Clarissa Rasmussen
Manning,IA
Summary
Experienced Financial Consultant III highly effective at working with Clients and Colleagues of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in educating Participants about their benefit event options, helping them continue to save for retirement and making the Participant feel confident about their decision. With 10+ years of experience in the Financial and Customer Service Industry, I am an ideal Candidate to provide our New Hires, Current Staff and Leaders with the knowledge and ongoing support they need to be successful.
Overview
12
12
years of professional experience
Work History
Financial Consultant III
Principal Financial Group
03.2023 - Current
- Work directly with Participants experiencing a benefit event to provide education and counseling to help make decisions on how to move forward with saving for retirement
- Use active listening and critical thinking to help provide solutions that meet Participants' goals
- Build rapport and provide exceptional customer service experiences
- Exceed Compliance, Financial Consultant III and Quality goals
- Mentor and Coach new hires
- Participate in special projects
Financial Counselor II
Principal Financial Group
03.2022 - 03.2023
Financial Counselor I
Principal Financial Group
09.2019 - 03.2021
Senior Client Service Associate
Principal Financial Group
10.2014 - 09.2019
- Developed personal rapport with Plan Sponsors, Advisors and Relationship Managers via inbound/outbound calls and assisted to help maintain their 401k plan while being compliant with the IRS and DOL
- Mentored new CSAs
- Completed Tasks to retrieve missing information and documentation from clients
- Met and exceeded goals consistently
- Retained assets within Principal Financial Group
- Researched to further assist Plan Sponsors with resolutions
- Participated in Project Groups
- Completed Email Stats
Personal Banker
Principal Bank At Principal Financial Group
03.2013 - 10.2014
- Built rapport and helped customers maintain their IRAs as well as exceed all of their transactional needs via inbound calls
- Managed Branch Capture, IRA and Safe Harbor IRA Transaction processes
- Completed Eshare/Outbound emails and calls
- Met and exceeded goals consistently
- Retained assets within Principal Financial Group
Universal Banker
US Bank
03.2012 - 03.2013
- Opened, closed and updated accounts
- Processed loans, handled teller transactions, sold bank products and resolved customer service issues on a daily basis
- Referred customers to appropriate areas within US Bank
- Filed signature cards and consistently reviewed accounts to determine whether they are opened or closed
- Completed outbound Blast/sales calls
- Met and exceeded monthly threshold and quarterly goals
- Accomplished top Credit Card sales in the district and increased Branch sales consistently
Teller Coordinator
US Bank
11.2011 - 03.2012
- Handled teller transactions, pulled SAJ, SA4, and SA1 reports and handled more complex customer service issues that required management on a daily basis
- Prepared all of employees' weekly working schedules
- Provided input for performance reviews
- Participated in all of new teller training and mentoring
- Provided ongoing support and training to every teller
- Updated Calling Tree, Access Control Log, COS Log, Reconciliations consistently
- Constructed COS Report at month end
- Completed month end and quarterly tasks
- Completed outbound Blast/Overdraft List Calls
- Met and exceeded monthly teller referral goals
Education
Liberal Arts
Des Moines Area Community College
West Des Moines, IALiberal Arts
Kirkwood Community College
Iowa City, IASkills
- Microsoft Office
- Typing speed of 103 WPM
- Passionate about helping others in Mentoring and Coaching
- Time Management
- Adaptability
- Results driven
- Detail-oriented
- Active Listening
- Complex Problem Solving
- Multitasking
- Efficient
- Coachable
Licenses
- FINRA Series 7
- FINRA Series 63
- Iowa Life and Annuity
Timeline
Financial Consultant III
Principal Financial Group
03.2023 - Current
Financial Counselor II
Principal Financial Group
03.2022 - 03.2023
Financial Counselor I
Principal Financial Group
09.2019 - 03.2021
Senior Client Service Associate
Principal Financial Group
10.2014 - 09.2019
Personal Banker
Principal Bank At Principal Financial Group
03.2013 - 10.2014
Universal Banker
US Bank
03.2012 - 03.2013
Teller Coordinator
US Bank
11.2011 - 03.2012
Liberal Arts
Des Moines Area Community College
Liberal Arts
Kirkwood Community College
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