Account Manager Resume Example Metlife - Sun City Center, Florida

ACCOUNT MANAGER

Summary

Pro-active and results-oriented with broad experience in all aspects of management. Well disciplined with proven ability to manage multiple assignments efficiently under extreme pressure while meeting tight deadline schedules. Demonstrated hands-on management style in the development and implementation of strategic plans to ensure company growth. Effectively communicates direction, commits people to action, and convey complex information in easily understood formats.

Highlights

Work well within groups and independently.

Provide customers with prompt service.

Follow established workplace rules and guidelines.

Learn quickly and have a good memory for details.

Adapt well to changing requirements and information.

Demonstrated leadership ability.

Take responsibility for my actions and solution oriented.

Manage time well and can concentrate on multiple projects.

Accomplishments

Received STAR award for training the team on Treasury Management.

Experience

MetLife Tampa, Florida Account Manager 08/2015 to Current

Retains accountability for all day-to-day Account Management, service satisfaction, and loyalty for corporate clients; assists team in managing at-risk customers and customer persistency; promotes proactive customer interactions and responds to problems and opportunities with a sense of urgency and tenacity to resolve customer related issues.
Maintains a favorable working relationship with internal and external customers to foster aid, and promote a cooperative climate, which will maximize employee morale, productivity and efficiency/effectiveness.
Leads to meet or exceed Service standards and exhibit key behaviors that promote extraordinary service through SLA requirements as well as daily activities.
Provide reliable, consistent, and predictable service across the Account Management organization to be validated through survey results.
Works with Account Executive to ensure resolution to high profile or highly complex customer concerns.
Pursues strategic interaction and coordination within the regions to deliver customer results.
Partners with various functions (technical), for timeliness, quality and profitability; provides consultative services to operating areas for the purpose of improving operational efficiencies resulting in cost savings and positive impact to customers.
Act as a liaison between customer and internal MetLife areas (i.e.GRM, GVWS, etc).
Develops strong relationships to facilitate issue resolution as well as root cause analysis and identify process.

Citigroup Tampa, Florida Client Service Officer 07/2012 to 11/2014

Managed a portfolio of 50 Investment Advisors for clients in the Security and Bond Market.
Educated clients on solutions that provided the best service channels to promote Citigroup financial products.
Supported clients by reviewing 120 - 150 daily global and domestic securities settlements, dividends, tax reclaims and trades.
Reviewed and analyzed client account activity to determine if the activity was unusual or potentially suspicious from a money laundering or terror-financing perspective.
Performed approximately 10 daily enhanced due diligence reviews and investigations for high-risk customers (e.g., Senior Public Figures, Non-Governmental Organizations, and Foreign High Risk Entities).
Researched and resolved 80 - 100 issues with a wide range of treasury, cash management and or depository products and services of varying complexity.
Assisted with the Onboarding of new clients with an average balance year in 2014.
Recognized as the "cash expert" Saved Citigroup $80k in 2014 by working with internal partners on environmental initiatives.
Used related tools to prevent fraud and identity theft losses.
Efficiently Monitored Currency Transaction Control Logs.

JPMorgan Chase Bank Tampa, Florida Account Manager 01/1989 to 03/2012

Served as primary point of contact on assigned group of custody and treasury relationships which include monitoring and reviewing account activities involving Domestic Cash transactions, foreign exchanges, overdraft and failed trade resolution.
Handled the Cash Management for client requests such as wires, ACH, checks, books transactions.
Maintained and managed multiple client accounts and projects with varying priorities and deadlines.
Coordinated transfer of assets and physical deliveries.
Processed instructions to transfer review and validate client instructions for authenticity.
Monitored and review account activities involving global and domestic cash transactions.
Processed foreign exchanges instructions.
Worked with other internal groups on confirmation/affirmation trades and trade fail resolution.
Participated in client meetings and conference calls on a weekly basis.
Assisted Relationship Manager with client on-boarding Executed activities related to client account openings, account closings and account maintenance.
Carried out daily account administration activities, processed clients' instructions and followed through with involved departments.
Reviewed prior days work, investigated variances, and followed through with required parties.
Assisted clients with questions regarding online access.
Escalated potential service level issues to Manager, and Relationship Manager.
Assisted with various department projects.
Ensured that service level standards were met.
Utilized strong understanding of data manipulation techniques and analysis on the Compliance, Legal and business sectors concerning Anti Money Laundering issues.
Managed on-going relationships with various Lines of Business within Treasury Management Services to insure complete and accurate Account Reconcilement Implementations.
Defined internal operation and financial controls to mitigate risk to the bank.
Diagnosed and resolved systems operational problems to ensure system availability.
Assisted the AML Supervisor with Bank Secrecy Act (BSA) and USA Patriot Act Compliance issues.

Education

B.A: Management Strayer University, Tampa, Florida Management

Skills

Account Management, balance, Cash Management, Credit, client, clients, due diligence, financing, financial, financial controls, Foreign Exchange, Legal, Letters, managing, Market, meetings, Access, Money, Microsoft Windows, Works, Operating System, quality, securities, settlements, SLA, strategic, Supervisor, tax, Treasury

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Account Manager Resume Example

Resume Score: 100%