Vice President Treasury Management Sales Officer resume example with 6+ years of experience

(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Summary

Extensive finance and banking background including treasury management sales, operations, regulatory issues, and management. Certified Treasury Professional (CTP) and Accredited ACH Professional (AAP). Currently serving as Treasurer and Hospitality Greeter for the Association for Financial Professionals of Arizona.

Arizona State University Tempe, AZ Expected in Bachelor of Science : Business, Finance - GPA :
, Expected in : - GPA :
, Expected in : - GPA :
First United Bank & Trust Co - Vice President, Treasury Management Sales Officer
Dallas, TX, 08/2006 -
  • Consistently exceed Treasury Management revenue revenue generated and sales calling goals
  • Manage complex treasury management client relationships
  • Partner with commercial, business banking and private banking officers to optimize sales opportunities for existing and prospective clients
  • Created training document for new sales officers to increase efficiencies and reduce errors when completing treasury management paperwork
  • Provide on-site training to customers to ensure optimal utilization of treasury management services
  • Analyze prospect statements and advise on optimum product set to maximize customer efficiencies
  • Increase cross-sell ratio and expand existing customer relationships by consulting regularly with customers
Alliance Bank Of Arizona - Vice President, Special Deposit Services/Cash Management
City, STATE, 2006 - 08/2006
  • Managed project checklist for online banking conversion; conversion was implemented without any customer issues.
  • Formulated proposal for new earnings credit rate tiers and structure; proposal was later implemented.
  • Assisted launching new health savings account product.

The Biltmore Bank Of Arizona - Treasury Management Officer
City, STATE, 2004 - 2006
  • Tested and implemented new treasury management products and services.
  • Accompanied senior management on customer/prospect sales calls.
  • Serviced all calls/inquiries related to treasury management services and online banking.
  • Increased bank revenue through developing a more comprehensive billing process.
  • Implemented a new payroll card product for the company as a solution to a lack of extensive branch locations.
  • Established ACH implementation and file processing procedures to avoid processing issues; no issues were noted during ACH audit.
National Bank Of Arizona - Assistant Vice President, Corporate Services Officer
City, STATE, 09/2002 - 2004
  • Consistently exceeded monthly sales goals while selling a wide range of treasury management products and services.
  • Developed new treasury management relationships through networking, professional sales presentations, requesting referrals, and follow up.
  • Promoted sales growth through employee training and sales presentations.
  • Evaluated clients' current treasury management relationships. Reviewed and restructured to provide maximum benefits and efficiencies.
FINOVA Capital Company - Senior Cash Management Associate
City, STATE, 06/1999 - 03/2002
  • Invested and managed an investment portfolio of over two billion dollars
  • Researched new investment vehicles to maximize yield and minimize risk
  • Reconciled earned/accrued interest on investments
  • Maintained database of over 1,000 FINOVA owned accounts at various banks
  • Coordinated the necessary documentation for opening, closing and updating bank accounts
  • Streamlined company bank account audit process to minimize risk
  • Implemented new cash management products/services for FINOVA lines of business
  • Managed incoming cash receipts and disbursements to meet daily cash needs

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Resume Overview

School Attended

  • Arizona State University

Job Titles Held:

  • Vice President, Treasury Management Sales Officer
  • Vice President, Special Deposit Services/Cash Management
  • Treasury Management Officer
  • Assistant Vice President, Corporate Services Officer
  • Senior Cash Management Associate


  • Bachelor of Science

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