Michelle Harpold
Commercial Card Relationship Manager
Ormond Beach,FL
Overview
20
20
years of professional experience
Work History
Commercial Card Relationship Manager
Truist
09.2021 - Current
- Responsible for retentions and growth of commercial card programs in excess of $4MM within North and Central Florida, Houston and Dallas Texas Metro Markets, and Alabama
- Performs relationship reviews that encourage further client engagement and cross sell opportunities via a consultative approach
- Works independently and jointly with multiple teams regarding strategic client planning
- Generates revenue via pricing strategy and increase in card program spend
- Relied upon for expertise and acumen to identify and deliver high quality conversations
- Noted for precise and detailed reporting of client interaction necessary data
Treasury Management Sales Consultant
TRUIST
Daytona Beach, FL
10.2004 - 09.2021
- Responsible for new business revenue in treasury solutions and deposit portfolio growth
- Consistently met sales goals, exceeding target by 167% in 2020
- Achieved perfect client satisfaction survey scores for multiple years in client communications, solutions provided, and the onboarding process
- Uncovered new sales approach insights for creative and methodical portfolio mining
- Contributed to deposit portfolio growth of 8.8% in 2020 for portfolio of $800 million in size and over 2,000 depository accounts
- Analyzed client financial information, combining multiple facets of the client's banking relationship for maximum profitability
Education
MBA -
Certification
- Certified Treasury Professional (CTP) - Association for Financial Professionals.
Work Preference
Location Preference
RemoteTimeline
Commercial Card Relationship Manager - Truist
09.2021 - Current
Treasury Management Sales Consultant - TRUIST
10.2004 - 09.2021
Marshall University - MBA,