Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with 8 years' experience in Banking.
Overview
5
5
years of professional experience
Work History
Relationship Manager/Bank Operations Officer
Extraco Banks
10.2022 - Current
Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Built and maintained relationships with new and existing clients while providing high level of expertise.
Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Maintained knowledge on banking products and distribution to provide optimal service support.
Participated in staff meetings to discuss innovative strategies to improve services.
Developed strategic plans for day-to-day financial operations.
Senior Relationship Banker
Extraco Banks
05.2019 - 10.2022
Cultivated strong customer relationships by providing tailored advice and services.
Adapted products and services to suit customers' changing financial circumstances.
Implemented strategies to increase customer retention, enabling investment growth.
Facilitated customer transactions, including deposits, withdrawals and transfers.
Assisted customers with completing required forms for opening and closing bank accounts.
Maintained in-depth product and service knowledge for well-informed customer advice.
Developed summaries to assess each client's participation level and determine targets for follow-up plans.
Analyzed customers' financial information to deliver personalized account guidance.