Brandon Wright
Bellevue,KY
Summary
Results-driven TMO experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Treasury Management Officer II, VP
Fifth Third Bank
06.2020 - Current
- Manage a portfolio of over 150 Middle Market clients ranging in annual revenue from $10 million to $1.7 billion
- Work with TM product, sales support, credit on a daily basis to assist clients and provide treasury consulting
- Work with external bank partners on a daily basis to make sure clients services are being completed correctly and timely
- Completed all 2021 annual goals by at least 110%
- Exceeded YOY Revenue and annual production goals by 160% for 2022
- Harbor a one bank approach to assist clients even if its not related to TM
Senior Account Manager, AVP
PNC Bank
02.2018 - 06.2020
- Participate and lead portfolio planning discussions with TMO and business partners
- Work with the TMO to develop sales plans and placemats for new product rollouts and develop opportunities
- Assist in preparing and delivering sales presentations
- Discuss detailed business activities with clients to generate cross-sell opportunities and increase revenue
- Coordinate interdepartmental activity with quality assurance
- Assist in completing and presenting for RFPs
- Maintain one of the largest portfolios at PNC in the Middle Market and Large Corp space between
- Cincinnati, Louisville, and Nashville
- Helped lead an initiative in our department to streamline everyday processes to cut down on reworks and cost due to lost revenue
- Helped lead a seamless transition from a local sales associate to a centralized sales associate unit in the commercial segment of eastern Pennsylvania and also in the
- Kentucky commercial segment
- Supported a team of Treasury Management officers that hit 170% to goal for 2019
- Added over $3.0 million in TM revenue in 2019
- Helped to onboard 5 new Middle Market clients in 2019, 8 new Middle Market clients over the last 15 months
Treasury Management Senior Sales Associate
PNC Bank
12.2012 - 02.2018
- Page 1
- Participate in portfolio planning discussions with TMO and business partners
- Work with the TMO to develop sales plans for new product rollouts
- Discuss detailed business activities to generate recommendations for changes to treasury structures
- Prepare documents and schedules personnel to process requests
- Keep management up to date on the status of work in progress and any potential problems that arise
- Coordinate interdepartmental activity with quality assurance
- Participate in relationship reviews
- Assist clients with daily cash reconciliation and managing lines of credit
Education
Bachelor of Science - Finance
Ball State University - Miller College of Business
Muncie, IN2009
Bachelor of Science (B.S - Business Administration and Management
Ball State University - Miller College of Business
2009
Skills
- Risk Assessment
- Operational Reporting
- Compliance Assessment
- Data Analysis
- Prioritizing and Planning
- Customer Service
- Financial Resource Management
- Adaptable to Market Fluctuations
- Decision-Making
- Business Relationship Management
Certification
- CTP - Certified Treasury Professional
Accomplishments
- 2022 President's Circle- Fifth Third Bank
- 2017 Indianapolis Market All Star- PNC Bank
Top 5% TMO within 5/3 footprint.
Timeline
Treasury Management Officer II, VP
Fifth Third Bank
06.2020 - Current
Senior Account Manager, AVP
PNC Bank
02.2018 - 06.2020
Treasury Management Senior Sales Associate
PNC Bank
12.2012 - 02.2018
Bachelor of Science - Finance
Ball State University - Miller College of Business
Bachelor of Science (B.S - Business Administration and Management
Ball State University - Miller College of Business
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