Relationship Manager
Bank of America
Total des années d'expérience :18 years, 10 Mois
responsible for offering and selling financial products and services (i.e. Credit Cards, CDs, Loans) to both consumer and small business customers. Routinely work with customers and small business clients, to build and deepen relationships by uncovering financial needs, and recommending the best products, services and solutions to meet those needs. Ensure the customer's needs are met by partnering with the appropriate specialist and/or teammate to serve the customer's banking, small business, mortgage and investment needs. PB helps to create an excellent customer experience. Proactively manage risk in every business, product, and service transaction leveraging the Risk Framework.Demonstrate Bank of America core values. Understand and live the values that support our culture.Treat all customers equally and fairly.Adhere to policies and procedures.Stay informed of key priorities and business updates.Execute sales and service plays and processes.
Directly managed 10 employees within the Customer Service Complaints Department
Supervised and delegated tasks within the Customer Service Department
Composed daily call reports and insured update of complaints database
Team Leader with final say on all decisions regarding department operations
Exceeded goal for customer retention and satisfaction by 112% in 2013
Received Company Award for Superior Customer Satisfaction Survey Results
Managed customer complaints and resolved customer dissatisfaction
Met all deadlines imposed by T.E. Data for timely completion of all office reports
Received promotion in 2013 to Senior Management position within Customer Service Department
Trained new employees on T.E. Data policies and guidelines
Served as mentor to all new employees and conducted on-the-job training and training assessments
Lead Retail Sales Consultant and Manager of sales team staff of twelve
Ranked third out of a national sales force of 290 in 2010
Won “Outstanding Sales Manager” Regional Award - 2011
Sales team exceeded revenue goals by 75% in 2009
Trained new sales representatives and instructed them in the proper execution of B.Tech sales strategy
Prepared detailed office operations monthly report for review of area and regional managers
Responsible for conducting daily sales strategy team meeting
Sold electronics directly to customers in a retail environment
Coordinated team members to achieve monthly sales goals
Established and maintained customer relationships to grow accounts and exceed sales goals
Maintained detailed database of prospecting accounts in the largest safety equipment market in Egypt
Achieved up to 145% of sales targets with in the first thee months of hire
Received Top Sales Executive Award for Central Cairo Territory in 2006
Planned and conducted sales presentations to demonstrate capability of new safety equipment
Trained customers on proper use and safety guidelines of all new equipment upon delivery
Submitted quarterly detailed sales plan outlining strategies to grow business within territory
Trainer and mentor to new sales representatives
