Experience

ProcurementIQ

• United States
• Market Research
• 1 - 100 Employee

• Client Relationship Manager

  • Sep 2021 - Present



Informa Financial Intelligence

• Sales Executive

  • Nov 2019 - Sep 2021

• Client Relationship Supervisor

  • Jan 2018 - Nov 2019

• Client Service Executive

  • May 2017 - Jan 2018

• Assistant Client Relationship Supervisor

  • Jun 2015 - May 2017

  - Maintain client relationships satisfied and refer to our sales department when needed to build stronger relationships- Supporting the Client Relationship Supervisor in interacting with clients and managing the team- Handling special projects for the department such as Chase reports and Online and Mobile Banking reports- Editing and making contributions to the Monthly New Product Bulletin and weekly Product News Flash- Responsible for preparing power point and excel files to deliver to clients- Work with other employees to ensure customer needs were met

• Research Assistant

  • Apr 2014 - May 2015

  - Updated monthly financial institution reports in a timely manner- Acquired fee schedules from financial institutions- Helped teammates update reports when needed



Bank of America

• United States
• Banking
• 700 & Above Employee

• Personal banker

  • Feb 2011 - Apr 2014

  - Established relationships with new and existing customers to achieve an overall average of 150% of sales goals by understand their overall financial needs - Provided world class customer service to help with issues and to refer to the appropriate channels to guarantee customer satisfaction and retention - Utilized partners such as Mortgage Specialist, Small Business Specialist, Merchant Service, Specialist, and Merrill Edge Adviser to help uncover client financial goals - Recognized as one of the top ten percent personal bankers with Bank of America in 2012 - Responsible for coaching fellow associates to identify proper clients for the suitable product or service