Associate Relationship Manager (ARM) Resume Example Bank Of America

ASSOCIATE RELATIONSHIP MANAGER (ARM)

Summary

A persuasive and motivating leader with over 17 years of global commercial banking experience developing, managing, and selling credit and treasury solutions. Senior level marketing position providing opportunity to utilize my skills in marketing, strategy and relationship building to expand the customer base and grow revenues. Geographic Preference: Open to relocation, prefer Charlotte, NC

Highlights

Expertise
Strategic consulting
Product management, innovation and development

C-level solution selling
Market and financial analysis
Collaboration / Negotiation

Accomplishments

Awarded President's Club based on net sales of over $500M in the first Quarter of 1996

Experience

Associate Relationship Manager (ARM), 01/1998 to CurrentBank of America － Charlotte, North Carolina

Responsible for the management and development of over $70 MM of new commercial online payment solutions for a business line representing revenues of over $350 MM annually. Collaborated with cross-functional business partners to develop product and process improvements aimed at optimizing straight through processing rates, reducing failed customer interactions, increasing customer satisfaction and adoption as well as ensuring regulatory, legal, and risk compliance.
Developed, launched and migrated clients to a new global online investigation application
Consolidated seven legacy wire application into a new application, owned people process and migrated over 30,000 clients globally
Patent granted August 2014 for dynamic payment generator Western CarolinMarket Information Manager, SVP, Consumer & Small Business Marketing Analytics - Competitive Intelligence & Strategies Serve as Secondary Research and Competitive Intelligence project manager, currently for the eCommerce line of business. Lead multiple projects involving management of vendors, internal resources and key stakeholders to ensure completion of research within project parameters. Provide an early warning system to detect changes in market conditions and a root cause analysis in order to explain them. Monitor the effectiveness of current competitor business strategies. Isolate industry best practices and replicable drivers of competitive advantage. Manage $1.5MM eCommerce secondary research budget and supplier relationships.
Analyzed competitors' positioning strategies in Consumer Real Estate line of business evaluating creative materials, advertising expenditures and media usage. Recommended strategies to leverage advertising spend more efficiently with underutilized media and high impact messaging to boost top line growth.
Reviewed structures and activities in the franchise finance industry for the Small Business LOB. Identified winning strategies and helped adapt them to fit Bank of America's Small Business line's goals and objectives.
Developed a competitor scorecard of the alerts offerings of the major online competitors for the Online Services & Products team. Highlighted common themes and trends and compared specific online features and services. Identified areas of strength or weakness of specific competitors relative to Bank of America.
Improved and operationalized Online Banking and Online Bill Pay market share reporting. Analyzed discrepancies between supplier and internal data. Aligned metric definitions and enhanced supplier data collection and reporting methodology to facilitate use of metrics for eCommerce performance scorecards. BANK OF AMERICA Charlotte, NC eChannel Platform manager providing strategic, development, and platform support for online payments channels Submitted two Patent Invention Disclosures − Developed ePayables with no funding ◦ New revenues of $12 MM in 06 (6 months), $33 MM in 07 and $44 MM in 2008 − Payroll, Fraud, Banking Center and Product Innovation ◦ Increased Positive Pay penetration 10%(03-04), Spirit Medallion retained $9MM of "Fleet" revenue at risk − Supported Global Treasury Sales officers in marketing complex payment solutions to large corporations. ◦ Exceeded new calling goals by 59% (02), and 22% (03) ◦ Exceeded new revenue goal by 67% (03) Selected as a top new associate in Bank of America. Assisted Mr. McColl with research, analysis and project work Assisted client mangers with corporate finance, financial forecasting and analysis, advanced accounting, financial analysis, capital markets and advisory capabilities

Private Banking Currency Analyst, 07/1997Citibank － London

Researched and communicated impactful FX opportunities, developed positioning and implied rate tools

Investment Advisor, 01/1995 to 06/1996Coast Federal Bank － San Francisco, California

Annuity and mutual fund sales − Awarded President's Club based on net sales of over $500M in the first Quarter of 1996
Solicited over $1.5MM of new business and managed a deposit base of $95MM
Salary and commission based selling
72 step commute to work

Agent, 05/1993 to 01/1995The Principal Financial － San Francisco, California

Life, disability insurance, and mutual fund sales
100% commission, cold calling, Sold over $7MM of insurance and securities
Provided for myself for 2 years and had a blast doing it

Education

Master of Business Administration:Finance,1998Wake Forest University

Master of Business Administration, Wake Forest University 1998

Select One:European Union StudiesOxford University

European Union Studies, Oxford University 1997, England

Bachelor of Science:Business Administration,1993The Ohio State University

Bachelor of Science, Business Administration, The Ohio State University 1993

Certifications

Six Sigma Green Belt Certified

Treasury Professional, series 6 and 63 (lapsed)

The Down Syndrome Association of Greater Charlotte, 11 years of continuous service

Professional Affiliations

Awarded President's Club based on net sales of over $500M in the first Quarter of

Skills

Marketing, Solutions, Patent, Finance, Advertising, Best Practices, Budget, Clients, Collection, Competitive Intelligence, Consumer Real Estate, Data Collection, Drivers, Ecommerce, Market Share, Metrics, Process Improvements, Project Manager, Real Estate, Root Cause Analysis, Satisfaction, Gps, Payments, Sales, Payroll, Product Manager, Mutual Fund, Sales Of, Cold Calling, Disability, Disability Insurance, Securities, Business Requirements, Disclosures, Product Development, Transmissions, Associate, Accounting, Arm, Capital Markets, Corporate Finance, Financial Analysis, Financial Forecasting, Fixed Income, Forecasting, And Sales, And Selling, Commercial Banking, Credit, Product Management, Sales Goals, San, Storage Area Network, Series 6, Six Sigma, Six-sigma

Resume Overview

Companies Worked For:

Bank of America
Citibank
Coast Federal Bank
The Principal Financial

School Attended

Wake Forest University
Oxford University
The Ohio State University

Job Titles Held:

Associate Relationship Manager (ARM)
Private Banking Currency Analyst
Investment Advisor
Agent

Degrees

Master of Business Administration : Finance , 1998
Select One : European Union Studies
Bachelor of Science : Business Administration , 1993

Associate Relationship Manager (ARM) Resume Example

Resume Score: 90%

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