Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 10 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
12
12
years of professional experience
Work History
Relationship Manager/ Specialist, AS Service
Charles Schwab
03.2022 - Current
Communicate regularly with clients to understand needs, evaluate current product use and cross-sell new products
Built and maintain relationships with new and existing clients while providing high level of expertise
Respond to customer inquiries and resolved complaints to establish trust and increase satisfaction
Develop and cultivate lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills
Analyze customer data to identify areas of improvement and maximize customer satisfaction
Monitor customer feedback and generated reports to identify areas of improvement
Improve overall financial reporting by streamlining control processes and reporting structures.
Credit Specialist
Mrfixitdfw
01.2014 - Current
Developed effective relationships with customers, which helped improve overall payment processes.
Monitored appropriateness of credit limits on customers, making changes to realign operations with policies and targets.
Investigated and evaluated customers for creditworthiness and potential risk factors.
Updated client accounts with new information and verified data for informed credit approvals.
Worked with clients to define and implement terms for approved credit requests.
Maintained full knowledge of current regulatory environment and made proactive adjustments to meet changing requirements.
Interviewed credit applicants by telephone or in person to obtain personal and financial data needed to complete credit report.
Customer Relationship Manager
Nissan North America, Inc
12.2013 - 07.2021
Delivered superior customer service to strengthen relationships and drive future business revenue.
Managed customer relations on ongoing basis to maximize customer retention.
Made customers aware of current and new programs and services.
Assisted customers with opening accounts and signing up for new services.
Completed opening and closing functions to meet operational needs.
Reviewed overdue tickets and followed-up with customer support personnel to resolve root cause of delay.
Assisted with conflict resolution during partnership negotiations and acquisitions.
Relationship Specialist
ACE Cash Express Inc
09.2012 - 12.2013
Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
Used consultative sales techniques to understand customer needs and recommend relevant products and services.
Provided accurate information about promotions, customer programs, and products, helping drive high customer retention.
Logged call information and solutions provided into internal database.
Leveraged sales expertise to promote products and capitalize on upsell opportunities.
Consulted with outside parties to resolve discrepancies and create expert solutions.
Identified appropriate marketing channels and target customers for campaigns.