Accomplished Relationship and Account Manager with a proven track record of exceeding performance.

  Gained the trust, confidence and respect of clients by understanding their specific needs and objectives.

  Stellar listening, verbal communication, oral presentation and interpersonal skills to educate clientele about products and services, including leading training seminars and conference calls.

  Demonstrated strong persuasiveness while negotiating and closing financial transactions.

  Promoted to positions of greater responsibility at multiple employers for exceeding performance goals.

  Excellent leadership skills, including managing a team of employees to maximize their potential and excel.

  Outstanding time management, attention to detail and organizational skills, including prioritizing tasks.

  Proficient with Microsoft Office Suite; Sage 50; Intuit ProSeries Tax; BenefitMall; and Morningstar.

Relationship Manager (promoted from Client Services Manager), RO Wealth Group   2011-Present

  Build and grow relationships with clients on behalf of this investment firm.

  Manage private wealth clients, with individual assets from $50,000 to $5 million.

  Analyze various resources to generate accurate credit and loan recommendations to clients.

  Display solid listening skills to determine client needs and then recommend products to meet their goals.

  Create quarterly investment reports for clients to measure the effectiveness of investment efforts.

Achievements:

  Achieved $5 million in annuity sales within 12 months after developing an annuity program, including managing administration of deposit accounts, loans and investment portfolios for high net-worth clients.

  Reduced complaints from clients by 20% after creating a new service program that consistently and proactively communicated with clients to proactively identify and resolve multiple operational and customer service issues in collaboration with other managers.

Investment Assistant, Brokerage Department, Commerce Bancshares St. Louis, MO 2007-2011

  Led 12 projects through entire lifecycle to on-time and on-budget delivery, including developing and implementing marketing campaigns for 214 retail branches, from initiation to closure.

  Demonstrated strong oral presentation skills while conducted informational webinars and weekly conference calls to branch managers and licensed employees as part of new campaign launches.

Achievements:

  Consistently generated a 20% increase in annuity sales per campaign.

  Saved 15% or greater per campaign by spearheading efforts with vendors and personnel in the creative and technical departments.

Senior Consumer Banker (promoted from Consumer Banker), Bank of America 2003-2005

  Educated consumer and business customers about mortgages, home equity and retail banking.

Achievements:

  Increased annual volume by $3 million in loans within the first six months.

  Consistently recognized as a Top Performer for exceeding lending goal by $1.5 million each quarter.

  Maintained a 97% customer service score by consistently exceeding client expectations.

BSBA, Marketing and Management (double major); Maryville University; graduated Magna Cum Laude

Dear Hiring Manager:

I am currently seeking a challenging opportunity at your organization and am submitting my resume for your review. In advance, thank you for your time and consideration.

As demonstrated in the accompanying resume, I am an accomplished Relationship and Account Manager with a proven track record of exceeding performance. I have gained the trust, confidence and respect of clients by understanding their specific needs and objectives. In this capacity, I boast stellar listening, verbal communication, oral presentation and interpersonal skills to educate clients and colleagues about products and services, including leading training seminars and conference calls. I also have demonstrated strong persuasiveness while negotiating and closing financial transactions. Among my career highlights:

  Promoted to positions of greater responsibility at multiple employers for exceeding performance goals.

  Achieved $5 million in annuity sales within 12 months after developing an annuity program, including managing administration of deposit accounts, loans and investment portfolios for high net-worth clients.

  Reduced complaints from clients by 20% after creating a new service program that consistently and proactively communicated with clients to proactively identify and resolve multiple operational and customer service issues in collaboration with other managers.

  Saved 15% or greater per campaign by spearheading efforts with vendors and personnel in the creative and technical departments.

  Excellent leadership skills, including managing a team of employees to maximize their potential and excel.

  Outstanding time management, attention to detail and organizational skills, including prioritizing tasks.

I hold a Bachelor of Science in Business Administration (BSBA), Marketing and Management (double major), from Maryville University where I graduated Magna Cum Laude.

As your management leader, you will find me to be a team player committed to exceeding your performance expectations. I have no doubt that I would be a valuable asset to your operations, and look forward to interviewing with you in the near future.

Sincerely,

Yyyyyy x. yyyyyy

636-489-8448