Desiree Friedman
Wentzville,Missouri
Summary
A track of accelerating business growth with financial industry and with a specialized focus on managing corporate workforce relationships, I posses a refine level of unique market expertise as well as board knowledge of various financial service products. The common thread across all my roles remains a talent for developing positive and lucrative relationships with my clients to generate bottom line revenue growth for my employers. With 10 years of being the financial industry, I will continue to optimize the customer experience for your organization.
Overview
13
13
years of professional experience
Work History
VP, Financial Wellness Relationship Manager
Regions Bank
Clayton , MO
05.2023 - Current
- Handles relationship management activities with new "hunting" and/or existing client within the Midwest Market.
- Identifies, prioritize and develops relationships strategy for clients and prospects.
- Delivers knowledgeable advise and solutions, institutionalizes clients relationships, and optimizes revenue opportunities.
- Works with relevant business partners within the Commerical/Large Corporate Banking team, Wealth Management, Institutional Trust and Branch Manager within the market to grow Regions Bank.
- Managing sales processes from start to finish, coaching and training branch managers in all outreach development efforts.
- Ensure Branch Managers, Financial Wellness Educators are using approved scripting and recourses.
- Conducts branch visits weekly, observations and coaching in the Midwest market in collaborations with local senior leadership. identifies development needs for branches and area managers then creates plan action plans to improve effectiveness.
- Directed marketing strategies to increase brand awareness, generate leads, and grow market share within highly competitive industries.
- Managed financial, operational and human resources to optimize business performance.
- Established performance goals for department and provided methods for reaching milestones.
- Developed and implemented new strategies and policies in collaboration with executive partners to establish and achieve long-term business objectives, providing company with strong and sustainable organizational leadership.
- Established and directed successful programs within the Midwest Market.
- Excellent communication skills, both verbal and written.
- Exercised leadership capabilities by successfully motivating and inspiring others.
- Demonstrated strong organizational and time management skills while managing multiple projects.
- Self-motivated, with a strong sense of personal responsibility.
District Manager Human Resource Outsourcing
ADP
Saint Louis, MO
01.2022 - 05.2023
- Leading and selling comprehensive solutions which includes access to Human Capital Management technology, health benefits, payroll, and HR services to companies with 150-1,000 employees within my territory.
- In effort of exceeding quota, building a balanced pipeline, conduct sales meetings with prospective clients, including C-Level Executive and working with decision makers in small to large organizations.
- Utilize a sophisticated and multi-step selling process with defined criteria, executive sponsorship and internal business processes.
- Enhanced profitability by developing pipelines utilizing marketing and sales strategies.
- Established territory boundaries and distribution routes to maximize service quality.
- Collaborated with senior management on strategic planning initiatives aimed at maximizing profitability while maintaining high standards of quality across the district.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Developed sales strategy based on research of consumer buying trends and market conditions.
- Facilitated business by implementing practical networking techniques.
- Ensured compliance with company policies and procedures as well as federal/state regulations by conducting regular audits of operational practices at each location within the district.
AVP, Senior Relationship Manager
PNC Bank
Clayton, Missouri
07.2016 - 01.2022
- Handles relationship management activities with new and/or existing clients in a book of business to grow sales
- Working with clients/ prospects within 5M to 250M revenue space
- Setting appointments and meeting in a timely matter with C-Level leadership and Human Resource Director, B2B Sales, and cold calling within my assigned territory
- Handling the origination, financial analysis, negotiation and documentation of credit and non-credit products and services
- Focus on bringing the entire bank to the client by presenting the full range of PNC’s products and services
- Assisting companies and their employees in implementing our services and maintaining financial wellness by providing a Bank at Work program, Health Savings Account, Retirement Services, Independent contract workers, Online Financial Wellness platform
- Building an effective network of internal and external relationships to grow sales
- Work closely with internal Relationship managers in out C&IB department, Asset Management, Healthcare, and Risk Management
- Client Relationship Management with the ability to determine and satisfy client needs and maintain a partnering relationship during engagements; includes influencing, communicating, presenting, facilitating, managing, and developing others
- Coaching, training, and developing my team of bankers
- Assesses and effectively manage risk, regulations to ensure it aligned with the bank’s risk appetite and risk management framework.
- Led weekly status meetings with project teams in order to track progress against milestones.
- Provided leadership, direction, guidance, and support to team members on a daily basis.
- Created training materials and facilitated workshops to ensure staff was up-to-date on industry best practices.
- Assisted in developing business cases for proposed projects or initiatives.
Senior WorkPlace Banker
PNC Bank
Clayton, MO
07.2014 - 07.2016
- Selling bank products and services to existing and prospective clients outside of branch in non-PNC locations, demonstrating how PNC can help them achieve their financial goals
- Identifies and acts upon sales opportunities to achieve sales goals
- Knowledge on sales processes, tools, and techniques; prepare and present formal presentations to meet the customer’s needs
- Addressing customers needs, effective communications concepts, managing multiple priorities, sales closing, and agreement to close deals and reach final sales agreements
- Training and onboarding all new employees.
- Helped customers understand and use mobile applications and online banking.
- Provided customer service to bank clients, answering inquiries and resolving complaints.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Ordered checks, placed stop payment orders and conducted additional special services for customers.
Marketing Account Executive
BFM Group
Lake Saint Louis, MO
08.2011 - 07.2014
- Interact with clients and prospective clients to gather marketing intelligence and test marketing strategies, as well as new product and services
- Worked with sales management team to develop marketing strategies and sales plans for expanding client relationships
- Measure and report on campaign success, using that information to develop future campaigns.
Education
ASSOCIATE DEGREE IN MARKETING -
SAINT CHALRES COMMUNITY COLLEGE
High School Diploma -
Belleville East
Skills
- Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
- Strong Relationship Building
- Effective Startegic Thinking
- Ability to research, analyze data, and derive facts
- Project and meeting facilitation/management
- Strong Communication, Verbal, Written Communication
- Self-Motivation
- Proficiency in Microsoft Office (Excel, Word, PowerPoint, and Outlook)
- Expense Reporting
- Business Development
- Community Outreach
- Event Networking
- Sales Leadership
Vitals
817 Grant Park Court, Wentzville, Missouri, 63385, 636-734-8727, desiree.friedman88@yahoo.com
Leadership Experience
- PNC 2017 Market All-Star Leader
- PNC Women in Business Advocate
- National Human Resource Association
- Women's Leadership Committee
Personal Information
Title: AVP, Financial Wellness Consultant
Accomplishments
- 2017 Market All-Star
- Women In Business Advocate
- Grow Up Great Committee
- Living Well Committee
- Women Leadership Committee
- Society for Human Resource Management
- National Human Resource Association
Timeline
VP, Financial Wellness Relationship Manager
Regions Bank
05.2023 - Current
District Manager Human Resource Outsourcing
ADP
01.2022 - 05.2023
AVP, Senior Relationship Manager
PNC Bank
07.2016 - 01.2022
Senior WorkPlace Banker
PNC Bank
07.2014 - 07.2016
Marketing Account Executive
BFM Group
08.2011 - 07.2014
ASSOCIATE DEGREE IN MARKETING -
SAINT CHALRES COMMUNITY COLLEGE
High School Diploma -
Belleville East