SUSAN K. BROWNXXXXXX YYYYYYYYYYYYY X. YYYYYY

CAREER OBJECTIVE

Results-driven Marketing Professional eager to apply dynamixxxxxxc communication, relationship building and leadership skills toward actively supporting the employer in optimixxxxxxzing sales and profits with focus on wealth management and high net worth investors.

QUALIFICATIONS

    Over 20 years of successful diverse business experience in the financial service sector.

    Expertise in wealth management marketing.

    Adept in events, sponsorships, promotion, direct mail and market material development.

    Long-term service with present employer through multiple acquisitions.

    Outstanding key player in success of merger/acquisition process.

    Contribute to numerous projects serving multiple teams.

    Strong capability in sourcing and executing large-scale sponsorships.

    Highly motivated and dedicated individual with solid project management, strategic planning, forecasting and team leadership abilities.

    Expertise in the development and maintenance of highly positive client relationships with high net worth individuals.

    Record of progression to assignments of increasing authority and responsibility.

    Proficient in customer service within team and individual environments.

    Proven communications, role-modeling and team participation abilities.

    Demonstrated capacity to develop rapid and effective client rapport.

    Track record of consistent achievement/over-achievement of goals in competitive environments.

    Strongly service-oriented with ability to meet critical needs.

    Highly observant, detail-oriented individual able to evaluate people.

    Well organized multi-tasker.

    Excellent time management and presentation skill sets.

 

PROFESSIONAL EXPERIENCE

Bank of America, Livonia, MIXXXXXX                                                         October 2007 - Present

Program Development Manager

      Tasked with critical responsibilities in client communications, business support and team integration upon LaSalle acquisition by Bank of America.

      Member of the team handling client communications to existing LaSalle clients regarding the merger with Bank of America.

      Effectively support Global Wealth & Investment Management (GWIM) line of business including clients in Private Wealth Management and Premixxxxxxer Banking and Investments.

      On the team that originated client newsletter with editions for various LOB's and focus on specific GWIM versions.

      Team launched customer day one communication covering changes.

      Team facilitated systems day one communication customixxxxxxzed to each client explaining account changes.

      Designated to manage the customixxxxxxzation of special client communications for clients covering ETI's (Early Transition Items), a special service aiding clients with specific accounts/services to be discontinued or changed.

      Effectively support GWIM LOB's in critical marketing efforts.

      In this regard, coordinate direct mail, advertising, participated in key client events, rebranding marketing materials and relocating databases for Associate usage.

      Worked with integrated transition teams to coordinate and synchronize transition activities.

      Reviewed client communications and managed the review process client communications.

SUSAN K. BROWNXXXXXX YYYYYYYYYYYYY X. YYYYYY

Page Two

 

 

LaSalle Bank, Troy, MIXXXXXX                                                                     2001 C October 2007

Marketing Manager

      Successfully negotiated sponsorships with Lake Forest Showhouse and Art Chicago.

      Assumed major duties related to group restructuring.

      Coordinate and provide advisement to senior management.

      Originate sales presentations for marketing teams.

      Facilitate Marketing Group project planning and comprehensive budgeting.

      Orchestrate special projects and events.

      Directed Wealth Management Mortgage Communications Project that transferred mortgages to LaSalle Bank.

      Executed Make the Connection Campaign, B2B referral cross-selling program, and oversaw commercial banking referrals.

      Designed and executed multiple direct mail programs.

      Support client retention, revenue generation and cross-selling activities.

 

MiXxxxxxchiganXxxxxx National Bank, FarmixxxxxxngtonXxxxxx Hills, MIXXXXXX 1981 - 2001

Section Leader, Securities Settlement (2000-2001)

      Promoted to lead team facilitating domestic trade settlements, research and operational issues.

      Ensured settlement of global custody trades, maintained currency balances and processed global custody payments.

 

Global Securities Specialist (1998-2000)

      Advanced to ensure settlement of global custody trades for Trust customers.

      Researched and resolved operational issues while supporting multiple business units, Investment Advisors, Brokers and vendors.

 

Investment Operations Analyst (1993-1998)

      Tasked to produce trade settlements, facilitate planning/testing and implement products, systems and programs.

      Monitored and oversaw 2600 securities holdings for 3257 safekeeping accounts.

 

PRIOR BACKGROUND

Before 1993, served MiXxxxxxchiganXxxxxx National Bank as Senior Settlements Clerk, Foreign Exchange Settlements Clerk, Supervisor, Remixxxxxxttance Processing Service, Remixxxxxxttance Processing Clerk and Proof Operator.  In these assignments, built outstanding financial service, transaction settlement, supervisory, scheduling and operations skill sets.

 

EDUCATION

Schoolcraft College

Associate of Science, Business

 

PROFESSIONAL DEVELOPMENT

Zenger MiXxxxxxller

Frontline Leadership Series

Cohen-Brown

Breakthrough Service Performance

SUSAN K. BROWNXXXXXX YYYYYYYYYYYYY X. YYYYYY

 

 

 

COVER LETTER TEXT

 

 

Date

 

 

Hiring Agent Name

Title

Company Name

Address

City, State   Zip Code

 

Dear                   :

 

I am currently seeking a challenging career opportunity in a Financial Services Marketing capacity and am submixxxxxxtting my resume for your review.  In advance, I thank you for your time and consideration.

 

As demonstrated in the accompanying resume, my professional qualifications include over 20 years of highly successful experience in the banking sector.  To complement this background, I possess demonstrated expertise in marketing to high net worth individuals, events, sponsorships, promotion and marketing material development, as well as strong analytical, problem-solving and managerial capabilities.  As an employee, you will find me to be an enthusiastic and disciplined team player, commixxxxxxtted to supporting you in achieving your objectives through superior performance. 

 

I am confident that I could be a valuable asset to your firm, and look forward to interviewing with you in the near future to further discuss my areas of experience and expertise that would be a contribution to your organization.

 

 

Sincerely,

 

 

 

Susan K. BrownXXXXXX YYYYYYYYyyyyy x. yyyyyy

 

 

 

 

 

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