Senior Relationship Banker
Union Bank
Total years of experience :25 years, 2 Months
Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs, and tailor product and service recommendations.Making the lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week.Partnering with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs.Clearly explaining product and service benefits, requirements and restrictions, changes and other related product information to clients and bank employees.Managing customer accounts, including opening and closing accounts and overseeing transactions.Providing ongoing banking relationship services with existing clients.Ensuring customer satisfaction and resolve issues with banking products or services..
Display a friendly, positive attitude toward serving customers and possess strong customer service skills.Build relationships with customers that go beyond one interaction, focusing on maintaining a long-term relationship with each customer.Engage customers in meaningful financial conversations that include understanding what’s important to them.Inform customers of appropriate options available to help them achieve their financial goals.Proactively follow up with customers on commitments, satisfaction, and ongoing financial conversations to build lifelong relationships.Demonstrate awareness and respect for customers’ time by ensuring all interactions are efficient and accurate.Listen carefully to customers and demonstrate empathy for the customers’ situation.Take ownership of the issue and follow up to ensure the issue is resolved.Complete problem resolution steps in compliance with the company complaints management policies.Exhibit a high degree of integrity, trustworthiness and professionalism at all times.Manage risk by maintaining appropriate controls to ensure operational integrity and compliance with applicable regulations, policy requirements and audit procedures.Learn the benefits, costs, and value of products and services that can help meet customer needs.
Hotel and Bristol Hotel
providing front desk services to guests, processing guest payments and acting as an information source on various matters.
(The Council for saving in Patient Treatment)
Establishing communication between medical universities and the hospitals under their control in order to better assess the medical device needs of these hospitals and the formulation of required medical devices so that the commercial department could order and manage the importation of these devices. contributing to the attainment of financial and operational goals within the business unit or region in support of the company's overall financial and strategic objectives. establishing budgets, short-and long-range objectives, and criteria for monitoring progress and measuring success. Ensure that sales strategies are aligned with business unit strategies and that field support is in place. overseeing new product and market introductions, sales training programs, key surgeons/key account visits; and attendance at key industry congresses and meetings. Providing strategy and direction for ongoing business development, implementation of marketing plans, development of sales and market development objectives and tools, and growth of the business for the region.
Created a comprehensive competitor analysis on over 20 competitors and as a result provided the company the advantage of strategically marketing and developing an unique product.Created and implemented new and efficient strategies for data collection within the companyUtilized customer relation management (CRM) to effectively manage and analyze customer interactions.Streamlined strategic processes that led to enhancements of the firm's core competencies.
compiling and analyzing data over time to forecast sales trendscommunicating with management team regularlyreviewing past sales data to determine trends in productivitypreparing accurate reports using data from internal and external sourcesevaluating third-party data to determine best practices for company successpresenting actionable information and insights to team members and managementgathering and analyzing data in order to understand problems and address them proactivelycollaborating with team members and members of other departments.
,Accounting, Business Admin, and Economics
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