Joni Robinson
**** *********** *** #***, **********, OH 45245 ( 513-***-**** (
************@*****.**.***
SUMMARY
Dynamic background with a strong record of achievement combining skills in
several diverse areas: finance, sales, marketing, design concepts,
organizational development, leadership, program development, project
development, and building exceptional client relations. I am highly
motivated and intuitive, and able to manage both time and resources to
maximize productivity.
CORE STRENGTHS
( Strong Relationship Skills ( Creation and Management of Projects (
Sales & Marketing
( Operations and Administration ( Strategic Planning
( Development of Operational Protocols ( Vendor Selection and
Relation Management
( Budget Development and Financial Management ( Organizational
Development
( Presentations, written and oral ( Project and Resource
Management
( Implementation of Operational and Accounting Systems
RELEVANT EXPERIENCE
Fifth Third Bank - Cincinnati, OH
Dedicated Client Consultant for Non-profit Organizations
9/2008 to Present
. Accountable for retention, growth, client satisfaction, whole selling
of Institutional Services' products and services, generating new
revenue, resolution of client concerns.
. Serve as the face of Fifth Third to assigned Charitable Management
Services, Retirement Plan Services and Global Securities Services
client relationships.
. Focus efforts around the development of a sales pipeline of both new
business and cross sell opportunities and appropriately managed these
opportunities to win business by persuasively articulating Fifth
Third's value proposition.
. Cultivated and developed relationships with C-suite and senior
management decision-makers at nonprofit client and prospect
organizations, adhering to service delivery model guidelines,
consulting with clients on and/or less complex client situations or
sales opportunities.
. Support and attend fundraising events, and participate in community
involvement projects.
. Bring together a team of specialized experts to analyze
client/prospect needs and goals by coordinating and guiding the
efforts of the entire team working on their behalf.
. Oversee and monitor daily operations, transfers, transactions,
deposits and compliance by two client service managers that support my
accounts, as well as an operations team.
. Responsible for meeting specific goals on calling activity (both
internal and external), profitability targets for assigned clients,
cross-sell, new business and other campaigns.
. Focus on client/prospect mission and donors.
. Write and edit customized portfolios and proposals.
. Conceptualize, strategize and collaborate with portfolio manager for
finals presentations.
. Present market and performance updates in collaboration with portfolio
manager to finance committees and board of directors.
Fifth Third Bank - Cincinnati, OH
Dedicated Investment Advisors Sales Support Specialist for Nonprofits
5/2005 to 9/2008
. Provided sales assistance to Senior Relationship Manager and acted as
liaison to nonprofit customers and prospects.
. Productivity Standard measured by number of accounts and amount of
revenue managed for Senior Relationship Manager with results of 200
accounts and being inducted into President's Club for three straight
years for Top Sales.
. Conducted special projects as needed, resolved concerns and performed
research.
. Owned the relationships with Senior Relationship Manager.
. Strengthened Fifth Third's relationship with existing institutional
account by developing and executing proactive, creative and ongoing
contact initiatives.
. Focused on increasing account retention and revenues.
. Actively developed relationships and built teams across the
organization for collaboration to solve concerns by showing initiative
to solve problems, and take on challenges.
. Worked independently to maintain and enhance relationship with
existing institutional clients.
. Developed product expertise and promoted investment product sales
through frequent client meetings and discussions covering investment
strategy, account performance, new product and market developments.
. Strategized and prepared RFP's and other sales proposals.
. Understood and adhered to Federal and State compliance guidelines.
Developed and implemented (2) Trust Advisory Committees for Cincinnati
region and Affiliate regions.
Greater Cincinnati Convention and Visitor Bureau - Cincinnati, OH
Marketing Representative 5/2004 to
5/2005
Interiors by Joni Robinson - Hyde Park, OH
High End Interior Designer 11/2001 to
5/2004
Interiors by Mary King and Vicki Andrews - Hyde Park, OH
Interior Design Assistant 6/1998 to
11/2001
Antonelli College - School of Design
AABD, Interior Design, Alpha Beta Kappa
Additional employment and references gladly supplied upon request