Monica Dulemba
- Role
- Institutional Relationship Manager at Vanguard
- Location
- Philadelphia, PA, US
- LinkedIn followers
- 500 followers
About Monica Dulemba
In my role as a Client Success Executive, I am responsible for the oversight of…
Experience
Institutional Relationship Manager
Mar 2020 — Present
Manage, develop and deepen relationships with a book of 30 of Vanguard\'s recordkeeping institutional clients across many service industries. Develops an understanding of client\'s immediate and long term needs in order to efficiently plan and deliver client-focused solutions. Evaluate client relationship to recommend products and services that enhance client satisfaction. Maintain thorough knowledge of investment, regulatory issues relating to retirement benefits and retirement industry. Partner and collaborate with third-party consultants to execute on complex events, service adoptions and enhancements.
Education
Wilmington University
MBA, Management Information Systems
2002 — 2005
Polytechnic National Institute of Mexico
Bachelor of Business Administration (B.B.A.), Commercial Relations
1992 — 1998
Skills
- Customer Satisfaction
- Loan Origination
- Retail Banking
- Consumer Lending
- Client Relationship Building
- Small Business Development
- Small Business Lending
- Cash Management
- Lines of Credit
- Cross Selling
- Life Insurance
- Social Networking
- Commercial Lending
- Team Building
- Crm
- Business Development
- Sales
- Series 63
- Merchant Services
- Credit
- Portfolio Management
- Sales Management
- Leadership
- Series 6
- Financial Services
- Team Leadership
- Management
- Banking
- Problem Solving
- Loans
- Commercial Banking
- Coaching
- Customer Service
- Building Relationships
- Microsoft Office
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