Joseph Tuttle

Wealth Management, PNC Bank

acdtzn@r.postjobfree.com

Summary

EXCEPTIONAL ACCOUNT MANAGEMENT

Successful history in increasing key account base and guaranteeing client satisfaction in a fast paced sales

environment.

Demonstrated ability to grow business where others cannot see opportunities. Excellent background in customer

service, exceeding client expectations from initial contract through post-sales follow-up. Analytical and

organized with the proven ability to identify client needs, make recommendations, and implement effective

solutions. Highly skilled in rapidly developing rapport. Self-starter and persuasive communicator with extensive

knowledge of health care and financial products. Extremely adaptable and able to quickly grasp and apply new

information.

CORE COMPETENCIES:

• Account Retention

• Market Growth

• Client Relations

• Professional Presentation

• Effective Communication Skills

• Key Account Management

• Product Demonstration

• Financial Negotiation

• MS Word and Excel

• Pivot Tables

• Service Promotion

• Staff Training

• Plan Development

• Promotional Materials

• Product Development

• Contract Development

• Project Management

• Phone Sales

• Revenue Generation

• Event planning

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Experience

Account Manager, Wealth Management at PNC

November 2011 - Present (2 years 6 months)

Direct and aggressively drive the growth, retention and profitability of the Greater Washington Area account

base consisting of $1.5 billion in assets. Oversee key accounts; cultivate and strengthen beneficial

relationships with financial decision makers through demonstration of integrity and persuasive

communication skills. Effectively present and articulate products through compelling demonstrations and

professional correspondence. Work with key account Relationship Managers to cultivate product growth.

SELECTED ACCOMPLISHMENTS:

• Actively support client acquisitions and growth efforts.

• Play an instrumental role in streamlining the new client on-boarding process.

• Design and implement highly successful strategies for growing client base within Wealth Management

Division and retail office partnerships.

• Consistently exceed client expectations by providing the highest level of quality service to client base.

• Team lead on several client portfolio cleanup projects.

• Develop and maintain strong relationships and networks with high-level brokers and administrators.

• Successful quarterly client event planning to gain increased sales opportunities.

• Strategize and develop retention strategies within organizational guidelines.

Account Manager I at Aetna

October 2010 - February 2011 (5 months)

Provided exceptional service to over 20,000 members in 26 account and over $2 million in premium.

Skillfully negotiated benefits and provided plan/contract administration. Developed close ties with clients to

ensure complete satisfaction as well as lasting, productive relationships. Delivered presentations, negotiated

best renewal rates and facilitated the development of company manuals/materials to better serve customers.

SELECTED ACCOMPLISHMENTS:

• Managed opportunities concurrently and strategically.

• Assisted companies within book of business to identify, retain, and support benefit needs.

• Successful sales and retention through networking with brokers and existing clients.

• Effective implementation of legislative, economic, and business trends.

• Developed retention strategies within organizational guidelines.

• Effective presentation skills of benefits 3-4 times per month within company renewal process

Sales Consultant II at The Hartford

September 2004 - March 2009 (4 years 7 months)

Exceptional service provided within the Southeastern/Florida region for a book of business of 100 companies

ranging from 5 to 500 employees. Skillfully worked with underwriting to negotiate benefits and rate

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renewals. Created strong relationships with high level brokerage firms to find new client opportunities and

maintain existing relationships.

SELECTED ACCOMPLISHMENTS:

• Single point of contact for clients within a large book of business totally $1 m in premium.

• Cultivated protocol for specific retention needs catered to designated book of business.

• Successful development of exceptional underwriting skills and guidelines catered to a carved out physician

base.

• Effective communication and presentation skills for client benefit seminars.

• Successful on-boarding of system prototype for benefit enrollments for carved out book of business.

Loan Service Representative at Webster Bank

January 2001 - September 2004 (3 years 9 months)

- Developed inbound and outbound phone sales customer service skills.

- Cultivated a successful standard of work ethic and level of customer service provided.

- Successfully developed leadership and employee management skills.

Skills & Expertise

Sales

Account Management

Relationship Management

Revenue & Profit Growth

Financial Services

Leadership

Disability Insurance

Written & Oral Presentation Skills

Project Management

Life Insurance

Event Management

Retirement Planning

Series 6

Sales Management

Health Insurance

New Business Development

Training

Corporate Events

Project Coordination

Employee Benefits

Customer Retention

Sales Process

Term Life Insurance

Salesforce.com

CRM

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Key Account Acquisition & Retention

New Market Growth

Client Relations Skills

Sales Presentations

Service Processes

Phones Sales

Education

Albertus Magnus College

Business Administration and Management, General, 2001 - 2007

North Branford High School

General Studies, 1995 - 1999

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Joseph Tuttle

Wealth Management, PNC Bank

acdtzn@r.postjobfree.com

Contact Joseph on LinkedIn

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Contact this candidate