Summary
Overview
Work History
Education
Skills
Personal Information
Certification
Community Service and Activities
Timeline
Generic

Heather Roberts

Medina,Ohio

Summary

Twenty-six years of banking experience with a proven record of success. I am driven, disciplined, strategic, articulate, have high emotional intelligence, and can cultivate talent.

Results-driven management professional with strong focus on team collaboration and achieving organizational goals. Adept at navigating changing needs and fostering reliable work environment. Skilled in strategic planning, leadership, and effective communication. Known for adaptability, integrity, and commitment to delivering impactful results.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Treasury Management Group Manager

First Commonwealth Bank Corporation
12.2020 - Current
  • Optimized resource allocation by identifying underutilized assets and reallocating them effectively within the organization.
  • Identified areas of improvement through regular performance reviews, providing constructive feedback and coaching for team members.
  • Drove organizational change initiatives that resulted in streamlined operations, improved employee morale, and increased efficiencies throughout the group.
  • Ensured compliance with industry regulations and company policies, mitigating risks associated with non-compliance issues.
  • Championed a culture of continuous improvement within the department, encouraging innovation and creative problem-solving among staff members.
  • Implemented training programs to improve staff skillsets, enhancing overall productivity and job satisfaction.
  • Led cross-functional teams to achieve project milestones, ensuring timely completion and adherence to budget constraints.
  • Coordinated closely with sales teams to execute marketing campaigns that generated new leads and boosted revenue growth rates year over year.
  • Developed successful business strategies for revenue growth, increasing market share and brand recognition.
  • Trained new team members by relaying information on company procedures and safety requirements.
  • Monitored team performance to identify productivity improvement opportunities.
  • Established strong relationships with key clients, resulting in increased customer satisfaction and retention rates.
  • Spearheaded talent acquisition efforts by developing recruitment strategies that attracted top-tier candidates from diverse backgrounds.

Senior Vice President-Treasury Market Manager

Wells Fargo Bank
08.2015 - Current
  • Managed a team of 7 hybrid treasury management consultants across 4 states that were well versed in evaluating business processes and recommending solutions to maximize cash flow, eliminate payment risk, expedite the flow of crucial financial information, and streamline the accounts receivable and accounts payable functions
  • Hired and developed 8 highly successful treasury management sales consultants
  • Advocated for treasury and team of consultants – removed roadblocks, developed strategy, influenced team and line partners, collaborated, and led initiatives to ensure success
  • Working Capital and Business Process Review trainer
  • Created and led a monthly divisional Challenger conference call
  • Worked closely with sales support manger to ensure treasury management consultants and sales analysts have a strong partnership, addressed any concerns as well ensured messaging was consistent, and collaborated on market initiatives
  • Led quarterly sales strategy meetings with consultants which enabled them develop a develop a business plan to ensure success and beyond; planned client events, leveraged Hoovers, Clients Messaging, Challenger, lead lists, BPR’s, Working Capital, iTrac, SalesMotion, TM Connections, and other available tools
  • Met monthly with line partner management team, BDO’s, eReceivable management, and payable consultant manager to discuss sensitive/large deals, review YTD revenue, business initiatives, as well as strengths and opportunities
  • Member of the committee that was tasked with redesigning the TM onboarding experience
  • Provided mentorship to a relationship manager in the Grand Rapids and multiple consultants across the country
  • Planning committee for the National Sales Conference Middle Market session
  • Led the business development Working Capital initiative for the Central Region
  • Emerging technology presenter as part of the speaker’s bureau
  • Performance excellence recognition in 2019

Senior Vice President-Treasury Management Sales Consultant

Wells Fargo Bank
02.2007 - 07.2015
  • Responsible for the growth, development and service of cash management relationships with clients who currently generate over $5 million annual treasury management revenue
  • Developed annual/quarterly sales plans for territory and key customer accounts and analyzes customer needs which includes treasury reviews, business process reviews, and working capital
  • Consistently grew portfolio by leveraging Client Messaging, Playbook, Working Capital Analysis, and Business Process Review
  • Responsible for reviewing sales goals with relationship managers and educating them on treasury services and sales initiatives
  • Partnered with commercial banking, dealer finance, Wells Capital Finance, international treasury, commercial card, and merchant processing to identify new opportunities and cross-sales
  • Exceeded annual goal every year and grew PTPP by 10% or more annually
  • Advocate for TM within the treasury group and partners
  • Led initiatives within treasury and the business line strategy
  • Served as mentor to peers, sales analyst, and launch candidate – responsible for their training and success
  • Earned Certified Sales Professional
  • Golden Spoke winner, sales excellence, partner awards, team awards, leadership awards

Vice President-Treasury Management Sales Consultant

Fifth Third Bank
01.2000 - 01.2007
  • Consistently exceeded annual performance goals
  • Partnered with commercial banking, dealer services, and commercial real estate relationship managers to provide recommendations on treasury sales opportunities to existing and prospective clients
  • Responsible for reviewing sales goals with relationship managers and educating them on new products and sales initiatives
  • Successfully acquired new commercial banking relationships as the result of calling efforts
  • Advocate for TM within treasury and the business line strategy
  • Earned Certified Treasury Professional designation

Education

Bachelor of Arts - Industrial Organizational Psychology

Miami University
Oxford, Ohio

Skills

  • Client engagement
  • Strategic planning
  • Business development
  • Employee development
  • Teamwork and collaboration
  • Leadership
  • Effective communication
  • Problem resolution
  • Financial management
  • Revenue forecasting

Personal Information

Title: CTP

Certification

Certified Treasury Professional

Community Service and Activities

  • Board Member for the Children’s Center of Medina, Chair of Nomination Committee
  • Volunteer at the Cleveland Food Bank
  • Member of AFP
  • Member of the Northeastern Ohio Treasury Management Association
  • Member of the Columbus Association for Financial Professionals
  • Member of Cleveland Women’s Leadership

Timeline

Treasury Management Group Manager

First Commonwealth Bank Corporation
12.2020 - Current

Senior Vice President-Treasury Market Manager

Wells Fargo Bank
08.2015 - Current

Senior Vice President-Treasury Management Sales Consultant

Wells Fargo Bank
02.2007 - 07.2015

Vice President-Treasury Management Sales Consultant

Fifth Third Bank
01.2000 - 01.2007

Bachelor of Arts - Industrial Organizational Psychology

Miami University

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Heather Roberts