Maya Halabi
Dracut,MA
Summary
Accomplished Relationship Manager with a proven track record at PNC Bank, NA, where I leveraged my expertise in financial analysis and relationship building to exceed quarterly sales goals and significantly enhance client portfolio growth. Skilled in strategic planning and client engagement, I developed innovative solutions that fostered long-term partnerships and achieved a notable increase in revenue generation.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Relationship Manager
PNC Bank, NA
03.2021 - Current
- 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.
- Developed targeted presentations for prospective clients, effectively showcasing the value of our services and products.
- Spearheaded client retention initiative that significantly reduced churn rates through strategic engagement efforts.
- Designed and maintained financial models to identify and measure risks.
- Improved overall financial reporting by streamlining control processes and reporting structures.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Delivered personalized client presentations, effectively communicating value proposition of services.
- Conducted regular review meetings with clients, ensuring their investment portfolios were on target to meet their objectives.
- Conducted in-depth market research to identify new business opportunities and potential areas for expansion.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
Assistant Sales Manager
TD Bank NA
12.2007 - 03.2021
- Resolved customer issues promptly, maintaining high levels of customer satisfaction and trust in the brand.
- Trained new hires on product knowledge, enhancing their ability to sell confidently and successfully close deals.
- Assisted sales team with completing customer transactions and managing issues.
- Developed strong client relationships for repeat business and increased referrals.
- Completed store opening and closing procedures by counting drawers and managing security.
- Demonstrated exemplary customer service by engaging clients on sales floor.
- Achieved sales targets consistently by driving daily sales activities and managing the sales pipeline effectively.
- Analyzed sales data regularly to recognize patterns, capitalize on opportunities, and address areas of concern within the team''s performance metrics.
- Strengthened performance by applying excellent program and project leadership skills.
- Trained new associates in successful sales and performance strategies.
- Ensured compliance with sales policies and regulations, maintaining company reputation.
- Drove sales growth by identifying and targeting underserved markets.
- Spearheaded adoption of CRM software, improving customer relationship management.
- Implemented systems and procedures to increase sales.
- Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.
- Boosted marketing, reviewed pricing strategies and expanded distribution channels to increase sales revenue.
- Conducted regular team meetings to review progress, address challenges, and motivate staff towards achieving goals.
- Established performance benchmarks, setting clear expectations for team members, and regularly reviewing progress against set goals, driving continuous improvement within the sales department.
Education
Bachelor of Science - Business Administration
South Hampton University
EnglandSkills
- Relationship building
- Client relationships
- Relationship building and management
- Excellent communication
- Interpersonal Communication Strategies
- Consultative selling
- Requirements determination
- New business generation
- Business relationship cultivation
- Client acquisition
Accomplishments
- Supervised team of 45 staff members.
- Resolved product issue through consumer testing.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Collaborated with team of 45 in the development of the outbound sales and outreach for the solution centers.
Certification
- Certified women in Business Advocate .
- Certified Financial Wellness Advocate.
Languages
English
Full Professional
French
Limited Working
Timeline
Relationship Manager
PNC Bank, NA
03.2021 - Current
Assistant Sales Manager
TD Bank NA
12.2007 - 03.2021
- Certified women in Business Advocate .
- Certified Financial Wellness Advocate.
Bachelor of Science - Business Administration
South Hampton University
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