jessica claire 100 montgomery st 10th floor 555 4321000 resumesampleexamplecom summary resourceful individual willing provide attention education customers need ensure positive financial experience relationship manager knowledgeable explaining tools clients need build wealth management portfolios understanding client walks financial center help patient kind willing work hard satisfy even complicated request clients sufficient meeting deadlines always get job done risk book versatile adaptive skills value selling solution management relationship review process issue resolution customer education consulting requirements determination product recommendations referral screening new business development customer service effective customer communication account management service assistance portfolio growth relationship building excellent communication overcoming objections customer relationships client acquisition experience 052021 current relationship manager banking operations geisinger cumbola pa sales reporting time management critical thinking wealth management portfolios financial statement review performance evaluation monitoring management team building team leadership operational reporting operations oversight creative innovative goal setting sales support service oriented cost reduction focus followthrough willing learn proactive focused advised customers bank products services financial planning options opened changed closed customer accounts completed thorough accurate documentation money movements deposits withdrawals adhered bank legal guidelines reporting loan approvals money handling developed culture success rewarding performance productivity sales results reduced bank losses setting successful risk management policies improved decisionmaking using current data market conditions individual financial situations developed maintained relationships customers assisted generating sales opportunities created maintained large client base meeting needs delivering exceptional customer service explained benefits various investment options help customers fulfill personal investment goals processed approved international domestic wire transfers cashed checks posted deposits withdrawals completed monthend yearend closings kept records auditready monitored timely recording accounting transactions maintained current accurate cash balances programs departments projects 092018 102020 patient access representative southern maine medical center city state applied hipaa privacy security regulations handling patient information verified demographics insurance information register patients computer system organized maintained records updating obtaining personal financial information patients obtained necessary signatures privacy laws consent treatment assembled registration paperwork placed identification bands patient applied knowledge payer requirements utilized online eligibility systems verify patient coverage policy limitations processed patient responsibility estimate determined insurance preregistration updated reference materials medicare medicaid thirdparty payer requirements guidelines policies list accepted insurance plans communicated financial obligations patients collected fees time service submitted fees claims insurance companies manually digitally responded patient concerns inquiries professionally efficiently called insurance companies verified patient coverage obtained health financial religious information patients time admission interviewed patients upon entrance hospital gathered appropriate information entered data electronic system educated patients caregivers use athome healthcare equipment helped patients obtain health care services setting referrals explained policies procedures services patients addressed patients complaintshead investigated concerns worked medical staff devise solutions facilitated communication patients medical administrative staff administrative staff regulatory agencies 082013 012016 office administrator coordinator davids tavern city state interacted professionally customers inside personnel answering questions responding phone email inquiries maintained company accounting records entering accounts payable accounts receivable invoices expense reimbursements replenished office supplies placing new orders restocking maintain inventory reviewed documents obtained additional information complete accurate paperwork avoid delays processed financial documents contracts expense reports invoices automated office operations managing client correspondence records contracts data communications coordinated schedules administrative functions quality assurance process improvements bolster operational output completed benefits paperwork processed employee incident reports performed data entry tasks maximize team productivity handled requestsforinformation delegated customer service tasks appropriate employees tracked project performance data generate reports keep management informed important trends developed longterm budgets assess office expenditures perform inventory management liaised customers addressed inquiries handled meeting requests answer billing questions provide outstanding customer care education training 062008 high school diploma newburyport high school newburyport honor roll senior year student athlete 100 hours volunteered