Vice President/Treasury Management Sales Resume Example
Love this resume?Build Your Own Now
VICE PRESIDENT/TREASURY MANAGEMENT SALES
Accomplishments
- Amegy Bank.
- Ranked # 1 in Company for Commercial Card Sales for 2016
- Exceeded Annual Treasury Sales goals for 2016, 2015, 2013, 2012 and 2010
- Exceeded Branch ICP goals for 2005, 2006, 2007, and 2009
- 2009 performance goals exceeded: Deposit goal by 104%; New Account goal by 115%; and CBP referral goal by 106%.
- Excelled in Customer Service expectations by exceeding company standards by 105%.
- Compass Bank.
- Exceeded all revenue and deposit loan goals.
- Received the Quarterly Gold Club award for 2002 and 2003, and recognized as the Annual Gold Club winner for exceeding all growth goals for a new banking center.
- Managed and developed a team of 12+ employees to Gold Club status.
- Sold over $1.2 Million in Fixed Annuity Sales annually from 2000 - 2003.
Professional Summary
Senior Treasury Management Sales Officer with 18-year background in sales and team leadership. Consultative sales expert with history of exceeding quotas, building customer bases and capitalizing on valuable business opportunities.
Skills
|
|
Education
Bachelor of Science: Business Adminstration/ Marketing, 2002
Texas Southern University - City
Texas Southern University - City
Work History
Vice President/Treasury Management Sales, 09/2009 to Current
Mufg (Dba) – Ontario
Mufg (Dba) – Ontario
- Manages a portfolio of Large Corporate Clients for whom the bank provides complex payment, receipts, and liquidity solutions that are vital to their daily operation.
- Responsible for delivery of integrated treasury solutions to Corporate Banking clients. Partner closely with client-facing teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client. Generates 1 million is new sales annually.
- Role model and mentors to peers and more junior employees including Treasury Sales Analysts. Builds partnerships and collaborates across teams to achieve sustainable results. Demonstrates and encourages collaboration and teamwork –
Assistant Vice President/Banking Center Manager, 01/2000 to 01/2005
Compass Bank
Compass Bank
- Opened a New Banking Center generating new loans and deposits from $0 to $20 million.
- Developed and managed banking center employees to meet and exceed individual sales goals.
- Increased deposit and loan portfolios for the branch by calling on mid size internal and external clients to deepen client relationships.
- Typically has contact with internal and external clients on high level and sensitive matters.
- Provided customer service through clear communication skills, approachability, and working knowledge of all processes.
Sr. Client Sales Representative, 01/1999 to 01/2000
JP Morgan Private Bank
JP Morgan Private Bank
- Managed portfolios as substantial as $150 Million.
- Managed and maintained new and existing client relationships, as well as providing them with excellent customer service.
- Growing client portfolios for high net worth individuals by placing them into the best products most suitable for their needs (i.e.
- Annuities, Life insurance, financial planning, estate planning and brokerage services).
- Initiated new client business by being proactive in cold calling and building strong relationships with existing clients.
Small Business Relationship Manager, 01/1998 to 01/1999
Chase Bank Of Texas
Chase Bank Of Texas
- Managed a portfolio of new and existing small business clients.
- Orchestrated small business client's deposit growth as well as loan growth, achieving deposit goals of $1.2 Million and loan goals of $2.5 Million quarterly.
- Generated new client growth by initiating outside sales calling and building strong client relationships.
- Cross sold additional service and products that produced additional revenue for the bank (i.e.
- Private Banking, Trust services, Treasury Management, and Investment Portfolio Management).
Banking Sales Officer, 01/1995 to 01/1997
- Sold consumer and small business accounts, loans, and cross sales of other bank products.
- Exceeded revenue goals of $215,000 revenue dollars per semester by outside sales calling efforts.
- Ensured effective and quality customer service Licensures Group 1 Licensed.
DISCLAIMER
Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.
How this resume score could be improved?
Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:
Resume Strength
- Completeness
- Word choice
- Measurable results
- Strong summary
- Clear contact info
- Typos
Resume Overview
School Attended
- Texas Southern University
Job Titles Held:
- Vice President/Treasury Management Sales
- Assistant Vice President/Banking Center Manager
- Sr. Client Sales Representative
- Small Business Relationship Manager
- Banking Sales Officer
Degrees
- Bachelor of Science : Business Adminstration/ Marketing , 2002
Similar Resumes
