Samantha Gray
North Highlands CA 95660
(916) 987-6543
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Job Objective
Seeking long-term Customer Relationship Officer Position in which my professional experiences and special qualifications will help encourage the growth of both my organization and myself.
Highlights of Qualifications:
- Solid knowledge of bank services, products and policies
- Extensive knowledge of administrative procedures
- Proficient with financial marketing procedures’
- Strong ability to initiate new business opportunities
- Exceptional ability to plan and operate daily operations
Professional Experience:
Customer Relationship Officer
BNY Mellon, Seattle, WA
August 2005 – Present
- Interacted directly with customer and resolved their problems
- Maintained and managed cash and Stock MIS
- Updated all records on a daily basis
- Responded promptly to service related queries
- Verified and scrutinized documents
- Implemented various strategies to achieved monthly targets.
Customer Relationship Officer
Service Master, Seattle, WA
May 2000 – July 2005
- Developed sales strategies for various market segments to optimize market reach
- Promoted various banking accounts to new customers on a daily basis
- Achieved the targets in terms of product mix and customer segment
- Marketed Investment Services, Current and Savings Accounts to new customers across various market segments
- Interacted with new customers in the market on a daily basis to convince them to open Excel & Priority Banking account with the bank.
- Achieved the Targets set in terms of product mix and customer segment.
Education
Bachelor’s Degree in Business Management
Central Pennsylvania College, Summerdale, PA