Robert Ries
Port St Lucie,FL
Summary
Proven achiever with extensive experience at Bank of America, excelling in customer needs assessment and relationship building. Demonstrated ability to exceed sales goals and enhance client satisfaction through effective communication and problem-solving. Skilled in implementing strategies to foster client relations and drive success.
Overview
9
9
years of professional experience
Work History
Credit Solutions Advisor
Bank of America
Stuart, FL
01.2022 - Current
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Maintained strict confidentiality of bank records and client information.
- Delivered exceptional customer service by promptly addressing client concerns and resolving issues as they arose during the lending process.
- Developed strong relationships with customers through high levels of customer service.
- Assisted customers in identifying financial goals and recommended tailored banking solutions that aligned with their objectives.
Relationship Manager
Bank of America
Port Saint Lucie, FL
10.2017 - 12.2021
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
Account Manager
YP, The Real Yellow Pages
Jacksonville, FL
10.2015 - 08.2017
- Increased client satisfaction by building strong relationships and addressing their needs promptly.
- Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
- Conducted regular account reviews to identify areas for improvement and ensure continued success.
- Negotiated contract terms with clients, securing favorable agreements for both parties.
- Implemented strategies to increase revenue from existing accounts through upselling and cross-selling initiatives.
Education
Indian River State College
Ft. Pierce, FLSkills
Customer Needs Assessment
Problem-Solving
Excellent Communication
Team Collaboration
Relationship Building
Client Relations
Accomplishments
- Hand selected candidate for Emerging leader program with Regional lending executive
- 2023 & 2024 "Delivering One Company" award recipient
Timeline
Credit Solutions Advisor
Bank of America
01.2022 - Current
Relationship Manager
Bank of America
10.2017 - 12.2021
Account Manager
YP, The Real Yellow Pages
10.2015 - 08.2017
Indian River State College