Associate Relationship Manager, VP

• Mar 2023 - Present

• Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue. • Helped clients protect assets through variety of strategies. • Worked directly with clients investing minimum of $2,000,000. • Resolved customer complaints and disputes to maintain satisfaction and loyalty. • Cultivated strong customer relationships by providing tailored advice and services. • Maintained in-depth product and service knowledge for well-informed customer advice. • Implemented strategies to increase customer retention, enabling investment growth. • Helped clients make informed decisions about financial future. • Analyzed financial needs of clients and developed tailored strategies to meet goals. • Educated clients on financial topics and best practices. • Presented financial plans and investment recommendations to clients. • Monitored and updated financial plans to comply with client goals. • Researched current economic trends and investment opportunities to stay abreast of financial markets. • Updated clients on changes in tax laws and other regulations affecting investments. • Advised clients on investments, retirement and estate planning. • Informed clients of strategies for reducing debt and maximizing savings. Show less

Regional Vice President, Wealth Development

• Jun 2021 - May 2023

• Managed the Wealth Development Partner department with 11 professionals covering the central region of the United States. • Aligned organizational objectives with company mission to increase business growth and integrate work strategies. • Initiated strategy to drive company growth and increase market share and profitability. • Implemented successful improvements to under performing markets. • Developed structure and established procedures within my territory. • Developed innovative sales and marketing strategies to facilitate business expansion. • Managed financial, operational and human resources to optimize business performance. • Maintained P&L and shouldered corporate fiscal responsibility. • Shaped solutions and approaches by leveraging trends in customer marketplaces and industries. • Founded performance- and merit-based evaluation system to assess staff performance. • Created succession plans to provide continuity of operations during leadership transitions. • Devised and presented business plans and forecasts to executive leadership. • Collaborated with marketing team to develop successful marketing strategies. • Developed CRM database of qualified leads through referrals, cold calling, direct mail, email campaigns and networking. • Elicited stakeholder feedback and input through interviews and surveys. • Taught consultative selling techniques to new and existing staff members to build expertise. Show less

Wealth Development Partner, AVP

• Dec 2016 - Jun 2021

• 2-time Signature Circle and President's Club Winner. • Achieved or surpassed goals every year in role • Developed CRM database of qualified leads through referrals, cold calling, direct mail, email campaigns and networking. • Gathered customer needs and worked with product development teams to implement changes based on feedback. • Developed and implemented business plan and marketing strategy for the Akron, Canton, and Youngstown markets. • Developed and implemented strategies to enhance partner relations. • Liaised between partners and internal stakeholders to resolve conflicts. • Generated new business with marketing initiatives and strategic plans. • Reached out to potential customers via telephone, email, and in-person inquiries. • Established relationships with key decision-makers within customer's organization to promote growth and retention. • Performed client research and identified opportunities for account growth, account penetration and market expansion. • Identified and pursued valuable business opportunities to generate new company revenue and improve bottom line profit. • Kept meticulous client notes and updated account information in company databases. • Stayed informed on industry developments and market trends to gain competitive advantage. • Provided outstanding service to all individuals, promoting effective, and lasting business relationships. • Networked with other professionals and organizations to expand contacts and opportunities. Show less

Premier Relationship Manager, AVP

• Jan 2015 - Dec 2016

• Worked directly with clients investing minimum of $500,000• Developed tailored solutions to meet individual banking needs.• Resolved customer complaints and disputes to maintain satisfaction and loyalty.• Analyzed customers' financial information to deliver personalized account guidance.• Implemented strategies to increase customer retention, enabling investment growth.• Developed and maintained strong relationships with clients to maximize satisfaction.

Branch Manager, AVP

• Oct 2010 - Jan 2015

• Managed a Tier 2 level branch with 8 direct reports• Continually increased sales year after year• Achieved the number 1 rank for sales and service in the state of Ohio in 2013• Maintained top position before moving to next role• Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.• Examined customer loan applications for loan approvals and denials.• Performed banking, business administration and financial tasks to guarantee five-star service for clients.• Assessed employee performance and developed improvement plans.• Maintained friendly and professional customer interactions.• Complied with established internal controls and policies.• Prepared for internal audit procedures to validate and improve accuracy of financial reporting. Show less

National Account Sales Manager

• Sep 2008 - Oct 2010

• Managed a territory of 400 insurance agents located throughout 8 states.• Analyzed sales data to identify areas for territory improvement and implemented strategies to maximize sales growth.• Established successful account relationships by building rapport and maintaining consistent communication.• Drove team revenue totals by bringing in top sales numbers.• Grew businesses by adopting market expansion strategy to serve different customer needs.• Motivated and mentored insurance agents to enhance presentation, negotiation and customer relations abilities.• Forecasted sales and established processes to achieve sales objectives and related metrics.• Targeted prospects in other territories through careful research of competitor products, services, and trends.• Trained and mentored insurance agents in sales techniques and strategies.• Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.• Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.• Prepared sales presentations for clients showing success and credibility of products. Show less

Call Center Supervisor

• Aug 2003 - Sep 2008

• Supervised 20 Customer Service Representatives in providing excellent customer service to callers requiring assistance for insurance sales and service issues.• Trained and mentored team members on performance metrics and consumer behavior identification.• Executed Monthly Performance Plans with representatives to to identify production gaps.• Increased efficiency and productivity through effective staff training regarding customer service protocols and call resolution techniques.• Improved organizational efficiency by effectively recruiting new hires and supporting management with personnel decisions.• Developed process controls and metrics for daily management of call center.• Oversaw employee performance to foster accurate prioritization and achievement of sales and productivity goals.• Reduced personnel turnover by developing and implementing performance evaluations to support corrective action planning.• Collaborated with training team to boost product support and certification training initiatives.• Provided leadership, guidance and direction to sales team members, offering assistance with any need at any time.• Facilitated regular team meetings to discuss challenges, successes and strategies.• Monitored daily sales performance and provided feedback to each team member. Show less

Retail Sales Consultant

• May 1999 - Aug 2003