Results-driven professional with comprehensive experience in account management, focusing on building and fostering strong client relationships and driving business growth. Adept at negotiating contracts, resolving client issues, and aligning services with client needs. Proven success in fostering team collaboration and adapting to dynamic environments, showcasing excellent communication and problem-solving skills.
Overview
18
18
years of professional experience
Work History
Account Manager
TD Commercial Bank
Northumberland, ON; Durham Region, ON
12.2022 - Current
Initiated and nurtured relationships with key enterprise clients
Established an extensive network of business professionals both internally and externally, for brand visibility, and business development collaboration
Designed and implemented strategic plans to penetrate new market segments
Led account review meetings to uncover client needs, which facilitated the development of customized solutions, achieving a high client retention rate with outstanding customer service.
Introduced a consultative sales approach that emphasized relationship building, increasing client referrals
Demonstrated impeccable negotiation and interpersonal skills
Maintained monthly Monitoring & Control policies
Received multiple quarterly and annual awards for top performance within the region
Account Manager
TD Business Bank
Northumberland, ON
08.2016 - 12.2022
Increased client satisfaction by building strong relationships and addressing their needs promptly.
Maintained high client retention rate by providing exceptional customer service and anticipating client needs.
Managed a diverse portfolio of accounts, ensuring timely communication and effective problem resolution.
Successfully resolved escalated issues, preventing potential loss of valuable clients while maintaining positive relationships with all parties involved.
Recipient of multiple quarterly and annual performance awards.
Negotiated contract terms with clients, securing favorable agreements for both parties.
Actively participated in networking events within the industry, expanding professional connections and generating leads.
Manager, Customer Experience
TD Bank
Northumberland, ON
01.2016 - 07.2016
Led a team of 10 employees
Improved overall performance and sales results of the entire team
Frequently mentored and coached team members for further productivity and future success
Scheduled all branch staff as well as maintained appropriate coverage in the event of unforeseen absences
Financial Advisor
TD Bank
Northumberland, ON
05.2007 - 01.2016
Developed and carried out tactical sales strategies, leading to a consistent annual increase in sales revenue
Facilitated product and service training sessions for clients
Mentored junior staff and new hires
Established financial plans for clients in all stages of life
Education
Bachelor of Arts - French Language
Athabasca University
01.2010
Certificate of Business Administration -
Algonquin College
Ottawa, Ontario
04.2007
Skills
Negotiation
Interpersonal
Financial Data Analytics
Time Management
Communication
Organization
Microsoft Office
Credit
Writing
Business Development
Accomplishments
Recognized as top sales performer, exceeding quarterly targets and contributing substantially to the revenue stream.
Instrumental in expanding the client base through strategic networking and comprehensive market analysis.
Successfully maintained a 95% client retention rate through exceptional account management and personalized client engagement strategies.
Achieved a conversion rate above team average by employing innovative sales approaches and building strong client relationships.
Volunteer Experience
Fundraising/Event Planning, Northumberland Breakers Volleyball, 08/01/24, Present, Provincial volleyball club fundraising events, time and score keeping
Chaperone, Business & Entrepreneurship Centre Northumberland, 01/01/22, Present, Chaperone of young entrepreneur vendor markets