Alexandra Luna
Concord,CA
Summary
I am an experienced Treasury Management sales support professional with over 20 years of success supporting commercial clients across diverse industries. I excel in cultivating client relationships, ensuring retention and satisfaction, and driving revenue growth. I am proactive and enjoy collaborating with relationship managers and internal teams to drive business growth, streamline onboarding, implementation, and service delivery, and enhance the client experience. I am recognized for my client-centric approach and my strong interpersonal, communication, organizational, and project management skills.
Overview
27
27
years of professional experience
Work History
Vice President, Sr. Treasury Sales Advisor
BMO (formerly Bank of the West)
01.2017 - 02.2025
- Assist Treasury Consultants with pre and post sales activities and managing assigned client portfolios
- Analyze and prepare proformas and cost comparisons
- Prepare customized sales presentations
- Proactively manage client documentation process: preparation, delivery, answering client questions
- Coordinate with internal partners to manage client onboarding of new deposit accounts, delivery and implementation of treasury management products and services
- Attend client facing meetings as needed
- Prepare annual relationship reviews
- Assist With RFPs
Vice President, Treasury/Cash Management Associate
BMO (formerly Bank of the West)
01.2011 - 01.2017
- Managed a portfolio of 238 corporate cash management clients
- Cash Management Advisor for 20 relationship managers nationwide in specialty divisions: Religious Institutions Banking and Dealer Finance
- Business development calls to prospects and existing clients; introducing a suite of cash management products/services, including product demonstrations
- Proactively managed and coordinated client onboarding, delivery and implementation of products and services
- Analyzed and prepared cost comparisons and pricing proposals
Assistant Vice President, Senior Sales Associate
BMO (formerly Bank of the West)
06.2001 - 01.2011
- Managed retail bank portfolio of 2700 small business clients generating $1.4MM in revenues
- Responsible for proactively managing and coordinating cash management services implementation process
- Provided commercial business clients with guidance and training on the use of services such as remote deposits, electronic reporting and money transfers
- Assisted Sales Consultants with managing portfolios, including expanding portfolio by identifying opportunities for cross selling and assisting with calling efforts
- Business development calls with assigned branch partners presenting suite of cash management and deposit services
- Developed cash management product and sales training curriculum and materials
- Conducted cash management sales and product training to the cash management sales team and other departments within the Bank
- Lead role in the Bank's merger/conversion Customer Care program; meeting with high-net-worth commercial clients and successfully ensuring retention of those relationships
- Analyzed and prepare cost comparisons and proposals
Client Services Manager
Imperial Bank (now Comerica)
04.1998 - 06.2001
- Business development calls with team of relationship managers presenting full range of financial products and services
- Managed daily operations, including onboarding of new business relationships and implementation of depository and cash management services
- Provided existing clients with solutions by responding to inquiries and recommending appropriate depository products and services
- Ensured retention and expansion of depository relationships by training customer service staff on products, listening and probing skills
Financial Services Officer
Glendale Federal
11.1997 - 04.1998
Education
Liberal Studies -
Diablo Valley College
Pleasant Hill, CA01.2006
CNE -
Bauman College
Berkeley, CA01.2011
Skills
- Treasury Management Services
- Sales Planning Presentations & Bid Processes
- Client Relations & Building Rapport
- Teamwork & Collaboration
- Portfolio/Account & Pipeline Management
- Project Management
- Client Onboarding & Implementation
- Risk Management
- Data Entry
- CRM
- Administrative Support
- Microsoft Office Suite
Languages
Spanish
English
Timeline
Vice President, Sr. Treasury Sales Advisor
BMO (formerly Bank of the West)
01.2017 - 02.2025
Vice President, Treasury/Cash Management Associate
BMO (formerly Bank of the West)
01.2011 - 01.2017
Assistant Vice President, Senior Sales Associate
BMO (formerly Bank of the West)
06.2001 - 01.2011
Client Services Manager
Imperial Bank (now Comerica)
04.1998 - 06.2001
Financial Services Officer
Glendale Federal
11.1997 - 04.1998
CNE -
Bauman College
Liberal Studies -
Diablo Valley College
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