Detail-oriented Treasury Analyst with 20+ years of experience. Successful at auditing and committed to long-term accuracy. Adept at reviewing account journals and presenting finances in an understandable way. Knowledgeable Treasury Analyst adept at advising and overseeing finances. Able to think quickly and review accurately. Detail-oriented worked with extensive knowledge of Marketing and Financial industries. Informed Treasury Analyst with 15+ years of experience. Knowledgeable about modern treasury software and successful at presenting finances. Adept at staying on top of trends and forecasting. Influential Financial Analyst highly committed to developing and implementing robust policies, procedures and processes that align with business objectives and promote strategic initiatives. Successful career cultivating cross-functional relationships and advising management staff on methods to improve financial results. Excellent record identifying risk and potential opportunities for investment. Proficient team player experienced in customer experience, valuing prospects and using diverse statistical techniques. Skilled at generating models, forecasting trends and giving presentations to stakeholders and business leaders. Key financial team member valued for insight and input into financial decisions. Seasoned financial professional skilled at reviewing and reporting on budget expenditures for areas such as purchasing and hiring. Knowledgeable about analytical approaches, data modeling and trend forecasting and AAP Education. VP Treasury Management with talent for operations, multitasking and an exemplary team player with success for all mentality. Strong knowledge of customer experience and customer retention. Proven history of fostering action and training to meet team, individual and management objectives.
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.
Fall of 2018 participant in company wide core system conversion and product training. New Business Generation and Relationship Management, Product Development and Management.
Extensive experience in marketing, consultative sales and public relations. Proven ability achieving dramatic sales results. Exceptionally dedicated, loyal individual with high personal expectations. Proven background identifying business growth opportunities using market research and analysis. Results oriented, performance driven, highly motivated, team player with a positive attitude. In 2016, generated new deposit account activity in excess of 13MM. In 2008 achieved dramatic results including over 5MM in new deposits from June to October. Maintained a 100MM international non-profit relationship
Developed effective marketing campaign targeting international and domestic treasury customers as well as small business owners. Develop and bank products and leveraged relationships with current clients, prospects and referral sources to expand portfolio. Established joint sales efforts with C&I lenders, merchant services and retail to increase cross sell and product penetration for all current and new clients.
Management, Training and Communication
Managed 7 treasury management and consumer client service representatives throughout Colorado and Arizona. Worked with team of 12 commercial lenders and trust officers regarding identification, sales leadership, marketing strategies to drive commercial and retail products to new and current clients. Trained team of 6 banking center managers / assistant managers and staff on constant changes in treasury management and those benefits to customers. Timely and accurate communication to clients, management, and referral sources regarding all aspects of relationships
20+ years High School Lacrosse Coach, All SEC athlete, Spanish for the Financial Professional, Residential Real Estate Appraisal. Current Board Member of Colorado Adaptive Sports, Advisory Board Member for All Health Networks, SOTH Early Learning Center Board Member, SOTH Endowment Committee Member. Member of the Littleton Business Association, and Alabama Alumni Association.
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