Account Manager

Donna Bracamontes 209-***-**** **************@*****.***

linkedin.com/in/donna-br/ San Francisco, CA page 1 of 1 Client Portfolio Analyst Account Management

As an account manager for both insurance companies and a bank, I provide personalized solutions to meet an individual's financial needs. I excel and love to engage in analyzing numerical data, to further identify any opportunities for growth and deliver exceptional service. My current role involves coordinating with all levels of banking departments to ensure operational accuracy, resulting in a streamlined process when administering service in both business and personal banking environments.

Qualifications

Operating Systems (Windows or MacOS) Microsoft Outlook & Excel CRM Management Account Based Marketing

Data Privacy Management Daily Financial Report Analysis Risk Management Cash & Treasury Management Employment History

Fremont Bank Business Banking Relationship Manager Sept 2023 – Present

● Demonstrate a thorough understanding of compliance with State/Federal regulations and laws when handling confidential information.

● Accurately balance teller cash drawer, prepare various operational reports and certifications categorized by daily/monthly/quarterly timeframes, and refer new business relationships to the bank.

● Regularly communicating with internal partners and executive team, exercising discretion and tact, and accurately conveying information concerning account maintenance, relationship management, and referrals.

● Experienced in conducting detailed operational processes; example of this includes cash transaction handling to account reconciliations, to support smooth business operations.

● Competent in maintaining accurate and organized records per federal standards, with attention to detail and adherence to procedures for record retention and accessibility.

● Skilled in representing the organization’s values and services with professionalism.

● Actively engaging in training regarding interest rate updates, maintaining ongoing learning of current retail/business banking product standards and operational improvements. CA Department of Insurance Account Manager Jan 2019 – Aug 2023

● Coordinated and managed high-stakes client relationships and interactions, enhancing rapport through personalized communication and keeping track of follow up needs.

● Administered to 2000+ clients in a local San Francisco office and ensured compliance with industry/state regulations, protecting client confidentiality and adhering to GDPR (General Data Protection Regulation) standards.

● Organized and led client meetings and presentations, tailoring communications to individual needs and ensuring accurate, impactful delivery of insurance policy information.

● Developed and executed targeted marketing initiatives, collaborating with local partners to expand outreach and increase engagement.

● Negotiated with underwriters to secure optimal service terms, demonstrating advocacy and support for client needs while fostering positive underwriter relationships. Home Depot Customer Service Representative Jan 2018 – Nov 2018

● Demonstrated strong interdepartmental communication skills, collaborating effectively to support warehouse logistics and align to team goals.

● Delivered exceptional product knowledge, translating complex information to meet client needs and ensure satisfaction when purchasing appliances/flooring materials.

● Utilized mobile data management device to accurately track inventory, showcasing detail-oriented management of merchandise essential for logistics.

● Worked with 3D design software to visualize layouts, supporting effective planning and spatial organization for large scale, home remodeling projects

Education & Certifications

Mathematics IGETC Degree — CC of San Francisco California Privacy Rights Act (CPRA) Certification, Regulation CC Expedited Funds Availability Act Certification, Bank Secrecy Act/ AML — OnCourse Learning Microsoft Office (MOS) Specialist Personal Lines Broker-Agent License (2019 to 2023)

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