Matthew Jorgenson
Shawnee,KS
Summary
Hardworking Relationship Manager proficient at devising personalized solutions to meet all types of customer demands. Positive and upbeat team player and clear communicator with demonstrated success over 4 years of banking experience.
Overview
8
8
years of professional experience
Work History
Relationship Manager
Bank of America
Overland Park, KS
04.2020 - Current
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Achieved client loyalty through quality, productivity, service and proactive management.
- Collaborated with various departments to improve communication and deliver individualized customer solutions.
- Delivered positive experiences to customers at every touch point through clear communication and implementing strategies to improve satisfaction.
Universal Banker II
Bank of the West
Des Moines, IA
07.2018 - 03.2020
- Set up new accounts and services for customers and explained important restrictions, benefits and requirements of each.
- Completed routine transfers, deposits and bill payments.
- Satisfied customers by consistently delivering fast, knowledgeable services for diverse banking needs.
Skills
- Portfolio Growth
- Relationship Building
- Product Recommendations
- Effective Customer Communication
- Client Acquisition
Timeline
Relationship Manager
Bank of America
04.2020 - Current
Universal Banker II
Bank of the West
07.2018 - 03.2020