Marketta Bowie Email & Phone Number

Mesa, Az, Us

New York, Ny, Us

Identify decision makers amongst targeted leads in order to start the sales process.Present and pitch products and services to potential customers through a high volume of phone calls and email campaigns.Follow up on leads and referrals resulting from field activity, the marketing team, Channel Partners, and individual prospecting.Partner with Account Managers to determine a strategic sales approach and monitoring crucial sales activities including cold calling, booking meetings, and prospecting.Maintain accurate account information and activity detail in Salesforce (CRM). Effectively sell to prospective customers.

Westlake Village, California, Us

Hanover, Maryland, Us

Tulsa, Ok, Us

Performs all daily and cyclical activities in compliance with applicable regulations, tax laws and the governing plan document specific to each retirement plan including reconciliation, allocation of participant and employer contributions, loan payments, income, forfeitures and fees. Issues new loans and distributions. Produces and quality controls reporting and participant statements. Generates special client reporting as needed or requested using Omni Script . Specialists handling Tier I and II plans are typically assigned 18-24 plans and must be proficient in processing specialized activities required by SDO’s, restricted assets, unitized assets, and managed funds, asset allocation models and share accounting. Specialists handling Tier II and III plans, which may also involve some of the above duties, are expected to handle all activity for 25-45 plans. The Specialist I will carry a volume of plan assignments while meeting or exceeding heightened service level agreements with a high level of accuracy.Researches and resolves any cash or asset exceptions. Investigates and responds to inquiries from Reconciliation, Participant Service Group, or the Relationship Management team regarding problems, complaints or request for special handing and/or reporting. Suggests specific changes to Client Plan Services or the Relationship Management team to create efficiencies for processing to help implement ways to better meet the needs of our clients with reduced potential errors. Re-amortizes participant loans as required to accommodate rate changes, military leave, and sponsor withholding errors. Responds to requests from internal auditors for historical transaction information and documentation.

Tulsa, Ok, Us

Provide research and problem solving support to retirement plan participants. This includes interaction and problem solving with plan participants, brokers, and Plan Sponsors as well as, Bank Relationship Management Staff and Trust operations personnel related to the issue. Specifically this includes, assessing and analyzing the participant’s need, determining the appropriate resolution, insuring timely resolution and communication to the participant. Serves as a liaison between the participant and Trust operations and/or Relationship Management.

Charlotte, Nc, Us

Charlotte, Nc, Us

Provide legal document review and guidance to customers and associates including the review of power of attorneys, trust agreements, court orders, conservatorships and small estate affidavits. Efficiently locate required language needed in documentation to open appropriate accounts. Use critical thinking and demonstrate concise listening skills to determine proper procedure for contrasting situations i.e. adding power of attorneys or conservators to accounts. Assist peer associates in effectively reviewing drafts and documents while answering almost forty incoming calls throughout the day. Provide “follow-ups” with clients to insure compliance with bank policy.

Charlotte, Nc, Us

Education record

Bachelor, Business Administration

Education record