Centurion Platinum Relationship And Tour Account Manager resume example with 19+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Executive Summary
Self-motivated and performance driven management professional equipped with in-depth knowledge of management principles combined with proven expertise in driving profitable business operations within constantly changing environments. Recognized for proficiency in defining goals and objectives to identify business development opportunities; capable of balancing operational efficiencies, forecasting and business growth. Skilled at developing policies and procedures to ensure improvement in customer experience through productivity, cost reduction, and overall company achievement. Proactive leader effective at managing teams of up to 40 based on professionalism, integrity and talent development. Possess strategic planning skills, the ability to provide market analysis, profit and loss management combined with an aptitude to accurately assess needs and transform ideas into workable solutions. Strong community advocacy and involvement catalyst.
Core Qualifications
  • Guest services
  • Inventory control procedures
  • Merchandising expertise
  • Loss prevention
  • Cash register operations
  • Product promotions
Professional Experience
Centurion / Platinum Relationship and Tour Account Manager, 11/2011 - Current
C2fo Limited Kansas City, KS,
  • Manage a portfolio of small/medium size platinum card clients, developing and strengthening relationships with clients to secure loyalty.
  • Responsible for and targeted on driving clients to make their payments through American Express to meet specific revenue and retention goals.
  • Proven experience managing corporate and personal clients and exceeding revenue targets.
  • Booked all travel arrangements.
  • Analyze account performance and identify opportunities to secure incremental business from the existing client base.
  • Expand the client base through reactivating dormant clients.
  • Strong negotiating skills and a strong will to win.
  • A proven background in dealing with senior decision makers.
  • Prioritize the level of communication with their client portfolio, proactively speaking with clients to build relations, suggesting new products and resolving queries efficiently.
  • Develop strong working relationships with the operations and foreign exchange dealing teams and will maintain strict adherence to Company KYC Policy and Anti-Money Laundering procedures.
Destination Specialist, 08/2010 - 11/2011
Allied Universal Security Akron, OH,
  • Developed and managed a Corporate and Leisure portfolio of customers knowledgeable travel consultation.
  • Conducted comparative evaluations of worldwide travel markets and trends to keep apprised of real time changes and global events directly impacting travel schedules, the economic climate, and consumer attitudes.
  • Utilized Sabre, proprietary reservation system, Internet, and vendors Contributed to the workplace administratively from new employee training to billing disputes and collections, authorized competitive price adjustments, and negotiated exclusive wholesale arrangements with vendors.
Market Analyst Consultant, 04/2009 - 08/2010
Capital Vacations Miami, FL,
  • Conduct market analysis for major corporations in major metropolitan cities to Improve clients overall productivity and reduce cost.
  • Communicate analysis with senior management; assist in forecasting and Budgeting for finding; create spreadsheets for rollout of cost effective initiatives.
  • Periodic follow up for continuous success of study.
Financial Relationship Manager, 12/2007 - 04/2009
  • Recognized for establishing and cultivating a network of business banking contacts and referral sources to effectively generate loan and deposit leads in target industries.
  • Provided financial support and analysis to Senior management and Marketing areas for strategic business decisions ad cost savings initiatives.
  • Developed, Promoted and Partnered with lines of business to achieve company goals.
  • Acquired and approved simplified mortgage and equity lines of credit.
  • Drive business development through teleconsulting, retention management, community involvement and marketing.
  • Effectively acquire, retain and expand over $10 million in the book of business.
  • Managing Risk and Compliance through daily review of operational procedures.
  • Ensure compliance with bank policies, procedures and operational integrity by all banking center staff.
  • Business and Consumer lending Certified.
Financial Center Manager, 01/2006 - 12/2007
  • Consistently exceed production goals for new loans, deposits, and fee income.
  • Recognized as an effective center manager, generating the highest level of production from center employees.
  • Analyze and interpret monthly variances and trends between budgets, actual and prior results in developing projections and forecast Achieve revenue and customer retention goals while increasing bank profitability thorough relationship building with outside bank partners, exceptional service delivery, and steady cross selling and referral development.
  • Managing Risk and Compliance through daily review of operational procedures.
  • Cold calling to acquire, expand and retain market share.
  • Motivated staff to exceed sales goal in high pressure environment Managed all functions of the unit, including customer experience, sales goals, and operations and staffing.
  • Responsibly include but not limited to: staffing, performance appraisals, promotions, salary recommendations, and terminations.
Manager, 12/2001 - 01/2006
  • Personal and Business Banking.
  • Oversaw the operation of a branch office with book of business exceeding $40 million.
  • Responsible for prospective clients to develop new business and to retain or expand existing business.
  • Small Business Lending, Consumer Real Estate and Non Real Estate license.
  • Credit Servicing, monthly reporting, loan document preparation for loan renewals.
  • Underwriting capabilities.
  • Oversaw operational function to comply with auditing procedures, polices, and banking regulations.
  • Manage, monitors, coaches, counsels, terminates branch staff in order to achieve established objectives.
  • Managing Risk and Compliance through daily review of operational procedures.
  • Cold Calling to businesses in the footprint to expand the brand.
Bachelor of Arts: Design, Expected in 1 1994
- Atlanta, GA
MBA: Project Management, Expected in 1 2010
- Atlanta, GA
Project Management
ad, auditing, banking, billing, book, Budgeting, budgets, business development, Cold Calling, competitive, consultation, Credit, client, clients, delivery, driving, equity, Senior management, financial, forecasting, foreign exchange, Managing, market analysis, marketing, market, Money, office, win, monitors, negotiating, network, performance appraisals, platinum, policies, speaking, Express, Real Estate, real time, relationship building, reporting, Sabre, selling, sales, spreadsheets, staffing, strategic, employee training, travel arrangements

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School Attended

Job Titles Held:

  • Centurion / Platinum Relationship and Tour Account Manager
  • Destination Specialist
  • Market Analyst Consultant
  • Financial Relationship Manager
  • Financial Center Manager
  • Manager


  • Bachelor of Arts
  • MBA

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