Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over year of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Capable Relationship Manager experienced in developing customized solutions to meet wide-ranging customer needs. Strong collaborator and active listener with excellent verbal and written communication skills. Offering [Number]-year track record of success in [Industry]. Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
IT Support on IBS (Integrated Banking Software)
IT Support on CAS/CRM (GENESIS WORD)
System Software Installation
System Maintenance
Sorted, organized and maintained files.
Answered and transferred incoming telephone calls, taking messages for various staff members.
Reported back to instructor to receive day-to-day tasks and responsibilities.
Investment and Wealth Planning