Mo Allam, MBA, CTP

• Grow fee income and deposits from cash management and integrated payments driven client relationships and work closely with C-Suite and treasury teams to understand the business, the current treasury infrastructure and cash conversion cycle to recommend adequate products and enhance efficiencies with focus on global payments, receivables , fraud protection and commercial cards solutions , negotiate earning credits/pricing and advise clients on financial software/ERP integration solutions.

Milestones:

• Achieving over 200% of fee income goals or $3.25MM in net fee income on annual basis.
• Overseeing large ERP integration projects for two of the most nationally recognized talent agencies, transitioning them from Kyriba to Oracle NetSuite which included Lockbox reporting and Payments gateway APIs.

• Grow fee income for a portfolio of business banking clients with annual revenue ranging from $1MM- $20MM with focus on manufacturers, property management firms , non for profit organizations and professional services providers .

Milestones: Circle of Excellence Winner 2017.

• Partner with commerical banking relationship management RMs to grow commercial banking group's fee income from global cash management including global receivables , payables and international banking solutions with focus on multinational firms in the media , travel and contracting sectors.

Milestones: Exceeding Revenue goals on annual basis.