaling over $500 thousand, demonstrating adeptness in handling substantial financial transactions.
  • Oversaw the account-building process for numerous municipalities, counties, and government entities, ensuring meticulous attention to compliance and a customer-centric approach, handling assets totaling over $100 million.
  • Collaborated closely with the Treasury department to provide specialized treasury services tailored to the needs of established business clients.
  • Executed weekly payroll for high-value clients through ACH transfers, showcasing a high level of accuracy and reliability in financial management.
  • Proactively identified opportunities to partner with third-party vendors, offering customized Payroll/HR processing solutions, aligning services to specific business requirements.
  • Consistently achieved a 98% accuracy rate by strictly adhering to company policies and procedures, maintaining integrity and precision in financial transactions.
  • Provided comprehensive support to diverse customers, assisting in setting up or closing accounts, investigating identity theft cases, and resolving inquiries of various complexities.
  • Actively promoted bank products and services, consistently meeting sales targets and contributing to revenue generation.
  • Established collaborative relationships with Human Resource Business Partners and the Diversity and Inclusion Officer, effectively resolving employee-related matters and fostering a positive work environment.

Teller II

Ameris Bank
11.2016 - 11.2018
  • Delivered exemplary customer service, ensuring the creation of enduring relationships by consistently providing personalized and efficient assistance.
  • Conducted audits and reconciliations of teller cash stations, maintaining a 95-100% balancing rate, reflecting meticulous attention to detail and accuracy in financial operations.
  • Played a pivotal role as the appointed 'Teller Mentor,' ensuring the adherence of newly hired staff to company policies and procedures, actively contributing to their professional development.
  • Processed check orders, stop payments, loan payments, and the removal of mutilated currency, showcasing proficiency in various financial operations.
  • Acted as the Head Teller in the absence of the incumbent, displaying leadership and the ability to handle additional responsibilities effectively.
  • Educated customers on the use of banking website and mobile applications, enhancing their banking experience and facilitating ease of use.
  • Assisted with handling of currency shipments
  • Performed Head Teller duties in his/her absence
  • Maintained friendly and professional customer interactions
  • Built and strengthened customer relationships by leveraging exceptional interpersonal and communication skills
  • Maintained 95-100% balancing rate.
  • Educated customers on use of banking website and mobile apps
  • Answered customer inquiries regarding account balances, transaction history, services charges and interest rates
  • Identified sales opportunities and referred customers to branch partners in financial services
  • Processed customer transactions promptly, minimizing wait times
  • Counted, verified and handled bank deposits and armored car transactions

Accounting Office Assistant

Walmart Neighborhood Market
07.2015 - 11.2016
  • Generated detailed financial reports and meticulously managed records, demonstrating strong organizational skills and a keen eye for accuracy in financial data management.
  • Conducted bank reconciliations, managed accounts payable/receivable, invoicing, billing, collections, and maintained profit and loss statements, ensuring the precision of financial records.
  • Played a crucial role in managing audits, reviewing balances, and investigating daily variances, displaying an aptitude for problem-solving and ensuring financial discrepancies were promptly identified and rectified.
  • Provided essential training to senior management on updated accounting procedures, contributing to improved efficiency and adherence to evolving industry standards.
  • Applied coding to invoices, files, and receipts for effective record-keeping, displaying a commitment to maintaining organized and accessible financial documentation.
  • Prepared and assembled comprehensive reports for management review, contributing to informed decision-making and strategic planning within the organization.

Education

Bachelor of Science - Business Administration, Human Resource Management

Western Governors University
Salt Lake City, UT
01.2020

Associate of Applied Science - Business Management

Savannah Technical College
Savannah, GA
06.2017

Skills

  • Effective Communication
  • Conflict Resolution
  • Strong Interpersonal Skills
  • Decision-Making
  • Problem-Solving
  • Business Relationship Management
  • De-Escalation Techniques
  • Portfolio Growth
  • Financial Statements
  • Team-Building Leadership

Timeline

Relationship Manager II

Priority Technology Holdings
09.2021 - Current

Universal Banker II

Ameris Bank
11.2018 - 09.2021

Teller II

Ameris Bank
11.2016 - 11.2018

Accounting Office Assistant

Walmart Neighborhood Market
07.2015 - 11.2016

Bachelor of Science - Business Administration, Human Resource Management

Western Governors University

Associate of Applied Science - Business Management

Savannah Technical College

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Jozi Marlowe