Client Relationship Consultant Resume Example

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Jessica Claire
, , 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - -

Motivational leader and organizational problem-solver with advanced supervisory, team building and customer service skills. Focused on creating productive relationships with clients, community, and staff to accomplish the goals of the organization mission statement by utilizing my 20 years of banking experience to increase revenues and reduce costs.

  • PC skills (Microsoft Word, Excel, and Windows)
  • Fusion system
  • Wizard
  • Outlook
  • Webex
  • Customer Engagement Interface (CEI)
  • Expert in risk management and regulatory compliance
  • Excellent communication, time management, and multi-task skills
01/2020 to 05/2021
Client Relationship Consultant Us Bank Lehi, UT,
  • Brought in over $5.2 million in new business deposits, $20 million in commercial loans, and over 400 new account clients in collaboration with various business partners.
  • Increased sales performance targets by implementing Digital Services solutions to customers by managing Co-browse and Virtual session processes to meet customer's demands for credit cards, checking/savings, and loans/lines of credit applications to 70% utilization.
  • Generated new clienteles through various prospecting methods such as Circle of Influence (COI) referrals and community outreach by assisting to facilitate Food Truck connection with local businesses during the Pandemic, presenting opportunities to sell services and build larger client base.
  • Know Your Customer (KYC) to complete thorough and accurate documentation for all money movements, deposits or withdrawals which prevented over $2 millions in fraud losses.
  • Earned Silver Award for going above and beyond in 2020 for training and coaching 10 or more less experienced team members in procedures, compliance standards and performance strategies thus increased sales revenue by 14%.
  • Analyzed and executed 250 or more loan documents whether in person or via digital service options to meet the high demands in financial burden caused by COVID-19.
  • Ensured the highest levels of employee performance to maximize sales potential by training employees in improved sales strategies and referral methods to all lines of business partners and was recognized for Most Successful Mortgage Volume generator.
  • Demonstrated expertise and reasoned guidance regarding loan products, lines of credit and account options to continuously generating loan pipeline of $1 million or more on a quarterly basis.
02/2008 to 01/2020
Assistant Branch Manager Bankwell Financial Hamden, CT,
  • Assisted with developing and managing branch marketing plan to meet target goals which resulted in 2 campaign winnings to Disneyland California and received more than 8 Top Performance Awards.
  • Secured regulatory compliance through detailed review and analysis of all internal and external financial transactions prior to granting approval to minimize losses and received Acceptance grading score for Risk Quality Audit in the past 10 years.
  • Assisted in hiring and training new employees and reduced amount of employee overtime by effectively delegating tasks
  • Planned and coordinated risk mitigation strategies to protect company assets by asking more questions to understand customers transactions through the Know Your Customer (KYC) process.
  • Monitored daily operations and completed Workforce Schedule to support the more than 40,000 monthly customer transactions volume at the branch .
  • Successfully developed 8 staff members to be promoted to managerial role by on going constructive coaching and training.
  • Implemented operational improvements by conducting One Time Code Authentication verification process to increase efficiency and reduce fraud losses by 20%.
  • Compiled operational and risk reports (Investigative Referall Form, Currency Transaction Report & Monetary Instrument Log) detailing financial metrics to help management make proactive decisions by communicating risk trends encountered at branch.
  • Assisted with managing the largest branch in Las Vegas Market, achieving high customer satisfaction & loyalty rates above 85%.
09/1997 to 02/2008
Assistant Branch Manager Bankwell Financial Fairfield, CA,
  • Mitigated regulatory risks by leading and developing sales analysis team protocol and compliance initiatives.
  • Supervised and trained customer service team members to provide exceptional service, driving retention and satisfaction.
  • Interviewed, hired and trained new quality-focused customer service representatives.
  • Developed and implemented policies, procedures and process improvement initiatives to improve retention rates and increase customer satisfaction.
  • Trained new hires on relationship building, benefit-oriented sales presentations, sales processes and protocol, product knowledge, customer needs analysis and overcoming objections..
Education and Training
Expected in
Bachelor of Science: Business Management
University Of Nevada - Las Vegas, NV

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Resume Overview

School Attended
  • University Of Nevada
Job Titles Held:
  • Client Relationship Consultant
  • Assistant Branch Manager
  • Assistant Branch Manager
  • Bachelor of Science