account manager or relationship manager

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JAMES LAWLOR 1873 N Fremont Apt 3b, Chicago, IL 60614 ? 312-933-3558 ? [email protected] m PROFESSIONAL SUMMARY Expert in: Business & Personal Banking ~ Account Management ~ Cross-Selling Versatile, high-energy professional who leads companies through change and chall enge to profitable growth. Strategic problem-solver who envisions smart solution s and executes with urgency across all levels of the organization. Hands-on sale s guru with strong drive to achieve with proven success. Outstanding business ac umen and able to market and sell quality financial products. Thorough knowledge financial services. Keen ability to forecast and capitalize on industry trends. CORE COMPETENCIES On-Line Banking Products ~ Personal and Business Solutions ~ Financial Products ~ Account Servicing ~ Cross-Selling Branch Operations ~ Marketing Campaigns ~ Home Equity Loans ~ Banking Solutions ~ Sales Goal Oriented Listening Techniques ~ Strategic Solutions ~ Conflict Resolution ~ Contact Manag ement System (CMS) Process Improvement ~ Effective Leadership ~ Organization & Communication PROFESSIONAL EXPERIENCE HARRIS N.A., Chicago, IL 2000 n 2010 FDIC member offering personal financial, business and wealth management services . Senior Personal Banker (2002 n 2010) Progressive record of achievements culminating as Senior Personal Banker. Levera ged in-depth product knowledge to offer and sell financial products and services to existing and new consumer and business customers, satisfying and exceeding c ustomers' financial needs and expectations. Identified customer needs and drew u pon expert knowledge of financial products to recommend solutions. Responsible f or the sales of deposit and loan accounts, opened all types of personal and busi ness accounts and prepared related documentation. Assisted customers with reques ts, complaints and researched complex accounts. As Personal Banker (2002 to 2005 ), promoted to face to face sales, managed customer portfolio, serviced relation ships, and cross-sold loan and financial products to acquire 100% of business. C onsistently exceeded sales goals by providing customized banking solutions and h igh quality service. Demonstrated ongoing commitment and a tireless work ethic c omplemented by expert knowledge of loan, online and deposit products. Key Achievements * Single-handedly promoted and booked an average of $5M in home equity loans in 2004. * Increased customer usage of bank on-line products though consistent marketing and cross-selling. * Honored with Harrisi Call CentersTop Achievement Award in 2004. Business Specialist (2000 n 2002) Recognized and promoted from Inbound Loan Specialist to Business Specialist. Sho wcased knowledge of products by responding to inbound customer information reque sts related to business products and loan products. Accelerated sales cycle by u nderstanding each customeris unique needs and making appropriate recommendations . Maintained accurate information by updating business contact management system

. Key Achievements * Instrumental in launching and marketing small business on-line products to bus iness customers. * Distinguished amongst peers for going above and beyond to call of duty to ensu re customer satisfaction.



RUESCH INTERNATIONAL, Chicago, IL 2000 n 2000 Leading provider of international payment and foreign exchange solutions. Business Development Specialist Provided solutions to clientsi international monetary needs by providing simplif ied global payment processing and foreign exchange services. Quickly mastered kn owledge of Foreign Currency product lines to enhance selling skills, leading to increased revenues. Key Achievement * Contributed to company success by generating over $341,000 in Foreign Exchange Services sales in Illinois and Wisconsin. AMERICAN LABELMASTER, Chicago, IL 1998 n 2000 Seller of books, training manuals and protective equipment to companies transpor ting hazardous materials. Account Manager Managed assigned account base, consistently exceeding quota to ensure share of m arket, unit and revenue projections. Developed and executed sales tactics and st rategies, both short and long range, to ensure profit growth and expansion of co mpany products/services within the assigned account base. Monitor and analyze co mpetitive activity. Worked with outside sales and operations as a team to manage the selling process and close business. Secured new accounts and built pipeline . Maintained and managed customer contact records in contact management system. Key Achievements * Effectively provided high quality account maintenance to customer base of over 200 corporate customers. * Applied knowledge of products and regulations to recommend a solution to an in ternational consumer company's hazardous material dilemma, resulting in two-fold increase in sales to that customer. CITIBANK GLOBAL CASH MANAGEMENT, Chicago, IL Account Manager 1990-1997

Utilized world-class customer service and sales techniques to identify prospecti ve sales leads and generate referrals. Enhanced revenue opportunities through ef fective cross-selling. Key Achievements

* Contributed average sales of $350,000 per year. * Implemented telephone marketing campaign that yielded a 35% response rate, sev en times the normal response. EDUCATION Graduate Level Coursework in Marketing, Illinois Institute of Technology Stuart School of Business, Chicago, IL Bachelors of Arts (BA) History, Lake Forest College, Lake Forest, IL Web Design, Devry University, Chicago, IL

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