I am the Correspondent Banking Sales Officer (Vice President) for United Bankers' Bank based in Bloomington MN. I handle the territories of South Dakota and North Dakota. In South Dakota 82% percent of the banks are my clients and in North Dakota 64% of the banks are my clients. I sell the following products to banks: clearings, cash letter, sweep account, ACH and wire capabilities, FedFunds (Investing and borrowing). I also refer banks to our investment and lending departments (purchasing and selling loans).
Last year I was the top performer amongst my peers and sold the most products and brought more new relationships than anyone in my department. In my 8 years with the bank I have been promoted to AVP and then VP. My background in cash management enhances the service I provide to banks.
One of the highlights during my tenure with UBB was helping a North Dakota prospect bank recover $64,000.00 loss from fraudulent checks. I have to say I never thought I would use my spanish in the upper Midwest but there were 2 banks in Latin American countries involved and all seemed lost. The Fed could not help this bank and neither could their correspondent bank. I was just making a call on this bank when they told me the problem. I got on the phone with the banks in Latin America and was able to get the funds back within 2 days. This is not part of my job but my bank felt so appreciative about what I had done that they ran a story about it on our quarterly newletter. The prospect is now our client.
Bank wide treasury management sales officer. In charge of the of treasury management products for the banks 14 branches. Soldthe following cash management products: Lockbox, positive pay, payroll debit cards, on-line banking, remote deposit capture and referred investment products to business clients.I was also required to bring in new clients to the bank from my own leads and prospects by identifying their cash management needs. I created bank analysis proformas. While at this bank I also was a product manager and rolled out new cash management products such as payroll debit cards and led in the conversion of a new on-line product.
Cash Management Support/Sales
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