Anna Popova
Treasury Managment Officer
Phoenix,AZ
Summary
Highly accomplished bank professional, offering 21 years of extensive banking experience with 10 years of accounting experience and leadership.
Responsible for acquiring and managing deposit and treasury management needs of affluent banking segment. Diligent in building and retaining accounts by providing support and attentive service. Strong financial acumen with financial accountability.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Treasury Management Officer
First International Bank And Trust
Phoenix, AZ
01.2022 - Current
- Collaborated with team of 20 in development of Treasury Management Department.
- Managed over 300 Treasury Management users.
- Developed proformas, proposals and customer profitability analysis for Treasury opportunities.
- Coordinated proposal responses and worked across business lines to gather response information.
- Accompanied Commercial Bankers and Lenders on sales calls to ensure working knowledge of customer base.
- Acted as backup for complex client relationships.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
Private Bank Market Manager
First International Bank & Trust
Phoenix, AZ
10.2019 - 01.2022
- Managed highest income / net worth client's portfolio with focus on $250k affluent and $ 3.5M high net worth.
- Maintained, developed and retained high potential business banking relationships with annual revenues up to $10 Million.
- Execute strategic and tactical plans to ensure market growth and client retention targets are met.
- Ensure weekly business development activities are completed and reinforce them with active, ongoing role modeling and coaching.
- Demonstrate accountability for business development-related key performance indicators in addition to new client growth, client expansion, exception pricing mitigation, fee waiver management, and other metrics as determined by management.
- Network in market to build partnerships and connections with prospects.
- Build brand awareness in social media and increased penetration with proactive strategies.
AVP, Private Banker Specialist
First Western Trust
Phoenix, AZ
05.2016 - 10.2019
- Cross-sell all of First Western's products and services, most importantly consumer and commercial deposit account relationships, and identify new business opportunities particularly with treasury management.
- Serve as main contact for Treasury Management clients; facilitate relationship reviews and work in conjunction with TM operational team to onboard clients, assist with implementation, and build strong client relationships.
- Serve as knowledgeable resource for clients and Profit Center team as it pertains to products and services.
- Oversee and participate in banking activities related to onboarding new clients and engaging other partners as necessary.
- Mentor and support junior bankers with treasury management, deposit, and private banking sales opportunities.
- Represent bank in various civic and community functions to further enhance Bank's image and development of additional business.
AVP, Bank Manager
Bank of America
Scottdale, GA
06.2014 - 04.2016
- Drive sales results through setting clear performance expectations and holding associates accountable while retaining strong, diverse employees.
- Increase and maintain strong operational foundation by following proper risk discipline.
- Establish partnership and connects with others across franchise to accomplish maximum revenue results and provide value added customer experience consistent with company commitment.
- Lead, coach and manage associates to deliver sustainable results through creation of action plans, observations and cross training.
Operations Manager
Bank of America, Tree & Loop 101
Scottdale, AZ
04.2011 - 06.2014
- Implemented process improvement to shape organizational culture, optimize procedures for higher efficiency and help company evolve and grow.
- Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
- Led hiring, onboarding and training of new hires to fulfill business requirements.
- Developed and implemented strategies to maximize customer satisfaction.
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
- Scheduled employees for shifts, taking into account customer traffic and employee strengths.
- Trained new employees on proper protocols and customer service standards.
- Implemented business strategies, increasing revenue and effectively targeting new markets.
- Reduced operational risks while organizing data to forecast performance trends.
- Set, enforced, and optimized internal policies to maintain responsiveness to demands
Personal Banker
Bank of America
Phoenix , AZ
02.2006 - 04.2011
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Promoted financial products by maintaining excellent service offering knowledge.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Expanded client base by promoting new financial products.
- Cross-sold bank products and services to meet customer needs and provide options.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Presented new and additional products and services to existing customers.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies
Teller
Bank of America
Phoenix , AZ
01.2003 - 01.2006
- Processed customer transactions promptly, minimizing wait times
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Educated customers on use of banking website.
- Identified sales opportunities and referred customers to branch partners in financial services.
- Maintained in-depth knowledge of bank products and services to provide appropriate recommendations to customers.
- Followed up on customer complaints and provided solutions to enhance customer satisfaction.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Cross-sold credit cards, loans and other bank products.
- Counted, verified and handled bank deposits and armored car transactions.
- Established rapport with new clients to increase satisfaction and loyalty.
Education
BBA - Accounting And Business Management
Udmurt State University (UdSU)
Izhevsk, Russia05.2001
Bachelor of Science - Language Interpretation And Translation
Glazov State Pedagogical Institute
Glazov, Russia05.1996
Skills
- Corporate Risk
- Forecasting
- Accounting
- Cash Flow Forecasting
- Project Management
- Leadership
- Time Management
- Analytical Skills
- Banking Relationships
- Cash Management
- Daily Cash Management
- Risk Management Expertise
Community Involvement
- Cancer Support Community of AZ , Porch Party committee member
- Childhelp, Inc, Volunteer
- AZ Hemophilia, Volunteer
- Help in Healing Home, Volunteer
- Valley of the Sun United Way, Volunteer
Affiliations
- Toastmasters
- NAWBO
- Professional Women Alliance of Arizona
- Athena, Valley of the Sun
Certification
- Certified Risk Manager
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There’s no shortage of remarkable ideas, what’s missing is the will to execute them.
Seth Godin
Timeline
Treasury Management Officer
First International Bank And Trust
01.2022 - Current
Private Bank Market Manager
First International Bank & Trust
10.2019 - 01.2022
AVP, Private Banker Specialist
First Western Trust
05.2016 - 10.2019
AVP, Bank Manager
Bank of America
06.2014 - 04.2016
Operations Manager
Bank of America, Tree & Loop 101
04.2011 - 06.2014
Personal Banker
Bank of America
02.2006 - 04.2011
Teller
Bank of America
01.2003 - 01.2006
BBA - Accounting And Business Management
Udmurt State University (UdSU)
Bachelor of Science - Language Interpretation And Translation
Glazov State Pedagogical Institute
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