Innovative and experienced Account Executive with excellent client and growth strategy skills. Action-oriented with strong ability to communicate effectively with executive and business audiences.
Reports generation and analysis
Excellent communication and presentation skills
Working knowledge of health care industry
Problem resolution and risk analysis
Strong organizational skills
Leadership and development
Completed and performed competitive analysis to make recommendations for future account growth.
Managed the successful implementation of new and existing employer groups.
Improved customer relationships and partnerships for future expansion.
Established and created rapport with executive level clients.
Researched and developed a master's level thesis around preventing, reducing and eliminating new account fraud in retail banking.
HSA BankMilwaukee, WIAccount Executive09/2016 to Current
Emphasized product features based on analysis of customers' needs.
Answered customers' questions regarding products, prices and availability.
Collaborated with colleagues to exchange growth strategies and industry information.
Taught existing clients about products through on site training, webinars and benefit fairs.
Shared product knowledge with customers while making personal recommendations.
Maintained friendly and professional customer interactions.
Responded to all customer inquiries in a timely manner.
U.S. BankMilwaukee, WIAssistant Branch Manager12/2013 to 09/2016
Ensure branch meets customer service goals and achieves business results by developing, motivating, and rewarding employees; communicate performance goals and results; recognize performance; provide coaching and training.
Handle customer questions, concerns, and complaints as escalated by branch staff or otherwise as needed.
Managed daily branch operations including training, compliance and evaluating performance.
Wells Fargo BankMilwaukee, WIService Manager11/2006 to 10/2013
Managed a team of employees to ensure prompt and efficient transaction processing, sales generation through quality referrals, and execution of impeccable customer service.
Primary job responsibilities included managing the direction of the team in order to establish, implement and follow through on sales referrals and customer service goals.
Create, train and coach a successful sales and service team in order to fulfill the company vision to meet all customer's financial needs.
Develop and coach team members to continued success with the company.
Ensure compliance with audit and operational regulations and guidelines.
MBA:Business AdministrationMay 2016Cardinal Stritch University, Milwaukee, WI
This 18 month program was developed and designed to integrate the study of business through an emphasis on business strategy and focus on application of business knowledge, systems and processes, leadership, and strategic human resource and customer relationship management. Through this program developed an integrated understanding of the global, cross cultural, and ethical context of business; the requirements of making the business case for leading organizations that value people, planet, and profit; seeing and responding to the business "big picture" in new, innovative, and adaptive ways.
Highlighted projects included leadership competence, business technical strategies, business financial competence and competence in business strategy.
Completed final research paper on the evolution of New Account Fraud in the Retail Banking Industry including history, causes, current statistics and possible resolutions to reduce or eliminate new account fraud losses in the future.
BBA:Marketing & International BusinessMay 2005University of Wisconsin, Milwaukee, WI
Projects: Developed, implemented and analyzed a marketing research survey for the purpose of hypothesis generation to produce an informed presentation through the use of SPSS and PowerPoint. Through the use of situation analysis, developed an International Marketing Campaign including recommendations for a new creative strategy, consumer promotions, direct marketing, media and public relations strategies. International Business Project: Created a Global Business Plan for a company expanding into Europe. Included firm strategy and structure, manufacturing, marketing, human resources, and financial management plans.
Member of Phi Eta Sigma Educational Fraternity since 2001.
Over fifteen years in the professional industry working with health care and retail banking products, operations, policy, procedure and federal regulation. Effective leader in business planning, strategy execution and development coaching. Excellent customer service with sales orientation. Experienced in formal presentation and growth strategy. Proficient in PowerPoint, Excel and Word.