senior client relationship manager resume example with 6+ years of experience
JessicaClaire
, , 100 Montgomery St. 10th Floor(555) 432-1000, resumesample@example.com
Summary
Organized and detail-oriented with wealth of experience in the Financial Services Industry like Chase, Point Loma Credit Union and US BANK with over 5 years of Relationship management, Loan servicing and customer service experience. Innovative and detail-oriented Client Relationship Manager successful at improving operations, impacting business growth and enhancing profits. Consistent Top loan producer within the Division and consistent with Sales Numbers quarter after quarter.
Skills
Direct sales
Relationship building
Financial analysis
Loan Specialist
Financial Portfolio Management
Excel Skills
Account Reconciliations
Experience
09/2017 to CurrentSenior Client Relationship ManagerFidelity National Information Services | Orlando, FL,
Conduct Operational objectives and work plans to meet banking compliance.
Coordinate weekly cash orders for branch while staying in line with our cash tracker.
Establish strategies which help exceed branch sales goals.
Assist my Operations Specialist in pulling daily reports which includes ATM deposits, Large deposits, RDI's, Mobile Deposits, Overdraft, New Account, Branch Notifications, and reviewing INPOC.
Identifying and training team members in fraudulent transactions and accounts, resulting in significant improvement YTD in Loss Plan.
Managed wide variety of customer service and administrative tasks to resolve customer issues quickly and efficiently.
Assessed clients' Financial situations to develop strategic financial planning solutions.
Acting Supervisor for my Store.
01/2017 to 08/2017Financial Services OfficerLegacy Credit Union | Sioux Falls, SD,
Answer customers' questions, and explain available services such as deposit accounts, bonds, and securities.
Compile information about new accounts, enter new account information into the computer, and file related forms and other documents.
Inform customers about the procedures for executing services such as ATM cards, Online banking as well as remote deposit capture of checks.
Perform Teller Duties as required.
Refer Customer to appropriate personnel as required to meet their financial needs.
Investigate and correct errors upon customers request, according to customer and bank records.
Process and execute loan applications.
Obtain credit reports from agencies for loan applications.
Process new accounts, Membership applications, and loans.
Help members with account maintenance and process new accounts in accordance with NCUA.
Recognize cross-sell opportunities, and help members open IRA's, HSAs etc.
03/2016 to 01/2017Teller/Sales RepNeopost | City, STATE,
Cash checks and pay out money after verifying that signatures are correct, that the written and numerical amounts agree, and the accounts have sufficient funds.
Receive cash and checks for deposits, verify amounts, and check for accuracy of deposit slips.
Enter customers transactions into computers to record and issue computer-generated receipts.
Balance currency, coin, and checks in cash drawers at end of shift and calculate daily transaction using computers, calculators, or adding machines.
Examine checks for endorsements and to verify other information such as dates, bank names, identification of persons receiving payments and legality of the documents.
Order supply of cash to meet daily needs.
Sort and file deposit slips and checks.
Carry out special services for customers, such as the ordering of checks and ATM cards.
Process transactions such as term deposits, retirement savings plan contributions, automated teller transactions, night deposits and mail deposits.
Resolve problems and discrepancies regarding customers' accounts.
Inform customers about currency transaction regulations, and compute transaction fees for currency exchanges.
08/2015 to 02/2016Customer Service ManagerWalmart | City, State,
Assist Customers by providing information and resolving their complaints.
Greet Customers who enter the establishment.
Process merchandise returns and exchanges.
Stock shelves, mark prices on shelves and items.
Count money in cash drawers in the beginning of shifts to ensure amounts are correct and there is accurate change.
Monitor check-out stands to ensure they have adequate cash available and they are staffed properly.
Assist in other areas of the store, such as monitoring fitting rooms or bagging or carrying out customers items.
Supervise others and provide job training.
Education and Training
Expected in 05/2021 to to MBA | FinanceSan Diego State University, San Diego, CAGPA:
Expected in 2019 to to BBA | Business AdministrationSan Diego State University, San Diego, CAGPA:
Expected in 2017 to to Associate Degree | Business AdministrationSan Diego Miramar College, San Diego, GPA:
GPA: 3.4
Accomplishments
Balanced Daily Cash drawers, ATM's and Vaults totaling on an average of $500,000.
Met Sales and Service Goals for consecutive months.
Certifications
National Mortgage Licensing System (NMLS)- 1672930
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