Customer Relationship Officer Resume

James Hufford

532 Hershell Hollow Road

Seattle, WA 98109

(555)-555-5555

[email]

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