
Treasury Solutions professional with progressive experience supporting commercial banking, treasury management, relationship management, corporate card programs, and business development.
Experienced in managing the full lifecycle of treasury relationships, including prospecting, solution development, pricing, client presentations, implementation, product adoption, and ongoing relationship support.
▪ Responsible for managing and growing treasury relationships in the Government, Faith Based, Manufactured Home Community, and Venture Banking Verticals. This includes business development efforts such as prospecting and delivering high level client proposals and presentations.
▪ Meets directly with the C-Suite on a bi-weekly basis to determine pricing strategies, new product offerings, ERP expansions, and technical integrations.
▪ Responsible for responding to RFP’s, creating comparative pricing proposals, and presenting to Board Members or governing bodies of public organizations.
▪ Serves as a representative of the bank at conferences and industry events throughout California, while strengthening community relationships through nonprofit involvement, volunteerism, and strategic sponsorship opportunities.
▪ Proactively worked with Business Development Officer's, Relationship Managers, and the Executive Team to coordinate Treasury Management strategies that support revenue growth and business development efforts.
▪ Developed proposals and determined pricing strategies (RFP’s / Proformas / Partner Proposal’s)
▪ Co-managed the Corporate Card Program including sales, pre-approvals, training, implementation, and maintenance of current portfolio. Managed partnership closely with Corserv/Pinnacle Bank.
▪ Served as the center point for new and existing complex clients and was responsible for helping to manage these portfolios in conjunction with the Business Development Officers.
▪ Maintained a “trusted advisor” relationship with clients – presented, recommended, and implemented treasury products and services including Positive Pay, RDC, ACH, Wires, ect.
▪ Ensured delivery of products and services was completed within agreed upon timeframes, with full ownership of end-to-end process from client commitment to revenue generation.
▪ Oversaw all operations and sales of the Chico Esplanade branch including a direct staff of 7+ employees. Daily tasks included reviewing loan applications, auditing new accounts, coaching, and outreach calls.
▪ Guided bankers through the profiling and subsequent loan process. Utilized experience in sales to coach Personal Bankers on closing deals and obtaining client commitments.
▪ Enhanced branch production rates by holding sales meetings/training, evaluations, hiring, coaching employees on company protocol, adhering to federal/state guidelines, and creating a professional environment.
▪ Responsible for branch operations; ensured all aspects of business were in compliance with banking regulations.
▪ Approved transactions utilizing signing authority of $500k, sound judgment, and knowledge of bank policies.
▪ Managed direct staff of 5+, ensured branch had adequate cash/supplies, and increased teller sales by over 50%.
▪ Discussed lending needs and submitted loan applications including consumer, business, and HELOC's.
▪ Achieved consistent recognition as a top sales performer including Presidents Club 2018 & 2019, Quarterly Crown Winner 5+ quarters, and WISE service.
▪ Assisted customers by matching them to checking accounts, business accounts, and loans.
▪ “Small Business Advocate"; ensured that the needs of our small business clients were being fulfilled.