Respectful and hardworking Business Relationship Manager with dynamic problem solving skills and a thriving attitude towards treating my clients like prospects and my prospects like clients. Smart Sales Coordinator driving business opportunities with consistent follow up and educational engagements that pertain to their business.
Overview
20
20
years of professional experience
Work History
Business Development Manager
Pemex/Petro Fuels
09.2023 - Current
Identifying potential customers through networking initiatives, visits, cold-calling, and email communications.
Preparing and delivering sales presentations to potential and existing customers.
Researching competitors’ products, pricing, and product success to determine customer preferences.
Developing innovative sales strategies to achieve sales goals.
Promptly submitting customers' purchase orders to the relevant department for processing.
Follow and execute plans and initiatives for market territories provided by the management team to improve sales.
Resolving customer complaints in a timely and professional manner to maintain customer loyalty.
Actively engage with and report to the Director with daily and weekly progress.
Expanding industry knowledge by attending educational workshops and reading professional publications.
Manage incoming calls
Generate sales leads
Identify and assess customers’ needs to achieve satisfaction
Build sustainable relationships and trust with customer accounts through open and interactive communication
Provide accurate, valid, and complete information by using the right methods/tools
Handle customer complaints, provide appropriate solutions and alternatives within the time limits; follow up to ensure resolution
Keep records of customer interactions, process customer accounts and file documents
Follow communication procedures, guidelines, and policies
Take the extra mile to engage customers
Sales
First Packaging Systems Inc.
11.2021 - 03.2022
Sourced new sales opportunities through inbound lead follow-up.
Discovered needs of prospective clients through strategically layered questions and utilized information to customize sales presentations.
Followed up face-to-face guest interaction with email, phone, or mail correspondence.
Communicated regularly with territory and regional managers for daily support and strategic planning.
Used cold calling and networking to sell products and services.
Cultivated strong professional relationships with industry partners and created focused campaigns to drive business development.
Arranged new merchandise with signage and appealing displays to encourage customer sales and move overstock items.
Helped customers to determine reasonable budget for products and services, highlighting utility of products and convenience and economy of use.
Prepared and processed contracts and order forms for new and existing customers.
Leveraged CRM system to manage sales activities and track sales performance.
Temp Sales
Cal-Micro
03.2021 - 06.2021
Developed community and corporate recycling plans and goals to minimize waste and conform to resource constraints.
Demonstrated self-reliance by meeting and exceeding workflow needs.
Demonstrated leadership by making improvements to work processes and helping to train others.
Provided excellent service and attention to customers when face-to-face or through phone conversations.
Researched and implemented procedures for identifying new collection sites and services to meet operational targets.
Merchant Account Executive
Chino Commercial Bank
09.2020 - 03.2021
Supported sales team members to drive growth and development.
Increased repeat customer base by maintaining relationships with high-profile clients and effectively managing service issues.
Established sales goals and strategies that contributed to increased growth in sales and profitability.
Cultivated strong professional relationships with suppliers and key clients to drive long-term business development.
Built sales forecasts and schedules to reflect desired productivity targets.
Boosted profit margins by effectively managing expenses, budget and overhead, increasing closings and optimizing product turns.
Mentored and internally promoted successful company sales and account management staff into leadership positions to drive company growth.
Spearheaded sales meetings with staff, division president, closing coordinator and construction manager to share best practices for process improvements.
Business Relationship Manager
Above And Beyond Services
07.2018 - 10.2020
Delivered proposal presentations to key decision makers such as owners and CFO's.
Prospected and partnered with interested parties such as Bankers, CPA's and My current clients to develop a pipeline of potential clients and create my trusted center of influence while building relationships.
Delivered informational sales presentations to potential investors to build symbiotic client relationships.
Researched banking guidelines and statutory requirements to stay updated on new laws and applications.
Promoted Specialize in B2B Merchant services , B2B virtual terminal and Business lending along with payroll products for businesses.
Listened to customers to understand needs and put together optimal solutions.
Designed dynamic displays for products to increase overall revenue and specific product sales.
Heavy Prospecting business on daily basis to establish new relationships.
Negotiated sales prices with potential buyers to elicit best profit margins for company.
Business Relationship Manager
JPMorgan Chase
04.2009 - 07.2018
Examined and verified information in loan application and closing documents.
Submitted completed loan applications, including recommendations for underwriting approval or denial.
Reviewed historical customer accounts to assess payment compliance and adherence to loan terms.
Organized, filed and maintained customer, department and regulatory loan records.
Conveyed acceptance or rejection to customers by mail, telephone or in person.
Worked with third-party vendors to address and clear loan closing requirements.
Stayed current on company products and services to provide top-notch expertise to customers.
Developed highly empathetic client relationships and earned reputation for exceeding corporate goals.
Met with local business and community organizations to develop leads and generate business.
Set up potential client contacts, cultivated relationships and followed through on service needs.
Developed clientele by networking to find new customers and generate lists of prospective clients.
Increased bottom-line profitability by growing customer base and capitalizing on upsell opportunities.
Identified underperforming product lines and refocused efforts to successfully bring each in line with expected targets.
Generated leads and capitalized on valuable business opportunities to bring in new company revenue and improve bottom line profit.
Customer Service Manager
Wells Fargo Bank
06.2005 - 01.2008
Oversaw full audit lifecycle according to organizational protocol, generating progress and closing reports for leadership and clients.
Organized initiatives, drafted documentation and enforce compliance with best practices.
Implemented improved strategies for regulatory compliance, control testing and process operations.
Enhanced business relationships by overseeing effective employee and supervisor training.
Reviewed reports to assess performance and identify areas for operational improvement.
Maintained confidentiality of bank records and client information, directed specific questions to appropriate branch personnel and exceeded customer service satisfaction ratings.
Developed effective sales team members through highly individualized coaching.
Helped sales professionals finalize customer sales and handled escalated concerns.
Met with entire team on weekly basis to identify sales opportunities, discuss strategies and execute new promotions.
Collaborated closely with management team to recruit top-level sales talent to fill positions within department.
Established action plans for team members and helped each person attain objectives.
Opened and closed store, set up registers and secured cash.
Developed and encouraged sales and promotional team members.
Assisted with recruiting, background checks and reference checks.
Reviewed employee time sheets for accuracy and maintained accurate records in company system.
Stayed current on EEO, ADA and other applicable federal and state policies governing employment.
Sorted job applications, vetted candidates and recommended individuals for key positions.
Updated new employee packages, training materials, benefits and announcements.
Responded to questions and concerns of new hires.
Helped management improve appraisal, counseling and performance optimization techniques to maximize workforce satisfaction and productivity.
Trained and developed team members on HR and administrative functions.
Processed final paychecks and required documents for employee exit interviews.
Conducted employment verifications and investigations.
Assisted in termination procedures.
Set up appointments, meetings and conferences for employees.
Planned corporate events, conventions, meetings and gatherings.