Hi, I’m
Ryan Perkins
Atlanta,GA
Summary
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 processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
13
years of professional experience
1
Certification
Work History
Morgan Stanley
Relationship Manager II
01.2022 - Current
Job overview
- Manage approximately 30-150 daily volume of contact center inbound calls and emails from executives, providing 'white-glove' customer service and addressing both their equity compensation and broader financial needs
- Demonstrate vast knowledge of and provide support on all issues pertaining to equity compensation, as well as a comprehensive understanding of relevant products and services offered by ETRADE from Morgan Stanley.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Provided timely and accurate information to clients regarding their accounts, transactions, and financial goals.
- Assisted customers with onboarding and product setup to foster successful adoption and usage.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
Regions Bank
Financial Relationship Consultant
04.2018 - 12.2021
Job overview
- Coordinated with internal departments such as credit analysis and underwriting to ensure smooth processing of loan applications.
- Spearheaded initiatives aimed at improving staff training and development, resulting in higher employee engagement and performance levels.
- Increased client satisfaction by providing personalized financial advice and investment recommendations.
- Conducted thorough due diligence on prospective clients, ensuring compliance with regulatory requirements.
- Identified cross-selling opportunities within existing client base, promoting additional products and services as appropriate.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
Capital One
Branch Ambassador
05.2017 - 04.2018
Job overview
- Expanded deposit account portfolio by 70%, through the initiation of strategic customer engagement and education on banking products not tied to loan agreements
- Upheld stringent adherence to regulatory standards, executing bank procedures and policies to maintain operational integrity and compliance
- Advocated for digital banking services & customer education of digital banking services
- Improved customer satisfaction by providing personalized service and addressing concerns promptly.
- Enhanced branch operations by implementing efficient processes for day-to-day tasks.
- Processed 100% of customer transactions accurately and efficiently
Marriott
Night Auditor
12.2015 - 05.2017
Job overview
- Completed night audit for guest ledgers to close bank and cash registers, reconciling issues quickly, and marking discrepancies.
- Oversaw night auditing of daily room occupancy and hotel revenue.
- Handled emergency situations calmly and professionally, keeping guest safety as the top priority at all times.
- Maintained accurate financial records by diligently balancing daily revenue reports and identifying discrepancies.
- Improved customer experience and increased service ratings by building client relationships
- Demonstrated proficiency in various software systems used for reservation management, billing adjustments, and report generation.
Best Buy
Team Lead
08.2015 - 05.2016
Job overview
- Executed strategies that enhanced retention and revenue growth, resulting in a measurable improvement in team performance.
- Worked different stations to provide optimal coverage and meet production goals.
- Improved team productivity by implementing efficient project management strategies and streamlining communication channels.
- Trained new team members by relaying information on company procedures and safety requirements.
- Promoted a positive work environment by fostering teamwork, open communication, and employee recognition initiatives.
Ricoh USA, Inc
Associate Technician
09.2014 - 06.2015
Job overview
- Installed, configured, tested and maintained operating systems, application software, and system management tools.
- Improved client satisfaction with timely resolution of technical issues, providing expert guidance and support during critical incidents.
- Maintained accurate records of all service requests, ensuring seamless communication between clients, technicians, and management personnel.
- Enhanced printer efficiency by performing regular maintenance and troubleshooting tasks.
- Implemented preventive maintenance procedures to minimize potential problems and extend the life of printing equipment.
Wireless Zone
Assistant Manager
07.2011 - 09.2014
Job overview
- Enhanced sales staff accomplishments and competence by planning delivery of solutions; answered technical and procedural questions for less experienced team members; taught improved processes; mentored team members
- Maintained professional and technical knowledge by attending reviewing professional publications and established personal networks.
Education
UdacityOnline
Nanodegree from Data Analytics
Capitol High AcademyBaton Rouge, LA
High School Diploma
06.2009
Skills
- Relationship Management
- Portfolio Management
- Financial Industry Expertise
- Client relationship management
- Communication skills
- Data analysis
- Research and due diligence
- Negotiation and Conflict Resolution
- Proficient in CRM Software
- Relationship building
- Excellent Communication
- Risk Mitigation
- Analytical Problem Solving
- Proficient in Microsoft Office Suite
Certification
- Foundations of Project Management, Google, 2023
- Sales & CRM, Google, 2023
Timeline
Relationship Manager II
Morgan Stanley
01.2022 - Current
Financial Relationship Consultant
Regions Bank
04.2018 - 12.2021
Branch Ambassador
Capital One
05.2017 - 04.2018
Night Auditor
Marriott
12.2015 - 05.2017
Team Lead
Best Buy
08.2015 - 05.2016
Associate Technician
Ricoh USA, Inc
09.2014 - 06.2015
Assistant Manager
Wireless Zone
07.2011 - 09.2014
Udacity
Nanodegree from Data Analytics
Capitol High Academy
High School Diploma
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