Results-driven Relationship Manager with expertise in client engagement, strategic planning, and analytical problem-solving. Cultivated strong relationships, ensuring satisfaction and retention while delivering tailored solutions to drive business growth.
Overview
6
6
years of professional experience
Work History
Financial Institution Relationship Manager
Heartland Payment Systems / Global Payments
Pittsburgh, PA
01.2021 - Current
Managed partnerships with both Retail and Treasury management teams consisting of 15-20 retail branches and 2-4 commercial/treasury reps.
Cultivated strong relationships of bank clients, ensuring satisfaction and retention through proactive communication.
Analyzed client needs to deliver tailored payment solutions, enhancing overall service experience.
Increased number of DDA relationships housed within the bank.
Led cross-functional teams to implement process improvements, increasing operational efficiency and client engagement.
Relationship Manager
Heartland Payment Systems
Pittsburgh, PA
06.2020 - 12.2020
Built a healthy book of business from scratch through both phone and in-person prospecting.
Cultivated strong client relationships through effective communication and active listening.
Assisted clients in navigating product offerings, ensuring alignment with their needs.
Coordinated follow-up communications to enhance client satisfaction and retention.
Collaborated with internal teams to resolve client issues promptly and effectively.
Education
Bachelor of Science - Finance & Commercial Real Estate
University of South Carolina
Columbia
05-2020
Skills
Client relationships
Relationship management
Relationship management
Service support
Strategic planning
Financial analysis
Analytical problem solving
Excellent communication
Relationship building
Customer relationships
Accomplishments
Red Diamond Qualifier: Jun 2020 - Dec 2020
Leading New Hire in total margin in Great Lakes Region: Jun 2020-Dec 2020
#1 Stronger Together New Hire in Great Lakes Region: Jun 2020-Dec 2020
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Timeline
Financial Institution Relationship Manager
Heartland Payment Systems / Global Payments
01.2021 - Current
Relationship Manager
Heartland Payment Systems
06.2020 - 12.2020
Bachelor of Science - Finance & Commercial Real Estate
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