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Skillful Relationship Manager resume

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Professional Summary

Results-oriented and motivated Business Relationship Manager with over 10 years of experience in sales and account management and general bank operations within small businesses and banking centers. Accomplished in analyzing client's financial condition to recommend financial solutions to best meet business needs, implementing advanced financial and technical skills in complex customer environments, and effectively building loyal and long-term relationships with customers.

  • Proven success in the development and implementation of sales strategies to meet business needs
  • Extensive knowledge of small business financial products and services
  • Skilled in prioritizing changing work demands and generating leads
  • Ability to build relationships with clients and internal partners and influence others without direct control
  • Proficient in Microsoft Office Suites, Quickbooks and Banking Software including Store Vision Teller, and Store Vision Banker 
  • Bilingual fluency in both English and Spanish
Work History
Bank of America Relationship Manager | Houston, TX | 2015 - 2017
  • Use knowledge of business, finance, banking, credit and risk management to identify, recommend and promote products and solutions that best serve the client while still working within risk parameters that protect the bank
  • Build collaborative internal and external relationships to provide the best in client advice and service, develop the business to ensure a seamless experience for clients requiring multiple products and services
  • Assessed clients' financial situations to develop strategic financial planning solutions
  • Analyze financial profiles of business customers, business tax and financial statements to ensure proper cash flow and assets
Wells Fargo Mortgage Consultant | Houston, TX | January 2009 - January 2013
  • Originated, reviewed, processed, closed and administered customer loan proposals and sold residential mortgages
  • Compiled database of loan applicants' credit histories, corporate financial statements and other financial information
  • Successfully exceeded goal of processing loans totaling over $1 million on a monthly basis 
  • Ensured customer retention and exercised excellent customer service in all interactions to establish lasting relationships and develop impressive database with clients
  • Presented different loan futures to clients to ensure the best product match
Wells Fargo Small Business Specialist | Houston, TX
  • Generated own business leads by applying selling and profiling techniques to open, establish and close sales
  • Processed and closed approximately $500K in consumer and business loans on a monthly basis 
  • Cross-sell loans and trade finance services and insurance products to clients thus increasing the deposit base of the branch by 20%
  • Awarded on a quarterly basis for consistently achieving loan goals and outperforming other business specialists within the region 
  • Established and developed good working relationships with small Business customers
Wells Fargo Personal Banker | Houston, TX | January 2008 - January 2009
  • Provided personal financial counseling, assisted with lending services, and built relationships with existing customers to sustain high satisfaction ratings and retention
  • Assisted customers during loan and account application process, and closed consumer and mortgage loans in accordance with internal and federal policies and procedures
  • Grew and deepened relationships with small business customers as well as actively acquire new small business customers 
  • Coached team members to develop sales opportunities and refer customers to designated business partners to meet branch and individual customer service and sales goal
Wells Fargo Lead Teller | Houston, TX
  • Executed customer transactions, including deposits, withdrawals, money orders and checks
  • Managed teller line in supervisor's absence and accelerated team's sale with coaching and motivation to ensure line met goal
  • Rapidly and efficiently prepared customer and ATM cash and change orders
  • Maintained friendly and professional customer interactions
Northwood Lighting Sales Representative/ Bookkeeper | Houston, TX | January 2006 - January 2007
  • Recommended new crystal chandeliers to customers, resulting in a 25% in add-on business
  • Followed up with current and prospective customers to ensure their satisfaction with the products
  • Entered financial data into the company accounting database to be verified and reconciled
  • Managed and responded to all correspondence and inquiries from customers and vendors
  • Supervised invoice processing, purchase orders, expense reports, credit memos and payment transactions
Some College Coursework Completed Some College Coursework Completed Lone Star College Houston, TX

High School Diploma Klein Forest Houston, TX

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Job-winning Relationship Manager resume

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Professional Summary

Experienced IT Professional with broad-based experience and hands-on skill in the successful implementation of highly effective System Operations and cost-effective Management. Experience with Telecom, Banking, and Marketing Data Solutions.

  • Perl
  • Data Analytics (PII and Anonymous)
  • XML design
  • Hadoop
  • Encryption/Decryption (PGP/GPG, SDMS, GIS)
  • Confluence
  • Salesforce
  • Waterfall / Agile methodologies
  • Axure UI design
  • Jira
  • SAS (minimal exposure)
  • Microsoft excel / Word / PPT
  • UDL
  • Toad
  • Team leadership
  • User interface understanding
Work History
Delivery Analyst, 11/2016 to Current
Acxiom Corporation Conway, AR

Worked closely with client to collect requirements, perform scoping & estimation for new client implementations and handled change requests.  Accountable for ownership of on-time input and output delivery of data sources with clients, vendors, and internal stakeholders. Verified input/output counts, monitored data processing jobs and audits/verified the results based on historical trends. Setup and built processing flows, including ad hoc, new build and more complex flows. Accurately validated source and output data, data formatting specifications, and output requirements according to specifications and service level agreements. Utilized heavy SQL in Hadoop tool to perform data segmentation and transformations. Configured new Client Tenants in AD. Collaborated on the development of automation. Managed incident and problem management processes and served as the first line of support for client queries, resolving issues according to customer specifications.  Migrated data from existing Hadoop environment to SAS and UDL environments.  Responsible for managing PII, PEL, and anonymous data.

SR IT Management Consultant- BSA/AML Fraud Systems, 01/2016 to 11/2016
FIS Little Rock, AR

Client Management role accountable for gathering information from Banking Clients regarding their challenges with BSA, EDD, and AML fraud. Developed new methods and changes to existing practices and presented recommendations to management. Performed a wide variety of Data Mapping, system configurations, and implementations for various Financial Institutions. Led Client implementations of enterprise level software programs for financial regulatory compliance. Led multiple project deployments of varying size and scope, often with competing timelines. Worked collaboratively within a large organization. Completed projects on time and within budget.

SR Business Analyst - ATM Systems, 01/2015 to 01/2016
USbank Home based - North Little Rock, AR

Participated in the modification of existing ATM/Debit applications and development of new applications. Liaison and technical resource between management, staff and information systems to define and communicate standards of operational policy, plans, customer service and financial/performance reporting. Responsible for writing combined business requirements, UI development, documentation, and test plans utilizing Waterfall and Agile methodologies. Assigned tasks to associates, staffed projects, tracked progress and updated managers, partners and clients as necessary. Implemented client training (business and technical) and supervised software integration on client's website. Documented POS, Debit, EMV, and ATM workflow diagrams and presented these to large client groups.

Business Analyst - HSA Health Benefit Systems, 07/2014 to 12/2014
DataPath, Inc. Little Rock, AR

Gathered information from Business owners regarding functional and business specifications.Translate functional specs to programmers in a clear and concise manner. Coordinated testing efforts with end users and QA Team.  Acted as a key communicator with Bank, Debit Card and Network providers. Product and Development Manager for HSA products in regards to Benefits, Claims and Billing.  Managed annual external audit.  Developed analysis models to ensure employee benefit plans rollout date deliverables were met. Managed and executed all duties as the Bank Secrecy Act/OFAC Officer.

Platform Manager - Corporate Systems, 09/2013 to 07/2014
Acxiom Corporation Conway, AR

Responsible for managing various Corporate Systems, system issues, and writing technical documentation. Worked with system design group for improvement and enhancements to existing systems, and other special projects as assigned. Supported and managed Essbase, Workday, Peoplesoft, Clarity, SAP, and 10 SQL databases. Accountable for on-going system optimization and User management. In charge of Change Management processes.

Systems Engineer - Digital Solutions Group, 01/2012 to 09/2013
Acxiom Corporation Little Rock, AR

Dedicated to supporting and improving the digital marketing data processing and analytical reporting operations to increase overall client satisfaction. Responsible for assuring that all job processes and production client data marts were updated, available, and met SLA compliance. Responsible for the coordination of cross-functional collaborative efforts with other technical teams when investigating live "client-impacting" production issues. Identified flaws in our application, while driving for improvement through detailed workflow analysis.  Documented case studies' and investigation details in online repository. Utilized SQL and UNIX skills to investigate complex systems issues and defects.

ERP Systems Analyst, 04/2011 to 01/2012
State of Arkansas Little Rock, AR

Responsible for providing ERP / SAP System Support and configuration on the AASIS Payroll HCM Module. Created Payroll Processing test scripts as needed. Maintained documentation relating to technical and end User needs. Responsible for creating Functional Specifications for Development Teams. Responsible for creating various reports through SAP and SQL. Responsible for developing User documentation and software training materials. Modified Schemas, performed testing and documented results.

Sr. Systems Operations Analyst - Banking Operations, 08/2009 to 04/2011
FIS Little Rock, AR

Responsible for configurations and management of Job Scheduling Systems and Client Servers. Analyzed the operations of systems which included developing, testing data migration routines and documenting the details. Responsible for on call 24/7 system support to data center employees. Utilized AIX / UNIX and SQL skills to troubleshoot System issues. Provided operational support for high-volume financial institutions.

Database Administrator - Leasing Systems, 10/2008 to 08/2009
Bank of the Ozarks - Little Rock - Heights Little Rock, AR

Responsible for the Management of the Leasing Database Systems including administration, design, performance, and reliability. Managed software updates and tested functionality prior to placing them into Production. Performed various functional system configurations within Database. Utilized heavy XML, VB tools to create 51 web based Loan Documents within database. Produced ad hoc reports and documents for senior team members.  Validated schematic designs working alongside software engineers.

Business Analyst - Internal Corporate Systems, 02/2007 to 10/2008
Alltel Corporation Little Rock, AR

Responsible for monitoring daily Inventory Accounting, Warehouse Distribution, Supply chain, Accounts Payable, and Wireless Revenue System Operations. Performed research and analysis to support Business Operations and presented findings to Manager and Project leaders.  Conducted classroom system training for all Corporate System Applications.   Performed Data Modeling, Data extracts, and System Loads.  Utilized SQL to investigate AS/400 system issues. Reviewed files, records and other documents to obtain information and respond to requests.  Created Business requirements and User Interface mockups.

Financial Analyst II - Wireline Accounting, 08/2006 to 02/2007
Windstream Little Rock, AR

Served as a Lead on a team to improve the functionality of our Reciprocal Accounting Database. Responsible for month-end closing process (including journal entries, reversals, accruals, and financial statement review. Performed collection efforts on delinquent invoices and maintained aging reports. Completed and mailed bills, contracts, policies, invoices and checks. Credited for playing key role in reporting over $2 million per year in revenues. Developed automation for electronic telecom billing  and A/R loads. Performed a wide variety of data analytics.

TPA Account Relationship Manager, 04/2005 to 08/2006
Transamerica Employee Benefits Little Rock, AR

Responsible for Managing Relationships with TPA, Group Administrators, New Business, Claims, Customer Service departments, and Insurance Agents regarding Premium Billing, delinquency, and reconciliation issues. Responsible for weekly reconciliations, month end accruals, reversals, and other G.L. reconciliations. Managed and supervised 4 Premium Accounting Analysts. Team leader for group responsible for premium administration.  Served as a project leader for health & welfare administration system conversions, and vendor/relationship manager.  Worked with 834, 835, and 837 transactions.

SR Software Support Rep - Claims Processing And Billing, 08/2004 to 04/2005
Lavender and Wyatt Systems Little Rock, AR

Responsible for troubleshooting AS/400 system issues; escalating as necessary, questioning appropriate individuals on status of items, working with and managing other information system staff to resolve items. Utilized SQL skills to troubleshoot system issues. Responsible for providing Training and Support to External clients regarding electronic claims processing.  Responsible for supporting the ansi 835 and 837 electronic file configurations and system scheduling.  Verified data integrity and accuracy.  Assisted Clients with data analytic tools.

Premium Accounting Supervisor, 08/2002 to 08/2004
Arkansas Blue Cross Blue Shld Little Rock, AR

Managed 22 employees responsible for employee enrollment in health benefit plans, HMO plan enrollment reconciliation and premium payment, data entry to the health administrative system, Benefit Focus, Health Insurance Claim processing, COBRA and HIPPA compliance, and retiree administration. Implemented delinquency Procedures for past due Premium. Assisted the Premium Manager in the creation of Benefit Plans for Employer Groups.  Responsible for reviewing reconciliations and evaluating all assigned balance sheet accounts. Confirmed that Premium Accounting records were maintained in accordance with Generally Accepted Accounting Principles (GAAP), company policies and RFP Enrollment Agreements. Worked with 834, 835, and 837 transactions. Responsible for managing enrollment additions, changes, reinstatements and billing.

Ensured the accurate and timely distribution of Employer Group group and Individual ID cards, Certificates of Coverage, Individual Policies, Certificate of Creditable Coverage, and other fulfillment information.

Interfaced regularly with the various internal departments such as Customer Service, Regional Internal Service Representatives, Statewide Business team, Claims, Information Systems, and Marketing Representatives regarding questions about eligibility, coverage and/or billing. Communicated with external contacts including Agent/Brokers, Policyholders, Group Administrators, and Pharmacy Vendors.  Provided numerous data analytic reports to Executives.

Bachelor of Arts: Music Education, 1989
University of Central Arkansas - Conway, AR
  • Member of Kappa Kappa Psi Band Fraternity 1.
  • Member of the Sky Ryders Drum and Bugle Corp, Hutchinson, KS. 1.
  • Completed most course work towards a degree in Music Education.
  • Served in various Management positions within the Banking Industry from 1988 through 2004.

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Experienced Relationship Manager resume

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Results-oriented, strategic professional with 10 years in sales, banking, marketing and education fields with management experience and exceptional people skills.  Desires a challenging role as a Sales Manager/Trainer.
  • Results-oriented
  • Operations management
  • Client-focused
  • Computer proficient
  • Microsoft Office
  • File/records maintenance
  • Reports generation and analysis
  • Financial records and processing
  • Contract negotiation/review/drafting
  • Contract auditing
  • Domestic and International Experience
  • Lead Development
  • Multi-Task Management
  • Product Development
  • Training and development
  • Change Management
  • Quick learner
  • Account Management
  • Business Development
  • Client Relations
  • Cold Calling
  • Creative Problem Solving
  • CRM Systems
  • Customer Needs Assessment
  • Customer Satisfaction
  • Customer Service
  • Project Management
  • Reporting
  • Sales
  • Territory Sales Experience
02/2017 to Current
Bi-lingual Advertising Account Manager Suburban Parent Magazine Irving, Texas
Cold-called prospective customers to build relationship. Completed on average 50 daily calls generating additional sales for our Spanish publication. Monitored market conditions, product innovations and competitor activity, and adjusted account sales approach to address latest market developments. Generated high volume of referrals. Updated database with customer and sales information. Established new customer accounts. Achieved 100% monthly sales goals.
09/2011 to 10/2015
Vice Principal/Department Chair/AP Spanish Teacher Irving ISD Irving, Texas
  • Developed interesting course plans to meet academic, intellectual and social needs of students.
  • Routinely met with students' parents regarding in-class issues and learning interruptions to discuss solutions.
  • Applied progressive teaching principles to a class of 29 students.
  • Performed student background reviews to develop tailored lessons based on student needs. Taught Spanish Literature to grades 09-12. Used variety of teaching techniques to encourage student critical thinking.
  • Established and enforced rules for behavior and procedures for maintaining order among students. 
  • Coordinated after school tutoring hours with other teachers to help students in need of extra attention.
  • Coordinator of the World Languages department and an advocate for the mission of the department to the administration.
  • Served as a mentor and facilitator for the faculty as they carry out their mission to educate students in Irving ISD.
  • Acted as an administrator of the department in accomplishing necessary managerial tasks set for by the Principal and Administrative Team.
  • Spanish instructor with 7 years of experience teaching a communicative approach to Spanish with an integration of grammar and culture, utilizing ACTFL Standards, Texas TEKS standards coupled with a variety of instructional and technological aids in order to help bring students to a high level of proficiency.
08/2009 to 07/2011
AP Spanish Teacher Native Speakers Ft.Worth Ft. Worth, Texas
  • Developed interesting course plans to meet academic, intellectual and social needs of students.Routinely met with students' parents regarding in-class issues and learning interruptions to discuss solutions.Performed student background reviews to develop tailored lessons based on student needs.Used variety of teaching techniques to encourage student critical thinking and discussion.Established and enforced rules for behavior and procedures for maintaining order among a class of 30Developed, administered and corrected tests and quizzes in a timely manner.Coordinated after school tutoring hours with other teachers to help students in need of extra attention.
  • Received high remarks for the creativity of classroom lesson plans and instructional techniques from students, parents and faculty.
09/2008 to 07/2009
Teacher of ELAR and Social Studies M.S. Diocese of Dallas/Our Lady of Perpetual Help Dallas, Texas
  • Teacher of record for social studies and English grammar 6-8th grade students.
  • Implemented after school tutoring, program for improvement of English grammar skills.
  • Worked with students for whom English was second language, promote the fluency of English in writing and reading as it applies to the established curriculum.
  • Fluent in Spanish.
  • Implemented positive discipline plan which promoted student responsibility, problem solving skills and accountability.
08/2006 to 07/2008
Relationship Manager Citibank Dallas, NA Texas
  • Effectively mentored and trained a Team of 7 Financial Centers: bankers and tellers in the areas of new client development and product comprehension.
  • Developed client focus sales proposals, which landed 107 new clients to already existing portfolio.
  • Diligent in providing weekly and monthly production report and proactively managed and updated Citibank's interactive sales reporting tool.
  • Consistently reported sales progress to Regional Sales Manager and National.
02/2005 to 07/2006
Small Business Relationship Manager JP Morgan Chase Irving, Texas
  • Responsible for retaining and deepening banking relationships with existing customers.
  • Acquired new clients through active cold calling and approached existing clients to solicit business referrals and also by calling on targeted prospects.
  • Closed more than 2 million in personal, mortgage and business loans in less than 5 months.
Education and Training
Master of Science: Educational Technology Texas A&M Commerce Commerce, Texas, USA Educational Technology
Master of Arts: Education Administration Texas A&M Commerce Commerce, Texas, USA Education Administration
Bachelor of Arts: Political Science/Spanish Literature Virginia Wesleyan College Virginia, USA Political Science/Spanish Literature
Exceeded sales objectives in 2008. Achieved top 20 percentile in monthly sales in 2008
Spanish (6-12), current Bilingual Education Supplemental (6-12), current Probationary Texas Principal Certification (K-12), 2014 - present COMMUNITY INVOLVEMENT PBISM Behavioral Management Team Member - Nimitz HS PTA Administrative Liaison Bowie MS District Member of the AAAC - Advance Academics Advisory Council Legislative Chair - PTA Nimitz HS District President - Irving Association for the Gifted and Talented Curriculum writer - Spanish all Levels Member of National Society of Leadership and Success - Texas Commerce Chapter TAGT - Advocacy Committee, 2015 District Member of the Gifted and Talented Advising Committee to re-develop compliance state requirements. Building Coordinator - Nimitz High School Advance Academics and Gifted classes Building Committee Member for AVID Committee Member of the Viking Read Literacy Initiative Campaign World Languages Chairperson/Principals Leadership Team- Nimitz HS 

Account Management, Administrative, AP, approach, AVID, banking, cold calling, Strong interpersonal skills, Excellent communication, Oral Communication, interpersonal skills, CPI, creativity, creative problem solver, critical thinking, client, clients, data collection, decision making, English, Financial, focus, instructor, Instruction, Team Building, Leadership, lesson plan, lesson plans, managerial, management skills, mentor, mentoring, personnel, problem solving skills, progress, promotion, proposals, public relations, reading, Sales, Sales Manager, sales reporting, Fluent in Spanish, Spanish, SSP, supervision, Teacher, teaching, Trainer, tutoring, Written.