Summary
Overview
Work History
Education
Skills
Timeline
Generic

Julie Ritter

Chicago,IL

Summary

Detail oriented Treasury Sales professional with over 20 years of experience serving commercial banking clients. Skilled in building client relationships by problem solving and finding solutions that meet client's needs. Seeking Treasury Sales Management position.

Overview

31
31
years of professional experience

Work History

Senior Treasury & Payment Solutions Treasury Advisor

BMO
02.2016 - Current

• Integral member of the TPS Specialty Sectors team that has generated much growth in the past 7 years.
• In 2022 this team had over $200 million in total revenue and over $11 million in new sales.
• Assists in all aspects of the sales process for clients in the Food, Consumer & Agribusiness, Commercial Real Estate, Engineering & Construction, and Sponsor Finance markets.
• Provides support for presentations, pricing proformas for prospects, and manages existing pricing relationships.
• Prepares and presents client business reviews.
• Lead contact for onboarding new relationships.
• Actively manages client relationships and assists in troubleshooting client questions and needs on a daily basis.

Senior Treasury Management Sales Manager

BMO Harris Bank
10.2005 - 03.2008

• Primary on Treasury Management products to prospective and existing clients.
• Market coverage included Business Banking, Not for Profit, Municipalities, and Associations.
• Assessed client needs and utilized consultative approach, expertise and knowledge of the treasury management business to craft and execute solutions for clients.
• Proactively contacted clients on a daily basis to deepen relationship while growing revenue. Proactively identified client needs and listened effectively to diagnose and facilitate resolution of client issues.
• Maintained portfolio and a high level of retention and stabilized key clients that were dissatisfied.
• Provided extensive product training to clients.
• Led RFP responses and presentations.
• Effectively utilized teamwork skills involving assigned Relationship Managers, Documentation Specialists, Implementation and Service to deliver a seamless experience to clients.
• Exceeded target sales goals. In 2007, revenue responsibility was $300,000 and revenue generated was $467,000 in new business won. In 2006, successfully renegotiated contract extensions for the market's three largest clients. These three clients represented combined annual revenue over $1. 4MM.

Treasury Management Sales Manager

BMO Harris Bank, N.A.
10.2000 - 10.2005

Treasury Management Sales Associate

BMO Harris Bank, N.A.
02.1998 - 10.2000

Loan Administrator

BMO Harris Bank, N.A.
05.1995 - 02.1998

Paralegal

Terrence J. Lavin & Associates
03.1994 - 05.1995

Paralegal

Mauck, Bellande, Baker & O'Connell
02.1993 - 03.1994

Education

Paralegal Certificate - Roosevelt University

Roosevelt University
Chicago, IL
01.1993

Bachelor of Arts - Sociology And Psychology

Northern Illinois University
Dekalb, IL
05.1992

Skills

    Written and verbal communication

    Interpersonal

    Organizational

    Time Management

    Microsoft Office Suite (Excel, Power Point, Word)

Timeline

Senior Treasury & Payment Solutions Treasury Advisor

BMO
02.2016 - Current

Senior Treasury Management Sales Manager

BMO Harris Bank
10.2005 - 03.2008

Treasury Management Sales Manager

BMO Harris Bank, N.A.
10.2000 - 10.2005

Treasury Management Sales Associate

BMO Harris Bank, N.A.
02.1998 - 10.2000

Loan Administrator

BMO Harris Bank, N.A.
05.1995 - 02.1998

Paralegal

Terrence J. Lavin & Associates
03.1994 - 05.1995

Paralegal

Mauck, Bellande, Baker & O'Connell
02.1993 - 03.1994

Paralegal Certificate - Roosevelt University

Roosevelt University

Bachelor of Arts - Sociology And Psychology

Northern Illinois University
Julie Ritter