Summary
Overview
Work History
Skills
Summary of Qualifications
Custom
Timeline
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Susan Skene

13703 127th Ave NE,WA

Summary

Dynamic Relationship Consultant with a proven track record,adept at client profiling and financial advising. Expert in business development and portfolio management, I excel in fostering strong client relationships and delivering tailored banking solutions. Recognized for exceptional communication skills and a strategic approach to networking, driving significant business growth.

Overview

15
15
years of professional experience

Work History

Relationship Consultant

US Bank
Redmond, WA
06.2023 - 12.2023
  • Proactively profile clients to determine their financial needs.
  • Recommend a variety of bank products and services, such as mortgages, investments, new accounts, and digital solutions.
  • Focus on business growth.

Senior Relationship Banker

Union Bank
Redmond, WA
09.2016 - 06.2022
  • Built solid client relationships, with a focus on business and residential lending.
  • Recommended a wide range of banking products and services.
  • Provided solutions for daily banking needs.
  • High focus on customer service.

Business Relationship Manager

Chase Bank
Bellevue, WA
01.2009 - 02.2015
  • Managed a portfolio of business clients with revenues from $500k to $3MM.
  • Worked with clients to determine financial needs, such as lending, account structure, and cash management.
  • Worked with the community and developed a network of Centers of Influence to gain new clients.
  • Developed an excellent working relationship with other bankers to gain referrals.

Skills

  • Client profiling
  • Financial advising
  • Business development
  • Product knowledge
  • Sales strategy
  • Portfolio management
  • Networking strategies
  • Financial analysis
  • Communication skills
  • Multitasking and organization
  • Community Relations
  • Staff Development

Summary of Qualifications

Prior to 2009 I worked at Bank of America in a variety of roles including Branch Manager and Premier Banking

Custom

Accumulated significant work experience in a fast paced high value portfolio management role. I am fully prepared to move into a new assignment. Proven abilities in relationship selling, portfolio management and banking services.

Timeline

Relationship Consultant

US Bank
06.2023 - 12.2023

Senior Relationship Banker

Union Bank
09.2016 - 06.2022

Business Relationship Manager

Chase Bank
01.2009 - 02.2015

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Susan Skene