Julia Lee
St. John's,NL
Summary
Dynamic, ambitious Account Manager with excellent client oversight, opportunity identification, credit acumen, and relationship-building expertise. Maximized repeat business opportunities and utilized successful prospecting techniques to expand client base. Collaborative and strategic team member, providing coaching to colleagues and maximizing client support from all departments. Excellent knowledge of the business community, and strong collaborative skills leading to optimum outcomes. History of working hard to achieve and exceed expectations.
Overview
14
14
years of professional experience
Work History
Senior Account Manager
Business Development Bank of Canada
06.2015 - 07.2024
- Cultivated strong, lasting relationships with entrepreneurs, maintaining a clear understanding of their business, in order to identify opportunities and/or challenges, provide them with advice, and identify offerings best suited to their needs.
- Executed my action plan, aligned with team and organizational objectives, ensuring the growth and retention of current clients in my portfolio, while acquiring new clients and maintaining a strong business opportunity pipeline.
- Analyzed, negotiated and presented financing proposals to meet client needs, while exercising strong credit judgement.
- Maintained an active presence in the business community by networking with chartered banks, associations, chambers of commerce and other influencers, resulting in a strong referral network.
- Worked with sales team to collaboratively reach targets, consistently meeting and exceeding personal objectives.
Account Manager
Business Development Bank of Canada
09.2011 - 06.2015
Client Relationship Officer II
Business Development Bank of Canada
02.2011 - 08.2011
- Supported the sales team in implementing sales tactics and achieving growth objectives and sales targets.
- Supported team in mining and analyzing customer data to identify and plan for expansion and additional business.
- Created activities and engagements to enhance customer experience, knowledge, and patronage.
Assessment Officer I, Student Financial Services
Government of Newfoundland and Labrador
06.2010 - 10.2010
Education
MBA -
Memorial University of Newfoundland
St John’s, NLBachelor of Commerce (Honours) Co-operative -
Memorial University of Newfoundland
St John’s, NLSkills
- Business development
- Client relationship management
- Credit acumen
- Partnership development
- Needs analysis
- Maintaining key performance indicators
- Industry expertise
- Coaching
- Pipeline management
- Team collaboration
Timeline
Senior Account Manager
Business Development Bank of Canada
06.2015 - 07.2024
Account Manager
Business Development Bank of Canada
09.2011 - 06.2015
Client Relationship Officer II
Business Development Bank of Canada
02.2011 - 08.2011
Assessment Officer I, Student Financial Services
Government of Newfoundland and Labrador
06.2010 - 10.2010
MBA -
Memorial University of Newfoundland
Bachelor of Commerce (Honours) Co-operative -
Memorial University of Newfoundland
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