Karen O'Donnabhain

• Developed and met sales targets for product sales to global financial institution clients
• Worked closely with product and other businesses within the Bank to provide quality of service to key FI clients
• Overall responsibility for completion of complex RFP documents for key global bank clients
• Responsible for coordination and planning of client RFP related visits.
• Managed senior-level personnel working in marketing and sales capacities.
• Defined clear targets and objectives and communicated to other team members.
• Attended weekly meetings to discuss and optimize strategies.
• Enhanced client satisfaction by addressing concerns promptly, resolving issues efficiently with tailored solutions.
• Implemented data-driven decision making, using analytics to identify trends and inform strategy development.
• Aligned regional objectives with overarching organizational goals to ensure comprehensive success across all areas of operation.
• Improved regional performance by implementing strategic sales initiatives and effective team management.
• Increased revenue by identifying new business opportunities and closing high-value deals.
• Developed a collaborative culture, fostering teamwork and open communication throughout the region.
• Led cross-functional teams to achieve regional goals and improve overall business performance.
• Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.
• Excellent communication skills, both verbal and written.

• Member of senior sales team providing Asset Servicing (including Custody, Clearing, Securities Lending services) in the region
• Developed and set sales strategy for key global clients
• Responsible for key client relationship management
• Tasked with coordinating and completing major RFI responses.
• Communicated product quality and market comparisons by creating sales presentations.
• Built relationships with customers and community to establish long-term business growth.
• Expedited resolution of client issues by collaborating closely with various departments involved in addressing specific concerns.
• Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience.
• Met with clients, delivering presentations, and educating on product and service features and offerings.
• Developed strong relationships with key clients, leading to increased account retention and long-term loyalty.
• Maintained open lines of communication within the team, fostering a productive and supportive work environment.
• Prepared sales presentations for clients showing success and credibility of products.

• Provided Rockport Institute testing for clients to discover their innate talents and personality profiles for optimal selection of university courses or career changes
• Worked one on one with clients in a coaching capacity to review and interpret their test results
• Guided clients through courses and careers that would be aligned with their unique profiles and strengths.
• Achieved positive outcomes by utilizing a variety of coaching methodologies tailored to each client''s learning style and personality type.
• Provided support during career transitions by offering guidance on navigating change, setting achievable goals, and overcoming obstacles.
• One-on-one coaching of clients based on current objectives, challenges,aptitudes, education, and employment history.
• Enhanced client career progression by providing personalized coaching sessions tailored to individual goals and strengths.

• Senior regional sales representative for Cash & Trade solutions to Financial Institutions in the sub-Saharan region
• Set overall regional strategy and annual sales targets for region
• Represented company on Panels at key industry events
• Undertook regular regional travel to promote Bank’s products to new FI clients and maintain relationships with key clients including Central Banks
• Worked closely with Product partners to ensure smooth client delivery and service.
• Worked well in a team setting, providing support and guidance.
• Participated in team projects, demonstrating an ability to work collaboratively and effectively.

• Senior representative of the company in South Africa and other key sub-Saharan African countries
• Key interface responsible for creating and maintaining relationships with senior representatives of Central Bank and Financial Institutional Clients as well as Corporate clients
• Developed and set the overall regional strategy and obtained buy-in from global head office for implementation
• Scoped out key business development activities across all Lines of Business represented in the region
• Responsible for sales and cross-sell targets as well as maintenance of key client relationships across the region
• Responsible for Risk, Compliance, Administration and Regulator Interface for the Rep Office
• Oversaw local employee engagement efforts and staff development.
• Achieved territory expansion through targeted prospecting and successful contract negotiations.
• Delivered consistent revenue growth by nurturing existing client accounts while actively pursuing untapped prospects within the region.
• Enhanced brand reputation through community outreach initiatives and active participation in industry events.
• Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
• Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
• Coached and promoted high-achieving sales and account management employees to fill leadership positions with qualified staff and boost company growth.
• Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
• Championed employee engagement initiatives that fostered a positive work environment and increased staff retention rates.
• Developed high-performing teams by providing regular coaching, training, and performance evaluations.
• Built relationships with customers and community to establish long-term business growth.

• Managed key Corporate and Financial Institutions relationships of the company in the Issuer Services (debt & equity issuance) space
• Diversified and grew the customer base in Corporate Trust from six clients to more than twenty
• Maintained dominant market share in Depositary Receipts in addition to obtaining new clients
• Conducted regular relationship interface at CEO/CFO & IRO level
• Provided Client training on relevant Systems, such as Investor Targeting and Shareholder ID.
• Maintained current knowledge of evolving changes in marketplace.
• Fostered lasting relationships with customers through effective communication and quick response, resulting in long-term loyalty and expanded client base.
• Maintained regular contact with clients and identified opportunities to deliver added value to client relationships.
• Participated in industry events and trade shows to promote products and services.
• Developed, maintained and utilized diverse client base.
• Participated in networking events and industry conferences to expand professional connections and stay current on market trends.
• Maintained knowledge on banking products and distribution to provide optimal service support.
• Ensured compliance with regulatory requirements by diligently maintaining accurate documentation for all client transactions and communications.
• Built relationships with customers and community to promote long term business growth.
• Built and maintained relationships with new and existing clients while providing high level of expertise.
• Developed and executed targeted relationship and account development strategy.
• Coordinated with various departments to resolve complex client issues quickly and effectively, demonstrating excellent problem-solving skills.
• Enhanced client relationships by consistently providing exceptional service and promptly addressing concerns.
• Supported sales initiatives by creating compelling presentations showcasing company''s products and services for prospective clients.
• Demonstrated respect, friendliness and willingness to help wherever needed.

Various roles since obtained MBA degree in 1995, including:

• Assisted with day-to-day operations, working efficiently and productively with all team members.
• Applied effective time management techniques to meet tight deadlines..
• Participated in team projects, demonstrating an ability to work collaboratively and effectively.
• Worked well in a team setting, providing support and guidance.
• Excellent communication skills, both verbal and written.
• Proven ability to learn quickly and adapt to new situations.
• Adaptable and proficient in learning new concepts quickly and efficiently.
• Passionate about learning and committed to continual improvement.
• Organized and detail-oriented with a strong work ethic.
• Self-motivated, with a strong sense of personal responsibility.