Summary
Overview
Work History
Education
Skills
Timeline
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Nisha Neupane

Fort Worth,TX

Summary

Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management. Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with 3+ years' experience.

Overview

3
3
years of professional experience

Work History

Relationship Manager Assistant

Frost Bank
02.2021 - Current
  • Established strong relationships with key stakeholders for effective collaboration and streamlined decision-making processes.
  • Negotiated favorable terms on behalf of clients during complex transactions, maximizing profitability while minimizing potential risks.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Created financial dashboards to provide insights into key performance indicators.
  • Established internal audit procedures to validate and improve accuracy of financial reporting.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Conducted financial due diligence on potential investments and acquisitions.
  • Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
  • Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
  • Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Participated in team projects, demonstrating an ability to work collaboratively and effectively.
  • Excellent communication skills, both verbal and written.
  • Gained strong leadership skills by managing projects from start to finish.
  • Developed and managed relationships with vendors to establish cost-effective products and services.
  • Managed client portfolios, ensuring timely and accurate execution of transactions and services, demonstrating exceptional time management and schedule management skills
  • Provided exemplary customer service by addressing client inquiries and resolving issues promptly, fostering strong customer relationships and enhancing client satisfaction
  • Conducted thorough account management, including monitoring account activity, identifying opportunities for growth, and proactively addressing client needs
  • Ensured regulatory compliance by adhering to banking regulations and policies, mitigating risks and maintaining a high standard of integrity and professionalism.
  • Demonstrated in-depth product knowledge to effectively recommend suitable banking products and services, meeting client needs and enhancing their overall banking experience.
  • Proactively engaged with clients to strengthen customer relationships, understand their financial needs, and provide personalized banking solutions, driving client retention and loyalty.
  • Conducted cash handling activities accurately and securely, maintaining compliance with banking procedures and protocols to safeguard assets and minimize risks.

Education

BBA -

San Francisco State University
San Francisco, CA

Skills

  • Written Communication
  • Cash Handling
  • Certificate in Investment Performance Measurement (CIPM)
  • Product expertise
  • Customer Advocacy
  • Risk Mitigation
  • Asset Control
  • Customer Relationship Management
  • Customer Service
  • Issue Resolution
  • Interpersonal Communication
  • Business Relationship Management
  • Effective Communication
  • Wealth management offerings
  • CRM proficiency
  • Financial Advising
  • Product Knowledge
  • Client Engagement
  • Cash Handling
  • Product Recommendations

Timeline

Relationship Manager Assistant

Frost Bank
02.2021 - Current

BBA -

San Francisco State University

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Nisha Neupane