Vp Treasury Sales Officer resume example with 17+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
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.
  • 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
03/2016 to Current VP, Treasury Sales Officer Capitalsource | Newport Beach, CA,
  • 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

2007 to 03/2016 VP, Portfolio Manager Kar Auction Services | Cicero, NY,
    • 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

07/2003 to 2007 Relationship Associate Texas Capital Bank | 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
Expected in 1999 Bachelor of Science | Finance Prairie View A&M University, Prairie View, Texas GPA:

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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


  • Bachelor of Science

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