Thomas Lepera, Cbsc Email & Phone Number

Montgomery County Commerce Department

Responsible for building and maintaining transparent professional relationships with current, former and new employers within Montgomery County, PA. Research prospective target employers with high-volume needs. Plan, implement and track customized recruitment projects to meet the specific needs of each business customer. Maintain a pipeline of qualified job seekers. Make suggestions, create, generate and submit job orders. Assess job seeker skills and job readiness. Perform client visits as necessary.

Fort Washington, Pa

Provide exceptional transparent client service, develop and build long lasting business relationships, answer inquiries for current and prospective clients, discuss market fluctuations, and resolve account problems. Proactively engage and assist clients while recognizing opportunities to promote and cross-sell services. Efficient handling of special project requests from clients, management, retail investments and the investor services department accurately and efficiently. Facilitate communications and processes between clients and our business partners. Perform research, update accounts, transfer funds and enter trade orders for execution.Responsible for new business sales management ensuring accurate processing, tracking and managing of new accounts.Monitor all aspects of case management, documentation, communication and follow-up regarding these applications until completion.Streamlined processes of new client applications, electronic signing and management fee billing.

Engaged high net worth clients to provide exceptional investment services, exceed expectations and offer new services. Partnered with new business group, financial operations, financial advisor group to resolve client questions, increase sales, grow book of business, increase client satisfaction, loyalty and company profitability.Provided excellent operational support to financial advisors through account servicing and brokerage trade executions. Coached, mentored and administered internal brokerage test to new brokerage professionals. Proactive transparent consultative investment discussions that educated clients and focused on their financial goals.Followed up with clients providing them with introductory white papers that reinforced the financial topics discussed. Partnered with financial advisor team for those clients that would benefit from managed services based on needs analysis.

Consultative sales approach focused on client business needs leading to successful end to end business solutions within the financial, banking, insurance and e-commerce industries. Managed relationships with increased client loyalty. Outreach campaigns launched offering our growing line of services. Proven leadership skills in system management/process improvement that cut company costs by 15% and added new services for our clients. Improved client loyalty/satisfaction all to the betterment of the bottom line.

Excellent customer service sales experience which included answering customer queries, problem solving and providing detailed information on our services. Accurately maintained documentation and reporting through our client relationship management systems.