DIONNE M BEASLEY
COPLEY,OH
Summary
I am a ambitious, results-oriented and dedicated professional looking for an opportunity to contribute to a leading organization. I bring a wealth of knowledge and experiences in organizational and relationship building skills to the workplace. Strategic-minded Relationship Manager offering over 23 years' experience in the financial industry. Key decision-maker comfortable working with and for all levels of leadership. Skilled in developing client relationships and implementing strategic initiatives.
Overview
32
32
years of professional experience
Work History
Relationship Manager
Charles Schwab
Richfield, OH
09.2018 - Current
- Reviewed and analyzed client financial data to plan proposals.
- Collaborated with various departments to improve communication and deliver individualized customer solutions.
- Proposed solutions and leveraged cross-selling opportunities to existing and new clients.
- Provided expert support to Plan Sponsors through operational oversight and strong team leadership.
- Addressed inquiries from clients and relationship management department team members.
- Developed and enhanced client relationships by leveraging exceptional retirement and human resource expertise.
Training Manager
Charles Schwab & Co.
Richfield, Ohio
10.2005 - 09.2018
- Analyzed departments training needs and developed new training programs based on the analysis
- Effectively trained instructors and managers on techniques for leading employees
- Maintained training costs to remain within the training target budget
- Mentored team members to succeed and advance within the department and company
- Specialized in training HR employees
- Obtained ATD Master Trainer Certification
Project Manager
Charles Schwab & Co.
Akron, Ohio
06.2004 - 10.2005
- Delivered conceptual, knowledge, and hands on training
- Provided world class customer service to Third Party Administrators
- Developed professional relationships with clients
- Gathered and provided detailed information to present to prospective clients
- Created presentations for management to provide reporting status updates
- Wrote business requirements for projects
- Created and updated project task schedules
- Monitored projects targeted for completion
- Developed training materials
Senior Operations Specialist
Charles Schwab & Co.
Richfield, Ohio
03.2002 - 06.2004
- Responsible for daily support and reporting on assigned Large Market . Developed relationships with the Client Services Department to consult on complex issues
- Coordinated and supported events with over 12 clients
- Ability to resolve problems, improve accuracy and timeliness of existing reports
- Supported Operation Administration Teams and handling issues as they arise regardless of complexity
- Key individual and point person for training and procedural implementation for the team
- Ability to respond to complex participant inquiries, research items, reconcile plans in SEI, assist "Large Market" team in processing force-out distributions and compliance returns
Senior Retirement Plan Specialist
Charles Schwab & Co.
Akron, Ohio
03.1999 - 03.2002
- Researched and responded to complex customer service problems and complaints via phone and email
- Identified operational and procedural problems and provided solutions
- Assisted participants with inquiries regarding their retirement plan
- Successfully entered leads for retail cross selling initiatives
- Prepared metrics for departmental goals
- Trained new employees
Insurance Claim Examiner
Sterling Incorporated
Akron, Ohio
01.1998 - 03.1999
- Implemented cross training on insurance product types; utilized American Bankers System and Collection Management System
- Provided quality customer service to internal and external customers
- Reviewed insurance claims for completion and accuracy and determined approval or denial of claims
- Maintained department procedural manual
Senior Credit Analyst
Sterling Incorporated
Akron, Ohio
03.1993 - 01.1998
- Researched account histories and provided quality customer service to over 900 stores
- Analyzed client's credit bureaus for approval or denial of credit
- Interacted with various levels of management regarding metric reporting for stores
- Maintained relationships between field employees and home office
Customer Service Representative
Society Bank
Akron, Ohio
09.1992 - 06.1993
- Facilitated the processing of money orders, cashier's checks, utility bills and account transfers
- Maintained confidential account information
- Provided quality customer service in a fast-paced environment
Education
Bachelor of Arts - Business Management & Finance
Walsh University
2008
Skills
- Provided input to current and proposed training policies: created processes that align with our policies to ensure consistent execution across geographical locations
- Developed Department Training Program
- Trained members of management on Culture of Control to help mitigate risk to the firm
- Implemented strategy programs to increase Diversity and Inclusion
- Excellent interpersonal, relationship building and coaching skills
- Strategic thinker
- Ability to Influence
- Office Suite
- Coordinate client acquisition and mergers
Accomplishments
- Implemented a new cross training program for Insurance Claim Specialist that resulted in efficiency and cost savings to the firm
- Developed and implemented a career development program which provided several opportunities for career advancement upon completion
- Managed the training and facilitating of the Financial Literacy volunteer program for Access Homeless Shelter
- Coordinated, supervised and volunteered for various projects including Habitat for Humanity, Akron's Battered Women's Shelter and LeBron James Bikea-thon and Blick Clinic
Timeline
Relationship Manager
Charles Schwab
09.2018 - Current
Training Manager
Charles Schwab & Co.
10.2005 - 09.2018
Project Manager
Charles Schwab & Co.
06.2004 - 10.2005
Senior Operations Specialist
Charles Schwab & Co.
03.2002 - 06.2004
Senior Retirement Plan Specialist
Charles Schwab & Co.
03.1999 - 03.2002
Insurance Claim Examiner
Sterling Incorporated
01.1998 - 03.1999
Senior Credit Analyst
Sterling Incorporated
03.1993 - 01.1998
Customer Service Representative
Society Bank
09.1992 - 06.1993
Bachelor of Arts - Business Management & Finance
Walsh University