Danielle Newnam
Langhorne
Summary
Experienced sales professional with a successful history of driving sales and building client relationships. Proficient in identifying customer needs, providing tailored solutions, and closing deals effectively. Skilled in communication, negotiation, and problem-solving. Strong team player with a proactive approach and a dedication to achieving targets.
Overview
19
19
years of professional experience
Work History
Business Relationship Manager
Citizens
Conshohocken
12.2021 - Current
- Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
- Established and implemented key performance indicators to monitor progress of business objectives.
- Maintained in-depth knowledge of market trends and competitor activities to advise clients effectively.
- Researched competitive offerings in order to create more effective sales strategies.
- Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.
Small Business Relationship Manager
Santander Bank
08.2018 - 12.2021
- Resolved customer complaints regarding sales and service.
- Analyzed client financial statements to offer tailored advice and products.
- Developed and executed strategies for customer retention and acquisition.
- Established strong relationships with clients through regular, personalized communication.
- Maintained in-depth knowledge of market trends and competitor activities to advise clients effectively.
Financial Center Manager
Bank of America
09.2015 - 08.2018
- Responsible for developing and implementing strategies to maximize financial center profitability.
- Identified areas of operational weakness or potential fraud risks in the bank's systems.
- Developed and implemented sales and marketing strategies to align with annual sales initiatives.
Store Manager 3
Wells Fargo Bank
03.2011 - 08.2018
- Meet team sales goals
- Handle complaints, provide appropriate solutions and alternatives within the time limits and follow up to ensure resolution
- Ability to multitask, while being attentive to customers and remaining flexible to the needs of the business
Personal Banker II
Wells Fargo Bank
03.2009 - 08.2011
- Responsible for building relationships with new and existing consumer and business customers
- Ability to set appointments by making outbound calls and networking with local businesses and centers of influences
- Opening and maintaining accounts; knowledge and ability to process and close secured and unsecured loans
Personal Banker
Bank of America
06.2006 - 03.2009
- Open and maintain customer accounts by recording account information
- Identify and assess customers’ needs to achieve satisfaction
- Sell products and services inform customers of deals and promotions
- Ability to work as part of a team and take initiative, independent of direct supervision
Education
Associate of Arts - Elementary Education
Bucks County Community College
Newtown, PA05-2009
Skills
- Client relationship management
- Cross-selling strategies
- Market research
- Sales strategy development
- Customer retention
- Team collaboration
- Time management
- Operations management
- Partnership management
- Performance reporting
Accomplishments
- Completion of CDP
- two years of participating on the leadership Council
- Mentorship program the past 3 years
Timeline
Business Relationship Manager
Citizens
12.2021 - Current
Small Business Relationship Manager
Santander Bank
08.2018 - 12.2021
Financial Center Manager
Bank of America
09.2015 - 08.2018
Store Manager 3
Wells Fargo Bank
03.2011 - 08.2018
Personal Banker II
Wells Fargo Bank
03.2009 - 08.2011
Personal Banker
Bank of America
06.2006 - 03.2009
Associate of Arts - Elementary Education
Bucks County Community College