Strategic and results-driven individual with a proven track record in management, portfolio development, and cross-functional team leadership. Expertise in treasury management, business development, and data analytics, delivering innovative solutions that maximize profit, efficiency, and customer satisfaction. Adept at driving organizational growth, leading high-performing teams, and fostering long-term, profitable customer relationships across diverse sectors.
· Lead cross-functional efforts to define, develop, and expand product lines to meet customer needs, enhancing satisfaction, utilization, and revenue.
· Drive collaboration between Treasury Management (TM) Sales, Marketing, and Product Development teams, establishing robust strategies that align with business goals and increase market share.
· Spearhead vendor and partner relationship management, ensuring seamless integration and alignment of business objectives.
· Develop and implement service recovery plans, optimizing customer retention and satisfaction metrics.
· Lead competitive market analysis and provide executive insights to guide decision-making.
· Partner with leadership to define and execute innovative products and strategies that differentiate the bank in a competitive market.
· Directed a high-performing, cross-functional team to implement complex treasury solutions for clients, improving service delivery and deepening client relationships.
· Led strategic discussions with senior stakeholders to optimize sales opportunities, identify industry trends, and develop tailored solutions to meet client needs.
· Contributed to the development of long-term growth strategies for government, CRE, private banking, and commercial sectors, driving significant portfolio expansion.
· Cultivated relationships at all levels within client organizations, securing the bank’s position as a trusted advisor and driving revenue growth.
· Played a critical role in mergers and acquisitions, bringing treasury management expertise to ensure smooth transitions and service continuity.
· 2021-24 Ranked in the Top 10 Treasury Management Advisors – Huntington Bank
· 2017: Surpassed Cash Management & Treasury Goals by 180%
· 2017: Awarded Citizens of Excellence for Customer Satisfaction (with YTD scores above 85%).-Citizen Bank
· 2017: Citizens of Excellence Award recipient and trip winner. – Citizens Bank
· 2015: Citizens of Excellence Award recipient and trip winner. – Citizens Bank
· Recognized as a certified peer mentor/trainer for the Michigan market.