LiveCareer-Resume

relationship manager business owner specialist resume example with 13+ years of experience

Jessica
Claire
resumesample@example.com
(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
:
Professional Summary

Resourceful Sales and Account Executive with progressive career in Finance and Retail industries. Proven track record of increasing sales and revenue through excellent relationship-building skills, consistent follow-through with customers and exceptional negotiation abilities. Excellent consultative selling talents.

Skills
  • Relationship building and management
  • Customer portfolio management
  • Salesforce.com
  • Salesforce CRM and Retail Sales.
  • Strategic selling
  • Financial Advising
  • Account management
  • Goals and Performance
  • Forecast Preparation
  • New business generation
  • Business Development
  • Financial services
  • Sales expertise
  • Vendor management
  • Lead Generation
  • Customer Presentations
  • Research and Analysis
Education
Holmes Institute Sydney, Australia , Expected in 2009 Bachelor of Professional Accounting : Accounting And Finance - GPA :
Maharaja Sayajirao University Vadodara, India, Expected in 2005 Bachelor of Commerce : Accounting And Finance - GPA :
Certifications
  • SIE (Securities Industrial Essentials under Financial Industry Regulatory Authority)
  • Notary Public
  • Bank of America -Signature Series Certified
  • Certified Small Business Owners Specialist
Work History
Frost - Relationship manager Business Owner Specialist
Austin, TX, 12/2017 - Current
  • Used effective sales strategies to convince clients to accept proposals, resulting in increase of more than $1m in new business per year.
  • Developed strong relationships with business partners with specialization on client acquisition and relationship management.
  • Meet the unique priorities of my small business clients, including managing cash flow, improving their business, managing employees, banking with convenience, or achieving their personal financial goals.
  • Created strategies to develop and expand existing customer sales, which resulted in 28% increase in annual sales.
  • Awarded as a Top Performer of NW Division for Q2, Q3, Q4 2019 and Q1 2020 with 200%+ revenue sales goal.
Us Oncology, Inc. - Personal Banker II
Milford, MA, 10/2016 - 11/2017
  • Analyzed information and prepared plans best suited to individual clients' requirements.
  • Continually boosted branch production and revenue by 15% by consistently meeting all monthly and quarterly sales goals.
  • Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
  • Increased customer satisfaction by improving their financial well being.
  • Consistently ranked in top 3 for sales in district of over 25 bankers.
Price Chopper - Branch Sales & Service Associate
Oswego, NY, 09/2015 - 10/2016
  • Identify the financial needs of our customers and recommend PNC products and services to meet those needs.
  • Cross-sell products and services to new and existing customers, it includes saving investment and retirement solutions.
  • Effectively used Salesforce Sales and CRM to access customer details and databases.
  • Increased daily sales by 10% by upselling depository and lending banking products and financial services to customers.
Meijer Inc - Head Cashier/ Service Coordinator/System Monitor
City, STATE, 07/2014 - 01/2016
  • Reconcile cash with receipts at the end of each shift and make sure that any discrepancies are managed immediately.
  • Maintained stock within optimal levels to meet expected customer and sales levels.
  • Mentored new team members on POS system operation, customer service strategies and sales goals.
  • Trained, mentored and developed new cashiers with positive and encouraging techniques to maximize performance and team contributions.
Hilton Hotel - Front Office Supervisor
City, , UK 07/2012 - 01/2014
  • Oversee and supervise all duties performed by all Front Office employees.
  • Assist with any scheduled shift problems on the night audit shifts.
  • Accountable for the proper training and daily monitoring of all service levels provided by employees to guest and other fellow employees.
The Hotel Sebel Pier One - Account Receivables/Payables Accountant
City, , Australia 08/2010 - 05/2012
  • Work closely with Auditors during bank and yearly audit.
  • Rectified escalated accounts payable issues from employees and vendors.
  • Reached out to vendors and customers to verify information and follow up on client issues.
  • Used Opera Software to accurately manage over 10 accounts worth $450000.
  • Developed client rapport by efficiently addressing incoming correspondence and resolving 25+ A/P inquires per day.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
SUPA IGA Supermarket - Duty Manager/Store manager
City, , Australia 07/2008 - 07/2010
  • Responsible for overseeing all aspects of $35mm/year retail store’s operations, including merchandising and promotional activities, customer service, inventory management, cash handling, reconciliation and deposits and store safety and security.
  • Supervised and managed over 50 employees in sales oriented retail environment, with responsibility for scheduling and training personnel.
  • Trained, recruited and hired store employees; administered payroll and addressed HR inquiries.
  • Reviewed and analyzed monthly P&L reports, created and managed budgets, and reviewed.
IGA Supermarket - Grocery Manager
City, , Australia 07/2006 - 06/2008
  • Performed key tasks to promote inviting grocery store appearance, including properly and effectively stocking shelves and endcaps.
  • ● Boosted grocery sales with top-notch merchandising abilities and expertise in implementing effective promotions.
  • ● Managed team of 14 staff in 8 department generating more than $150K in Monthly revenue.
  • ● Discovered areas of improvement by generating operational and sales reports.

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Resume Overview

School Attended

  • Holmes Institute
  • Maharaja Sayajirao University

Job Titles Held:

  • Relationship manager Business Owner Specialist
  • Personal Banker II
  • Branch Sales & Service Associate
  • Head Cashier/ Service Coordinator/System Monitor
  • Front Office Supervisor
  • Account Receivables/Payables Accountant
  • Duty Manager/Store manager
  • Grocery Manager

Degrees

  • Bachelor of Professional Accounting
  • Bachelor of Commerce

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