Ben Bellon
Herriman,UT
Summary
A proven sales manager who has experience both as a sales person and a sales coach/manager/leader. Understands different motivational requirements to drive diverse teams to consistent success. Able to build and maintain relationships with business partners both internal and external to achieve related goals. Continue to drive and achieve top customer service scores and internal employee satisfaction scores. Experienced in the following: Change Management, Compensation Design, Merger Experience, Quality Control. Performance-driven Vice President with 15 years of experience aligning systems with business requirements, policies and regulatory requirements. Passionate about applying excellent organization and communication skills to manage and lead teams. Results-oriented individual well-versed in interfacing and consulting on business processes to drive results based on sound overall business judgment.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Vice President / Sales and Service Manager
Zions Bancorp
01.2018 - Current
- Responsibilities include: Managing the team, Scheduling, Training (new hires and ongoing), Escalations, One on ones (career development), Interviewing, Compliance and regulation management, Risk Mitigation, Marketing, Marketing and Business Line Advancement, Creating marketing materials including flyers, letters, brochures and presentations, Delivering Branch presentations to discuss the team, target market and how we can help clients, Sharing overall results to leadership, Technology, Create and maintain call queues, Report to leadership status of SLAs, Keeping abreast of new technology from broker dealer.
Assistant Vice President / Branch Service Manager
Morgan Stanley
01.2016 - 01.2018
- Responsible for leading a team of approximately 15 registered client service associates
- Duties include: Managing call SLAs, Interviewing and hiring new employees, Risk mitigation through training, call monitoring, and reviews, Motivation employees to give their best for the client and the firm, Achievements and projects: Created and ran e-delivery campaign to increase client enrollment up to 300%, Had the top team in every campaign throughout the program, Helped develop one on one conversation tracker and template, Took the lead in setting up volunteer projects for the GVM.
Branch Manager
Scottrade
01.2014 - 01.2016
- Production manager for a small branch in South Ogden
- Responsible for running the office on a daily basis, including; Working with maintenance, leasing agreements, renovations, etc., Keeping the office compliant through monthly internal audits and annual external audits, Interviewing, hiring, and providing ongoing training and coaching for the staff, Spoke with clients both face to face and over the phone helping then achieve current and future financial needs.
Vice President, Wells Fargo Advisers Solutions
Wells Fargo Advisers
01.2006 - 01.2014
- Responsible for managing financial advisers located in a call center environment
- Risk mitigation, client satisfaction, and revenue are driving factors, Lead top producing team, revenue, cross sell, asset consolidation, High team member satisfaction – low attrition, Created and maintained a positive and productive work environment, Interviewing, hiring, on boarding and training are part of the responsibilities, Grew the team from 8 reps to 25 including hiring an additional sales manager, Consulted in regards to annual compensation plan changes, Designed and implemented rewards and recognition plans over several years designed to award not only top performers but create lift for the majority of reps, Business partner development, Created and maintained relationships with other lines of business to help foster both good will and additional production, External partners included international accounting firms which used our platform for their senior executives.
Trader/Customer Service
Wells Fargo Investments
01.2004 - 01.2006
- Responsibilities include; performing online trade executions, margin calculations, compliance reviews, and account maintenance, Involved in overseeing trading teams during corporate reserve reviews, Lead trader taking escalations and more complicated trading issues, Coached new hires and experienced reps when needed.
Exclusive Financial Specialist
Allstate Financial
01.2003 - 01.2004
- Prospecting and servicing clients in all their life and health insurance and investment needs, Worked primarily with annuities and life insurance.
Financial Consultant
AG Edwards
01.2002 - 01.2003
- Responsibilities include; prospecting, seminars, sales, portfolio review, and sophisticated financial planning, Received Accredited Asset Management certification from College of Financial Planning, Denver CO.
Trader/Customer Service
Morgan Stanley
01.1999 - 01.2002
- Responsibilities include; performing online trade executions, margin calculations, compliance reviews, and account maintenance, Also involved in overseeing trading teams during corporate reserve reviews, Received broker of month award.
Education
MBA -
University of Phoenix
Salt Lake City, UT12.2008
BS in Communications PR/Advertising emphasis -
Southern Utah University
Cedar City, UT12.1992
AS in Business -
Dixie College
St George, UT12.1990
Skills
- Customer Prospecting
- Operations Management
- Risk Management
- Client Relationship Building
- Process Improvement
- Staff Development
- Sales Leadership
- Relationship Building
Certification
- 1997 Series 7, 66, & 63
- Accredited Asset Management Specialist
- 2007 Series 9, 10
- Utah Life and Health Insurance
Timeline
Vice President / Sales and Service Manager
Zions Bancorp
01.2018 - Current
Assistant Vice President / Branch Service Manager
Morgan Stanley
01.2016 - 01.2018
Branch Manager
Scottrade
01.2014 - 01.2016
Vice President, Wells Fargo Advisers Solutions
Wells Fargo Advisers
01.2006 - 01.2014
Trader/Customer Service
Wells Fargo Investments
01.2004 - 01.2006
Exclusive Financial Specialist
Allstate Financial
01.2003 - 01.2004
Financial Consultant
AG Edwards
01.2002 - 01.2003
Trader/Customer Service
Morgan Stanley
01.1999 - 01.2002
MBA -
University of Phoenix
BS in Communications PR/Advertising emphasis -
Southern Utah University
AS in Business -
Dixie College
Similar Profiles
Melissa M. KincaidMelissa M. Kincaid
Customer Service Specialist at Zions BancorpCustomer Service Specialist at Zions Bancorp
Melissa LearyMelissa Leary
Financial Crimes Quality Assurance Analyst at Zions Bancorp N.A.Financial Crimes Quality Assurance Analyst at Zions Bancorp N.A.
Michael MartinezMichael Martinez
Collections Specialist at Zions BancorporationCollections Specialist at Zions Bancorporation
Jamey TovarJamey Tovar
Tower Foreman at VK ElectricTower Foreman at VK Electric
SHAYLIE WILBURSHAYLIE WILBUR
Patient Care Technician II at Fresenius Kidney CarePatient Care Technician II at Fresenius Kidney Care