Roxann Dubicki Email & Phone Number

New England

New England

Hartford, Connecticut Area

Middle Market Treasury Services Cash Management-Advanced knowledge of Commercial Bank products, services and systems-Work alongside Treasury Service Officers on new sale and relationship review presentations. -Facilitate workflows and procedures to implement new customers and new services. Problem solve for customer issues. -Support a constant improvement.

• Promoted to New Business Sales team with focus in government business. Working with complicated retirement plan opportunities for states, municipalities, school systems etc. which spanned plan types of 401(k), 401(a).
• Partner with an external Sales Representative as internal coordinator for pricing, product, proposal and finals presentation completion
• Quarterback for the sales team the process of compiling a high volume of intensive government Request for Proposals requiring extensive pricing, investments and services requirements
• Work side by side with employers, financial advisors and consultants to plan strategically during the sales and implementation process
• Analyze, enhance and create retirement plan investment fund menus from an extensive offering of fund families encompassing all investment categories such as stable value, index, specialty and/or target date funds
• Consult with executives, AVP’s and VP’s throughout Retirement Services division when analyzing and developing proposals for multi-million dollar retirement plans

Enfield, Connecticut

• Initial consultant for newly established retention sales unit. Vital contributor to defining and developing the roles and responsibilities of the position and the unit
• Primary point of contact for the management of RFP’s and presentations for existing client retention opportunities
• Suggest process improvements and shepherd new initiatives and projects which support the retention sales support function.
• Lead and train 3 additions to staff through work flows, functions and assignments utilizing weekly unit meetings and brief morning check point meetings along with 1x1 training
• Essential point of contact for Client Relationship Managers for all functions regarding sales initiatives for existing clients including; RFP’s, presentations, investment and pricing strategies, and proper recording.
• Champion multi-million dollar existing client RFPs/finals presentations for corporate, governmental and non-profit markets

Windsor, Connecticut

• Public Market Sales Support Strategy
• Supported sales proposal process by coordinating and facilitating appropriate field and home office teams to manage process within tight time frames
• Prepared and managed, while coordinating with sales personnel and pricing departments, PowerPoint presentations for multi-million dollar prospective customers utilizing vast company & product knowledge
• Coordinated ancillary marketing and technology pieces to accompany finals presentations such as story boards, banners, custom marketing materials and iPad staging
• Developed resolutions for old protocols and process improvements when presented with antiquated workflows
• An active member of ING’s Crisis Management Organization requiring on call response to facility, environment or extraordinary issues which may arise effecting day-to-day business and its employees

Windsor, Connecticut

• Field Relations and Client Relationship Management Strategy
• Acted as a liaison and resource for field personnel, representing their needs in home office based initiatives including product, marketing, plan administration and other business groups/partners
• Partnered with field office sales staff to support client sales and retention initiatives
• Essential contributor in the development of tools supporting a centralized repository of training materials, templates, presentations, etc., as a field office sales staff resource
• Partnered in the organization and coordination of intensive multi-day Relationship Management School for 30+ individuals from around the country in one central location, including the production of a manual based on.
• Designed and produced reports relating to tracking key field office activities for management needs and individual performance objectives

Windsor, Connecticut

• RFP Custom Proposal Unit
• Managed, organized and prepared Requests for Proposal responses for a leading providing company in the Retirement Services industry serving the 401k, 403b, 457 and 401(a) markets
• Communicated, negotiated and maintained effective relationships with multi-levels of management and operations personnel to ensure quality proposals
• Adhered to strict deadlines and fast paced environment as project manager of entire RFP process for high profile and multi-million and billion dollar cases
• Provided initial training of the entire RFP process to new employees

Master Of Business Administration (Mba), Business

Bachelor Of Science (Bs), Finance, General