Customer Relationship Management
Management student with sound understanding of and experience in defining marketing strategies as well as a successful personal banker with a proven history of establishing valuable relationships with each client. Adept at utilizing a variety of computer software platforms to manage accounts and maintain customer service notes. Maintains a growing library of information on current banking products and tracks the trends that will lead to new offerings. Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over two years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Account relationship management
Customer Relationship Management
MS EXCEL
VRM
MS POWERPOINT
Training