corporate account manager resume example with 11+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • Home: (555) 432-1000
  • Cell:
Professional Summary

Accomplished Business Account Manager successful at generating and implementing strategic development plans for accounts of different sizes who is also seeking opportunities to expand skills while facilitating company growth

  • Microsoft Suite
  • G-Suite
  • Salesforce/CRM
  • Project Management
  • Account Management
  • Client Relations
  • Banking
  • Rapport & Relationship Building
  • Compelling Leadership Skills
  • Billing/Invoicing
  • Research
  • Problem Solving
Work History
Corporate Account Manager, 04/2015 to Current
Citrix Systems Inc.Tampa, FL,
  • Establish & maintain positive client relationships through ongoing and regular communication
  • Receive and respond to all incoming communication from their dedicated accounts via phone and email
  • Process new orders from start to finish
  • Identify new opportunities within dedicated accounts
  • Monitor fulfillment of all dedicated account orders
  • Close new opportunities independently and as part of a team
  • Complete bids and proposals
  • Propose secure, effective, cost efficient and proactive solutions to clients with goals of maximizing client productivity
  • Understand problems and work through details to reach a comprehensive solution in a timely manner
  • Onboard new accounts to ensure order processing and proper entry into sales pipeline
  • Use CRM database to track referral and appointment data
  • Research data on pricing, supply, and product development to enhance sales volume to both new and inactive customers
  • Present research data to department heads to establish sales goals and strategies that will contribute to increased growth in sales and profitability
Project Manager, 05/2020 to 11/2020
EngieNew York, NY,
  • Managed relationships between clients and internal stakeholders throughout completion for each project
  • Developed and maintained comprehensive project plans to adhere to timelines and client deliverables
  • Ensured project deliverables matched with projected scope of work
  • Tracked budget along project time frame to ensure it remained congruent and within budget
  • Focused on project monitoring and management by developing forecasts and tracking expenses
  • Created team objectives and roles with specific goals outlined for each individual
  • Built and established strong partnerships with teams, vendors, and contractors
  • Modified project plans when needed to better align with organizational objectives
Operations Supervisor, 09/2011 to 03/2015
Animal Humane SocietyWoodbury, MN,
  • Supervised tellers by assigning/monitoring work, assisting with questions, coordinating work schedules, participating in proving all teller drawers, conducts recounts to resolve differences
  • Monitored/reported on ATM activity by verifying deposits and cash remaining in machines, computing totals and denominations withdrawn/deposited, and researching errors
  • Ensured the branch had an adequate supply of cash by monitoring cash on hand, placing orders within pre-approved guidelines and as needed, specifying denominations required, receiving and logging cash shipments
  • Maintained accurate vault logs, reconciled the vault on a daily basis and researches issues. Inventories negotiable items (e.g., travelers, gift checks) and places orders as needed
  • Coached and developed staff to ensure tellers are demonstrating expected behaviors by conducting observations and advising on areas of improvement
  • Led teller unit activities, motivating staff to provide superior customer service, while performing routine banking and client service duties
  • Managed work schedules and assigned tasks as needed throughout the workday
  • Trained new tellers to ensure procedures are understood and executed properly
  • Oversaw daily operations by processing routine banking transactions and helping tellers resolve complex customer issues and complaints; provides prompt, courteous and efficient service to customers at all times
  • Performed cash management duties including the monitoring of the branch’s reserve cash, distributing and collecting cash from tellers, handling all daily settlements, conducting monthly teller cash audits, maintaining records of all differences and assisting with the location/resolution of errors
  • Ensured employees are in compliance with Federal regulations and procedures, including but not limited to: Anti-Money Laundering (AML), Bank Secrecy Act (BSA) and Office of Foreign Assets Control (OFAC) requirements
Supervisory Teller, 03/2011 to 09/2011
Apple Bank For SavingsCity, STATE,
  • Supervised day to day operations of the teller line by delegating and monitoring work assignments; provides necessary resources that allow tellers to develop the knowledge and skills necessary to be successful in their positions
  • Provided technical guidance to staff regarding customer service, operating and regulatory procedures
  • Cross-trained teller staff to assist with additional tasks
  • Ensured that exceptional customer service is being delivered at all times by coaching and motivating tellers to identify opportunities that enhance client relationships
  • Processed teller transactions that range from routine to advanced, including check cashing, large withdrawals, deposits, and loan payments, in accordance with Bank policies and procedures; interacts with customers in a courteous and tactful manner
  • Identified and resolved customer service issues and troubleshoots complex problems, engages branch management when necessary
  • Utilized strong knowledge of Bank products and services to effectively assist customers; identifies sales opportunities, promotes bank products/services by directing customers to the appropriate colleague within the branch, meeting assigned referral goals
  • Ensured compliance with operational controls, including legal, corporate, and regulatory procedures, in order to minimize risk and protect the financial well-being of client; safeguard assigned cash and negotiable instruments
  • Maintained responsibility for cash drawer and followed proper balancing procedures; assisted with daily proof
Bachelor of Science: Business Management, Expected in 05/2010 to Brooklyn College of The City University of New York - Brooklyn, NY

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Resume Overview

School Attended

  • Brooklyn College of The City University of New York

Job Titles Held:

  • Corporate Account Manager
  • Project Manager
  • Operations Supervisor
  • Supervisory Teller


  • Bachelor of Science

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