professional summary jessica claire 100 montgomery st 10th floor 555 4321000 resumesampleexamplecom goaloriented business relationship manager offering 10 years experience business acumen strong critical thinking field business finance dedicated hardworking internal drive deliver excellence build great client relationships eager learn new skills take challenges work team drive deliver strong performance results skills problem anticipation resolution goal setting operational reporting time management consultation advisory performance analysis staff leadership presentation skills adaptability flexibility communication skills skills development salesforce outlook powerpoint excel word proficiency sales process engineering data collection analysis relationship building work history business banking relationship manager keybank national association madison oh 102018 current met customers assess needs propose customized solutions provided leadership direction grow team portfolio increase revenue delivered exceptional experience maintained productive relationships area small businesses structured finalized secured unsecured loans served trusted relationship manager 110 assigned business clients revenues 1mm 20mm identifying solutions delivering comprehensive customized business products tailored financial needs circumstances client used knowledge business cash management treasury services merchant services credit lending help support clients growth business retained deepened client relationships proactively engaging clients periodic account reviews uncover additional areas opportunity enhance business needs goals problems clients behalf followed commitments trusted advisor exhibits strong customer service skills presenting products services proactively educating clients utilizing available access channels adhering applicable laws regulations including bank secrecy act kyc antimoney laundering ofac usa patriot act community reinvestment act proven ability learn adapt new information technology platforms ability understand interpret financial statements cash flow analysis use cash flow tool build solid relationships teammates partners within business banking within firm performed banking business administration financial tasks guarantee fivestar service clients bloiness development representative ii oracle portland negotiated prepared signed contracts clients 092016 082018 prospected partnered interested parties chas cash management consultants brm3s senior business bankers within nj market develop banking merchant service relationship clients delivered merchant service presentations key decision makers presidents ceocfo controllers owners respected companies looking bring business chase performed extensive analytical reviews including merchant statement analysis provide cost savings comparison help win business resolved conflicts negotiated agreements parties order reach winwin solutions disagreements clarify misunderstandings inputted information active pipeline opportunities customer calls onsite service visits companys system using salesforce managed rolling pipeline least 30 opportunities consistently month salesforce accurate projected revenue closed dates expectations helped guidemanage brm3s senior business bankers help reach exceed cash management goals monthly 11s portfolio reviews help grow book business manage diverse portfolio clients including business banking commercial banking treasury service clients conducted upper management meetings nj market area managers market manager discuss plans increase cash management activity brm3s senior business bankers perform business consultant function subject matter expert payment processing solutions coordinating internal departments ensure high level support clients addressed escalated issues retaining increasing net revenue within portfolio strategic consultation identify improvements existing format sell value added productsservices strengthening relationship conduct long term pricing negotiation including interchange review focusing revenue customer retention analysis negotiation maintain weeklymonthlyquarterly revenue reports training proactive installing activating clients merchant processing assure running business smoothly proficient use salesforce microsoft outlook word excel powerpoint clientline bloiness consultant temenos city state 032012 072016 evaluated situations delivered targeted solutions using various tools resources new york new jersey pa merchant service business consultant providing clover business solutions bank card processing marketing solutions mobile stationary pos systems consistent closing ratio meeting exceeding company quotas monthly quarterly annually alliances citibank santander bank merchant services responsible business clients 20 santander branches across central southern nj region market establishing relationships bank managers business bankers new customers maintaining existing customer base facetoface meetings email phone maintaining relationships current past clients add additional products create cross sale opportunities prepare costsavings analysis negotiate fees equipment set fee variations effective skills networking canvassing sales tactics strengthen business portfolio organizes implements marketing strategies aimed identifying solidifying corporate partnerships effectively complete applications proposals via snap complete relative paperwork maintain familiarity current market products pricing stay updated competitor products post sale installations activations training first data equipment terminals including limited clover stations clover mobile clover mini clover flex use snap program salesforce microsoft outlook word excel powerpoint clientline effective providing merchant cash advances new existing clients applied performance data evaluate improve operations target current business conditions forecast needs education business administration brooklyn college academy brooklyn ny high school diploma james madison high school brooklyn ny additional references available upon request information 062002