Jenice Gracesqui
North Providence,RI
Summary
Sales professional with extensive experience in supporting sales teams to achieve optimal results. Proven in coordinating efforts to drive efficiency and support revenue growth. Known for collaborative team efforts and adaptive approach to dynamic sales environments, showcasing proficiency in CRM tools and effective communication.
Overview
8
8
years of professional experience
Work History
Treasury Management Sales Support Specialist
The Washington Trust Company
Providence, RI
05.2025 - Current
- Coordinated cross-functional communication to streamline sales processes and enhance team collaboration.
- Managed client inquiries and provided timely solutions to improve customer satisfaction.
- Developed and maintained comprehensive product knowledge to support sales initiatives effectively.
- Implemented process improvements that increased operational efficiency within the sales support function.
- Trained new team members on systems and procedures, fostering a collaborative work environment.
- Managed customer accounts, responding to inquiries and resolving customer service issues
- Expedited product delivery times for enhanced customer satisfaction through close coordination with supply chain partners.
- Collaborated with vendor development and support staff to resolve various issues impacting sales activities.
- Documented customer complaints and completed corrective action requests.
- Enhanced customer satisfaction by promptly addressing and resolving inquiries and issues related to products, services, and orders.
- Monitored service after sale and implemented quick and effective problem resolutions.
Cash Management Specialist
City National Bank
10.2023 - 12.2024
- Identified financial needs of commercial prospects, offering tailored recommendations to enhance cash flow and convenience.
- Conducted relationship reviews to ensure optimal utilization of products and services, effectively streamlining customer operations.
- Collaborated with the marketing team to develop campaigns aimed at expanding the treasury management customer base.
- Monitored and audited treasury management customers for compliance, troubleshooting issues, and implementing corrective actions as needed.
- Staffing agency assignment
- Streamlined cash management processes to enhance operational efficiency and reduce discrepancies.
- Analyzed cash flow trends to optimize resource allocation and minimize risk exposure.
- Streamlined cash management processes by implementing new software and automation tools.
- Enhanced client satisfaction by providing timely, accurate, and comprehensive cash management reports.
Treasury Operation Specialist
Cadence Bank
07.2022 - 10.2023
- Managed a diverse portfolio of treasury management clients, delivering tailored financial service solutions by analyzing business environments and industry strategies.
- Supported small business and corporate clients through new platform migrations and implementations, including ACH, wire transfers, and payroll services.
- Produced, tracked, and monitored treasury management reports while providing guidance to junior employees and maintaining effective communication with clients.
- Staffing agency assignment
Relationship Banker
Bank of America
01.2019 - 07.2022
- Generated bank revenue by exceeding sales, operational, and customer service goals.
- Analyzed data to maximize revenue potential and proactively managed risks using available tools.
- Responded to customer inquiries and concerns, creating customized solutions and facilitating account openings and product sales.
- Cultivated strong client relationships to enhance customer satisfaction and retention.
- Analyzed financial needs of clients, providing tailored banking solutions and advice.
- Facilitated account openings, transactions, and inquiries with efficiency and accuracy.
- Implemented cross-selling strategies that improved product uptake among existing customers.
- Mentored junior bankers on compliance protocols and best practices in customer service.
- Collaborated with management to identify market trends and adapt services accordingly.
- Led initiatives to streamline processes, reducing wait times for customer service interactions.
Collection Recovery Specialist
Citizens Bank
04.2018 - 01.2019
- Arranged timely repayment plans for charged-off accounts, maximizing recovery of principal amounts and associated fees.
- Negotiated settlements for diverse asset accounts, ensuring compliance with banking regulations and maintaining operational efficiency in a fast-paced environment.
Education
Bachelor of science - Accounting
University of Phoenix
Certificate - Business Analytics/Management
University of Phoenix
02-2025
High School Diploma - General Studies
Mount Pleasant High School
06-2013
Skills
- Customer relationship management
- Sales strategy development
- Customer needs assessment
- CRM software proficiency
- Microsoft office
- Cash flow management
- Know your customer
- Financial software
- Client retention
- Performance attribution
Timeline
Treasury Management Sales Support Specialist
The Washington Trust Company
05.2025 - Current
Cash Management Specialist
City National Bank
10.2023 - 12.2024
Treasury Operation Specialist
Cadence Bank
07.2022 - 10.2023
Relationship Banker
Bank of America
01.2019 - 07.2022
Collection Recovery Specialist
Citizens Bank
04.2018 - 01.2019
High School Diploma - General Studies
Mount Pleasant High School
Certificate - Business Analytics/Management
University of Phoenix
Bachelor of science - Accounting
University of Phoenix