Relationship Manager resume example with 10+ years of experience
JessicaClaire
, , 609 Johnson Ave., 49204, Tulsa, OK100 Montgomery St. 10th Floor
Home: (555) 432-1000
Cell:
resumesample@example.com
Summary
Professional with demonstrated command of the Finance Industry. Customer Relationship Management expert with a developed aptitude for Data Analysis. Multilingual in English, Portuguese, and Spanish, offering solid comprehension of cultural diversity.
Motivated, data-led, results-oriented analytical with more than ten years of work experience, always looking at the story behind the numbers. Committed, proactive, and passionate about finding solutions using Technology.
Skills
Microsoft Office
Communication Skills
Creative Problem Solving
Curiosity
Highly Organized
SQL and Databases
Administrative Support
Team Collaboration and Leadership
Account Management
Forecasting
Sales Experience and CRM
Customer Success
Strong Work Ethic
Data Visualization and Presentations
Attention to Detail
Data Analysis
Proficient in MS Excel
Stock Market Expertise
Increasing Savings
Making Insurance Decisions
Developing Financial Plans
Advising on Investments
Planning for Retirement
Experience
Relationship Manager, 08/2019 to 08/2021 Boston Private Financial Holdings – Beverly Hills, CA,
Generated new leads through various prospecting methods, presenting opportunities to sell services and build a larger client base;
Achieved client loyalty through quality, productivity, service, and proactive management.
Exceeded the semester targets increasing sales each month. Delivered above 100% on sales targets for two consecutive years;
Worked with management on a team of 8 people, motivating the team to achieve daily goals, effectively delegating tasks, and listening to the team at the same time;
Awarded in recognition of above-average expected performance and for providing a consistent and valuable contribution to the growth of the company with a positive, proactive attitude and commitment.
Conducted due diligence and fulfilled compliance requirements;
Recommended new financial and accounting software packages;
Collaborated with various departments to improve communication and deliver individualized customer solutions;
Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans;
Explained advantages and disadvantages of available financial products to customers to maximize satisfaction;
Provided ethical, objective and holistic financial planning advice to clients.
Analyst, 04/2014 to 08/2019 Big Spaceship – Brooklyn Heights, NY,
Utilized formulas to extract data from queries into Excel spreadsheets;
Translated business requirements and technical information into non-technical terms for communication and collaboration with leadership groups;
Participated in regular meetings with management to assess and address issues and identify and implement improvements.
Delivered analytic support to identify high-priority opportunities and prospective clients to build pipelines;
Received a scholarship from the Bank of Brazil - BB Asset Management to study English in the USA. It was an award for excellent professional performance;
Elaborated and submitted financial reports to the board and regional oversight after analysis using tools such as Microsoft Excel/Google Sheets, SQL, Tableau;
Awarded in recognition of above-average expected performance and for providing a consistent and valuable contribution to the growth of the company with a positive, proactive attitude and commitment;
Worked closely with Operational teams to ensure client needs and expectations are understood and managed.
Corporate Account Manager, 12/2010 to 04/2014 Citrix Systems Inc. – San Francisco, CA,
Grew business by USD 41.6 million by cultivating 123 key market accounts.
Worked as a team to achieve monthly goals and the semi-annual closing above expectations by Banco do Brasil S.A (Bank Of Brazil);
Met performance metrics, revenue growth, customer retention, and new customer acquisition (customer success KPIs for measuring retention and growth);
Listened to customer needs to identify and recommend the best products and services;
Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements;
Helped clients achieve business goals by consulting on needs and developing customized solutions.
Education and Training
Master of Data Science And Analytics: , Expected in 07/2023 DATASCY - , GPA:
Bachelor of Science: Science in Legal Studies - Law, Expected in 07/2011 Universidade Estacio De Sa - Rio De Janeiro - Brazil, GPA:
Thesis: The effectiveness of tax in the face of the global economic crisis of 2008.
Data Science Professional Certificate: , Expected in 11/2022 IBM - , GPA:
Salesforce Sales Operations Professional Certificate (in progress), Salesforce: , Expected in 09/2022 - , GPA:
Artificial Intelligence Fundamentals 2.0: , Expected in 08/2022 Academy And University of Helsinki - , GPA:
What Is Data Science?: , Expected in 07/2022 IBM - , GPA:
Python For Data Science, AI & Development - IBM: , Expected in 07/2022 IBM - , GPA:
Tools for Data Science, IBM: , Expected in 05/2022 IBM - , GPA:
: CPA-10 ANBIMA Series 10 Professional Certification, Expected in 04/2013 ANBIMA Brazilian Financial And Capital Markets Ass - , GPA:
Financial Markets: , Expected in 06/2019 Yale University - , GPA:
LGPD - Introduction To The Brazilian Personal Data Protection Law: , Expected in 05/2022 ENAP - Escola Nacional De Administração Publica - , GPA:
: Anti-Money Laundering And Bank Secrecy Act , Expected in 03/2021 Banco Do Brasil Securities LLC - , GPA:
Credit Management Certification: , Expected in 01/2021 Universidade Banco Do Brasil - , GPA:
Certification in Risk And Fraud Prevention: , Expected in 11/2019 Universidade Banco Do Brasil - , GPA:
English for Academics Program (EAP), SFBC - FL: , Expected in 06/2019 SFBC - FL - , GPA:
: BULATS - ESOL, Expected in 01/2016 University of Cambridge - , GPA:
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Resume Overview
School Attended
DATASCY
Universidade Estacio De Sa
IBM
Academy And University of Helsinki
IBM
IBM
IBM
ANBIMA Brazilian Financial And Capital Markets Ass
Yale University
ENAP - Escola Nacional De Administração Publica
Banco Do Brasil Securities LLC
Universidade Banco Do Brasil
Universidade Banco Do Brasil
SFBC - FL
University of Cambridge
Job Titles Held:
Relationship Manager
Analyst
Corporate Account Manager
Degrees
Master of Data Science And Analytics
Bachelor of Science
Data Science Professional Certificate
Salesforce Sales Operations Professional Certificate (in progress), Salesforce
Artificial Intelligence Fundamentals 2.0
What Is Data Science?
Python For Data Science, AI & Development - IBM
Tools for Data Science, IBM
Financial Markets
LGPD - Introduction To The Brazilian Personal Data Protection Law