jessica claire montgomery street san francisco ca 94105 555 4321000 resumesampleexamplecom professional summary highly ambitious professional background financial services procurement management expertise market analysis forecasting client needs assessments skills account management business development business operations cisco international business logistics oracle purchasing sales spreadsheets tax law strong verbal communication client assessment analysis conflict resolution personal banker safe 072016 current skills proficient level microsoft office oracle work history muck market canastota ny target identify affluent clients analyze needs provide financial solutions based relationship refer appropriate business department required partner financial advisors mortgage consultants additional team member develop client acquisition plans consultation business owners banking credit solutions throughout wells fargo tools services business owners assist wells fargo international clients providing tailored recommendations suiting needs office visits venues business owners develop stronger relationships increase bank profitability assist management operational activities team members schedules cash shipments random vault audits dual control assignments approvals challenging situations clients etc created strategies develop expand sales services existing customer resulted 24 increase annual revenue advised clients mortgage educational personal loans maintained friendly professional customer interactions licensed service advisor 122015 072016 mayville engineering company inc wayland mi meet business goals proactively reaching existing new clients crosssell increase insurance coverage review profit metrics analyze areas opportunity develop action plan successful goal achievement client outreach retention insurance review renewal leads new business high value account management create policy orders based texas insurance law homeowners renters flood fema auto commercial partnership real estate agents mortgage consultants business aquisition referral program supported chief operating officer daily operational functions office manager 022013 122015 arredondo insurance group city state established developed highlyefficient dependable administrative team delivering ongoing coaching motivation providing opportunities career acceleration achievements monitored evaluated personnel performance complete quarterly reviews recommend advancement address productivity concerns held oversight office inventory activities including ordering requisitions stocking shipment receiving established efficient workflow processes monitored productivity implemented modifications improve overall effectiveness office personnel activities match invoices statements purchase orders optimum accuracy revision lawful permits commercial invoices result transnational operations record payments history manage cashbox needed deposit checks payments requested build rapport suppliers manage logistics process ensure business operations administered crm company database maintenance updates buyer 072010 012013 infosys ltd city state research requested product review suppliers location price quality efficiency well rounded decision negotiate price term payments product specifications shipment details warranty policies assistance required quote inquired products services present least three ideal options business place requisition products erp mrp discuss budget specifications management required review reduction costs options weekly phone conferences management regarding financial market updates facilitated fastpaced dynamic entrepreneurial environment served executive staff liaison several committees reconciled business creative needs observed laws regulations applicable obligations education project management certification management 2018 going houston community college houston tx bachelor international business management 2012 universidad aut noma de nuevo le n san nicol de los garza nl emphasis business development management affiliations chair member wells fargo latin connection houston chapter