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
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Work History
04/2016 to Current
VP, Treasury Sales OfficerCapitalsource – 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
01/2007 to 04/2016
VP, Portfolio ManagerKar 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
08/2003 to 01/2007
Relationship AssociateTexas 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
Education
1999
Bachelor of Science: Finance
Prairie View A&M University - City, State
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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