Client relationship and financial-services professional with nearly 20 years of experience, including commercial relationship management for 50+ business clients and 20+ active borrowers. Experienced in owning client relationships, setting expectations, managing follow-ups and deadlines, guiding clients through onboarding and complex processes, resolving concerns, identifying risks, and coordinating solutions across multiple teams. Comfortable working with business owners, executives, and key decision-makers, including handling difficult or frustrated clients with patience, professionalism, and clear communication. Strong track record of follow-through, client engagement, accountability, and managing multiple competing priorities in a time-sensitive environment. Now transitioning from commercial banking Relationship Management into Client Success.
