Kyle Bittner, CTP
Certified Treasury Professional - Vice President / Commercial Banking
Canton,Ohio
Summary
Professional with comprehensive experience ready for this role. Equipped with strong skills in leadership, problem-solving, and strategic planning. Known for team collaboration and adaptability, consistently delivering results. Strong communicator with focus on integrity and accountability.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Treasury Management Sales Officer
The Middlefield Banking Company
09.2023 - Current
- Partner with Commercial Relationship Managers, Business Bankers and Branch Personnel to offer current customers and prospects a competitive suite of treasury management products and services
- Subject matter expert responsible for marketing ACH Origination, Remote Deposit Capture, Fraud Prevention Services, merchant acquisition and investment products
- Analyze, prepare, and present RFP for municipalities and other public entities
- Ensure compliance with all Bank policies and procedures, as well as all applicable State and Federal banking regulations
- Assist the Treasury Management Director with third party vendors and product management. Meet with vendors, reviewing solutions for the Bank selecting best solution to meet the needs of client base while negotiating pricing and service agreements
- Developed and executed tailored treasury management solutions to meet client-specific needs, resulting in enhanced customer satisfaction.
- Managed the end-to-end sales process for treasury management products, ensuring seamless integration for clients.
- Provided ongoing support to clients post-implementation, ensuring proper utilization of treasury management services.
- Utilized CRM software to track sales metrics and client interactions, maintaining accurate records and improving follow-up strategies.
Sales Director
EverView – Formerly OSG - Output Services Group, Inc.
01.2022 - 02.2023
- Responsible for driving new logo and handling upselling activities against accounts and prospects in assigned territory by building, managing, and growing a pipeline for both new logo and existing clients, such as financial institutions, banks, credit unions, and insurance companies
- Review, analyze, and determine corporate budget decision-making timeframe, customer goals, and key decision-makers within the prospect's organization to realize operational effectiveness
- Maximize revenue generation by qualifying and closing leads sourced by marketing and/or other demand generation channels
- Manage, update, and maintain records pertaining to client and/or prospect account, opportunity, pipeline, and other data points in Salesforce.com
- Remote
Treasury Management Regional Sales Manager, Senior Vice President
Huntington Bank
06.2019 - 12.2021
- Streamlined, coordinated, and facilitated organization's Akron, Canton and Mahoning Valley regions' treasury management sales efforts by spearheading and guiding a team of 7 professionals
- Oversaw the sales efforts associated with revenue producing transaction processing, deposit portfolio, commercial card acquisition, and merchant processing, resulting in revenue of $15 million
- Honored with ‘Optimal Customer Revenue Sales' award in 2019 and 2020 on accomplishing and surpassing sales and revenue projections along with receiving nomination from Regional Presidents for top sales performance
Treasury Management Advisor III - Vice President
Huntington Bank
07.2010 - 03.2019
- Significantly contributed towards management and growth of portfolio of deposit intense Commercial Middle Market and Large Corporate relationships in the Akron/Canton market, resulting in promotion to the role of Treasury Management Regional Sales Manager
- Collaborated with a team of 11 relationship managers to ensure fulfillment of clients' depository and treasury management needs in timely manner
- Coordinated and collaborated with three Commercial Banking Sales Specialist as well as assigned duties and tasks during preparation of sales presentations and overall effective portfolio management
- Sold and deployed one of the largest commercial card spend / integrated payables for a customer as part of the accounts payable process
- Received ‘Treasury Management Most Valuable Player' award for 3 consecutive years in 2015, 2016, and 2017 on displaying excellent performance and strong work ethics
- Ranked as top Commercial Card Producer in 2016 as well as recognized as top Private Bank Partner 2017 on exhibiting dedication to excellence
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty
- Managed risk effectively by closely monitoring client portfolios and making timely adjustments in regards to pricing and deposit rates
- Mentored junior advisors, fostering a supportive team environment focused on growth and learning
- Advised clients on risk management strategies to protect assets against market volatility
Education
Associate of Science - Business Administration
University of Akron
06-1989
Skills
- Treasury Management
- Sales & Business Development
- Relationship Building
- Revenue Generation
- Portfolio Management
- Research & Analysis
- Team Leadership
- Risk Mitigation
- Presentation & Communication Skills
Certification
- Certified Treasury Professional, Association for Financial Professionals
- 27th Class - Leadership Stark County Graduate | Challenger Sales Training
Timeline
Treasury Management Sales Officer
The Middlefield Banking Company
09.2023 - Current
Sales Director
EverView – Formerly OSG - Output Services Group, Inc.
01.2022 - 02.2023
Treasury Management Regional Sales Manager, Senior Vice President
Huntington Bank
06.2019 - 12.2021
Treasury Management Advisor III - Vice President
Huntington Bank
07.2010 - 03.2019
Associate of Science - Business Administration
University of Akron
Additional Experience
- U.S. Bank | Vice President - CRE Deposit & Payments Relationship Manager
- SKY Financial Group | Vice President - Treasury Management Sales Manager
- Keybank | Relationship Manager - Assistant Vice President
- FirstMerit Bank | Private Banking Relationship Manager - Assistant Vice President