Boguslawa (Bogusia) Wrzosek
Addison,IL
Summary
Results-oriented and self-driven professional with a dedication to excellence Instructional Training Management. Leveraging a strong technical background and a genuine passion for development, I am poised to enhance engagement across all facets of business operations. Armed with a degree in Applied Management, with an emphasis on Instructional Technology and Training, I possess a robust foundation in organizational behavior, leadership, and effective communication, enabling me to make an immediate impact.
Further, my background in client care has cultivated exceptional interpersonal abilities, facilitating the establishment of robust relationships with clients, colleagues, and management. I am eager to contribute my unique blend of skills and experience to drive training effectiveness and foster collaborative success within your organization.
Overview
7
7
years of professional experience
Work History
Director of Marketing
Wealth Planning Network Inc
05.2023 - Current
- Create compelling relationship marketing materials to nurture and strengthen client and stakeholder connections
- Developed metrics and measured success in order to further penetrate marketplace.
- Build and refine workflows to streamline internal processes and improve overall efficiency
- Conduct educational seminars, preparing materials and coordinating logistics for successful events
- Develop training materials for new hires, facilitating smooth onboarding process
- Design and implement effective email marketing campaigns, optimizing for lead generation and customer retention
- Collaborate with cross-functional teams to align marketing efforts with overall business objective
- Schedule and coordinate client meetings ensuring efficient use of time and resources
- Foster relationships with clients and stakeholders through effective communication and personalized marketing efforts.
Relationship Manager Business Owner Specialist
Bank of America N.A.
04.2019 - 05.2023
- Cultivated strong relationship with clients and partners to understand their unique financial priorities and goals
- Educated clients on the stability of financial products and functionality of online banking, while also tailoring messaging to different audiences to increase engagement and understanding
- Coached team members on sales strategies and best practices.
- Shared best practices and success with peers and managers on regional calls to increase learning and development opportunities for all employees
- Conducted opening account process, reviewed, and gathered documents and completed application with a high level of accuracy and attention to detail
- Resolved complex problems and client issues, which required quick problem-solving skills and the ability to think on your feet
Office Manager
Richard Sniadanko Insurance Agency
10.2016 - 04.2019
- Coordinated all administrative functions including answering phone inquiries, preparing documents, and maintaining comprehensive, and confidential files
- Conducted initial pre-underwriting/screening and quoted prospective clients, which required the ability to assess client needs and other solutions
- Reported to senior management on organizational performance and progress toward goals.
- Performed client onboarding, analyzed insurance programs, and suggested additions or changes to their coverage, which required excellent communication and interpersonal skills
- Created training materials for new hires.
Education
Bachelor of Science in Applied Management with emphasis on Instructional Technology, Training and Evaluation -
Northern Illinois University
05.2023
Associate of Applied Science in Financial Services -
Harper College
05.2011
Associate of Applied Science in Accounting -
Harper College
05.2010
Skills
- PowerPoint – presentation decks, Excel integration, document transformation, design savvy
- CRM power user – integration, customization, workflow creation, SOP protocols
- Excel – pivot tables, charts, SUMIF, creative content
- Strong understanding of ADDIE Model principals
- MS Office Suite
- Leadership and collaboration
- Adaptability and flexibility
- Cross-functional coordination
- Ability to develop and deliver training materials
- Problem solving and critical thinking
Licensing
- IL Insurance Producer - Life & Health, 09/2023
- FINRA General Securities Registered Representative License - Series 7 Top Off, 09/2022
- FINRA Security Industry Essentials License (SIE) License, 07/2022
Timeline
Director of Marketing
Wealth Planning Network Inc
05.2023 - Current
Relationship Manager Business Owner Specialist
Bank of America N.A.
04.2019 - 05.2023
Office Manager
Richard Sniadanko Insurance Agency
10.2016 - 04.2019
Bachelor of Science in Applied Management with emphasis on Instructional Technology, Training and Evaluation -
Northern Illinois University
Associate of Applied Science in Financial Services -
Harper College
Associate of Applied Science in Accounting -
Harper College
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