LiveCareer-Resume
Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - resumesample@example.com - -
Professional Summary

Multi-talented Relationship Manager/ Project team member.8 years of experience in the Financial industry. Excellent reputation for timely project completion, effective communication with key project stakeholders, customer satisfaction. Consistently saved costs while increasing profits. Consistently rewarded for success in planning and timely execution of projects and overall value addition to the company's profits.

Innovative and goal-oriented Management professional. Drives company growth through acquisition of targeted businesses.

Skills
  • SKILLS:
    • Marketing
    • Microsoft office
  • .Stakeholders relations
  • .Timeline management
    • Ability to ask probing questions to uncover financial needs


    SOFT SKILLS:
    • Excellent in communication and management of key project stakeholders
    • Timely conflict resolution
    • Ability to collaborate with operations team
    • Planning
    • Attentive Listening
    • Ability to work independently and collectively
    • Focused and self- motivated
Work History
11/2018 to Current
Client Relationship Consultant Us Bank Roeland Park, KS,

Job Functions, Role and Responsibility:

  • Focusing on efficient customer service and identifying their true financial needs.
  • Make recommendations that would help clients finances.
  • Open different types of accounts for clients.
  • Handle debt consolidations through personal loans, home equity products .
  • Auto financing options
  • Balance transfers on credit cards, building credit.
  • Quick loans, cash flow managers for businesses.
  • ACCOMPLISHMENTS
  • • Top performing branch employee
    • Acquisition of over 20 new business relationships during new accounts promotion project between (February- May) 2019.
    • Increased customer base for credit card
    • Referred more than 40 customers to wealth management
    • Worked with assigned business specialist to ensure more than 70 business customers have access to Quick loans, lines of credit, and cash flow manager for their businesses
    • Signed on more than 120 new individual/business relationships between 2018-2020
    • Successful debt consolidation for customers through personal loans, lines, Home Equity products.
08/2009 to 04/2017
Relationship Manager 1895 Bancorp Of Wisconsin, Inc. Greenfield, WI,

• Relationship Management
• Team Lead, Sales
• Managing Customers accounts
• Provide customers with best bank products
• Make available Online platforms for ease of business transactions.

Summarized Accomplishments between 2008-2017 with United Bank For Africa Plc.

• Managed over $10.8million in customers accounts
. Spearheaded Acquisition Project of Nigerian Exports processing Zones Authority Abuja Branch’s domiciliary account (06/2015-09/2016))
. Successfully completed business acquisition of feedback infrastructure Ltd project within scheduled time (01/2010-02/2011).
• Provided efficient and effective customer services to clients
. Consistently met deadlines with team, achieving commendation from upper management.
• Worked consistently to meet Banks goal of customer obsession and profitability. This was evident in customers coming for return businesses, referrals, huge deposits and income made.
• Issued Contingent liabilities such as Bid Bonds, Advanced payment Guarantees and Performance Bonds etc. to qualified customers.
• Between 2009 and 2017, I have witnessed Huge inflows up to N20 billion (approximately $56.6million).
• Successfully signed on and managed Retail, High Net worth Individuals, corporate and Government accounts
• Availed customers credit facilities.
• Played advisory roles in accordance with Banks standards.
• Ensured customers satisfaction and this was evident in getting higher wallet shares of businesses.

01/2009 to 12/2016
Business Manager(relief) Keybank National Association Cincinnati, OH, Nigeria

Job Functions, Role and Responsibility:

Manage entire Branch affairs.

Manage all branch employees.

Prepare Branch expense for approval by Regional Head.

Monitor All Branch incomes and Expenses.

Drive Sales.

Work with Operational Head to ensure all administrative duties are performed.

Increased profits by over 20%

10/2008 to 07/2009
Relationship Officer UNITED BANK FOR AFRICA PLC City, STATE, Nigeria
  • Job Functions, Role and Responsibility:.
  • Relationship Management.
  • Managing Customers accounts.
  • Provide customers with products that best fits their businesses.
  • Make available Online platforms for ease of business transactions.
  • Increased branch profitability and sales by 25%.
Education
Expected in 03/2020
CERTIFICATES: Project Management Professional Institute
PMP - CALIFORNIA,
GPA:
Expected in 06/2019
Project Management Certificate:
University of California - Davis - Davis, CA
GPA:
Expected in 2017
(Certificate): Project Management For The Workplace
CALIFORNIA STATE UNIVERSITY - Fresno, CA,
GPA:
Expected in 2008
Bachelor of Science: Statistics
University of Uyo - Nigeria,
GPA:
Accomplishments

Summarized Accomplishments between 2008-2017 with United Bank For Africa Plc.

• I managed over $10.8million under my purview for clients

. Spearheaded the Acquisition Project of Nigerian Exports processing Zones Authority Abuja Branch’s domiciliary account (06/2015-09/2016))

. Successfully completed the business acquisition of feedback infrastructure Ltd project within the scheduled time (01/2010-02/2011).

• I provided efficient and effective customer services to clients

. Consistently met deadlines with team, achieving commendation from upper management.

• Worked consistently to meet the Banks goal of customer obsession and profitability. This was evident in customers coming for return businesses, referrals, huge deposits and income made.
• Issued Contingent liabilities such as Bid Bonds, Advanced payment Guarantees and Performance Bonds etc. to qualified customers.
• Between 2009 and 2017, I have witnessed Huge inflows to the tune of N20billion (approximately $56.6million).
• Successfully signed on and managed Retail, High Net worth Individuals, corporate and Government accounts
• Availed customers credit facilities depending on what they qualified for.
• Played advisory roles in accordance with the Banks standards.
• Ensured customers satisfaction and this was evident in getting higher wallet shares of their businesses

Other Accomplishments

· Top performing branch employee

· Acquisition of over 20 new business relationships during new accounts promotion project between (February- May) 2019.

· Assisted more than 80 customers with paying off their credit card debts

· Referred more than 40 customers to wealth management

· Worked with our business specialist to ensure more than 70 business customers have access to Quick loans, lines of credit, and cash flow manager for their businesses

· Signed on more than 120 new individual/business relationships between 2018-2020

· Successful debt consolidation for customers through personal loans, lines, Home Equity products.

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Resume Overview

School Attended

  • PMP
  • University of California - Davis
  • CALIFORNIA STATE UNIVERSITY
  • University of Uyo

Job Titles Held:

  • Client Relationship Consultant
  • Relationship Manager
  • Business Manager(relief)
  • Relationship Officer

Degrees

  • CERTIFICATES
  • Project Management Certificate
  • (Certificate)
  • Bachelor of Science

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