Deserae Mason
Sellersburg
Summary
Experienced with providing strategic guidance and support to clients. Utilizes analytical skills and effective communication to drive solutions. Track record of fostering strong client relationships, retention and growth.
Overview
24
24
years of professional experience
Work History
ADVISOR SERVICE MANAGER III
ADP
11.2022 - Current
- Acted as primary contact for service matters for Advisors and clients, fostering strong relationships that enhanced client loyalty and retention with a focus on book growth for Advisors
- Led the end to end advisory service cycles for over 70 advisors and 600 plans exhibiting exemplary customer service
- Partnered with cross functional teams- including sales, implementations and payroll to ensure strategic alignment and improved service delivery outcomes
- Address advisor and client inquiries and resolve issues with a focus on problem resolution and growth of their business
VICE PRESIDENT/BRANCH MANAGER II
PNC Bank
08.2008 - 11.2022
- Handle and manage all sales processes
- Responsible for consumer and business growth and retention
- Consistently meet all sales goals in both deposits and loan growth on a monthly basis
- Recognizes the need for, takes personal accountability to adapt, and leads others through organizational change
- Coaches team to effectively provide solutions to improve client financial well-being
- Manages operational, human capital, reputational and business risk through adherence to established policies and procedures
FINANCIAL CENTER MANAGER
Fifth Third Bank
06.2006 - 08.2008
- Lead all sales and risk functions in the financial center
- Consistently meet deposit and loan goals
- Handle the commercial loan process, determining business needs, making recommendations and maintaining relationships
- Ensure constant communication to staff of financial center goals, individual goals, and hold each member of the staff accountable
BANK SALES MANAGER
Salin Bank and Trust Company
12.2004 - 06.2006
- Responsible for attainment of all sales goals which are divided into 6 categories
- In depth knowledge of all products, policies, sales programs, and audit requirements
- Demonstrated ability to lead, train, and evaluate team members
- Provide monthly sales track record for each sales category
ASSISTANT ACCOUNT MANAGER
ConAgra Refrigerated Foods Group
01.2001 - 08.2004
- Successfully worked with 6 other team members to achieve 99% of assigned budget
- Gained 100% of shelving on 11 new items in an eight-week distribution period Scott’s- 117 stores
- Achieved 10 % increase in sales over a previously flat account
- Gained distribution on 19 product lines containing 61 new items
- Worked to improve distribution, shelving, merchandising and pricing
- Achieved 126% of assigned plan on Butterball Frozen Turkeys
Education
Bachelor of Science (BS) - Business Management
Purdue University-West Lafayette
West Lafayette, INSkills
- Analytical thinking
- Written communication
- Client engagement
- Problem-solving
- Training and mentoring
- Relationship building
Accomplishments
- Supervised team of 11 staff members.
Awards
- Service Excellence Award winner at PNC Bank
- Circle of Excellence winner 2020
- Market All star winner 2020
- Finished in the top 3% out of all employee sales contests at Salin Bank
- Chosen as one of the top employees, which allowed participation in recruiting/interviewing over 125 potential employees while with ConAgra Foods
Professionalandpersonalstrengths
- Ability to adapt according to the situational requirements and deliver the desired results
- Excellent skills of oral and written communication
- Adept to handle complicated and unexpected situations and resolve conflicts that may hinder the normal work flow
Timeline
ADVISOR SERVICE MANAGER III
ADP
11.2022 - Current
VICE PRESIDENT/BRANCH MANAGER II
PNC Bank
08.2008 - 11.2022
FINANCIAL CENTER MANAGER
Fifth Third Bank
06.2006 - 08.2008
BANK SALES MANAGER
Salin Bank and Trust Company
12.2004 - 06.2006
ASSISTANT ACCOUNT MANAGER
ConAgra Refrigerated Foods Group
01.2001 - 08.2004
Bachelor of Science (BS) - Business Management
Purdue University-West Lafayette
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