Senior Relationship Manager Resumes in US-Virginia: Marc

Senior Relationship Manager Resume

Contact Candidate

Name:

Marc

Location:

US-Virginia

Experience:

Most Recent Job Title:

Senior Relationship Manager

Objective:

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Resume Text:

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SUMMARY OF QUALIFICATIONS

- Highly talented and resourceful professional offering a unique blend of cross-functional skills resulting from significant years of providing excellent customer service to accommodate needs of the business. Self-starter who shows initiative and can conduct business in a professional manner. Proficient at building sound business relationships, determining customer needs. Show good customer relation skills, presenting a positive company image.

- Extremely capable to work well under stressful conditions while maintaining a sense of humor to see projects through to completion, skillfully combining wit and perseverance in time of crisis.

- Possess exemplary interpersonal, listening, and rapport building skills, with aptitude to effectively communicate with customers, co-workers, business associates, and management, maintaining a positive working environment.

- Experienced in general business practices, answering customer inquires, addressing problems, and maintaining confidentiality. Receptive to and supportive of team efforts to ensure customer satisfaction.

- Welcome new challenges, accept responsibility, enjoy working with people, value camaraderie, and benefit from a strong network of friends and colleagues.

EMPLOYMENT HISTORY

SENIOR FINANCIAL SPECIALIST III / ASSISTANT VICE PRESIDENT MAY 1999–PRESENT

WACHOVIA DIRECT ACCESS - RICHMOND, VA

Provide expert oversight to a book of business of $80M focused on providing superior financial assessment around borrowing, insurance, investment, retirement, and general banking needs. Work collaboratively with internal employees and external businesses to create a successful referral network of approximately 500 people. Facilitate training to new and existing employees to develop their competencies on selling techniques and risk-based lending. Conceptualize written reports for call center process improvement and implementation toward fulfillment of corporate goals. Supported senior management in the implementation of the benchmarking study focused on the integration of sales in service, total compensation (incentive), AHT (average handle time per call), CPH (calls per hour), and products per household. Formulate models for the resolution of nonperforming assets to assist the Loss Mitigation Department. Regularly communicate with prospective and existing clients to promote Wachovia products and services. Build and cultivate long-term quality relationships with high net worth clients by addressing their needs on-time and providing total satisfaction.

Notable Accomplishments:

- Recognized as Richmond Wachovia Direct Access “Top Producer” in year 2003 through 2009 by generating an average of more than $24M yearly in total production

- Awarded with six sales trips (2001, 2003, 2004, 2005, 2007, 2008), a reward granted to the top 5% of all client facing and support staff within the branch network and call center

- One of the Ascent Award finalists in 2004

- Rose from rank and promoted to Bank Officer in 1999 and subsequently to Assistant Vice President in 2005 for demonstrating a high degree of personal commitment, motivation, and professionalism

- Spearheaded the Wachovia Direct Access call center incentive plan in 2004 and 2005 which covered $17M of variable compensation pay for 800 eligible call center employees

- Trained 360 recently hired employees in a new call center in Salem, Oregon which was later recognized as the top service to sales referring group for the Wachovia Direct Phone Bank within 24 months

- Meticulously led the Benchmarking Committee responsible for a two-year project, gathering and publishing information on best practices for a phone bank channel

- Designed a formal Internet presentation to the CEO to culminate the benchmarking study for best practices in a call center environment

- Played a vital role in interviewing internal employees and more than 30 external companies

PRIOR WORK HISTORY

MANAGER I - First Union Direct Sales, Richmond, VA: 1998–1999

- Rated as the top trainer out of 16 trainers in the company

DIVORCE MEDIATOR - Divorce Mediation Center, Chester, VA: 1997–1999

- Mediated more than 100 cases for the Juvenile and Domestic Relations Court of Chester, Virginia

EDUCATION

MASTER OF BUSINESS ADMINISTRATION, GPA: 4.0/4.0

Concentration in Project Management

- University Of Phoenix, Richmond, VA: 2008–Present (Expected Completion: Sep 2010)

COURSEWORK: CIVIL PROCEDURE, PROPERTY, TORTS, CONSTITUTIONAL LAW, CRIMINAL LAW, CONTRACTS, ENVIRONMENTAL LAW, AND LEGAL WRITING: GPA 2.79/4.00

- University of Richmond, T.C. Williams School of Law, Richmond, VA: 1996–1997

BACHELOR OF ARTS IN PSYCHOLOGY, GPA: 3.59/4.0

Graduated magna cum laude; Dean's List (1993-1996)

- Boston University, Boston, MA: 1992–1996

LICENSURES AND CERTIFICATIONS

NASD series 6 and 63 Securities License (no longer active)

Multi State Life / Health Insurance Licenses (no longer active)

Divorce Mediation Certification, Virginia Beach, VA

Virginia State Certification in Divorce Mediation and Complex Issue resolution

Train-The-Trainer and Targeted Selection Certification

PROFESSIONAL AFFILIATIONS

Member, PSY CHI: National Honor Society in Psychology

Member, Golden Key National Honor Society

COMMUNITY INVOLVEMENT

Volunteer, Essex County School system to teach financial literacy to exiting seniors

Volunteer, Meals on Wheels

Volunteer, H-E-A-R-T Foundation

TECHNICAL PROFICIENCIES

Microsoft Office Suite: Word / Excel / PowerPoint

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