Alecia Howe Email and Phone Number

• Present all retirement plan and flexible spending account products and services of Paychex to final decision makers and end users within the prospect universe for the purpose of closing new sales. Leverage the Go-to-Market Sales Strategy to identify customers’ needs and present the Paychex solution to key stakeholders and decision makers in accordance with the client’s preference on in person or virtual interaction to increase revenue and market share.• Schedule appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor community to secure referrals to end users.• Prospect utilizing the telephone, direct mail, seminars, current client visits, or other local marketing programs directed by Sales management for the purpose of seeking new clients and referral sources.• Analyze the prospects’ needs and interests, determining which products are appropriate and referring to appropriate party when necessary.• Expedite the resolution of client problems or complaints to ensure client satisfaction and retention.• Complete and submits accurate new business paperwork and expense reports by agreed upon dates set by Sales management to ensure timely processing. Enters prospects, sales, and client notes into Salesforce.com to ensure seamless selling and service to clients.

I’m responsible for meeting with customers and prospects both in person , out bound and on the phone to determine their banking and financial solutions goals and needs, and meet those needs by proactively offering appropriate products, services, and guidance to achieve their financial goals. o Achieve branch targets and goals by proactively identifying customer needs and providing appropriate guidance and perspective about Regions solutionso Achieve required levels of outbound phone calls and customer conversations based on the branch’s need to acquire new customer relationships and to expand existing customer relationshipso Assists branch leadership with new business developmento Provides a consistent optimal customer experience, including handling customer’s transactional needs. This may include sharing responsibility for greeting customers and processing basic transactions to ensure customers bank when, where, and how they wanto Ownership and resolution of customer issueso Educate customers on emerging technology and digital solutions such as mobile, online and ATM offerings, all designed to make banking easiero Educate and advises customers on Regions Consumer and Business products and services, including all loan and deposit typeso Refers customers to an internal team of experts when additional financial goals and needs are recognizedo Ensures safe and sound banking practices including adherence to all applicable laws and regulations *Insurance License Alecia HoweFinancial Relationship Consultant- NexusNMLS# 5137639702 Gaston Rd Katy, TX 77494346-257-2550Alecia.howe@regions.com

Outstanding banking management professional with extensive experience developing high net worth client relationships and referral networks. Deliver exceptional results through branch business development, client management, and strategic planning. Expertise in cultivating and maintaining key relationships. Leverage core strengths and connections to develop new business, establish lasting banking relationships, and secure strategies -Areas of ExcellenceManaged P&LReferral NetworksBusiness DevelopmentSales Strategies/ TacticsStrategic PlanningCompetitor IntelligenceAccount/Client ManagementVendor RelationsExceeded goals and expectations; conducted skills assessment, performance management, development feedback, and coaching of employees and sales force. Successfully managed a chase private client branch to a performance level 1 Utilized consultative sales approach to define customer goals and develop solutions that cultivated strong relationships with customers. Earned fast track promotion from initial Assistant Branch Manager position within 1 year.Achieved the sales and administrative objectives of the bankDeveloped and executed new sales plansActed as a solution provider for all customer related queriesLooked after the financial management aspectsEnsured effective implementation of bank policies and proceduresDeveloped and maintained customer relationships and expectationsResolved customer and employee related issuesWorked on profit and loss management for the financial aspects of the bankStaff training and development.Effective communicator – oral and written.Organizational/planning and problem-solving skills.Diplomatic and tactful with employees, management and customers.Prioritizing.