Vp Treasury Management Services Lead resume example

• Evaluated accounting and financial reporting systems to assess quality, identify concerns and devise enhancement strategies.
• Managed contract administration, including maintaining files, validating codes and monitoring reporting.
• Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
• Negotiated contract terms and rates with banking institutions to increase profitability.
• Verified accuracy of accounting disbursements such as payroll and vendor payments.
• Juggled multiple projects and tasks to ensure high quality and timely delivery.
• Collaborated with others to discuss new product, sales opportunities.
• Performed site evaluations, customer surveys and team audits.
• Leveraged CRM to input and compile data gathered from various sources.
• Achieved cost-savings by developing functional solutions to product deficiencies.
• Created new programs that resulted in increasing productivity and customer experience.
• Handled all delegated tasks, including operations, implementation and financial platform migrations while being the onsite expert/trainer at other Glacier Bank family of banks.

• Presented product and service details at various events to increase customer base.
• Cultivated relationships with customers by participating in meetings onsite and at client locations.
• Interacted with closely held businesses, wealthy individuals and families, corporate executives and business owners, institutions and corporations. I pride myself with my ability to distinguish the company from our peers through the use of our combination of commercial, financial, investment and tax planning advice based on deep economic research, an open investment architecture, wide in-house expertise and premier customer service.customers and worked closely to resolve issues.
• Drove client satisfaction by utilizing proactive personal and educated product knowledge and keeping lines of communication open.
• Addressed inquiries from clients and relationship management department team members.
• Raised capital by building partnerships with investors and maintaining strong stockholder relationships.
• Evaluated budget plans and current costs to project trends and recommend updates.
• Compiled operational and risk reports detailing financial metrics to help management make proactive decisions.
• Produced sales by executing complete sales cycle process from prospecting through contract negotiations and close.
• Led banking tasks, business administration and financial decision-making to ensure first-class client services.

Manage sales and implementation of all domestic and international treasury management products for Commercial banking, and Structured Finance customers in Denver and the Northern Colorado region. Responsible for sales tracking and prospecting, through a CRM platform, with attention to maintaining an extraordinary customer service experience and level of client satisfaction. Participate in, and lead, weekly sales training meetings for all banks that I service which focus on recognition and evaluation of potential prospects, new clients, and cross sell opportunities with merchant services partners, acquisition specialists, and credit and lending personnel. Conduct weekly educational, informative and update meetings with sales associates, client services, third party vendors and implementation with intention of promoting CoBiz treasury management products. Provide installation, support and technical trouble shooting of treasury management platforms, software and products. Assist in design and distribution of effective marketing materials for regional sales efforts. Within the last 8 months have exceeded my annual fee income goal by 80% a month. Introduced over 2.0MM in self sourced deposits, over 15MM in commercial loan growth and 5MM in trust and personal relationships. Personally support 14 loan officers and 4 banks in the Northern Colorado region.

Managed a very talented group of 7 treasury management service, implementation and training representatives in both Colorado and Arizona. Lead team in orchestrating treasury and online banking conversion. Assisted in the development and identification of treasury management relationships. Concentration in relationship management, customer experience, developing a Customer Experience model, a consistent product delivery, implementation, training, and ongoing maintenance of all treasury products for our clients. Implementation consists of backend system setup, streamlined on-boarding process and personalized training. Training and education are performed both on site and over the phone for our clients utilizing our online banking platforms as well as our tele-convenience products. Maintenance is ongoing service for treasury, private and consumer clients, responding to phone and email inquiries, updating our systems for any changes to our existing client’s products, in addition to cross selling opportunities.