Matthew P Gutierrez
Littleton ,CO
Summary
Accomplished Relationship Manager with a proven track record at Broadridge Financial Solutions, adept in relationship building and client management. Excelled in exceeding sales goals and boosting client satisfaction through excellent communication and strategic sales execution. Skilled in leveraging relationship building and management to drive business growth, achieving significant client loyalty and retention. Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with 30 years' experience in Financial Services.
Overview
29
29
years of professional experience
1
1
Certification
Work History
Relationship Manager
Broadridge Financial Solutions, Matrix Financial Solutions
2011.05 - 2024.05
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
Account Executive
Broadridge Financial Solutions, Matrix Financial Solutions
1999.03 - 2011.05
- Provided exceptional customer service, addressing client concerns promptly and effectively to ensure long-term loyalty.
- Managed multiple accounts simultaneously while maintaining organization and prioritizing tasks efficiently.
- Qualified leads, built relationships and executed sales strategies to drive new business.
- Boosted client satisfaction by developing and maintaining strong relationships through effective communication.
Internal Sales Representative
Jackson National Life
1995.01 - 1999.08
- Assisted with creating scripts and responses for consumer interaction.
- Enhanced client satisfaction by providing exceptional customer service and addressing inquiries promptly.
- Teamed with partners to close deals for sales development.
- Added consumer purchase dates and updated address changes for current accounts in corporate database.
- Queried database for prospects within possible assignment territories.
Education
Bachelor of Science - Business Administration And Management
University of Northern Colorado
Greeley, CO12.1989
Skills
Relationship Building
Client Relationships
Relationship building and management
Excellent Communication
Certification
Series 6 registered rep
Timeline
Relationship Manager
Broadridge Financial Solutions, Matrix Financial Solutions
2011.05 - 2024.05
Account Executive
Broadridge Financial Solutions, Matrix Financial Solutions
1999.03 - 2011.05
Internal Sales Representative
Jackson National Life
1995.01 - 1999.08
Bachelor of Science - Business Administration And Management
University of Northern Colorado
Series 6 registered rep
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