Joseph Ly
Corona,CA
Summary
Results-driven treasury management professional with a history of increasing revenue and strengthening client partnerships. Skilled in providing comprehensive treasury solutions via consultative approaches and effective risk management strategies. Demonstrated success in nurturing sales talent and promoting collaboration across business lines.
Overview
10
10
years of professional experience
Work History
Vice President, Treasury Management Officer
JPMorgan Chase
Irvine, CA
12.2024 - Current
- Drove new Treasury Management revenue through disciplined prospecting and tailored consultative solutions.
- Manage a $200MM portfolio, increasing wallet share and product penetration through targeted cross-sell strategies.
- Lead and develop Treasury Sales Associates through structured coaching and performance management to elevate production and advancement readiness.
- Mentored junior staff in leadership and project management, enhancing team capabilities and readiness for advancement.
- Maintained relationships with key stakeholders by attending meetings and responding promptly to inquiries or requests for information.
First Vice President, Relationship Manager
East West Bank
Pasadena, CA
06.2024 - 12.2024
- Generated new business and expanded deposits by implementing targeted prospecting and networking strategies.
- Increased adoption of high-fee treasury solutions to enhance relationship profitability.
- Enhanced market visibility by actively participating in networking events and expos.
- Refined onboarding processes and ensured policy compliance through cross-functional collaboration.
Vice President, Treasury Management Sales Officer
Sunwest Bank
Irvine, CA
03.2024 - 06.2024
- Expanded treasury penetration in commercial portfolios through consultative engagement, increasing client adoption of treasury solutions.
- Collaborated with internal partners to enhance sales execution and optimize solution delivery, resulting in improved client satisfaction.
- Led strategic planning initiatives to enhance banking services and customer engagement, aligning offerings with client needs.
Vice President, Treasury Management Consultant
U.S. Bank
Ontario, CA
05.2023 - 03.2024
- Delivered strategic treasury advice to commercial real estate and private banking clients, enhancing their financial management.
- Developed and implemented comprehensive financial strategies for various banking operations.
- Generated incremental fee income by deepening client relationships and optimizing working capital.
- Led strategic initiatives to enhance operational efficiency and customer satisfaction.
- Managed cross-functional teams to drive project execution and innovation efforts.
Vice President, Treasury Relationship Manager
Union Bank
Los Angeles, CA
05.2021 - 05.2023
- Managed a $3.3MM treasury revenue portfolio with complex client structures.
- Enhanced profitability through targeted cross-sell initiatives and strategic management of client portfolios.
- Directed treasury migration during acquisition integration, ensuring seamless transition and client retention.
Assistant Vice President, Sales Support Associate
Bank of America
Ontario, CA
05.2018 - 05.2021
- Created sales strategies to boost client engagement and retention.
- Facilitated sales onboarding and retention strategies, improving compliance adherence.
- Trained and mentored junior sales staff on effective selling techniques.
- Assisted in developing complex treasury proposals, driving targeted prospecting campaigns.
- Collaborated with cross-functional teams to align sales initiatives with business goals.
Officer, Treasury F&S Senior Specialist – Service
Bank of America
Brea, CA
01.2016 - 05.2018
- Provided advanced treasury platform support, resolving complex issues to enhance user experience.
- Maintained regulatory compliance standards, ensuring strong operational control across treasury functions.
Skills
- Cash flow optimization
- Risk management
- Risk assessment
- Regulatory compliance
- Customer relationship management
- Collaborative strategy development
- Technical sales expertise
Timeline
Vice President, Treasury Management Officer
JPMorgan Chase
12.2024 - Current
First Vice President, Relationship Manager
East West Bank
06.2024 - 12.2024
Vice President, Treasury Management Sales Officer
Sunwest Bank
03.2024 - 06.2024
Vice President, Treasury Management Consultant
U.S. Bank
05.2023 - 03.2024
Vice President, Treasury Relationship Manager
Union Bank
05.2021 - 05.2023
Assistant Vice President, Sales Support Associate
Bank of America
05.2018 - 05.2021
Officer, Treasury F&S Senior Specialist – Service
Bank of America
01.2016 - 05.2018