Katresa Addison
Carson,CA
Overview
11
11
years of professional experience
Work History
High Value Portfolio Business Card Consultant
US Bank
08.2023 - Current
- Develops profitable relationships with High Value business clients seeking business card solutions and bank products
- Recommends business options that help purchasing power, cash flow, expense management, and data security
- Analyzes portfolio and outside competitor spend to discover better rewards, new revenue spend, and operating liquidity
- Conducts in depth consultations with clients to understand needs that result in trusting relationships and positive experiences
- Works with existing customers and prospects who have high annual revenues from $2.5 million to $30 million
- Develops sales pipeline through partner referrals, client teams meetings, and direct cold calling
- Finds business opportunities based on knowledge of clients, markets, products/ services
- Well developed sales, organizational, verbal and written communication skills
Treasury Associate
US Bank
10.2022 - 07.2023
- Expert in treasury sales to allow liquidity, safety, and efficient banking such as web wires, Ach debit/credit, positive pay
- Create and submit internal worksheets specific to new product implementation
- Recommend cross-sell opportunities and help the regional bank sales team exceed revenue goals
- Developed industry knowledge as well as treasury systems and operations knowledge
Small Business Specialist, AVP
Union Bank
09.2020 - 07.2022
- Build and develop SB Deposit acquisitions, lending, and additional SB solutions through deepening
- Managed ~ 1000 business clients including their deposit and loan accounts
- Sources new SB clients to Union Bank expands the relationship with existing SB clients
- Conducts branch 1 on 1s & development in relation to SB products, sells, and client meetings
- The primary resource for SB clients, working with key partners such as: Private bank, Merchant Service, Treasury Management, and Payroll partners to support SB relationships
- Expert in treasury sales to allow liquidity, safety, and efficient banking such as web wires, Ach debit/credit, positive pay
- The face of Union Bank in the community, taking an appropriate leadership role through building key COI relationships
- Stay ahead of changing business trends that impact the Small Business segments, translate those trends into opportunities
Branch Manager, AVP
Union Bank
07.2019 - 08.2020
- Train and coach branch staff, including performance reviews and evaluations
- Prepare strategies and plans for individuals and the branch team to search for prospects and leads
- Coach and train branch on operational risk situations and handling of exceptions and adjustments
- Build strategies for high NPS results and retention around branch dashboard
- Provide coaching and feedback to staff, administer recognition, counseling/ disciplinary action as needed
- South Bay Coastal Region small business champion leading communications and campaigns
Senior Relationship Banker/ Branch Manager Trainee
Union Bank
09.2013 - 07.2019
- Consistently Awarded Regional Presidents Recognition for the last four years
- Conducted quarterly tag meetings with mortgage consultant, private banker SFA, bankers, & 1 ops specialist
- Motivated bankers to achieve metrics and conducted biweekly one on ones to cover any gaps and areas of opportunity
- Mentoring and coaching sales team on customer experience and product knowledge
- Facilitated women’s business Score event with RM resulting in new business acquisitions & business applications
Education
Bachelor of Arts - Sociology
California State University, Dominguez Hills
05.2013
Skills
- Problem-Solving
- Attention to Detail
- Team Leadership & Development
- Client Relationships
Activities
- Cypress Chamber of Commerce Board Member, 2014-2017
- Boys & Girls Club of Cypress Board of Member, 2017-2018
- Junior Achievement Volunteer, 2014-present
- Lymphoma & Leukemia Society volunteer, 2015-present
Timeline
High Value Portfolio Business Card Consultant
US Bank
08.2023 - Current
Treasury Associate
US Bank
10.2022 - 07.2023
Small Business Specialist, AVP
Union Bank
09.2020 - 07.2022
Branch Manager, AVP
Union Bank
07.2019 - 08.2020
Senior Relationship Banker/ Branch Manager Trainee
Union Bank
09.2013 - 07.2019
Bachelor of Arts - Sociology
California State University, Dominguez Hills
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