James Hendricks Jr

Cultivate treasury management relationships and deposit-only client portfolios targeting middle-market corporations and regional payroll companies, significantly enhancing service fee revenue streams.

Effectively secured and managed $4.8 billion deposit portfolio, driving annual growth exceeding $100 million in new deposits.

Cultivated and maintained 350+ treasury management commercial relationships while managing 5000+ accounts ensuring exceptional service and client satisfaction across western Pennsylvania and Ohio.

Engineered and executed commercial credit card programs, enhancing market penetration, service offerings, and revenue

Generated year-over-year service fee revenue growth exceeding $100k through strategic client engagement and service innovation for TM clients.

• Led cross-functional teams to implement strategic initiatives enhancing operational efficiency.
• Developed and executed comprehensive business plans aligning with corporate objectives.
• Oversaw budget management, ensuring alignment with financial goals and resource allocation.
• Presented strategic insights to board members, influencing key organizational decisions and direction.
• Led cross-functional teams for the successful completion of major projects, resulting in increased efficiency and client satisfaction.
• Collaborated with senior management to develop strategic initiatives and long term goals.
• Fostered relationships with key stakeholders to drive collaboration and enhance organizational performance.
• Cultivated strong relationships with key stakeholders, including customers, vendors, regulators, and community leaders to promote collaboration and long-term success.

• Assisted treasury management officers in all markets to service and support profitable cash management relationships within the commercial bank portfolio. Prepare sales proforma and product pricing to attract new and retain treasury relationships. The position was responsible for managing and educating the overall product set to the client base and increasing service fee revenue. Cross sold additional business deposit products. Serve as a technical expert on all cash management installation and related treasury management services.
• Key Results:
• Assisted in managing and service 450+ commercial banking relationships with over $150 million in monthly combined collected balances.
• Assist to increase service fee revenues by 35% between March 2009 and 2010.
• Develop online offering of TriState Capital Direct through ongoing sales and marketing programs, daily management, and continuous enhancements to the product offering via third party vendors.
• Extensive understanding of deposit products and treasury services across FISERV product lines including BANKLINK, OBS - Online Banking Solutions, and BOB - Business Banking online (cash management user online interface), Corrillian (Consumer retail online banking platform), remote deposit capture, wholesale lockbox services, control disbursement, positive pay, image exchange through the Fiserv clearing network, foreign exchange through Wells Fargo and Swift Network, fraud prevention software through Fraudguard, and eStatements / eNotices through Optria, positive pay payee, ACH PEP+ origination, ACH positive pay
• Managed daily client inquiries to ensure prompt resolution and maintain high satisfaction levels.
• Assisted sales team in preparing documentation and reports, enhancing operational efficiency.
• Developed and implemented policies and procedures for deposit and treasury management operations.
• Held position as backup bank secrecy act officer / security officer during this time.

• Responsible for daily processing and interpretation of U.S. securities within a corporate action offering. Timely announcement, instruction, and reconciliation to adhere to terms and conditions of the offering. Daily interaction to brokers and investment managers is needed to complete and process high risk cash and security transactions.
• An investment management company providing investment management, investment services, and wealth management for both institutions and individuals. $28.5 trillion assets under custody and administration. $1.6 trillion assets under management. Doing business in over a 100+ markets throughout the world.

• Focus was to perform monthly pre-audit internal control reviews in multiple divisions and departments of NetBank FSB. Develop, create, and implement internal control reviews and procedures using Microsoft Access, Excel, PowerPoint, and Word. Meet monthly with managers and directors to assess findings from the reviews. Lead project initiatives for the internal control team. Continually analyze processes within the bank for overall improvement to save money and streamline day to day operations.
• Netbank FSB was a financial company engaged primarily in retail banking, mortgage banking, business finance and provided ATM and merchant processing services. The bank and all deposits was acquired and by ING Direct in 2007.
• Deposit Associate
• Responsibilities include processing and encoding customer deposits. Performed review and verification of customer deposits within guidelines of Regulation CC and D. Other aspects of the job were to perform charge back functions, posting of foreign currency collection, and in clearing review. Balancing and correction of errors was performed using the Fedline system. Assisted in processing customer deposits via ATM.