Summary
Overview
Work History
Education
Skills
Professional Development
Certification
Timeline
Generic
Charlisa McLean

Charlisa McLean

Charlotte,NC

Summary

Experienced Treasury Professional with over 10 years of proven success in driving revenue growth, cultivating enduring client relationships, and delivering tailored solutions to meet diverse client needs. Proficient in navigating intricate financial landscapes, I excel in collaborating with cross-functional teams to achieve strategic objectives. Leveraging advanced technology and data analytics, I optimize processes to elevate client experiences and ensure sustained business growth.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Wholesale Payments Virtual Consultant

TRUIST
Charlotte, NC
03.2023 - Current
  • Developed and implemented effective sales strategies, driving revenue growth by identifying client opportunities through collaboration with internal teams.
  • Collaborated with bankers and product teams to develop client engagement strategies and expand portfolio.
  • Managed client portfolio independently, offering consultative cross-selling of Treasury Solutions and Merchant Services.
  • Developed and implemented comprehensive relationship plans to increase client retention and identify potential acquisition opportunities.
  • Deliver working capital solutions, ensuring compliance with policies and procedures, and maintain accurate sales reporting to drive business growth.

Treasury Solutions Sales Support Specialist

Truist
Charlotte, NC
08.2021 - 03.2023
  • Facilitate effective communication and collaboration among clients, Treasury Sales, and Operations to ensure the smooth implementation and delivery of treasury solutions.
  • Streamline sales implementation and documentation procedures, guaranteeing precision and timeliness in client onboarding processes.
  • Demonstrated deep subject matter expertise in treasury products and services while fostering a knowledgeable team environment through valuable mentorship and training.
  • Optimized team leadership by enhancing email workflow and task distribution to increase overall team efficiency and productivity.

Treasury Solutions Onboarding Specialist

Truist
Charlotte, NC
08.2019 - 08.2021
  • Oversee comprehensive implementation processes from initiation to completion, collaborating closely with internal and external stakeholders to fulfill client requirements.
  • Effectively overcomes implementation obstacles by prioritizing timeliness and offering personalized solutions in accordance with client expectations.
  • Collaborated with key partners to drive continuous process improvements, enhancing overall effectiveness.
  • Supported merger and acquisition efforts by ensuring clients experience a seamless integration process through assistance with onboarding processes, applications, and systems.

Treasury Service Associate II

Wells Fargo
Charlotte, NC
11.2014 - 08.2019
  • Serve as the main point of contact for clients, facilitating smooth communication between clients and internal stakeholders to ensure the delivery of high-quality services.
  • Enhanced customer satisfaction by effectively addressing and resolving client concerns through proactive communication via telephone and email.
  • Provided technical support for Treasury Management services, troubleshooting browser issues and delivering comprehensive product training to clients.
  • Contributed to client satisfaction and retention by delivering service review consultations that highlighted the value-added services and solutions offered.

Education

Some College (No Degree) -

North Carolina Central University
Durham, NC

Some College (No Degree) -

University of North Carolina At Pembroke
Pembroke, NC

Skills

  • Treasury Management
  • Relationship Management
  • Revenue Growth Strategies
  • Risk Management
  • New Hire Onboarding
  • Client Service Excellence
  • Strategic Planning
  • Financial Analysis
  • Sales Operations
  • Cross-functional Collaboration
  • Technical Proficiency (Microsoft Office Suite, Salesforce, etc)

Professional Development

  • Customer Service Professional Certified
  • International Treasury Management
  • New Hire Mentor
  • Treasury Management Certified Coach
  • ISC2 Candidate
  • Cybersecurity Champion
  • CTP (Certified Treasury Professional) Candidate

Certification

  • Foundations of Working Capital, LinkedIn, May 2023

Timeline

Wholesale Payments Virtual Consultant

TRUIST
03.2023 - Current

Treasury Solutions Sales Support Specialist

Truist
08.2021 - 03.2023

Treasury Solutions Onboarding Specialist

Truist
08.2019 - 08.2021

Treasury Service Associate II

Wells Fargo
11.2014 - 08.2019

Some College (No Degree) -

North Carolina Central University

Some College (No Degree) -

University of North Carolina At Pembroke

Similar Profiles

CREATE PROFILE
Charlisa McLean