Visionary leader with over 25 years of expertise in operations management, organizational management, project management, account management, customer service management, sales and marketing and solution delivery in the banking field. SME (Subject Matter Expert) proficient in team building, staff management, policy and procedure development, problem resolution, and risk management using innovative and effective market solutions. Seasoned in executing in-depth marketing strategies and proactive “outside the box” solutions. Customer focus-driven leader able to successfully orchestrate complex relationships fueling greater partner loyalty utilizing superior management skills.
Skills
Operations Management
High Net Worth Client Management
Working Capital Benchmarking
Sales
Marketing
Team Building
Staff Management
Policy and Procedure Development
Risk Management
Customer Focus
Financial analysis and planning
Policy compliance
Business strategy creation
Risk management
Customer retention
Analyzing performance
Due diligence
ERP understanding
Organizational management principles
Performance improvements
Experience
AVP, Treasury Management Sales Analyst 2, 05/2016 - Current Wells Fargo Bank N.A – City, STATE,
Partner to two very successful, high performing Treasury Management Sales Consultants (TMSC) within the Middle Market business segment.
Successfully achieved annual sales goals of a combined total of $2.4 Million.
Met cross-selling goals to internal sales partners of $750K.
Responsible for the creation and handling of all pitch books, pricing proposals, working capital benchmarking, all incoming RFP's and business reviews.
Entering in all sales activity into the Phoenix sales system.
KYC completion, AML and Risk reviews performed for all clients.
Strategized with the TMSC to match the best TM solutions for our prospect/clients, while focusing on liquidity and financial success for our client.
Worked hand in hand with TMSC to negotiate pricing with client..
Interview clients and prospects to gain a better understanding of their operational processes and uncover any pain points.
Responsible for making full solution presentations to clients and prospects that include deposit and cash management products and services.
Responsible for portfolio while the TRM's are out in the field or on vacation.
Seamlessly lead all cash management implementations for all newly awarded business, from beginning to end.
Partnered with various banking departments, to ensure a smooth and seamless transition/on boarding experience; by focusing to achieve a top tiered customer experience.
Establish open lines of communication between the client and the on boarding team by hosting weekly implementation meetings to discuss created agenda and implementation plan.
Served as first point of contact for all clients within my portfolio to achieve a one stop shop.
Partnered with all lines of business, to ensure a first in class daily support.
AVP, Treasury Management Analyst, 10/2015 - 06/2016 CIT Bank, One West Bank – City, STATE,
Assigned to support 8 Treasury Relationship Managers (TRM) in our US Corporate, Middle Markets, Healthcare, Real Estate and Hospitality markets as their Client Service Officer.
Responsible with assisting the TRM’s in achieving their quarterly/annual sales goals of $500K annually.
Onboarding Liaison between the various banking departments during client onboarding.
Sole point person for assigned high net worth clients within the Los Angeles area.
Responsible for training new clients and their employees on banking systems and processes.
Mitigated business risks by staying complaint with all banking regulations.
Cultivated and sustained relationships with customers in Middle Market sector.
AVP, Commercial Branch Manager- All Markets, 12/2012 - 05/2015 MUFG Union Bank N.A – City, STATE,
Responsible for the opening and success of MUFG’s first Commercial Branch Business Office in Manhattan, NY.
Partnered with Legal, Compliance and internal banking partners, to create and execute implementation process, branch process and servicing process for our new business office.
Managed and lead a team of three Client Service Officers, responsible for the implementation and servicing of newly on boarded clients in the East.
Created a weekly pipeline meeting between the Credit Team, Treasury Management and Business Office to discuss pipeline opportunities and strategy.
Responsible for hiring, training of new employees AVP, Senior Treasury Management Sales Analyst- Middle Market Managed the sales support of 5 assigned Treasury Relationship Managers (TRM) within the following markets: Large Corporate, Middle Markets, Healthcare, Government and Real Estate.
Successfully achieved quarterly and annual sales goals.
Met cross-selling goals to internal sales partners.
Responsible for the creation and handling of all pitch books, proposals, pricers, working capital benchmarking, all incoming RFP’s and business reviews.
Entering in all sales activity into the Sales Force/ ESB sales system.
KYC completion, AML and Risk reviews performed for all clients.
Strategized with the TRM, to find the best suited TM solutions that to best fit the need of our prospects/client.
Worked hand in hand with TRM to negotiate pricing with client.
Traveled with TRM’s to meet with prospects to discuss our various banking and cash management products.
Interview clients and prospects to gain a better understanding of their operational processes and uncover any pain points.
Responsible for making full solution presentations to clients and prospects that include deposit and cash management products and services.
Responsible for portfolio while the TRM’s are out in the field or on vacation.
Seamlessly lead all cash management implementations for all newly awarded business, from beginning to end.
Partnered with various banking departments, to ensure a smooth and seamless transition/on boarding experience; by focusing to achieve a top tiered customer experience.
Establish open lines of communication between the client and the on boarding team by hosting weekly implementation meetings to discuss created agenda and implementation plan.
Served as first point of contact for all clients within my portfolio to achieve a one stop shop.
Partnered with Client Service Officer, to ensure a first in class daily operations supports.
AVP, Client Services Manager, 11/2011 - 05/2015 Union Bank Of California – City, STATE,
Effectively lead a team of 30+ customer service associates, within the Large Corporate, Real Estate and Commercial market segments.
Responsible for the professional growth of my team.
Offered real time support, training and bi-monthly one on ones; to discuss progress of employee development plan.
Created quarterly and annual performance reviews.
Responsible for servicing of over $500 million.
Maintain department costs within approved annual budget plan.
Maintain KPI's and Service Level Agreements (SLA).
Handled oversight of work and assignment of duties for all associates.
Ensured department service levels were met on a daily basis.
Held weekly brainstorming sessions with manager and assistant to maintain a consistent successful work pattern.
Trained and mentored all new employees in a demanding customer service environment.
Ensured bank policies, procedures and federal regulations were followed.
Approve exceptions on an escalation basis regarding client transactions up to established approval limits, while adhering to the bank's risk management strategy.
Work directly with clients, and employees, to provide a top tier customer service experience.
Worked with regulatory representatives to complete accurate filings and maintain compliance.
Planned and coordinated risk mitigation strategies to protect company assets.
Provided exemplary coaching to all department employees, realizing successful increase in team morale.
Reduced facility management expenditures by revamping budget and communications initiatives.
Delivered high level of service to clients in effort to build upon relationships for future.
Education and Training
Bachelor of Arts: Finance, Expected in 05/1999 - Cal State University of Northridge - Northridge, CA, GPA:
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