Melanie Gagner

• Strengthened client relationships by consistently providing exceptional service and financial solutions tailored to their needs.
• Increased portfolio growth by effectively identifying new business opportunities through market research and networking.
• Managed a diverse portfolio of high-net-worth clients, ensuring satisfaction and retention through personalized attention and strategic planning.
• Negotiated favorable terms for clients by leveraging strong relationships with product providers and underwriters.
• Demonstrated adaptability in responding to changes in client needs or market conditions, adjusting strategies as needed for continued success.
• Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
• Gave exciting presentations to prospects and leads in effort to build business opportunities.
• Enhanced team performance by mentoring junior relationship managers on best practices in client service, sales techniques, and product knowledge.
• Consistently exceeded revenue targets through proactive account management and cross-selling of bank products and services.

• Enhanced client satisfaction by promptly addressing inquiries and providing comprehensive account support.
• Streamlined communication between departments for improved collaboration and efficient resolution of customer issues.
• Collaborated with cross-functional teams to develop strategies for account retention and expansion.
• Facilitated regular client meetings for updates on account status, progress reports, and potential growth opportunities.
• Utilized CRM tools to track customer interactions, maintain up-to-date information, and share critical data with relevant stakeholders.
• Negotiated contracts that balanced the needs of both clients and the company while maximizing revenue generation opportunities.
• Coordinated seamlessly with internal teams such as sales, estimating, operations for smooth functioning of account management processes.

The Corporate Trainee Program is a high-performing rotational program focusing on skill and leadership development and on-the-job training at locations nationwide. Trainees have access to everything from state-of-the-art technology to top-level executives. Corporate Trainees acquire a valued perspective on Quad – each rotation provides new skills and knowledge that are then transferred to each proceeding rotation.