Senior Account Manager, Financial Services

Professional Summary: Results-driven Account Manager for Financial and Business Services

with a proven 27-year track record of success. Recognized for excellence in client relationship management, strategic account planning, and revenue growth across a portfolio spanning 35 states. Adept in leveraging CRM platforms to optimize customer engagement and satisfaction, while ensuring full regulatory compliance.

Demonstrated ability to lead and train high-performing teams, aligning performance with business objectives. A strategic thinker with a passion for delivering measurable results and building long- term client partnerships.

Work Experience

Account Manager

Discover Financial, Chicago, Illinois

June 2022 – June 2025

Roles and Responsibilities:

Effectively managed a portfolio of customer accounts.

Addressed client needs and resolved concerns with professionalism and urgency.

Maintained and strengthened long-term client relationships through proactive communication and personalized service.

Understood and executed customer goals and expectations. Senior Account Manager

American Chamber of Commerce Resources

June 1996 – January 2024

Roles and Responsibilities:

Conducted B2B outbound and inbound calls to address compliance-related inquiries and provide proactive guidance to business clients.

Served as the primary point of contact for companies, ensuring consistent communication and support regarding evolving laws and regulatory requirements.

Monitored and communicated regulatory changes, keeping businesses informed and prepared for policy shifts that impact operations.

Delivered compliance training and webinars, tailored to client-specific industry needs and regulatory obligations.

Managed human resources compliance support, including documentation, policy alignment, and workforce training.

Facilitated the onboarding and ongoing training of employees on key compliance topics to ensure organizational readiness and adherence.

ANGELA JOHNSON

E-mail: **********@*****.***

773-***-**** Chicago, Illinois 60619

2

Education

Diploma

Central High School, Baton Rouge, LA

Certification

Public Relations/Marketing Certificate

Skills

Interpersonal:

Client relationship and rapport

Goal-oriented

Networking

Managerial:

Account management

CRM Software

Team training

Teamwork and Collaboration

Strategic:

Contract negotiation

Generate revenue and growth

Sales development

ANGELA JOHNSON

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