Randall Eichner

Experience

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  Norwich Savings Society

  Nov 1983 - Mar 1988

  Investment Counselor/ Banking Counselor

  Developed strategies to increase clients' portfolio value through needs analysis, risk tolerance assessment and proper asset allocationObtained Connecticut Life Insurance license, Series 7 and Series 63 brokerage licensesAssisted branch clients with opening new accounts, explaining features and benefitsSupported branch goals and operations

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  Peoples Bank

  Jan 1988 - Dec 2000

  Branch Officer

  Attained bank goals and objectives while maintaining high degrees of client satisfactionDeveloped staff through proper delegation, mutual respect, and open communication, and effective performance evaluation Organized and administered $250,000 branch budget, directed security program, and maintained excellent audit recordObtained Series 6 and Series 63 Mutual Fund and Annuity licenses

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  Center for Financial Training

  Sept 1992 - Feb 2020

  Instructor

  Deliver financial institution training solutions for all levels of employees, fundamental, supervisory, and managementProvide structured course material and practical experience to support on-the-job relevance Awarded Instructor of the Year

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  PEOPLE'S BANK

  Jan 2001 - Oct 2005

  Financial Education Specialist

  Designed on-line and classroom courses to support continuing education requirements as established by the State of Connecticut for insurance and securities licensed employeesDelivered training courses to meet state requirements, practical business application, and sales suitabilityAcquired Series 26 securities supervisory license and earned a designation as an Accredited Asset Management Specialist

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  Fiserv

  Oct 2005 - Jun 2022

  Managed the Training Department’s learning management and scheduling system. Handled the training for all new product development projects, in addition to handling client education throughout the software implementation process. • Conducted introductory presentations to educate and inform clients about the training content available.• Created an individual education plan that met the needs of the client. • Build and improve relationships with clients. • Resolve any issues or concerns quickly and effectively. • Worked with the training staff to communicate client expectations and special requests. • Actively promoted training services through client meetings and consultations. Show less

  • Training Relationship Manager

    Jan 2019 - Jun 2022

  • Manager of Education Services

    Feb 2013 - Jul 2019

  • OSU Training Specialist

    Oct 2005 - Feb 2013