Shi Huang
➟ Finance & Banking Visionary ↗ Mastery in Customer Engagement & Satisfaction ▶ Driving Profits with Tactical Financial Planning | Team Leadership
- Role
- Relationship Manager - Officer at Citizens
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Shi Huang
As a knowledgeable and results-driven Banking Professional based in Philadelphia, PA, I…
Experience
Relationship Manager - Officer
Nov 2023 — Present · Philadelphia, PA, US
Develops and executes strategic plans to support the vision of the organization.High focus on businesses with revenues between $1m-$10m in revenue. Responsible for credit relationships up to $10m and understanding and meeting a wide range of other customer needs. Manage portfolio of 80-100 business clients. Understand client needs and provide value added solutions for working capital, complex lending opportunities, cash management, and other product solutions appropriate. Collaborate with different departments being treasury, digital, retail partners, external partners, and various leaders to improve communication and deliver individualized customer solutions. Drafts sales management reports identifying clients at risk and analyzing quality of service and implementation of new strategies. Delivers positive experiences to customers at every touch point through clear communication and implementing strategies to improve satisfaction. Conduct due diligence and fulfilled compliance requirements, communicating with other departments to complete annual reviews for current relationships. Assess customer and client data to detect potential fraud risks.
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