Comerica Bank

VP, Treasury Management Relationship Specialist

JPMorgan Chase & Co.

Receivables Processing Supervisor

University Bank

New product development and management of the bank's treasury operations and related products and services.  Oversees ACH and Treasury Compliance.

Deposit & Treasury Operations Manager

Bank of America

Responsible for growth in revenues, customer and employee satisfaction.  Accountability for results in the following areas:  Non-credit revenue from new and existing clients, team development in managing relationships identifying opportunities and closing sales.  Specific contributions include revenue generation of $5 million non-credit related fee income in 2015 for 127% growth. Became Ambassador for Canadian treasury sales in 2014.  Promote client management process, by working as a team to provide our clients with recommendations and strategies to improve their back office processes.  Provide education and training to cross functional teams including managers and subordinates.

Vice President, Treasury Solutions Officer

Assistant Vice President, Treasury Solutions Officer

Jackson Family Residence

Homemaker

KeyBank

Responsible for selling treasury management solutions to middle market businesses in Toledo, Ohio and Ann Arbor, MI.  Accountable for annual revenue growth of a specific portfolio.  Daily tasks included sales call planning/execution, and processing incoming customer service requests.  Monthly tasks included sales forecasts and variance reporting.    


Key Accomplishment:  

Achieved 103% of $500,000 annual sales objectives each year.  Sold core treasury products as well complex treasury products to clients such as S.E. Johnson, Promedica Health Systems, Mercy Medical and Washtenaw Community College.

Assistant Vice President - Treasury Management

US Bank

Responsible for understanding customer needs regarding Treasury Services and matching the appropriate bank resources via written proposal.  Accountable for annual non-credit revenue growth for the middle market lending team.  Daily tasks included executing joint sales calls with lenders while meeting all proposal deadlines in response to client RFPs.     

Key Accomplishment:  

Earned top sales performer status in 1999 for annual sales exceeding $400,000.  Primary clients included Casino Queen, Gundaker Realtors, and Lawrence Group.

Banking Officer/Treasury Management Consultant

Responsible for preparation of treasury management proposals and new product implementation for the large corporate lending team.  Accountable for meeting RFP deadlines and for customer satisfaction with new product installation.     

Key Accomplishment: 

Became “go to” proposal writer as a result of consistent ability to meet deadlines.

Treasury Management Officer

Responsible for customer service and accountable for deposit growth in the public funds department.  

Key Accomplishment:

Excellent customer service and relationship building skills.  Key clients included St. Louis Public Schools, City of St. Louis, and Robertson Fire Protection District.

Banking Representative

Responsible for all support functions related to fixed income securities trading.  Accountable for regulatory compliance on all fixed income transactions

Key Accomplishment:

Earned Series 52 certification.

Trading Assistant

Responsible for all customer account relationships. Accountable for secretarial support for up to four Senior Bank Executives.    

Key Accomplishment:

Earned increasing secretarial responsibilities for multiple Executives.

Administrative and Secretarial Roles

Pioneer Bank and Trust Company now PNC

Responsible for all customer account relationships.  Accountable for secretarial support for up to two Senior Bank Executives. 

Key Accomplishment:

Displayed exceptional customer service and administrative skills.

Executive Secretary

Experienced professional with 25 years of increasing responsibility including leadership roles in regional and multi-national banking companies.  Functional responsibilities have included sales and  marketing for cash management services, written proposals in response to government RFP, Bond Trading administration and compliance and Executive Administration Support.  

Summary of Skills:

Cash Cycle Analysis 
Cash Flow Analysis
Product Training
Problem Solving
Foreign Exchange Experience
Selling Skills
New Business Development
Leadership Skills
Proposal Writing

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