Alicia Hernandez
Wylie,TX
Overview
10
10
years of professional experience
Work History
VP, Treasury Management Sales Officer
Cadence Bank
05.2018 - Current
- Aligned organizational objectives with company mission, increasing revenue, profit and business growth by closely working with Corporate Relationship Managers, Community Relationship Managers and branch staff to gain new business clients.
- Held "Awareness Sessions" for Relationship Managers and branch associates to educate them on how to pick up on customer cues for banking pain points and/or inefficiencies that may promote TM referrals.
- Cross-sold wide range of services and products to increase new business and expand existing customer relationships across various industries (Real Estate, Oil & Gas, Hospitality, Healthcare, Construction, Transportation, Education).
- Met with customers to assess needs and identify banking pain points in order to propose customized solutions.
- Presented products and services to customers using in-depth knowledge to answer questions.
- Established rapport with new clients to increase satisfaction and loyalty.
- Exhibited high energy and professionalism when dealing with clients and staff.
- Attended TEXPO, luncheons and client meetings, promoting company brand and building rapport with prospects and partners.
- Evaluated account and service histories to identify trends, using data to mitigate future issues.
- Identified improvement changes regarding key processes for client onboarding and implementation procedures.
- Evaluated product development strategies and prepared alternative approaches to improve internal processes.
- Provided leadership and direction to grow the Texas team portfolio and increase revenue.
AVP, Treasury Management Sales Officer
Prospertiy Bank
09.2014 - 04.2018
Timeline
VP, Treasury Management Sales Officer
Cadence Bank
05.2018 - Current
AVP, Treasury Management Sales Officer
Prospertiy Bank
09.2014 - 04.2018