Overview
Work History
Education
Skills
Activities
Timeline
Generic

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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Katresa Addison