Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships.
A determined leader with over 8 years of assisting clients with financial planning. Continuously, uncovering new opportunities, and needs, to deepen every relationship in my book of business.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior, Retail Relationship Manager
BMO Harris Bank
07.2023 - Current
Played an active role in driving sales targets by proactively pitching new products/services to both existing and prospective clients.
Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
Balanced teller drawers and ATM cash.
Mentored junior bankers, sharing knowledge and expertise to foster professional growth within the team.
Organized regular training sessions for team members, promoting continuous learning and skill development within the group.
Exceeded sales goals in Account Openings and Lending Products on consistent basis.
Increased client satisfaction by providing customized financial solutions tailored to their specific needs.
Built and deepened productive relationships with prospective and competitive customers to drive sustained growth.
Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Explained features and advantages of Lending and Deposit products or services to promote sales.
Boosted referral rates by cultivating positive and balanced internal partner relationships
Achieved top performer status within the company due to consistent high sales numbers.
Chase Private Client Banker
Chase Bank
11.2022 - 04.2023
Entered into the licensing program and successfully passed the SIE Exam.
Client Relationship Consultant Ll
US Bank National Association
11.2019 - 11.2022
Advised customers on bank products, services and financial planning options.
Trained and coached developing team members in procedures, compliance standards and performance strategies
Completed daily cash balancing and operated ATMs.
Helped customers open and close accounts, apply for the appropriate lending product and make sound financial decisions.
Exceeded quarterly goals and expectations by developing deep relationships with clientele based off of their overall financial portfolio
Completed thorough and accurate documentation for money movements, deposits or withdrawals.
Adhered to bank and legal guidelines for reporting, loan approvals and money handling.
Put together and executed loan documents.
Completed loan servicing procedures to assess compliance with bank and regulatory terms and conditions.
Developed culture of success rewarding performance, productivity and sales results.
Networked in community, obtained referrals from customers and used sales techniques such as cold calling to increase business.
Assistant Community Manager
Associa
02.2019 - 11.2022
Oversaw repairs and enhancements by working closely with maintenance staff.
Tracked and monitored office supply inventory to restock and purchase new items, including sourcing and selecting best price suppliers.
Drove facility growth and increased resident morale by planning special activities.
Collected rent and other types of payments from residents, keeping thorough reports on those paying on time and delinquent individuals.
Performed regular inspections on buildings, common areas and vacant units, identifying necessary repairs.
Recommended property improvements based on detailed evaluations of current property conditions.
Promoted assurance of quick repairs and fixes for issues by immediately notifying proper contacts and determining estimated times of arrival.
Call Center Customer Service Specialist
First Bank
09.2016 - 12.2018
Process encoding errors, file fraud dispute forms, cross selling products and accounts.
Extensive trouble shooting and problem solving, run deposit corrections, deliver customer service work efficiently on my own.
Delivered fast, friendly and knowledgeable service for routine questions and service complaints.
Met or exceeded call speed, accuracy and volume benchmarks on consistent basis.
Managed high-volume of inbound and outbound customer calls.
Maintained strong call control and quickly worked through scripts to address problems.
Resolved customer inquiries, questions and concerns to consistently offer quality service and meet performance benchmarks.
Performed needs analysis and presented options based on findings to help customers make decisions.
Handled escalated customer service concerns to preserve customer satisfaction and maintain long-term business relationships.
Teller And New Accounts
FirstBank
03.2016 - 09.2016
Provided excellent customer service.
Processed payments as well as transactions like transfers, disputes and closing of bank accounts.
This position required me to work well on my own and work through difficult situations with little to no help.
i'm Required to work efficiently and quickly with finishing any task assigned to me.
Teller
Vectra Bank
01.2016 - 03.2016
Processed Loan and credit card payments, deposits, as well as provided customer service, also cross selling products and accounts to clients.
Education
High School Diploma -
Alameda High School
Lakewood, CO
06.2015
Skills
Generating referrals
High sales experience
Follow-up skills
Opening accounts
Developing deep, long term financial relationships with clientele