Dede Johnson Email & Phone Number

United States

Actively identifies and mitigates different types of risk, such as regulatory, reputational, operational and credit risks.Focuses on client opportunities by providing ideas and insights based on an understanding of the client's needs and their financial well-being. Focuses on increasing client engagement and loyaltyCoordinates relationship management activities with new and/or existing clients in a book of business to grow sales, revenue and market share with relevant sales goalsManages effective network of internal and external relationships, such as community or industry relationships, to actively acquire new clients and/or expand existing clients and enhance the client experienceHandles the origination, financial analysis, negotiation and documentation of credit and non-credit products and servicesCoach And Mentor For The Department

United States

Monitored and processed securities transactions, fund transfers, margin accounts, and federal funding for Wealth Management Clients Serves as a Mentor and provides training to less experienced Team Members.Developed effective relationships with all call center departments through clear communication.Enforced Service Center policies, procedures and quality assurance measures.Highly active within the Activities Committee and Employee Satisfaction Focus Groups