Susan R. Dalton
Grand Rapids
Summary
Results-driven executive with extensive experience in strategic leadership and operational excellence. Proven track record in driving growth, optimizing processes, and fostering team collaboration. Exceptional skills in strategic planning, financial management, and stakeholder engagement. Adaptable and reliable, consistently achieving high-impact results in dynamic environments.
An accomplished executive with exceptional and dynamic leadership in treasury, corporate finance, and operations, driving financial and operating success across people, processes, and systems.
Recognized as a hands-on, detailed thinker with a proven track record of developing and implementing financial processes that yield measurable KPIs, improve visibility, efficiency, and decision-making, and ultimately drive organizational profitability. Career highlights include serving as Vice President of Treasury at one of the fastest-growing insurance brokers in the U.S., where you successfully built and developed a Treasury department from the ground up, leading the company to fast-paced growth and profitability.
Also includes a 25-year career at JPMorgan Chase in multi-national Treasury Services, interfacing with banks, boards, shareholders, and executive leadership.
Adept at strategic partnerships, M&A due diligence, cost analysis, and financial forecasting. Skilled at change management, forging relationships across departments to identify opportunities and ensure successful initiatives.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Vice President, Treasury & Banking
High Street Insurance Partners
10.2021 - 03.2025
- Built and led the Treasury department from inception, establishing best-in-class controls, liquidity management, and financial reporting processes
- Hired and trained a treasury team and oversaw all treasury functions, including cash flow forecasting, risk assessment, and capital planning, ensuring compliance with regulatory requirements
- Collaborated with executive leadership on M&A activities, including due diligence, financial valuations, and integration of newly acquired entities
- Managed and strengthened relationships with key partners, lenders, shareholders, and the board, serving as a trusted advisor on financial strategy and performance
- Led process improvements that streamlined treasury operations, reduced overhead costs, and improved visibility and decision-making
- Enabled fast-paced revenue growth and profitability through optimized treasury strategies
- Implemented KPI-driven reporting dashboards to track cash position, working capital, and funding needs
- Facilitated organizational transformation by working closely with multiple departments to ensure effective change management and operational efficiency
Vice President, Treasury Management Sales Officer – Commercial & Middle Market
JPMorgan Chase Bank, NA
01.2011 - 01.2021
- Served as the sole West Michigan Sr
- Treasury Management Sales Officer for 18 years, consistently achieving top-tier performance metrics
- Drove new treasury revenue from prospective commercial and middle-market clients, while expanding existing relationships to capture incremental fee-based income
- Collaborated with product partners and leadership to deliver working capital management solutions tailored to clients’ needs
- Exceeded sales targets and performance review measures, ranking in the top 10% nationally in sales performance multiple years
- Generated $3 million in new treasury revenue in 2017; secured 200+ new treasury clients, resulting in a 40% revenue increase and 11% product margin growth in 2018
- Consistently recognized as a top performer, ranking #1 in the region for two consecutive years (2017, 2018)
- Provided training and mentoring to new hires, improving employee retention and strengthening overall sales performance
Vice President, Treasury Management Sales Officer – Business Banking
JPMorgan Chase Bank, NA
01.2004 - 01.2011
- Identified and implemented treasury solutions for business banking clients, growing deposit balances, fee income, and cross-selling treasury products
- Collaborated with cross-functional teams, including Commercial, Retail, and Wealth Management, to ensure seamless client onboarding and retention
Vice President, Retail District Manager – West Michigan
JPMorgan Chase Bank, NA
01.2000 - 01.2004
- Led 7 Banking Center Managers and over 100 employees, driving market share and deposit growth
- Developed and executed sales campaigns, resulting in significant revenue gains and improved customer satisfaction
Education
Bachelor of Arts - Business Administration
Michigan State University
East Lansing, MI05-1987
Skills
- Treasury Management
- Cash Flow Forecasting
- Strategic Planning
- Financial Planning
- M&A Analysis
- Due Diligence
- Liquidity Management
- Risk Management
- Cost Optimization
- Process Improvement
- Financial Reporting
- Budgeting
- Organizational Transformation
- Change Management
- Cross-Functional Leadership
- Team leadership
- Coaching and mentoring
- Relationship building
- Decision-making
- Critical thinking
- Complex Problem-solving
Certification
- Certified Treasury Professional (CTP)
- Series 6 License – Mutual Funds, Variable Annuities
- Series 63 License – Uniform Securities Agent State Law
Additional Highlights
- Strategic & Financial Planning: Adept at short- and long-term planning, budgeting, and forecasting to drive growth and profitability.
- Change Management: Skilled at organizational transformation, managing initiatives across departments to streamline processes and enhance collaboration.
- Stakeholder Collaboration: Experienced in building relationships with agency partners, banks, boards, shareholders, and executive teams to drive consensus and execute strategic goals.
- Risk Mitigation & Compliance: Implemented frameworks ensuring legal and regulatory compliance, while mitigating financial and operational risks.
Timeline
Vice President, Treasury & Banking
High Street Insurance Partners
10.2021 - 03.2025
Vice President, Treasury Management Sales Officer – Commercial & Middle Market
JPMorgan Chase Bank, NA
01.2011 - 01.2021
Vice President, Treasury Management Sales Officer – Business Banking
JPMorgan Chase Bank, NA
01.2004 - 01.2011
Vice President, Retail District Manager – West Michigan
JPMorgan Chase Bank, NA
01.2000 - 01.2004
Bachelor of Arts - Business Administration
Michigan State University
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