Richard Zanesky
Milford
Summary
Results-driven Senior Account Manager with a proven track record at Indeed, enhancing client portfolios and boosting revenue by up to $1M quarterly. Specializes in business development and customer service, leveraging CRM systems like Salesforce for strategic account management. Excelled in relationship building, achieving sales goals at 110%, and mentoring junior staff. Known for strong collaboration skills and delivering consistent, impactful results. Highly skilled in strategic planning and client communication, with reliable and adaptable approach to changing business needs.
Overview
21
21
years of professional experience
Work History
Senior Account Manager, Client Development
Indeed
09.2021 - 11.2024
- Managed a book of over 250 client accounts.
- Increased revenue by $500,000 - $1,000,000 per quarter through strategic upselling and cross-selling initiatives.
- Exceeded sales goals at 105 - 110% to quota quarter over quarter
- Developed long-lasting client relationships by providing exceptional customer service and support.
- Coordinated efforts across teams to ensure seamless delivery of products and services to clients.
- Mentored junior account managers, fostering their professional growth and skills development within the company.
Financial Solutions Advisor
Bank of America Merrill Lynch
04.2021 - 09.2021
- Managed a book of over 150 client accounts.
- Collaborated with team members to design and implement comprehensive wealth management strategies for clients.
- Maximized profitability of managed accounts through strategic asset allocation decisions based on individual risk profiles.
- Boosted client retention rates by consistently delivering exceptional customer service and timely followups.
- Consistently met or exceeded performance metrics, earning recognition from management for outstanding achievements in client satisfaction and revenue generation.
Licensed Relationship Manager
KeyBank
08.2019 - 04.2021
- Managed a book of over 300 client accounts.
- Exceeded sales targets regularly on both the FDIC and Investment sides of the bank by actively engaging prospects through cold calling, referrals, and in-person meetings.
- Utilized CRM software(Salesforce) proficiently, maintaining accurate records of all client interactions and transactions for future reference.
- Collaborated with cross-functional teams to develop comprehensive financial plans for high-net-worth clients.
- Provided training and mentorship to junior team members, fostering a supportive learning environment that encouraged professional growth.
Licensed Banker
Citizens Bank
08.2016 - 09.2019
- Enhanced branch revenue by cross-selling various banking products and services to existing and prospective clients.
- Managed risk effectively by adhering to established lending guidelines and conducting thorough due diligence on potential borrowers.
- Conducted regular reviews of customer accounts to identify potential growth opportunities and address any concerns or discrepancies.
- Assisted customers in navigating complex financial decisions, offering expert advice on loan products and investment opportunities.
- Balanced teller drawers and ATM cash.
- Cross-sold credit cards, loans and other bank products.
Retail Sales Consultant
AT&T
10.2013 - 08.2016
- Enhanced customer loyalty by offering tailored solutions that met individual needs.
- Resolved customer complaints promptly, maintaining a positive brand image..
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Exceeded sales goals by 115% utilizing exemplary customer service skills, personalized recommendations and upselling techniques.
- Assisted in visual merchandising efforts, creating appealing displays that attracted customers and boosted sales.
Front End Supervisor
Stop and Shop Supermarket
02.2004 - 06.2014
- Maintained a clean and organized front-end area to ensure a pleasant shopping experience for customers.
- Monitored and balanced cash drawers in 20 checkout stations to verify adequate cash supply.
- Participated in regular meetings with upper management to discuss front-end performance metrics.
- Addressed and resolved customer complaints, restoring customer confidence and loyalty.
- Handled personnel issues such as attendance tracking, time-off requests, disciplinary actions fairly.
- Conducted regular training sessions for new hires and existing employees on company policies, procedures, and best practices.
Education
High School Diploma -
Seymour High School
Seymour, CT06-2003
Skills
- Business development
- Excellent negotiation skills
- Customer service
- Account management
- Microsoft Office
- Revenue growth
- CRM systems (Salesforce)
- Relationship building
- Upselling
Timeline
Senior Account Manager, Client Development
Indeed
09.2021 - 11.2024
Financial Solutions Advisor
Bank of America Merrill Lynch
04.2021 - 09.2021
Licensed Relationship Manager
KeyBank
08.2019 - 04.2021
Licensed Banker
Citizens Bank
08.2016 - 09.2019
Retail Sales Consultant
AT&T
10.2013 - 08.2016
Front End Supervisor
Stop and Shop Supermarket
02.2004 - 06.2014
High School Diploma -
Seymour High School
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