Customer Relations

KARA M. BEECROFT

**** *. ******* **. 602-***-****

Gilbert, AZ 85295 ****.******@*****.***

CLIENT RELATIONSHIP MANAGER

Focused client relationship manager with exceptional planning and implementation capabilities; expert in executing business strategies, master in developing new market channels and building strong relationships with clients, business partners and industry leaders to manage key accounts to maximize revenue and profit opportunities while aiming to achieve the highest level of client satisfaction. Areas of Expertise

§ Key Relationship Building

§ Portfolio Management

§ Strategic Planning

§ Risk Management

§ Consumer Lending

§ Treasury Management

Professional Experience

ARIZONA BANK & TRUST 09/2015 – 07/2017

SENIOR PERSONAL BANKER

Recruited through the First Scottsdale Bank and Arizona Bank and Trust merger. Responsible for growth, service, retention and expansion of new and existing clients by enhancing the client experience through teamwork with various business partners.

Key Accomplishments:

§ Develop effective strategic plans to establish and manage a client portfolio of over 1000 client relationships.

§ Cultivate strong relationships with clients by delivering the most advantageous customer experience during every client interaction.

§ Successfully follow up on the progress of leads generated from origination to conversion, assisting business partners to win new business.

§ Collaborate with additional loan officers and underwriters to manage and close all loans in a timely and efficient manner.

FIRST SCOTTSDALE BANK 02/2014 – 09/2015

UNIVERSAL BANK OPERATIONS OFFICER/TREASURY SUPPORT SPECIALIST Cross functional leadership position responsible for managing front line personal bankers and the flow of daily operations. Treasury Management software specialist performing all onsite software installations, annual site visits and reviews.

Key Accomplishments:

§ Supervise, coach and develop a team of bankers regarding policies, procedures, products, systems, banking transactions and the generation of sales through quality referrals while ensuring staff is providing efficient and effective customer service.

§ Focus on operational functions within the branch including loss control, compliance, customer retention and maintaining audit standards.

§ Contact for third party vendors and service providers to assure that products and services are delivered as specified and upgrades/enhancements are implemented without disruption to client treasury support levels. ADDITIONAL EXPERIENCE

Midfirst Bank, Teller II 04/2011 – 02/2014

Education & Training

Arizona State University (Present)

Honors & Awards

Service Excellence Award, Arizona Bank & Trust

New Employee Ambassador, Arizona Bank & Trust

Top Sales Performance, Midfirst Bank

Principles of Banking, American Bankers Association

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