Client Relationship Manager at Mutual of America

Hired by: Mutual of America

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Client Relationship Manager at Mutual of America (Full Text Version)

Ronald Jackkie

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Phone number: 555-555-555

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Profile

Accomplished Client Relationship Manager with a strong track record in the areas of finance, retail banking, and public health.

Certificates

12/2022, Series 6, FINRA

11/2022, SIE (Securities Industry Essentials), FINRA

02/2022, Google Project Management, Coursera

Work Experience

09/2022 - present, Client Relationship Manager, Mutual of America, Chicago, IL

Compiled and reviewed financial audit materials for retirement plans to third-party auditors
Managed a diverse portfolio of 925+ corporate clients, ensuring exceptional service delivery
Collaborated with employers and plan sponsors to create and submit employee retirement plan contributions
Selected for specialized assignments involving record keeping migrations and non-discrimination testing for retirement plans
Expertly addressed and resolved employers' retirement plan inquiries through meticulous problem investigation and prompt follow-up
Utilized Salesforce to efficiently organize, track, and complete tasks.

10/2019 - 09/2022, Environmental Health Specialist, Porter County Health Department, Valparaiso, IN

Gave regulatory guidance and support to public and business entities, guaranteeing compliance with environmental public health standards
Effectively managed a county COVID-19 mass vaccination site, utilizing Tableau for efficient appointment and inventory tracking
Completed extensive training in All Hazards Preparedness for Animals in Disaster and All Hazards Planning for Animal, Agricultural, and Food Related Disasters through the esteemed Rural Domestic Preparedness Consortium
Actively contributed as a member of the Porter County Suicide Task Force and LOSS Team, demonstrating commitment to mental health advocacy and crisis prevention

04/2019 - 10/2019, Branch manager, Horizon Bank, Munster, IN

Collaborated with trust, mortgage, and business banking partners to successfully implement cross-sales growth projects
Partnered with regional management staff to develop and execute branch projects, ensuring adherence to scope, budget, and timetables
Effectively oversaw the daily branch operations, including payroll approval, employee schedule creation, and delegation of responsibilities within the team

09/2018 - 04/2019, Personal banker, Horizon Bank, Michigan City, IN

Demonstrated exceptional skills as a trusted advisor, effectively furnishing clients with tailored loan and account solutions
Proactively developed and maintained a comprehensive client profile spreadsheet, resulting in the successful establishment and growth of a substantial book of business, as well as efficient tracking of sales leads
Consistently achieved top performance, displaying expertise in enrolling clients in premium debit card programs

10/2017 - 09/2018, Personal Banker II, Fifth Third Bank, Portage, IN

Cultivated new customer relationships through initiating new accounts and facilitating lending processes
Sustained and expanded a significant book of business by skillfully arranging appointments and providing superior service
Distinguished as a top-performing banker, leveraging consultative sales techniques to identify customer requirements and proactively enhance bank revenue
Executed supervision and approval of teller transactions to ensure accuracy and compliance standards were met

01/2015 - 09/2017, Client Service Associate, 1st Source Bank, Westville, IN

Successfully facilitated the opening of new checking and savings accounts for both individual consumers and business clientele
Formulated comprehensive financial profiles for customers, effectively contributing to the enhancement of bank sales
Assisted with various teller operations as required, providing optimal customer service and support
Commenced professional journey as a Client Service Representative (teller), subsequently promoted to the esteemed position of Client Service Associate (Banker) in May 2017

Skills

Computer Skills

SalesForce

Microsoft Office

Tableau

Client Interaction Skills

Relationship-building

Communication

Problem-solving

Consultative Sales

Education

10/2016 - 02/2017, MBA, Business Administration, Western Governors University, Salt Lake City, UT

08/2013 - 05/2014, M.A., Biblical Theology, Moody Theological Seminary, Chicago, IL

08/2009 - 05/2013, B.A., Pastoral Studies, Moody Bible Institute, Chicago, IL

Position Overview:

As a Client Relationship Manager, you will be the primary point of contact for clients, responsible for building and maintaining strong relationships to drive customer satisfaction and loyalty. Responsibilities include understanding client needs and objectives, providing personalized support and guidance, and ensuring the delivery of high-quality products or services. Collaborate with internal teams to address client concerns, coordinate account activities, and identify opportunities for upselling or cross-selling. Utilize your strong communication skills, problem-solving abilities, and customer-centric mindset to foster trust and loyalty among clients. Join our team to play a key role in driving client retention and business growth through exceptional relationship management.

Company Overview:

Mutual of America is a prominent financial services company that specializes in retirement plans and related services. With a history dating back to 1945, Mutual of America has established itself as a trusted provider of retirement solutions for individuals, businesses, and organizations. The company offers a wide range of retirement products, including 401(k) plans, pension plans, and annuities, designed to help individuals and employers achieve their long-term financial goals. Committed to integrity, reliability, and customer service, Mutual of America continues to be a leader in the retirement industry, providing innovative solutions and personalized guidance to its clients.

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