Robin Smuckler
Lawrenceburg,IN
Summary
Results oriented Client Relationship manager recognized for high productivity and efficient task completion. Skilled in financial analysis, risk management and customer service excellence. Excels at leadership, communication and problem-solving to deliver outstanding banking services. Committed to fostering team cohesion and enhancing operational efficiency within the banking environment.
Overview
39
39
years of professional experience
Work History
Client Relationship Consultant IV
U.S. Bank
Lawrenceburg, IN
09.2018 - 08.2024
- Built long-term relationships with customers by providing personalized service and support.
- Identified customer needs through conversations and offered appropriate banking products to meet their requirements.
- Assisted customers in opening new checking and savings accounts, as well as other banking services such as wire transfers, direct deposits.
- Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
- Provided ongoing support throughout the loan application process including answering questions about loan terms and conditions.
- Collaborated with team members to develop innovative solutions for meeting customer needs while maintaining profitability goals set by the bank's senior management.
- Resolved discrepancies concerning customers' accounts, improving client satisfaction.
- Developed and implemented customized strategies to meet client needs.
Personal Banker
Citizens Bank
Canton, OH
03.2016 - 07.2018
- Provided customer service to clients, including answering questions and resolving issues.
- Conducted account openings and closings for clients.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
- Promoted additional bank services through personal contact with customers.
- Recognized opportunities for cross-selling additional banking products or services.
- Provided guidance on how best to utilize online banking tools for maximum benefit.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Personal Banker
The Huntington National Bank
Canton, OH
02.2013 - 02.2016
- Greeted customers upon entering the bank and directed them to appropriate personnel or services.
- Assisted customers with deposits, withdrawals, transfers, loan payments and other banking transactions.
- Responded promptly to customer emails, phone calls and requests for information.
- Performed daily balancing of cash drawer and reconciled discrepancies when necessary.
- Processed loan applications according to established guidelines.
- Participated in training sessions regarding new banking products or services.
- Recognized opportunities for cross-selling additional banking products or services.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
Licensed Health Insurance Agent
TruBridge Inc.
Canton, OH
08.2011 - 02.2012
- Educated customers on various health insurance products and services available.
- Identified areas where additional coverage may be needed or beneficial for clients.
- Fielded inbound calls from customers inquiring about alternative insurance options to generate sales opportunities.
- Created individualized proposals for clients to include coverage options, premiums and enrollment guidelines.
Owner/Operator
Dishes By Design Catering
Canton, OH
01.1989 - 06.2010
- Developed menus, budgets, and timelines for events based on client needs and preferences.
- Managed and coordinated all aspects of catering events to ensure successful delivery of services.
- Negotiated contracts with vendors to secure the best pricing for event supplies.
- Consulted with clients throughout the planning process to create custom menus that fit their budget and taste requirements.
- Created marketing materials such as flyers and brochures to promote upcoming events.
- Researched industry trends and identified opportunities for improvement.
- Planned weekly schedules for team members according to staffing needs.
- Prepared monthly financial statements outlining revenues earned from catering services.
- Evaluated employee performance against established goals on a regular basis.
- Conducted interviews with prospective employees when necessary to fill vacant positions.
- Hired and trained staff for cross-functional assignments and verified employee knowledge of specific procedures related to each event type.
- Managed accounts and worked to continuously develop new revenue from existing clients.
- Oversaw logistics including venue selection, catering, transportation, and accommodation arrangements.
Key Account Manager
Procter & Gamble Co
Westlake , OH
05.1985 - 01.1989
- Developed and maintained relationships with existing clients to ensure customer satisfaction.
- Organized client visits, presentations, product demonstrations and trade shows.
- Provided technical support for customers using the company's products or services.
- Maintained accurate records of all sales and prospecting activities.
- Researched competitors' products, prices, and sales techniques.
- Created detailed reports on daily, weekly, and monthly sales activity.
- Collaborated with other departments such as marketing, finance, logistics.
- Managed inventory levels by ordering sufficient stock for each account.
- Adhered to established policies and procedures when handling customer accounts.
- Assisted in developing promotional materials such as flyers, brochures.
Education
High School Diploma -
Rutherford High School
Rutherford, NJ06-1974
Skills
- Client Engagement
- Processes and procedures
- Goal Setting
- Strategic Planning
- Work Planning and Prioritization
- Performance Assessments
- Integrity and Honesty
- Client Requirements Assessment
- Best Practices Implementation
- Outcome Accountability
Timeline
Client Relationship Consultant IV
U.S. Bank
09.2018 - 08.2024
Personal Banker
Citizens Bank
03.2016 - 07.2018
Personal Banker
The Huntington National Bank
02.2013 - 02.2016
Licensed Health Insurance Agent
TruBridge Inc.
08.2011 - 02.2012
Owner/Operator
Dishes By Design Catering
01.1989 - 06.2010
Key Account Manager
Procter & Gamble Co
05.1985 - 01.1989
High School Diploma -
Rutherford High School
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