Rachel Dedomenico Email & Phone Number

Buffalo, New York

Responsible for managing a book of business and the business relationship as a strategic consultant for existing accounts directly or through intermediaries. Responsible for renewing accounts and selling new products and services to existing accounts as appropriate.ESSENTIAL RESPONSIBILITIES:Review new products, services, capabilities, and technologies.

250 Delaware Avenue Suite 600 Buffalo, NY

• Lead the Key Private Bank relationship team in development and implementation of client strategy and vision. Through collaboration with the team we identify and prioritize critical client financial issues and provide.
• Relationship team comprised of; a Trust Officer, Wealth Advisor, Certified Financial Planner, Portfolio Manager and a Relationship Associate
• Planning Services provided include; Estate, Retirement, Business Succession and Portfolio Management.
• Trust University – spearheaded orientation and training for retail and commercial business lines regarding the services of Key Private Bank, resulting in increased cross departmental referrals.
• Key Bank Healthcare Team Lead – initiated and facilitated scheduled meetings consisting of representatives from all business lines to share best practices, provide updates in the medical field, and to discuss potential.
• Successful in deepening and acquiring client relationships by proactively partnering with other lines of business, driving referrals and increasing client advocacy through demonstrating exceptional service.

• Educated healthcare professionals on the most current information pertaining to Pfizer products and their approved application resulting in achievement of the business potential of the territory.
• Effectively developed and executed strategic business plans through strong territory optimization resulting in top sales in the district in 2010 and 2011.
• Identifed opportunities to drive sales and develop partnerships with influential customers.
• Successfully launched new Over Active Bladder medication.
• Consistently recognized for performance, team work, and initiative.
• Aligned cross functionally with Specialty Divisions to benefit customers.

• After recognition by Senior Management for extensive financial services experience promoted to VP, Customer Insights. Having gained specific experience in Insights, my expertise was recognized as a valuable asset to.
• Delivered internal branch communications reinforcing campaign strategy, revenue goals, and sales tools.
• Managed the design and coordination of Cannon Financial Services Branch Manager Coaching program requested by Regional Executive Management. VICE PRESIDENT, CUSTOMER INSIGHTS
• Improved response rates and client retention through managing frequency and capacity of calling initiatives, direct mail, e-mail, internet banking and CRM leads.
• Identified and developed enhancements to channel communications to create efficiencies and ensure better client targeting capabilities.
• Collaborated with Affiliates to provide insight into the sales process for targeted campaigns and promotions resulting in improved response rates and client retention. VICE PRESIDENT, REGULATED SALES TRAINING

• Sold HSBC Brokerage products and services to current and potential clients based on needs assessment, risk tolerance and proper asset allocation resulting in satisfied clients and achievement of goals.
• Educated and motivated staff to develop leads for investment consultations resulting in a 25% increase in qualified referrals.
• Coached/mentored Licensed Sales Professionals resulting in increased sales and referrals.
• Partnered with wholesalers to deliver training utilizing needs based selling approach.

South Bend, Indiana

Recruited, selected, coached and mentored staff of 7 on cross-selling and teamwork performance through open communication and mutual support. Scheduled full and part-time staff supporting the marketplace need for non-traditional hours.Worked closely with Regional Director to develop the branch budget.Created innovative, interactive and recognition.

Bachelor Of Science - Bs, Marketing

Activities and Societies: American Marketing Association

Bachelor Of Science, Finance And Economics/Marketing

Activities and Societies: President and Founding Member of the American Marketing AssociationBS, Dual degree: Marketing and Economics /.

High School Diploma, General Education

Activities and Societies: Key ClubActive in Key Club International - a Kiwanis International High School Program