Customer Relationship Officer Resume

James Hufford

532 Hershell Hollow Road

Seattle, WA 98109



Job Objective Seeking long-term Customer Relationship Officer Position in which my professional experiences and special qualifications will help encourage the growth of both my organization and myself.

Highlights of Qualifications:

  • Solid knowledge of bank services, products and policies
  • Extensive knowledge of administrative procedures
  • Proficient with financial marketing procedures’
  • Strong ability to initiate new business opportunities
  • Exceptional ability to plan and operate daily operations

Professional Experience:

Customer Relationship Officer

BNY Mellon, Seattle, WA

August 2005 – Present

  • Interacted directly with customer and resolved their problems
  • Maintained and managed cash and Stock MIS
  • Updated all records on a daily basis
  • Responded promptly to service related queries
  • Verified and scrutinized documents
  • Implemented various strategies to achieved monthly targets.

Customer Relationship Officer

Service Master, Seattle, WA

May 2000 – July 2005

  • Developed sales strategies for various market segments to optimize market reach
  • Promoted various banking accounts to new customers on a daily basis
  • Achieved the targets in terms of product mix and customer segment
  • Marketed Investment Services, Current and Savings Accounts to new customers across various market segments
  • Interacted with new customers in the market on a daily basis to convince them to open Excel & Priority Banking account with the bank.
  • Achieved the Targets set in terms of product mix and customer segment.


Bachelor’s Degree in Business Management

Central Pennsylvania College, Summerdale, PA

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  • March 1, 2020Create Date
  • March 1, 2020Last Updated

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