Relationship Manager resume example with 17+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000
Cell:
resumesample@example.com
Summary
Retail Banking Branch Manager with 18 year's experience in sales, leadership and portfolio development. Experienced in providing Annuity and Mutual Fund solutions to bank clients. Currently working in the Annuity and Insurance Services Area in Theseus.
Highlights
Master's Degree in Business Administration
Retail Sales, Banking Operations and Business Development experience in Mexico and US
Bilingual - Spanish
Excellent time management skills
Flexible and Adaptable
Leadership experience through goal setting and coaching
Accomplishments
Originated over $10m in personal volume through professional networking, loan reviews and marketing.
Created strategies to develop new and expand existing clients, resulting in a 25% increase in annual sales.
Achieved Ambassador of the Year Award at the S. Chester County Chamber of Commerce
Served as a Board Member at La Comunidad Hispana & Family Counseling Center of St. Paul organizations
Experience
Relationship Manager, 06/2011 to 11/2015 Church Mutual Insurance Company – , ,
Developed new and existing Retail and Business Relationships resulting in an increase of 20% of new households for the Branch.
Analyzed major life events, large deposits/withdrawals, and monitored accounts to expand client relationships.
Worked actively with internal areas of the bank to provide full services to our clients.
Developed networking strategies to keep the Branch engaged with the community throughout the year.
Branch Manager II, 08/2007 to 06/2011 Tech Air – , ,
Supervised two sales and operations teams successfully through 3 bank mergers.
Directed sales efforts, both internal and external and developed appropriate actions to achieve budgeted sales objectives and production goals.
Involved in business development through cold-call activities, and retention and expansion of existing book of business.
Represented the bank at various civic and community functions to further enhance its image.
Accomplishments: Exceeded Branch Goals for Sales and Operations over 115%
Management reviews "Exceeded" in Customer Service, Adaptability, Organizational Control, Dependability, Team Development and Initiative areas.
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