Summary
Overview
Work History
Education
Skills
Certification
Presidents Sales Award
Timeline
Generic

Joseph Grey

Mound,Minnesota

Summary

Dynamic Treasury Sales Manager with a proven track record at Wells Fargo, specializing in cash management and relationship management. Expert in developing tailored financial solutions and enhancing operational efficiency. Recognized for mentoring teams and driving strategic initiatives that align with corporate objectives, resulting in significant productivity growth.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Treasury Sales Manager

Wells Fargo & Company
05.2018 - 07.2022
  • Developed customized treasury solutions to provide tailored payment solutions and risk management strategies.
  • Collaborated with cross-functional teams to deliver comprehensive financial products and services.


  • Led client meetings to assess needs and propose tailored cash management solutions to large Regional Banks.

Payments Manager

Bremer Financial Corporation
03.2003 - 01.2018
  • Led team initiatives to enhance operational efficiency and streamline processes across payments business lines- treasury management, card services and international banking.
  • Developed training programs to mentor staff, improving overall team performance.
  • Implemented strategic planning sessions to align departmental goals with corporate banking business objectives.
  • Analyzed performance metrics to identify areas for improvement and drive productivity growth.

Regional Sales Manager

Associated Bank
08.1997 - 02.2003
  • Developed and implemented regional sales strategies to enhance market penetration and cross selling of payments to relationship banking model.
  • Led cross-functional teams to drive product launches, ensuring alignment with corporate goals.
  • Analyzed market trends and competitor activities to inform strategic planning and decision-making.
  • Mentored and trained sales team members, fostering professional growth and improved performance.

Education

MBA - Finance MBA

Minnesota State University, Mankato
Mankato, MN
06-1995

BBA - Economics And Business Administration

UW- Eau Claire
Eau Claire
12-1976

Harold L Richards
Oak Lawn, IL
05-1972

Skills

  • Cash management
  • Relationship management
  • Teamwork
  • Teamwork and collaboration

Certification

  • CTP Certification

Presidents Sales Award

Top 5% sales results honoree


Timeline

Treasury Sales Manager

Wells Fargo & Company
05.2018 - 07.2022

Payments Manager

Bremer Financial Corporation
03.2003 - 01.2018

Regional Sales Manager

Associated Bank
08.1997 - 02.2003

MBA - Finance MBA

Minnesota State University, Mankato

BBA - Economics And Business Administration

UW- Eau Claire

Harold L Richards

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