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VP, Treasury Sales Officer Resume Example

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VP, TREASURY SALES OFFICER
Professional Summary
Customer-centered banking professional with a diverse financial service career and 7 years of  sales experience in-person and over the phone.  Excellent communication, presentation and consultative skills. Talented in gathering, analyzing and defining business requirements to understand operations, needs and expectations.
Skills
  • Customer-oriented
  • High level of accuracy
  • Excellent Communication Skills
  • New Business Development
  • Financial Analysis
  • Client Service
  • New Client Accounts
  • Strong Interpersonal Skills
  • Organizational Skills
  • Dedicated Team Player
Work History
04/2016 to Current
VP, Treasury Sales OfficerCompany Name – City, State
  • Manage complex treasury management client relationships
  • Partner with commercial, business banking and energy banking officers to optimize sales opportunities for existing and prospective clients
  • 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
  • Accompanied bankers on prospect and customer sales calls


01/2007 to 04/2016
VP, Portfolio ManagerCompany Name – City, State
    • Managed a portfolio of cash management and liquidity clients
    • Developed and executed strategies to retain and further penetrate existing clients
    • Managed and lead relationship reviews with existing clients
    • Worked closely with banking teams to drive efforts to expand business
    • Assisted banking teams with new sales of cash management and liquidity services
    • ​Conducted careful financial analysis of existing client base including account structure, liquidity portfolio, and account analysis review



08/2003 to 01/2007
Relationship AssociateCompany Name – City, State
  • Assisted the banking relationship manager in credit lending process through administrative support
  • Evaluated collateral and guarantor support for loans and took appropriate decisions
  • Helped in risk and controls reviews of important client processes
  • Prepared cashier's checks, issued traveler's checks and exchanged foreign currency
  • Received and verified loan payments
  • Ensured compliance in financial procedures and presented a professional image of the bank
  • Reconciled errors in deposit, and withdrawals at the end of each month
Education
1999
Bachelor of Science: Finance
Prairie View A&M University - City, State
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Resume Overview

School Attended

  • Prairie View A&M University

Job Titles Held:

  • VP, Treasury Sales Officer
  • VP, Portfolio Manager
  • Relationship Associate

Degrees

  • Bachelor of Science : Finance

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