jessica claire 100 montgomery st 10th floor 555 4321000 resumesampleexamplecom summary organized motivated employee eager apply time management organizational skills various environments seeking treasury opportunities expand skills skills welldeveloped ability communicate clients clear manner strong presentation skills strong desire grow professionally personally solid computer skills proficient ms teams powerpoint excel outlook onenote word ability work independently well teambased environment excellent planning followup skills strong interpersonal skills able work well staff levels business strategies financial analysis planning experience business banking relationship manager 032022 current keybank national association westlake oh client relationship management risk analysis active listening financial modeling problemsolving analytical thinking salesforce crm provided customers firstrate experience developed longlasting relationships enhanced financial performance metrics networking create successful sustainable relationships evaluated accounting financial reporting systems assess quality identify concerns devise enhancement strategies consulted small business customers determine needs means propose personalized banking solutions relationship manager ii assistant vice president 012020 022022 amegy bank texas city state manage portfolio 80 customers within multiple entities annual revenue 2m 20m partner business owners ceos decision makers develop customized client solutions address real estate working capital lines credit equipment financing depository services cash management cultivated relationships customers participating meetings onsite client locations collaborated various departments improve communication deliver individualized customer solutions cross selling drafted monthly summaries review level client participation identify targets followup calls drove client satisfaction kept lines communication open business objectives strong customer relationships generated new leads various prospecting methods presenting opportunities sell services build larger client base evaluated risk gauged relative valuations identified threats evaluated historical current forecast data determine opportunities development enhancement utilizing financial models analyzed financial data identify trends patterns strategies business banking associate 012018 012020 amegy bank texas city state engaged supervisor team members analyze accounts proactively identify issues need addressed responsible sales credit analysis proper loan structuring client interviewing perceptive character judgment communicated monthly quarterly results varying levels management written verbal presentation formats developed maintained relationships customers generating sales opportunities adhered bank legal guidelines reporting loan approvals money handling built optimum financial packages based market conditions clients capital needs developing financial analysis reports presentations applying acquired financial principles evaluated financial operational performance companies facing financial difficulties determine possible remedies juggled multiple projects tasks ensure high quality timely delivery credit analyst officer development program 012017 012018 amegy bank texas city state aided relationship managers portfolio managers within business lending groups supported relationship managers client meetings taking notes documenting meeting information salesforce tracking structured financial credit analysis packages reviewed customer financial data ascertain level risk involved extending credit prepared basic preliminary credit analyses determine creditworthiness compliance prepared financial ratios spreads using computer programs evaluate customer financial status developed comprehensive understanding financial statements enhancing opportunities assess risk monitored maintained compliance internal controls government regulations presented key information upper management executive team loan recommendations treasury intern 012016 082016 amegy bank texas city state constructed deeper understanding various products services banks treasury management sales team offered supported treasury management officers client facing meeting taking notes updating salesforce thorough details meeting upon completion calls followed instructions management complete tasks according exact specifications conducted indepth research order write effective financial proposals merchant service representative validate savings prepare sales approach closing potential deal hand grasped new materials processes programs quickly maximize performance analyzed bank fees recommended costsaving plans education training bachelor business administration finance 052017 texas southern university jesse h jones school business houston texas gpa 33340 honors cum laude deans list 20142016 jesse h jones undergraduate scholarship recipient 1979 frame future 20152016 scholarship recipient