LiveCareer-Resume

account manager resume example with 10+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
  • :
Summary

Accomplished Account Manager with 6+ years of experience in sales and marketing. Expert at meeting quotas, building long-term relationships and expanding sales territories. Self-motivated professional with history identifying new sales opportunities to drive profits.

Skills
  • Customer Service
  • Performance Evaluations
  • Account Management
  • Strategic Account Planning
  • CRM Software
  • Lead Generation
  • Problem-Solving
  • Relationship Building
  • Opportunities Identification
  • Verbal and Written Communication
  • Project Management
  • Customer Relationships
  • Sales Forecasting
  • Payment Collecting
  • Upsell Opportunities
  • Sales Development
Experience
Account Manager, 09/2016 to Current
AdentroNew York, NY,
  • Oversee multiple accounts and work diligently to meet and exceed performance goals.
  • Communicate with clients via email, phone, online presentations, screen-share and in-person meetings.
  • Cultivate new accounts and provide value-added services to existing clients to increase overall revenue.
  • Grow customer base by identifying needs for relevant product solutions to fit client budgets and schedules.
  • Seek out key decision-makers and tailor solutions to address business challenges.
  • Input data into CRM system to manage existing portfolios and potential leads.
  • Act as main point of contact in matters relating to client concerns and needs.
  • Analyze data and continually identify new opportunities for product placement to achieve sales growth.
  • Utilize sales data to evaluate sales performance and make proper adjustments.
  • Examine supply management department cost information to adjust financial schedules and prices.
  • Schedule and attended 30 appointments per week.
  • Maintain well-stocked and organized sales floor with latest merchandise to drive sustained sales revenue.
  • Use excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Retaining Associate, 08/2014 to 08/2016
Waterstone Financial, Inc.Franklin, WI,
  • Supported marketing team in developing promotional strategies and targeted campaigns.
  • Reviewed files, recordings and other documents to obtain information to respond to requests.
  • Answered phones to help customers with queries and resolve basic concerns.
  • Opened, sorted and distributed incoming mail and processed outgoing mail.
  • Collected and coded various documents to prepare for filing, storage and processing.
  • Obtained signatures for financial documents and internal and external invoices.
  • Scheduled and confirmed appointments for clients, customers or supervisors.
  • Scheduled client appointments by phone and through email.
  • Managed client communication, scanning documents and distribution of mail.
  • Maintained positive working relationship with fellow staff and management.
  • Top retaining associate
Teller, 02/2012 to 12/2014
Bank Of AmericaCity, STATE,
  • Maintained confidentiality of bank records and client information.
  • Researched and resolved customer issues on personal savings, checking and lines of credit accounts.
  • Ordered checks, placed stop payment orders and conducted additional special services for customers.
  • Adhered to financial services security and audit procedures.
  • Met or exceeded sales goals by promoting bank products and services in customer interactions.
  • Identified and reported suspicious behavior to security personnel as appropriate.
  • Opened new checking, savings and lines of credit for customer accounts.
  • Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
  • Entered customer transactions into computers to record transactions and issue computer-generated receipts.
  • Handled cash transactions, balanced cash drawers, and issued cashier's checks.
  • Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
  • Performed basic administrative tasks regarding banking products by handling phone calls, inquiries and emails.
  • Assisted customers by phone and in person by answering banking questions and recommending solutions.
  • Kept teller window areas clean, organized and fully stocked.
  • Reconciled cash and checks against computer records at end of shift.
  • Responded and assisted customers with account inquiries and updates.
  • Explained bank services, financial products and applicable fees to customers.
  • Opened new accounts and served existing customers based on individual financial needs.
  • Promoted and sold banking products and financial services.
  • Performed currency transaction reports for foreign currency.
  • Earned high volume of referrals as part of bank's sales incentive system.
Education and Training
Associate of Arts: Business Administration And Management, Expected in 05/2015 to Mira Costa College - Oceanside, CA,
GPA:
High School Diploma: , Expected in 05/2012 to San Pasqual High School - Escondido, CA
GPA:
Languages
Spanish:
Professional
Negotiated:

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Resume Overview

School Attended

  • Mira Costa College
  • San Pasqual High School

Job Titles Held:

  • Account Manager
  • Retaining Associate
  • Teller

Degrees

  • Associate of Arts
  • High School Diploma

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