Jason A. Nichols
ASHBURN
Summary
Visionary financial leader with extensive experience driving revenue growth through strategic treasury management and client relationship development. Proven ability to enhance operational efficiency by implementing innovative financial solutions across diverse sectors, while effectively leading teams to achieve sales objectives.
Overview
19
19
years of professional experience
Work History
Vice President, Sr. Treasury Management Sales Officer
First National Bank of PA
Bethesda
01.2023 - Current
- Sold Treasury Management Services to business entities, including healthcare, government, and IT, enhancing client financial operations.
- Managed territory from Baltimore, MD, to Richmond, VA, fostering client relationships and driving regional growth.
- Supported 42 branches and nine Business Development Officers with operational needs, improving service delivery and client satisfaction.
Vice President, Treasury Management Sales Officer
Forbright Bank
McLean
01.2022 - Current
- Streamlined sales cycle procedures between Treasury Management and internal partners to enhance collaboration.
- Increased revenue through strategic prospecting of new deposit, payment products, and treasury management business.
- Led strategic initiatives for enhancing customer experience at Forbright Bank.
- Developed and implemented policies to streamline operations and improve efficiency.
- Oversaw risk management processes to ensure compliance with regulatory standards.
Financial Specialist, Accounting Clerk
Fairfax County Circuit Court
Fairfax
01.2020 - 01.2022
- Reconciled financial accounts and budgets for Circuit Court, ensuring accurate financial reporting.
- Maintained compliance with county, state, and audit requirements, safeguarding financial integrity.
- Managed financial records and transactions for court operations.
- Analyzed budget reports to ensure compliance with legal standards.
- Developed financial forecasts to support budgeting processes.
Independent Executive Consultant
The Next Step Public Charter School
Washington
01.2018 - 01.2020
- Consulted Executive Director on strategic development initiatives.
- Collaborated with school board committee to craft compelling case for support.
- Developed strategic plans to enhance educational programs and student engagement.
- Facilitated workshops for staff development and best practice sharing.
- Collaborated with stakeholders to assess school needs and priorities.
Chief Financial Officer
Marshall Junior Inc
Baltimore
01.2018 - 01.2020
- Led planning, implementation, and management of all finance activities, ensuring alignment with company goals.
- Partnered with Chief Executive Officer to formulate and execute strategic initiatives.
- Led financial strategy to align with corporate goals at Marshall Junior Inc.
- Managed budgeting processes and financial forecasting for company operations.
- Oversaw audits to ensure compliance with regulations and internal policies.
Vice President, Treasury Management Sales Consultant III
BB&T
Arlington
01.2017 - 01.2018
- Coordinated treasury management activities for commercial banking clients, enhancing service delivery and client satisfaction.
- Led risk assessments for full cash flow solutions, ensuring compliance and mitigating potential financial risks.
- Led cross-functional teams to develop strategic initiatives for organizational growth.
- Oversaw budget management and resource allocation for multiple departments.
- Fostered relationships with key stakeholders to enhance collaboration and communication.
Vice President, Treasury Management Sales Officer III
Capital One
Mclean
01.2014 - 01.2017
- Prospected and established relationships with clients generating up to $70 million in annual revenue, enhancing client portfolio.
- Led onboarding training for new relationship managers, improving integration and effectiveness in client interactions.
- Led strategic initiatives to enhance customer experience and drive business growth.
- Collaborated with cross-functional teams to implement new financial technologies.
- Developed and executed comprehensive risk management frameworks for operations.
Assistant Vice President, Treasury Management Officer
PNC Bank
Washington
01.2007 - 01.2014
- Cultivated relationships with clients generating $1 to $10 million in annual revenue, enhancing client retention and loyalty.
- Identified tailored customer solutions during client meetings, driving satisfaction and aligning services with client needs.
- Led strategic initiatives to enhance customer experience and service delivery.
- Collaborated with cross-functional teams to implement operational improvements and efficiencies.
- Developed training programs to support staff in achieving compliance with regulatory standards.
Education
Master of Business Administration - Finance and marketing
Syracuse University
Syracuse, NY01-2015
Bachelor of Science - Communication with Concentration in print journalism
University of North Florida
Jacksonville, Florida01-2005
Skills
- Treasury management
- Cash flow analysis
- Create Financial Solutions
- RFP Processes
- Strategic Planning and Execution
- Strategic Planning and Execution
- Risk Management
- Sales Team Development
- Team Collaboration
- Leadership
- Financial Reporting
Qualifications And Experience
Develop innovative sales techniques and processes to advance the skill sets of new as well seasoned relationship managers across the company to generate revenue, increase deposits and deepen client relationships., Lead and integrate executive leadership, product managers and sales teams to create high-performing sales and service environments that surpass performance standards., Excels in a leadership capacity propelling direct reports into positions that matched their career goals and trajectory diversity and inclusion; build strong rapport and collaborate with diverse groups of students, faculty, stakeholders, and community members to enhance learning., Strong commitment to diversity and inclusion; build strong rapport and collaborate with diverse groups of relationship managers, executive leadership, product managers and clients to enhance professional relationships.
Professional Development
Certified Treasury Professional, 2026
Timeline
Vice President, Sr. Treasury Management Sales Officer
First National Bank of PA
01.2023 - Current
Vice President, Treasury Management Sales Officer
Forbright Bank
01.2022 - Current
Financial Specialist, Accounting Clerk
Fairfax County Circuit Court
01.2020 - 01.2022
Independent Executive Consultant
The Next Step Public Charter School
01.2018 - 01.2020
Chief Financial Officer
Marshall Junior Inc
01.2018 - 01.2020
Vice President, Treasury Management Sales Consultant III
BB&T
01.2017 - 01.2018
Vice President, Treasury Management Sales Officer III
Capital One
01.2014 - 01.2017
Assistant Vice President, Treasury Management Officer
PNC Bank
01.2007 - 01.2014
Master of Business Administration - Finance and marketing
Syracuse University
Bachelor of Science - Communication with Concentration in print journalism
University of North Florida