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Susan Clark Email & Phone Number

Experienced Financial Services Professional - Deepen client and account relationships
Location: Greater Philadelphia, United States 6 work roles 2 schools
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Role
Experienced Financial Services Professional - Deepen client and account relationships
Location
Greater Philadelphia, United States

Who is Susan Clark? Overview

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Susan Clark is listed as Experienced Financial Services Professional - Deepen client and account relationships based in Greater Philadelphia, United States. AeroLeads shows a matched LinkedIn profile for Susan Clark.

Susan Clark previously worked as Professional Services Managed Consutant at Fiserv and Relationship Manager at Fiserv. Susan Clark holds Ba, Business from Penn State University.

Profile bio

About Susan Clark

Extensive experience within the credit union industry and related fields with the reputation as a sales leader. Highly effective organizational and project management skills. Significant experience in product positioning, technology deployment and consultative selling.In-depth understanding of credit union-banking operations and lending conformity. Decisive leader with proven results in strategic thinking, problem solving, and team building. Expertise in:Client Retention | Account Management & Client Centric focus | Financial institution operations |EFT and Lending compliance |Project management & implementation | Strategic and Operational Planning| Third party management| Mastery of Microsoft tools | Analysis and problem solving | Customer needs assessment | Improve operational service delivery

Listed skills include Managerial Finance, Business Process, Strategic Planning, Customer Service, and 32 others.

6 roles

Susan Clark work experience

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Professional Services Managed Consutant

King Of Prussia, Pa

Managed project implementations with an annual quota of 3.5 Million. Arrange and lead kickoff meetings to include completion of all project prerequisites and assignment of technical resource. Evaluate deliverables to assured correct client billing and avoid project slippage. Maintained company strategic data of client products required for mandated move to new user interface to maximize prompt completion of prerequisite requirements.Administrator of mobile application product; 3rd party management and responsible for client notifications and alerts.

Nov 2014 - Mar 2017

Relationship Manager

King Of Prussia, Pa

Assigned high risk clients for improved relationship and retention. Relationship building and reduction of client reported defects.Manage and facilitate client software testing program.Supply high level executive reporting to include monthly executive overview of department metrics with long and short term views.

Feb 2012 - Nov 2014

Support Lending Manager

King Of Prussia, Pa

Oversaw technical support group providing client support 24/7. Conduct client meetings for conflict management and problem resolution. Developed strategy for sustaining client ticket reduction and improved client satisfaction. Successfully reduced total team tickets by 25% in the first 60 days. Manage training for team on problem identification and scope determinations through various tools to include trouble shooting techniques and competencies in debugging analysis.

Jan 2010 - 2012

Client Partnership Manager

King Of Prussia, Pa

Assisted with the creation and development of relationship manager position; primary focus to improve and retain key business relationships.  Assigned FISERV Credit Union Division's largest client (7 billion in assets) in an at risk status; to will recommend status and client renewal within one year. As a result of will recommend status, I secured $1 million dollar annual independent development contract with premier client. Overall 50% reduction of client support tickets within six months; improved relationships throughout multiple client tiers. Managed and leveraged software changes to the appropriate priority level within Fiserv for client satisfaction.Consult and advise client on enhancement specifications. Manage enhancement to implementation.Improved single company poorest client survey to favorable rating in one year. Enhanced Client Relationship role by creation of new program offerings to include specialized client training and increased timely communication. Directed process improvements both internal and external best practices for improved efficiencies and quality assurance.

Nov 2006 - Jan 2010

Instructor

Conducted over 30 strategic planning sessions to include in depth market analysis, member segmentation and the identification of ROI product/service offerings. Counseled credit unions in all aspects of financial management to include accounting irregularities, operational efficiency, product development, staff training, and personnel issues.Regularly spoke at monthly credit union state chapter meetings on timely topics such as new regulation, compliance issues, and market trends.; 6 week Branch Management CourseKey Achievement:Led and enhanced Branch Management curriculum using up to date references and industry statistics.

Jan 1995 - Jan 1999

Consultant/Account Executive

Responsible for all aspects of Account Management for large accounts in eastern Pennsylvania. Key Achievements:Consistently met and exceeded sales goals. Number one in sales four consecutive

Jan 1994 - Jan 1999
2 education records

Susan Clark education

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What is Susan Clark's role at their current company?

Susan Clark is listed as Experienced Financial Services Professional - Deepen client and account relationships.

Where is Susan Clark based?

Susan Clark is based in Greater Philadelphia, United States.

What companies has Susan Clark worked for?

Susan Clark has worked for Fiserv, Penn State University, and Pennsylvania Credit Union Association.

How can I contact Susan Clark?

You can use AeroLeads to view verified contact signals for Susan Clark, including work email, phone, and LinkedIn data when available.

What schools did Susan Clark attend?

Susan Clark holds Ba, Business from Penn State University.

What skills is Susan Clark known for?

Susan Clark is listed with skills including Managerial Finance, Business Process, Strategic Planning, Customer Service, Process Improvement, Training, Team Building, and Risk Management.

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