Summary
Overview
Work History
Education
Skills
Timeline
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Nichole Owens

Columbus

Summary

Driven Account Relationship Manager known for productivity and efficiency in task completion. Possess specialized skills in client retention, strategic planning, and negotiation, ensuring successful client partnerships. Excel at communication, problem-solving, and adaptability, leveraging these soft skills to foster strong relationships and meet diverse client needs.

Overview

9
9
years of professional experience

Work History

Account Relationship Manager

Discover
Columbus
09.2022 - Current
  • Managed client accounts to ensure satisfaction and retention.
  • Developed strong relationships with key stakeholders in diverse industries.
  • Collaborated with internal teams to address customer inquiries and issues.
  • Analyzed client needs to offer tailored financial solutions and services.
  • Facilitated training sessions for new team members on account management protocols.
  • Resolved conflicts by providing timely support and effective solutions.
  • Developed and maintained relationships with key accounts to ensure customer satisfaction.
  • Provided guidance and training to junior team members as required.
  • Participated in product development initiatives as needed.
  • Addressed customer questions and concerns regarding products and services.
  • Led training sessions for junior relationship managers on client service best practices.

Home Lending Advocate

Apex Systems
01.2021 - 09.2022
  • Work as a contractor to The Huntington National Bank.
  • Provide exceptional customer service.
  • Process purchase and refinance applications.
  • Provide financial advice that helps customer now and in the future.
  • Opening DDA accounts, secured and unsecured loans while complying with rules and regulations.
  • Notary Public.

Personal Banker

Fifth Third Bank
06.2020 - 05.2021
  • Provide exceptional customer service.
  • Assisted clients with account openings and service inquiries.
  • Educated customers on banking products and services.
  • Processed loan applications and credit requests efficiently.
  • Conducted financial needs assessments for personalized banking solutions.
  • Collaborated with team members to enhance customer service experiences.
  • Managed customer transactions with accuracy and attention to detail.
  • Resolved client issues promptly to ensure satisfaction and retention.

Universal Banker

U.S Bank
03.2017 - 06.2020
  • As a universal banker at U.S Bank, I am responsible for following federal regulations when I am advising on and assisting with services such as setting up deposit accounts, authorizing loans and moving money.
  • Provide exceptional customer service.

Education

Bachelor of Arts and Science -

University of Akron

Skills

  • Problem solving
  • Product knowledge
  • Regulatory compliance
  • Effective communication
  • Team collaboration
  • Time management
  • Adaptable thinking
  • Client relationships
  • Team leadership
  • Product expertise
  • Loans
  • Service support
  • Excellent communication
  • De-escalation techniques
  • Customer service
  • Relationship management

Timeline

Account Relationship Manager

Discover
09.2022 - Current

Home Lending Advocate

Apex Systems
01.2021 - 09.2022

Personal Banker

Fifth Third Bank
06.2020 - 05.2021

Universal Banker

U.S Bank
03.2017 - 06.2020

Bachelor of Arts and Science -

University of Akron
Nichole Owens