LiveCareer-Resume

relationship manager resume example with 11+ years of experience

Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
Summary

Personable and experienced Investment Advisor/ Operations leader, with over a decade experience in Banking, Investments, and Customer Service. Successful at building strong professional relationships while also a skilled mentor and mediator who excels at bringing out the best in team members. Decisive planner with understanding of marketing and sales strategies driving business growth.

Skills
  • Microsoft Word, Microsoft Excel, Microsoft Superb time management skills PowerPoint, Microsoft Access, and Microsoft Multi-unit operations management Outlook)
  • Series 7, Series 66, and SIE exam holder
  • Mutual funds and value investing experience/ advising on investments
  • Developing financial plans
  • Team building
  • 10+ years managing teams in a call center or other operational capacities in a mission-critical environment
  • MS Office
  • Documentation skills
  • Expertise in Hogan, UW, NICE, Morningstar, NICE, NFS(National Financial Services)
  • De-escalation Techniques
  • Account Management
  • Relationship Building
Education and Training
East Mecklenburg High School Charlotte, NC Expected in 2005 High School Diploma : - GPA :
, Expected in Microsoft Office Specialist (MOS) : - GPA :
Certifications
  • Licensed Series 7
  • Licensed Series 66
  • Licensed SIE Exam Holder
Experience
Bank Of Marin - Relationship Manager
Oakland, CA, 10/2021 - Current
  • Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
  • Achieved client loyalty through quality, productivity, service and proactive management.
  • Addressed inquiries from clients and relationship management department team members.
  • Acted with minimal direction in self-directed capacities to resolve issues and implement strategies.
  • Answered clients' questions regarding details of financial plans and strategies and explained data in easy-to-understand terms.
  • Consulted with clients to assess and meet short- and long-term financial goal.
  • Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
  • Conducted due diligence and valuation activities to support informed business decisions.
  • Executed successful compliance monitoring and risk assessment programs.
  • Built and strengthened relationships with regulatory representatives, vendors and company customers.
Bank Of Blue Valley - Assistant Vice President/Financial Advisor
Kansas, IL, 08/2019 - 10/2021
  • Articulated value of various financial products, including stocks, bonds, mutual funds, and insurance policies; educated clients on benefits of individual products.
  • Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals, and risk tolerance to formulate and actualize strategic financial plan.
  • Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
  • Enhanced the training aspect for upselling and consultations for all in branch bank employees via side by side coaching and individual learning needs.
  • Conducted due diligence and valuation activities to support informed business decisions.
  • Maintained secure meeting spaces to discuss privileged information with legal and advisory partners and spearhead due diligence activities.
  • Assisted with the management of branch employees on sales goals.
  • Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments.
  • Articulated value of various financial products, including stocks, bonds and mutual fund and educated clients on benefits of each.
  • Maintained knowledge of regulations, communicated with industry professionals, devised financial models, conducted sensitivity analyses and gathered financial reports to deliver superior service.
  • Researched underlying issues, regulatory compliance status and processes to resolve complex business issues and recommend strategic corrective actions.
MML INVESTORS SERVICES, LLC - Wealth Management Consultant
City, STATE, 02/2018 - 07/2019
  • Consults with appropriate resources to identify action required in accordance with corporate compliance and regulatory requirements.
  • Ability to provide professional, accurate, prompt service to registered representatives.
  • Conducts research and contacts appropriate resources to obtain valid information.
  • Establishes rapport in servicing agencies requiring increasing sensitivity to meet their complex needs.
  • Able to provide exceptional service and decision-making required for administration of special, complex, and/or unique situations.
  • Subject matter expert in multiple lines of business and is willing to expand knowledge of other areas of business.
  • Managed customer expectations by clarifying needs, identifying options and recommending products and services.
  • Profiled and analyzed investment products to devise financial strategies, meeting client financial needs and forecasting opportunities with highest return on investments.
  • Strengthened operational efficiencies and traceability, developing organization systems for municipal bond transactions and sales.
Charter Communications - Personal Solutions Advisor
City, STATE, 02/2017 - 11/2017
  • Responsible for having product knowledge on all services and products such as Cable, Fiber, Internet, Phone and Security.
  • Provided thorough support and problem resolution for customers.
  • Collaborated with technicians and customers to bring understanding about policies and services regarding complaints or issues sent through all lines of business.
  • Enhanced the training aspect for all new team hires via side by side coaching and individual learning needs.
  • Researching and Reviewing compliance guidelines for Government Regulatory Agencies.
  • Assisting in the maintenance of the operations telecommunication networks and home.
Wells Fargo Bank - Customer Service Representative Manager 5
City, STATE, 10/2013 - 03/2017
  • Provided bankers and customers with understanding on policies and services at Wells Fargo regarding any executive complaints or issues Maintenance of the operations sent through all lines of business.
  • Provided detailed monthly departmental reports and updates to senior management.
  • Developed, implemented and monitored programs to maximize customer satisfaction and manage on-site customer service representatives.
  • Interviewed, hired and trained new quality customer service representatives.
  • Enhanced the training aspect for all new team members via side by side coaching and individual learning needs.
  • Exceeded retention rates of bank customers after executive escalation completing requests for Government agencies and non-governmental agencies in customer issues and compliance issues.
  • Acts as a liaison between all departments to coordinate and resolve escalations Maintained QA (Quality) standard of over 98.97% for over 3 years.
  • Assisted with loan documentation and loan process handling for loan/ credit lines of business, also assisted with asset based/real estate lending issues/complaints with previous policies and customers.
  • Proficient with banking systems such as Hogan, CIV, CSA, DIPR, NICE, Dunn and Bradstreet, FDR, TSYS, BCS, CPS, ICOMS and CSA.
  • Researching and Reviewing compliance guidelines for Government Regulatory Agency Partners.
Wells Fargo Bank - Phone Banker 3/Supervisor
City, STATE, 01/2013 - 10/2013
  • Coaching and mentoring bankers in understanding bank policies and services while excelling in metrics required daily (AHT(286 secs), Profit per call(35.00 per call), and referrals per call(6 per call)).
  • Recommended changes to existing methods to increase the accuracy, efficiency and responsiveness of the customer service department.
  • Responsible for handling questions and concerns on all escalated matters concerning banking products, services and online access while being able to successfully articulate and convey information to customers and/or other team members.
  • Owned team productivity metrics for traditional bank products and services such as checking, savings, credit cards, loan documentation and loan process.
  • Achieved broad knowledge of the organization, processes I compliance, products and services.
  • Improved service quality with the development and implementation of product-awareness program.
Wells Fargo Bank - Universal Banker
City, STATE, 08/2010 - 01/2013
  • Responsible for handling questions and concerns on all escalated matters concerning banking products, services and online access while being able to successfully articulate and convey information to customers and/or other team members.
  • Owned team productivity metrics for traditional bank products and services such as checking, savings, credit cards, loan documentation and loan process.
  • Achieved broad knowledge of the organization, processes I compliance, products and services.
  • Improved service quality with the development and implementation of product-awareness program.
  • Assisting customers with understanding the policies and navigation of online services.
  • Trained and excelled in business online servicing for all Wells Fargo Business customers by assisting with all questions and concerns Trained in banking regulations for online and offline customers.
  • Developed track record of assisting in the development and career advancement of new team members.
  • Secured numerous company achievement awards for delivery of exceptional customer service.
Additional Information
  • Series 7 License Holder Series 66 License Holder SIE Exam License Holder
  • Series 7 General Securities License SIE- Securities Entrance Exam Series 66 Investment Advisor License

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Resume Overview

School Attended

  • East Mecklenburg High School

Job Titles Held:

  • Relationship Manager
  • Assistant Vice President/Financial Advisor
  • Wealth Management Consultant
  • Personal Solutions Advisor
  • Customer Service Representative Manager 5
  • Phone Banker 3/Supervisor
  • Universal Banker

Degrees

  • High School Diploma
  • Microsoft Office Specialist (MOS)

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