Marlene Jackson Email and Phone Number

The Investment Manager Liaison Group (IMLG) --IMLG is responsible for managing all aspects of the custody relationship and CSRs act as the primary point of contact for our key client–appointed Investment Manager and Internally Managed Client relationships across North America. The CSR is responsible for leading the day to day servicing with the flexibility and commitment necessary to meet the Investment Manager and client expectations/requirements.Integrate intimate knowledge of IMLG and custody operations to service Investment Managers.Anticipate and identify Investment Manager and/or client needs.Serve as a resource to partners and team in understanding and awareness of Investment Manager Relationships.Participate on Investment Manager service calls, and subsequent documentation and follows up on servicing.

sells and services the auto club group AAA) insurance products by actively focusing on growth, retention and profitability. utilizes a variety of sales and prospecting techniques in order to attract and retain a high quality of business. services accounts by explaining coverages, assessing accounts for appropriate coverages and discounts, applying appropriate rates, resolving billing problems and responding to service related questions through member contact. promotes and sells acg (i.e., chicago, michigan, wisconsin, minnesota, iowa) membership and insurance product lines in support of overall company objectives. utilizes various presentations and techniques designed to effectively address prospective and existing customer needs.pursues and secures new business and additional product sales opportunities. develops leads and prospects for the new members and insured. promotes the retention of existing members by providing quality member service and staying informed regarding their changing situations and needs. appropriately provides rates for new and renewal business, utilizing basic knowledge of underwriting principles to ensure meeting AAA business objectives. reviews and analyzes sales volumes, retention and loss ratio trends to identify areas of improvement, marketing opportunities and potential problems. follows internal processing procedures (e.g. customer payments, insurance policies, etc.) to ensure that business is handled in accordance with established company policies and procedures and meets department and corporate compliance objectives.

Manages all functions and staff of a Tier I branch. Accountable for maximizing branch revenues, sales, customer satisfaction, branch staffing, and minimizing operating losses. Deploys resources to optimize individual and team performance. Responsible for branch compliance with bank policies, procedures, and operational integrity. Prioritizes, manages, and communicates promotional campaigns and product initiatives. Conducts cold calls on prospective small business customers. Maintains and develops relationships with existing small business customers. Creates and manages to branch business plan. Represents bank in local community organizations. Conducts performance reviews for staff. Coaches and trains staff as needed. Reports to Regional Manager.

Overall responsibility for daily operations, including management of Teller (including Teller Manager) and Customer Service staff of a Tier II branch. Provide sales leadership to ensure franchise growth through personal example and regular monitoring of team sales results. Under guidance of Branch Manager may hire, fire, review, and counsel staff. Reviews teller work schedule. Schedules Bankers/Customer Service Representatives to ensure adequate coverage. Responsible for keeping branch in compliance with all bank policies and procedures and prepares branch for internal audits. Monitors branch service quality levels and coaches staff to achieve appropriate levels. Responds to complex customer complaints and questions. Coordinates special events such as Customer Appreciation Day. Opens and/or closes branch. Reports to Branch Manager.

Answered incoming calls from customers, provided customers with financial products and service; Provided customer service and problem resolution; Handle stop payments, electronic funds transfer & all credit/debit information on all retail and commercial accounts; Monitored customers’ accounts, ordered research documents (Check copies/statement copies & deposit item return request, etc.) and cross-selling bank products.