Summary
Overview
Work History
Education
Skills
Timeline

Glenna Carraway

Antioch,CA

Summary

Management professional prepared for consulting roles. Skilled in strategic planning, process optimization, and data analysis. Strong focus on team collaboration and achieving results. Reliable, adaptable, and proficient in client relationship management and project execution.

Overview

45
45
years of professional experience

Work History

Sr Treasury Management Consultant

Comerica Bank
06.2024 - Current
  • Partner with Business Banking Relationship Managers to drive new and cross sell opportunities.
  • Retain and grow existing relationships to gain new deposits and fee income.
  • Work with clients and prospects to understand accounting and ERP software requirements, and pain points to offer Treasury Management Solutions to add cost effective efficiencies to improve our clients Working Capital. Solutions include but are not limited to, lockbox, fraud protection, API software integrations, and various transmission file formats for payment and reconciliation services.

Sr. Treasury Management Consultant

California Bank & Trust
07.2019 - 06.2024
  • Partner with Senior Relationship Managers to drive new and cross sell opportunities.
  • Retain and grow existing relationships to gain new deposits and fee income.
  • Specialize in diverse industries including but not limited to Real Estate, Commercial Banking,
  • Entertainment and Power & Finance with revenues spanning $50MM - $500MM.
  • Work with clients and prospects to understand accounting and ERP software requirements, and pain points to offer Treasury Management Solutions to add cost effective efficiencies to improve our clients Working Capital. Solutions include but are not limited to, lockbox, fraud protection, API software integrations, and various transmission file formats for payment and reconciliation services.

Sr. Treasury Relationship Deposit Manager

Union Bank
01.2000 - 06.2019
  • Responsible for solicitation and account retention of middle market and large corporate depository relationships and prospects
  • Provide treasury consultation support to Commercial Banking Relationships
  • Proven experience in delivering sales presentations to potential customers, outlining treasury management products, services and investment opportunities.

Customer Service Supervisor

Union Bank
01.1996 - 12.1999
  • Promoted a positive work environment through open communication channels, fostering team collaboration and high morale.
  • Collaborated with other departments to address recurring customer concerns, improving overall service quality.
  • Coached employees through day-to-day work and complex problems.
  • Demonstrated exceptional problem-solving abilities in navigating challenging customer scenarios and finding solutions by addressing and resolving escalated issues promptly and professionally.

Title Escrow Corporate Service Officer

Union Bank
09.1980 - 12.1995
  • Assessed customer’s needs; coordinated and performed installation of appropriate business services offered to Title and Escrow Companies.
  • Provided daily support and training to Title and Escrow companies for accounting and 1099 Tax Service Reporting
  • Preparation of monthly balance sheet for escrow accounting.

Education

Certified Treasury Management Professional (CTP) -

Association For Financial Professionals , Rockville , MD

Castlemont High School, Oakland, CA
06-1979

Skills

  • Sales expertise
  • Client Relationship Management
  • Problem Solving and Critical Thinking
  • Project management

Timeline

Sr Treasury Management Consultant - Comerica Bank
06.2024 - Current
Sr. Treasury Management Consultant - California Bank & Trust
07.2019 - 06.2024
Sr. Treasury Relationship Deposit Manager - Union Bank
01.2000 - 06.2019
Customer Service Supervisor - Union Bank
01.1996 - 12.1999
Title Escrow Corporate Service Officer - Union Bank
09.1980 - 12.1995
Association For Financial Professionals - Certified Treasury Management Professional (CTP) ,
Castlemont High School - ,

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Glenna Carraway