Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
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Jeanette Williams

Philadelphia,PA

Summary

Highly motivate Treasury Management Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased revenue, improving buying experience and elevating company profile with targeted markets. Consistently recognized for sales performance and excellence in customer service.

Overview

9
9
years of professional experience

Work History

Treasury Management Sales Associates

Republic Bank
07.2022 - Current
  • Produces over 40 Treasury Management proposals for Sales per month.
  • Inputs data into standard pricing model utilizing standard rates.
  • Visits Customer sites to perform implementation and training.
  • Logs and tracks all proposals requests for less than 48 hours turnaround time.
  • Participates in weekly small business type sales calls with front line partners.

Treasury Management Implementation and Cust. Rep

Republic Bank
07.2021 - 07.2022
  • Answered over 50 inquiries internally and externally daily, including questions about Treasury Management products and services.
  • Added, Maintained, Deleted products and services for Treasury Management customers.
  • Completed product testing scenarios with new customers to determine readiness.
  • Reconciled general ledger accounts and input of account analysis bills.
  • Assisted with training and developing plans for new associates.

Teller Manager

TD Bank
10.2014 - 07.2021
  • Pursued new retail and commercial account growth to enhance bank's market position by 10%.
  • Interviewed and hired over 30 teller candidates to promote adequate staff coverage during operating hours, expeditious service to customers.
  • Evaluated employees' performance and offered recommendations for improvement to enhance operations efficiency.
  • Responsible for bank operations including auditing functions, completing daily batching for bank, and exhibiting excellent customer service.
  • Ensured adequacy of currency and coin supply, and prepared error free daily settlements of teller cash and proof transactions.

Education

Bachelor of Science - Business Administration And Management

Temple University
Philadelphia, PA
08.2014

Skills

  • Communication skills
  • Multitasking Strengths
  • Leadership
  • Teamwork
  • Adaptability
  • Problem solving
  • Time management
  • Account reconciliation
  • Product implementation
  • Contract execution
  • Compliance Auditing

Affiliations

TD Bank Tomorrow's Leaders

Twelve top employees out of the region were selected by our regional manager to be a part of a twelve week program to enhance our leadership skills, learn our personal brand, collaborate with other leaders, and strengthen our public speaking skills.

Timeline

Treasury Management Sales Associates

Republic Bank
07.2022 - Current

Treasury Management Implementation and Cust. Rep

Republic Bank
07.2021 - 07.2022

Teller Manager

TD Bank
10.2014 - 07.2021

Bachelor of Science - Business Administration And Management

Temple University
Jeanette Williams