LiveCareer-Resume

Relationship Manager resume example with 10+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 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 HoldingsBeverly 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 SpaceshipBrooklyn 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
  • Credit Management Certification
  • Certification in Risk And Fraud Prevention
  • English for Academics Program (EAP), SFBC - FL

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