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Vp, Retirement Plan Services Resume

Atlanta, GA

SUMMARY

  • A highly experienced sales professional with a background in financial services, customer service, project management and business development.
  • Holds FINRA Series 7 financial license .
  • Impressive communication skills that create a positive environment and set appropriate expectations.
  • Proven leader that is experienced in handling conflict resolution and able to analyze situations effectively.
  • Skilled in developing and implementing standardized policies, procedures, and processes.
  • Ability to develop others as they seek higher career aspirations.

TECHNICAL SKILLS

  • MS Windows
  • WyStar
  • OmniPay
  • TPS
  • SmartStation
  • Fusion
  • CRM

PROFESSIONAL EXPERIENCE

Confidential, Atlanta, GA

VP, Retirement Plan Services

Responsibilities:

  • Responsible for sales and client management of all services offered under Investment Advisory, Defined Benefit, Defined Contribution, and Health & Welfare
  • Develop opportunities by networking and using CO I’s within my territory and other areas where Confidential has a limited footprint.
  • Partner with practice leaders to identify additional ways to influence more business and provide solutions that manifest change.
  • Join or lead partnership meetings with Employee Benefits or Property & Casualty team members to generate retirement interest and create a need.

Confidential, Atlanta, GA

Core Market Sales Consultant II

Responsibilities:

  • Partner with Regional Sales Director to generate Confidential opportunities (I handle all opportunities $100m and under dependent on sales solution)
  • Product suite primarily includes 401k, Confidential & Custody, and Discretionary (VEBA, Endowments, Pension, etc.)
  • Analyze, research, and develop leads through coordination with bankers to determine if Confidential is a viable option leading to cold calling efforts.
  • Prospecting with BDO to create more Confidential opportunities for existing Confidential core banking clients.
  • Strategize with external consultants and internal Confidential Advisors to determine feasible solutions that are beneficial all interested parties.
  • Leading cross - sell project focusing on WFA awareness and product knowledge of alternate options that may better fit their client needs.
  • Integral part of team that was responsible for approximately $694k in Fee Revenue for 2015
  • Uses extensive knowledge of Confidential Institutional proprietary and non-proprietary products to effectively gain potential clients
  • Perform virtual and face-to-face presentations as needed for potential clients to help them better understand our services and practices

Confidential, Charlotte, NC

Services Manager

Responsibilities:

  • Executed asset retention strategy by identifying gaps and minimizing dependencies resulting in retained assets of $224 million for 2012)
  • Led a team accountable for 32% RRR (rollover retention rate) over the past 12 months that refer an average of 680 new opportunities for WF IRA partners per month.
  • Assisted with participant education campaigns and used the partnership for future relationship management opportunities
  • Developed and Implemented a workflow strategy aimed to maximize efficiency levels at an individual team member level; Resulted in a 48 hour turnaround for contact versus 4 business days
  • Managed a team responsible for a total $253 million (inbound/outbound combined) in WF IRA deposits in 2012; (Responsible for a year over year increase of 34%)
  • Lead and facilitated outbound file automation project for the business side of implementation (The project resulted in more team expansion and an increase in number of clients reached and validated)

Confidential, Charlotte, NC

Services Manager

Responsibilities:

  • Lead or played a key role in several departmental projects to improve efficiencies and effectiveness
  • Implemented change management strategy for DCS to influence new culture and adjust to post-merger expectations.
  • Managed a high performing sales team of 12-15 front line team members and 1 team lead.
  • Department leading $27 million average in monthly team deposits.
  • 33% Team rollover retention rate, which exceeded team averages among other DCS teams by 7%.

Confidential, Charlotte, NC

Operations Manager

Responsibilities:

  • Managed and supported 12+ RSC Representatives and 1 Team Leader.
  • Facilitated asset retention program responsible for reserving over $15 million in assets per month.
  • Developed representatives for future roles by implementing group coaching sessions as well as detailed performance reviews.
  • Influenced Minnesota team members to become engaged in the asset retention program and embrace the opportunity in alignment with the Charlotte site.
  • Administered performance reviews and provided feedback to influence expected behaviors and better client interactions.
  • Helped build culture to embrace Gallup as a means of measuring satisfaction versus looking for team member errors thus enhancing overall morale.

Confidential, Charlotte, NC

Deposit Account Underwriter

Responsibilities:

  • Assisted branches with due diligence and initial implementation of the USA 326 Patriot Act.
  • Coordinated with management to come up with different fraud detection techniques.
  • Averaged a close rate that exceeded department minimums by over 29%.
  • Worked mandatory and voluntary overtime to ensure goals were met and also took on additional work from team members who were on PTO or behind.

Confidential, Charlotte, NC

Team Lead

Responsibilities:

  • Responsible for team sales production and service level agreements.
  • Coordinated with other departments to increase retention and customer satisfaction.
  • Monitored representative calls and call logs to ensure all quality standards are met.
  • Fielded supervisor calls from customers and resolved issues appropriately.

Team Manager

Confidential

Responsibilities:

  • Provided coaching and detailed feedback to associates.
  • Developed ways to enhance the core system, making it more user-friendly and efficient.
  • Used call center key performance indicators to help with scheduling to meet call volume.

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