Crystal Baldy
Conway
Summary
Sales professional prepared to bring extensive industry knowledge and results-driven approach to dynamic team. Known for effectively managing client relationships and implementing sales strategies that lead to increased revenue. Highly collaborative, adaptable, and reliable, with strong skills in communication and problem-solving.
Overview
6
6
years of professional experience
Work History
Treasury Management Sales Officer
Farmers and Merchants Bank
05.2022 - 03.2025
- Schedules calls and in person meetings on existing clients and prospects in order to develop new treasury management business and maintain existing business
- Prepares and presents treasury reviews and presentations
- Meets with client managers, branches and other business partners to review key relationships and explore new prospects
- Maintains awareness of local competition and market pricing for treasury services
- Prepared sales reports with informative graphs and charts to outline key data.
- Developed strategic sales plans for achieving revenue growth and exceeding targets.
Treasury Management Sales Associate
Bank OZK
12.2019 - 05.2022
- Provides support to new and existing bank clients and assist internal and external contacts with service requests, inquiries or technical issues related to bank and/or treasury management services
- Responsible for the development and direct sales of cash management products and services to new clients and the expansion of existing cash management customer relationships
- Prepares proposals, customer agreements and implementation documents
- Prepares credit underwriting memorandums and initiate all credit Treasury Management approvals
- Maintains awareness of local competition and market pricing for treasury services
Treasury Management Implementation Specialist
Bank OZK
04.2019 - 12.2019
- Implementation of new products for new and existing treasury clients including completion of agreements, system setup, and quality assurance.
- Customer training of new treasury products
- Managed multiple implementation projects concurrently, maintaining strict deadlines without compromising quality or scope.
- Provided ongoing support to clients post-implementation, addressing any concerns or issues promptly and professionally.
- Collaborated closely with sales teams to ensure smooth hand-off of new projects from pre-sales to implementation stages.
Education
Associate of Science -
Pulaski Technical College
Little Rock, ARSkills
- Ability to multitask
- Detail oriented
- Effective time management skills
- Efficient
- Self-motivated
- Ability to adapt
- Skilled in professional communication to individuals and groups with diverse backgrounds
Timeline
Treasury Management Sales Officer
Farmers and Merchants Bank
05.2022 - 03.2025
Treasury Management Sales Associate
Bank OZK
12.2019 - 05.2022
Treasury Management Implementation Specialist
Bank OZK
04.2019 - 12.2019
Associate of Science -
Pulaski Technical College
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