Nerklein Daniel
New City
Overview
7
7
years of professional experience
Work History
Relationship Manager
KeyBank National Association
New City
03.2024 - 01.2025
- Established strong relationships with clients through regular, personalized communication.
- Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
- Managed portfolio of client accounts, ensuring high levels of satisfaction and loyalty.
- Provided exceptional customer service by responding promptly to inquiries and resolving issues in a timely manner.
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
Personal Banker
Valley National Bank
HAckensack
02.2023 - 01.2024
- Provided guidance on how best to utilize online banking tools for maximum benefit.
- Approached prospective clients through emails and cold calling to consistently meet sales targets.
- Provided excellent customer service, resolving issues and answering queries promptly.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
- Oversaw daily operations, maintaining efficiency and quality standards.
Associate District Manager
Adp- Automated Data Processing
Parsippany
06.2022 - 02.2023
- Implemented retail sales strategies to increase revenue from product sales.
- Maintained knowledge of sales and promotions, return policies and security practices.
- Provided accurate information about products, prices and services.
- Evaluated individual and team business performance and identified opportunities for improvement.
Assoicate
State Farm
Albany
09.2021 - 06.2022
- Processed payments using point-of-sale systems.
- Ensured compliance with company safety regulations at all times while on the job.
- Built relationships with customers by providing friendly customer service.
- Maintained records related to sales for store management.
Manager
Vector Marketing Company, CUTCO
New City
07.2018 - 07.2019
- Scheduled interviews for potential candidates and conducted reference checks prior to hire.
- Enhanced team member performance through use of strategic and tactical approaches, motivational coaching and training.
- Led team meetings and one-on-one coaching sessions to continuously improve performance.
- Directed recruitment, hiring, and training of new staff members.
- Developed and implemented effective sales strategies to increase sales volume.
- Established monthly sales objectives by creating effective sales plans and quotas.
- Leveraged expert sales and relationship-building abilities to exceed sales quota.
Education
Bachelor of Arts - Communications
University At Albany
Albany, NY05-2022
Skills
- FLUENT IN CREOLE
- Banking
- Client relationships
- Relationship building and management
- Sales expertise
- Customer service
- Attention to detail
- Excellent communication
- Schedule management
- Team leadership
- Financial services
- De-escalation techniques
- Effective customer communication
Affiliations
- Weight Lifting & Fitness
- All-League Track Athlete
- GPA 3.4 Cum Laude
Accomplishments
- Sales Goal Attainment 10k in a summer
- President's Club
Timeline
Relationship Manager
KeyBank National Association
03.2024 - 01.2025
Personal Banker
Valley National Bank
02.2023 - 01.2024
Associate District Manager
Adp- Automated Data Processing
06.2022 - 02.2023
Assoicate
State Farm
09.2021 - 06.2022
Manager
Vector Marketing Company, CUTCO
07.2018 - 07.2019
Bachelor of Arts - Communications
University At Albany
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