Years of experience: 21

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Monica's Career Path
Relationship ManagerAug. 2023 -
Present
CheckAltRelationship Manager
Valley Cottage, New York, United StatesMy main mission is to cultivate relationships with clients to ensure customer satisfaction and continued revenue and profitability. I am proactively establishing strong relationships, addressing issues that arise, and serving as a trusted advisor to provide consultative support on our services and solutions. - Being proactive with client engagement to communicate features, optimizations, and ...
Relationship ManagerMay. 2017 -
Jun. 2023
Capital OneRelationship Manager
Westchester / Putnam / Dutchess / Fairfield - CountiesI work with business owners to create long term, meaningful relationships to better understand their business and their entire B2B wallet. I am committed to helping clients leverage our tools to lower the stress of financial management and increase the profitability of the bottom line. 2% on cardable expenses adds up! Some exciting acknowledgments about the Spark Card: NerdWallet named Spark ...
ConsultantMar. 2017 -
Jun. 2017
AccalystConsultant
Greater New York City Area

Monica's Posts

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    How I can help you

    Expert in relationship management with a focus on establishing and nurturing connections. Skilled in working with diverse personalities, including decision makers and executives. Develop strategic plans for client engagement to achieve business goals.

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    People I am looking for

    Seeking partnerships with small to mid-size businesses and financial institutions. Interested in companies looking to enhance client relations and service offerings.

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    Experience & Cases

    Successfully managed onboarding of SaaS for a bank. Played a key role in training a new team. Experience with small businesses, mid-size firms, start-ups, and small companies.

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    How to contact

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