Thomas Clement Email & Phone Number

United States

Kansas City, Missouri Area

Kansas City, Missouri Area

 Successfully retained revenue of over $4 million annually while reducing expense. Successfully grew revenue through cross sells on an annual basis Maintained the overall satisfaction of 2 client bases, Corporate Treasury and Defined Contribution Plans; Worked with internal team to ensure quality service Analyzed clients’ accounts to find efficiencies and opportunities to cross sell products by meeting in person and via telephone. Completed internal reporting for bank wide exceptions related to clients Responsible for invoicing and collection of payment Provided reporting for clients on a monthly, quarterly, annual and ADHOC basis Answered inquiries from clients, consultants and audit firms related to their accounts Tracked and reported client calls and visits for senior management Responsible for setting up new accounts and client access to State Street systems, including onboarding of clients and new entities collecting AML and KYC documents Presented RFP’s to existing and perspective clients Supervised and provided support for two client service associates and underlying staff, as well as performed biannual performance evaluations

Kansas City, Missouri Area

Kansas City, Missouri Area