CHARLES P. CHUCK GARCIA

• Responsible for integrating JPMorgan Chase and Bank One sales teams, aligning with banker partners and across lines of business
• Responsible for middle market sales total staff of 84, revenues of $385 million and deposits of $6 billion
• Achieved 115% of 2004 sales goal, 112% of 2005 sales goal
• Reduced 2005 expenses by 12% while growing sales and portfolio
• Member of, / Bank One integration team

• Responsible for all Treasury Services functions including Sales, Customer Service, Commercial Card Sales, Implementations, Product Management, Marketing and International
• Member of BOKF ALCO, Product Risk Management, Deposit Pricing Committees, and Technology Prioritization Board
• Grew Treasury and International teams, talent levels and raised all internal client and employee satisfaction results
• Achieved 15 A+ or A ratings in the latest Phoenix-Hecht Quality Survey
• Established improved product offerings, new product roll-out processes, revenue and expense management processes and client profitability management

• Commercial Banking Industry Expert
• Assisted ACI North America Sales Executives
• Product and client strategic selling
• Provided executive sponsorship for three key relationships
• Created 2021 Strategic Product Plan for North America Banks
• North American High Value Payments Executive
• Responsible for all high value payments and strategies for North America

• Recruited to establish a deposit gathering and Treasury Management function
• Member of Executive Leadership Team, ALCO and Risk Management Committees

• Responsible for all Treasury Services functions including Sales, Government Banking & Financial Institutions, Commercial Card Sales, Implementations, Product Management, Marketing and International
• Grew the treasury management revenues by 22% over four years
• Established strong governance and product management disciplines
• Established treasury management as a true line of business
• Established deposit and financial reporting for all products and services

• Deposit Pricing Committee, Member of ALCO and Key Leadership Team

• Responsible for all aspects of domestic and international Treasury Management strategies, sales, implementations, pricing and overall profitability of the segment
• Responsible for revenue of $430 million, deposits of $7 billion, 25,000 customer relationships and total headcount of 258
• Achieved 118% of sales goal in 2003 and 120% in 2002

• Integrated five separate sales teams into one national sales force and implementation team
• Responsible for a total book of business of $1.5 billion and 505 FTE
• Established a comprehensive sales incentive plan
• Developed and implemented a national pricing model and policies
• Achieved 121% of sales goal in

• Responsible for Treasury Management sales management in various capacities:

• Various Sales, Product Management and Sales Management roles at Large Financial Institutions

Recruited to build a treasury management function for Happy State Bank

Responsible for all Treasury Management Sales, Product, Implementations and Service functions

Built financials and Product Profitability for Treasury Products

Developed deposit offerings, risk management controls for the commercial product areas as well as competitive products

Member of ALCO