Vice President Senior Relationship Manager resume example with 9+ years of experience
- , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
- (555) 432-1000
- resumesample@example.com
Organized Senior Relationship Manager who effectively identifies and assist with Commercial Banking and Specialty Bank Groups. Thrives in fast-paced and ever-changing business environments. Knowledgeable and innovative finance, sales and marketing professional whose success is based on integrity, exceptional customer service, efficiency and ambition. Self-motivated professional highly proficient in developing creative solutions and implementing objective decision making. Maintains positive attitude and works hard to build team relationships.
Senior Relationship Manager with 30 plus years as a leader in the financial industry. Service-oriented with expertise in building a solid book of business.
Accomplished banker who consistently exceeds sales goals while offering the utmost care in client relations. Excited and motivated to help customers build successful financial futures. Accomplished Senior Relationship Manager who consistently exceeds sales goals.
Excited and motivated to help customers build successful financial futures.
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Axos Bank - San Diego, CA – City, STATE,
Currently working to develop Specialty Markets such as 1031 Companies, Escrow and Title, HOA and Property Management and Non Profits. We are a full service bank and I was able to work closely with the Treasury Management to fulfill the needs of the Commercial Banking clients. Focus driven on large deposits and providing Treasury Management services. Assisted with Executive Management to gather deposits as needed at quarter end and year end. Attended and traveled to many conferences to assist with Branding Axos Bank.
- Cultivated relationships with customers by participating in meetings onsite and at client locations.
- Achieved client loyalty through quality, productivity, service and proactive management.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Conducted comprehensive relationship reviews to understand and develop solutions for client needs, partnering with specialists to resolve specific issues.
- Conducted due diligence and fulfilled compliance requirements, communicating with other departments to complete requests.
- Developed marketing plan based on client data to acquire new relationships and expand existing ones.
Bank Of Southern California – City, STATE,
- Cultivated relationships with customers by participating in meetings onsite and at client locations.
- Interacted with customers and worked closely to resolve issues.
- Achieved client loyalty through quality, productivity, service and proactive management.
- Negotiated terms for management services and financing to close deals with hesitant clients and retain relationships.
- Delivered positive experiences to customers at every touch point through clear communication and implementing strategies to improve satisfaction.
- Conducted due diligence and fulfilled compliance requirements, communicating with other departments to complete requests.
- Monitored competitive and marketplace trends impacting client satisfaction to keep ahead of developments and implement response plan.
Seacoast Commerce Bank – City, STATE,
- Developed growth plans by identifying key clients, key targets and priority service lines.
- Handled client accounts through entire lifecycle, executing contracts, providing customer service and advising on methods for maximizing return from services provided.
- Cultivated and maintained industry relationships and customer partnerships to capitalize on opportunities and maximize business success.
- Identified institutions and market sectors with potential for expansion of operations, networking with key partners and individuals to build awareness of company within key demographics.
- Developed book for 1031 Companies
San Diego High School - San Diego, CA,
- Generated a book of business of $700MM in new deposits at Axos Bank
- Created new Vertical for Escrow and Title Banking at Axos Bank
- Received Presidents Club Award for over $60M new Deposit Relationships within a one year time frame at Seacoast Commerce Bank
- Implemented several strategies that successfully increased sales and improved client retention
- Achieved in creating Specialty Markets for New Deposits and Loans referrals
- Specialized in HOA, 1031 Exchange Companies, Title and Escrow Companies, Large Businesses with Revenues over $7MM, Attorney Trust Accounts.
- Promoted to Senior Vice President at Seacoast Commerce Bank
- Maintained and grew existing and new Business and Personal relationships year after year
- Women of the Year 2016 Lorena Gonzales
- Lifetime Achievement Award SCEDC
- Mabuhay "Hero" Award
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Resume Overview
School Attended
- San Diego High School
Job Titles Held:
- Vice President/Senior Relationship Manager
- Vice President/ Client Relationship Manager
- Senior Vice President/ Business Development Officer
Degrees
- High School Diploma
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