Experienced in Treasury Management Sales & Support, and Account Management with a demonstrated history working in the Banking and Software industry. Skilled in Negotiation, Sales, Customer Service, and Relationship Management.
Overview
13
13
years of professional experience
Work History
Treasury Management Sales & Support
Vericast
05.2021 - Current
Act as a trusted Advisor to Corporate clients in helping them migrate their banking software to new banking software
Reach out to a dedicated list of Corporate clients and develop relationships with company hierarchy
Establish and maintain a good working relationship with clients throughout each phase of the migration process(8 - 9 months)
Troubleshoot Payroll NACHA, BAI, CSV files for Wires, ACH, Fraud Prevention etc.
Main point of contact for any issues the clients may experience
Multitask between 2 VDI’s while teaching clients how to Manage payments, generate reports, prevent fraud, and manage other company admins within the system
Discover additional client product needs, and upsell clients
Business Owner
Ndaramba Liquors
11.2019 - Current
Assisted in developing & implementing store market plan, store mission and financial objectives
Managed bar and grocery store; hired and trained new employees to ensure consistent quality service for guests
Addressed complaints and resolved problems with both staff and customers
Maintained and updated inventory to meet customer demands.
Treasury Implementation Coordinator
Wells Fargo
02.2016 - 05.2019
Process requests for Customer Identification Program
Monitor OFAC screenings for prospective cardholders
Verify data collected within the Customer Identification Program
Open and close accounts pertaining to the Prepaid Card product.
Management Trainee
Enterprise Rental Car
10.2014 - 02.2016
Organize and implement strategies for daily operations according to volume of reservations and needs of local accounts
Maintains positive and professional relationships with accounts by going on sales and service calls
Helped our branch meet customer service goal measured by Enterprise's Service Quality Index released monthly
Contributes to our branches overall profit by demonstrating consistent inside sales for optional protection products
Made the top 50 employee list in Utah & Idaho on the sales matrix for four months.
Treasury Relationship Manager - Assistant VP
Zions Bank
05.2011 - 09.2014
Acted as the principal treasury relationship manager for the bank's business clients in South East Idaho
Partnered with bank's Loan Officers to service the treasury needs of business clients
Grew my portfolio by uncovering needs on new and existing accounts through utilizing the bank's sales method
Grew Merchant Services portfolio by over 30%
Performed both on site and remote implementations/training for Eastern Idaho & Northern Utah
Awarded the Superior Sales Support award in Jan 2013 for both Idaho & Utah region.
Education
Bachelor of Science in Business Management - Business Administration And Management
Brigham Young University - Idaho
Rexburg, ID
04.2009
Skills
Business development, Sales, and Account Management
Strong Interpersonal and Communication skills
New Product Release
Global Product Management
Customer Relations
Management
Leadership Experience
African Heritage Association & International Students Association, President and Board Member, 05/2007, 09/2007, Planned and conducted weekly meetings with 15-20 students in attendance and organized weekly service projects, In charge of the Associations expenditure budget, Attended weekly planning meetings & Coordinated International Food Festival in which over 800 people attended
Volunteer Experience
The Church of Jesus Christ of Latter-day Saints, Volunteer Service Representative - Division Leader, 02/2003, 04/2005, Supervised 6 other volunteers in Mid and Uptown Manhattan and trained new Service Representatives, Worked 60- 65 hours weekly, Conducted weekly instructional meetings
Languages
Xhosa
Native or Bilingual
Afrikaans
Native or Bilingual
Timeline
Treasury Management Sales & Support
Vericast
05.2021 - Current
Business Owner
Ndaramba Liquors
11.2019 - Current
Treasury Implementation Coordinator
Wells Fargo
02.2016 - 05.2019
Management Trainee
Enterprise Rental Car
10.2014 - 02.2016
Treasury Relationship Manager - Assistant VP
Zions Bank
05.2011 - 09.2014
Bachelor of Science in Business Management - Business Administration And Management