Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Beth Wisniewski

Beth Wisniewski

Milwaukee

Summary

Dynamic Global Trade Sales Consultant with a proven track record, driving sales growth and client retention. Skilled in business development and customer relationship management, I excel in strategic planning and team collaboration, consistently achieving growth and enhancing client engagement through effective communication.

Overview

25
25
years of professional experience

Work History

Global Trade Sales Consultant

U.S. Bank
02.2018 - Current
  • Joined U.S. Bank to assist in covering Traditional Trade for our Depository Financial Institutions (DFI) portfolio.
  • My role quickly changed from customer service -centric to business development. I was given the opportunity to cover approximately half of the DFI portfolio.
  • DFI names I was give coverage for were non-preferred names but I grew that business well over 50%.
  • I was additionally entrusted with business development for our direct clients in WI/IL/MI.
  • I then took over sole coverage of the DFI portfolio, as well as a/m WI, IL, and MI.
  • Drove incremental sales growth.
  • Took over Midwest CCB as well as full DFI
  • 2023: WI had 66% sales growth in 2023, IL/MI grew by 28%.
  • Brought on high-value DFI banks that contribured to growth targets
  • Worked with internal partners to exit a client from a DFI due to compliance concerns.
  • Worked with internal and external stakeholders to scale back DFI trade offerings to solely Import L/C and Standby L/C.
  • Worked with internal and external stakeholders to decision and act on retention or exits of existing trade clietns in CCB and CBB markets
  • Maintained and executed call plans and Salesforce.
  • Participated in BDRs and product partner pipeline meetings
  • Deepened existing relationships and maintained regular touch points with top clients.
  • Engaged and collaborated with ABF and SCF partners to coordinate combined WCF calling efforts where applicable

Trade Sales Consultant

BMO Harris Bank NA
01.2017 - 01.2018
  • Covered the state of Wisconsin for traditional trade and Standby LC business development. Wisconsin has a very deep portfolio for trade.
  • Conducted research to identify potential sales leads and target accounts.
  • Participated in BDRs and sales partner pipeline meetings
  • Participated in industry events and conducted training sessions

Middle Office Manager

BMO Harris Bank NA
01.2014 - 12.2016
  • I created a Middle Office from scratch, covering all of North America.
  • Middle Office provided post-sales customer support in all areas of trade, including, but not limited to: onboarding, compliance, deal structuring, education
  • Notable highlights: I was requested to provide 101 training sessions for the two co-heads of the Capital Markets group. I also assisted the SCF team in monthly reporting.

Trade & SBLC Operations Manager

M&I Bank
01.2008 - 12.2013
  • Managed a team of 20 operations personnel
  • Back office support for all products, including Standby LC
  • Partnered with BMO Harris peers in combining our back offices, which was a multi-year process.
  • Notable highlight: I worked with internal product management and external vendor to design, test and implement a front end and back office platform. It was about a year process. I also trained internal staff, created procedures and provided training for our clients.

Trade Operations

M&I Bank
05.2000 - 12.2008
  • Started entry level in operations, handling all aspects of Export Letters of Credit, including onboarding and compliance.
  • Added Import LC processing.
  • Informal team lead and trainer
  • After 3 years experience, the minimum required, I sat for the CDCS (Certified Documentary Credit Specialist) exam. Passed first try, missing the "passing with distinction" by a couple percentage points.

Education

Some College (No Degree) - International Business

University of Wisconsin Milwaukee

Skills

  • Business development
  • Customer relationship management
  • Portfolio growth
  • Strategic planning
  • Effective communication
  • Team collaboration
  • Staff training

Affiliations

  • Experimental Aircraft Association (EAA) Warbirds of America WWII Living History Group volunteer
  • Performer in the local band, Max & The Invaders
  • Easterseals Wisconsin Camp volunteer
  • Community Garden volunteer
  • I love to travel the world, which is what got me interested in International Banking all those years ago

Timeline

Global Trade Sales Consultant

U.S. Bank
02.2018 - Current

Trade Sales Consultant

BMO Harris Bank NA
01.2017 - 01.2018

Middle Office Manager

BMO Harris Bank NA
01.2014 - 12.2016

Trade & SBLC Operations Manager

M&I Bank
01.2008 - 12.2013

Trade Operations

M&I Bank
05.2000 - 12.2008

Some College (No Degree) - International Business

University of Wisconsin Milwaukee

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