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Client Relationship Consultant 3 Resume Example

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CLIENT RELATIONSHIP CONSULTANT 3
Professional Summary

Capable Relationship Manager experienced in developing customized solutions to meet wide-ranging customer needs. Strong collaborator and active listener with excellent verbal and written communication skills. Offering. Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 10 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills. Energetic Relationship Manager proficient at facilitating communication between departments and increasing the quality of service to customers at all levels. Eager to apply extensive experience and self-driven productivity, networking and leadership abilities to dynamic new position at US Bank.

Accomplishments

Star of Excellence in 2016

Skills
  • Relationship building and management
  • Financial planning processes
  • Wealth management offerings
  • New business generation
  • Loans
  • Customer portfolio management
  • Business relationship cultivation
  • Equity and Fixed Income Markets
  • Service support
  • Financial services
  • Risk management
  • Written and verbal communication
  • Client Relationships
  • Business Development
  • Financial Advising
  • Product knowledge
  • Strategic selling
Work History
12/2019 to Current
Client Relationship Consultant 3Company Name – City, State
  • Generated new business and referral clients in partnership with financial advisors and branch team.
  • Worked with Wealth, Business, and Mortgage departments to facilitate communication and deliver personalized solutions to customers.
  • Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
  • Operated in self-directed environment with minimal input to solve problems and implement resolutions.
  • Worked with clients to address and respond to client and partnership management issues.
  • Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Transcended requirements on consistent basis to satisfy customers.
  • Supported end-to-end credit management process, submitted complete loan documentation and supported credit originations for credit compliance.
  • Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
06/2018 to 12/2019
Assistant Branch ManagerCompany Name – City, State
  • Developed and managed employee schedules, balancing individual requests and requirements with business needs.
  • Implemented process improvements to increase productivity.
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Reviewed credit applications for risk factors and credit worthiness.
  • Attained expert level of product knowledge, becoming go-to person for major sales and vendor negotiations.
  • Conducted weekly staff meetings to motivate staff members, address concerns and questions, plan improvements, and evaluate progress toward goals.
  • Demonstrated knowledge of branch financial products, including loans and lines of credit.
  • Facilitated customer satisfaction by executing personal communication and frequent follow-ups.
  • Built rapport with account holders by reaching out with product recommendations and account updates.
  • Identified and capitalized on community business opportunities with effective networking.
  • Collaborated with tellers, universal bankers and personal bankers to exceed sales goals.
01/2017 to 06/2018
Retail Support AnalystCompany Name – City, State
  • Determined hardware and network system issues using effective troubleshooting techniques.
  • Created help desk tickets, troubleshot and resolved desktop issues.
  • Answered questions and provided information to customers about new software or hardware.
  • Managed customers' expectations of support and technology functionality in order to provide positive user experience.
  • Resolved issues with systems, hardware and telephones quickly and accurately.
  • Collaborated with supervisors to escalate and address customer inquiries or technical issues.
  • Interpreted management directives to define and document administrative staff processes.
  • Helped employees with day-to-day work and complex problems by applying motivational and analytical strategies.
11/2014 to 01/2017
Personal BankerCompany Name – City, State
  • Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Expanded client base by promoting new financial products.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
Education
High School DiplomaUC Clermont - City
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Resume Overview

School Attended

  • UC Clermont

Job Titles Held:

  • Client Relationship Consultant 3
  • Assistant Branch Manager
  • Retail Support Analyst
  • Personal Banker

Degrees

  • High School Diploma

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