Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Todd Brooker

Greensboro

Summary

Experienced Retirement Plan Relationship Manager with 20 years of experience providing exceptional client service and building lasting relationships. Skilled at collaborating with plan sponsors to create tailored retirement plans that help participants achieve their retirement objectives. Committed to surpassing client expectations and enhancing overall plan success through ongoing consultative efforts.

Overview

24
24
years of professional experience
1
1
Certification

Work History

Client Relationship Manager/Senior Retirement Services Consultant

Ascensus
03.2021 - Current
  • Deliver client retention by anticipating client needs as well assessing client goals and objectives to guide them through plan design changes and additional services to improve satisfaction for the retirement plan stakeholders.
  • Facilitated smooth onboarding experiences for new clients and new plan administrators by providing a tour of the plan website and providing instruction on contribution and census data submission.
  • Collaborated with internal teams to resolve client issues quickly and efficiently while keeping the client up to date on progress towards resolution. .
  • Provided expert guidance on industry trends, regulatory and legislative changes and improving plan health, to assist clients in making informed decisions about their retirement plans.

Retirement Plan Consultant

BB&T Now Truist
05.2014 - 02.2021
  • Developed long term consultative relationships with clients striving toward a goal of 100% client retention.
  • Stayed up to date on regulatory and legislative changes, economic conditions, investments as well as industry trends to be able to communicate this information to clients.
  • Facilitated productive meetings with plan sponsors fostering open dialogue that yielded enhancements to plan design and the introduction of additional services that deepened the client relationships.
  • Consistently exceeded client retention and sales goals as well as goals for referrals to other departments of the bank.

Retirement and Institutional Services Associates

BB&T Now Truist
06.2005 - 05.2014
  • Developed and prepared client presentations utilized by Retirement Plan Consultants in my assigned region.
  • Served as chairman of a committee that optimized departmental processes and implemented innovative strategies which resulted in consistency amongst locations, efficiency and reduced costs.
  • Served as the client point of contact for questions regarding their retirement plan.


Relationship Banker

BB&T Now Truist
06.2003 - 06.2005
  • Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients.
  • Strengthened relationships by providing banking solutions tailored to the individual client combined with superior service.
  • Expanded business deposit accounts penetration through effective networking in the business community and conducting joint calls with business loan officers
  • Consistently ranked as one of the top sales producing Relationship Bankers within BB&T.

Incentive Plan Administration Team Leader

Bank of America
11.2001 - 06.2003
  • Managed a team of five associates that administered the sales and client satisfaction incentive plans for Private Banking and Small Business Banking.
  • Ensured timely completion of data entry to facilitate incentive payment calculations by monitoring progress and providing guidance when needed.
  • Participated in project and work group sessions to develop procedures for the ever-changing focus and direction of the incentive plans.

Education

Bachelor of Arts - Business Management

Virginia Commonwealth University
Richmond, VA

Skills

  • Relationship management
  • Client retention strategies
  • Effective communication
  • Client-focused consultation
  • Strong presentation skills
  • ERISA compliance expertise
  • Plan Design

Certification

  • Qualified 401(k) Administrator(QKA) - American Society of Pension Professionals & Actuaries (ASPPA)
  • Series 65 - FINRA
  • Accredited Investment Fiduciary (AIF) - Fi360

Timeline

Client Relationship Manager/Senior Retirement Services Consultant

Ascensus
03.2021 - Current

Retirement Plan Consultant

BB&T Now Truist
05.2014 - 02.2021

Retirement and Institutional Services Associates

BB&T Now Truist
06.2005 - 05.2014

Relationship Banker

BB&T Now Truist
06.2003 - 06.2005

Incentive Plan Administration Team Leader

Bank of America
11.2001 - 06.2003

Bachelor of Arts - Business Management

Virginia Commonwealth University

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Todd Brooker