Wendy Edwards
Lubbock,TX
Summary
Knowledgeable Solutions Specialist with expertise in small and large business customers. Strong upselling and cross-selling abilities with effective customer engagement skills.
Overview
25
25
years of professional experience
Work History
Treasury Solutions Consultant
City Bank
07.2021 - Current
- Partner with Lenders to optimize sales & deposits through Treasury solutions
- Create prospect reports to highlight Treasury opportunities
- Analyze prospect statements and create proposals to ensure optimum product set
- Educate customers about products & services to aid in selecting the best options
- Help develop and prepare treasury responses to RFPs
- Currently Selling to Small & Large Business Customer
- Achieved over 150% of my New Business Revenue ICP goal 2023.
Treasury Solutions Associate
City Bank
05.2021 - 09.2022
- Liaison between sales and support staff
- Pipeline management and review with consultants for onboarding efficiency
- Produced monthly Treasury Solutions ICP
- Client Demos & Trainings
- Prospecting & Inside Sales
- Created Proformas & Presentations.
Executive Administrative Assistant to CLO & CCO
City Bank
11.2018 - 06.2022
- Managed Lender ICP reports
- Coordinated Lending Assistant workflow and additional administrative duties.
North Texas Regional Admin
Freese & Nichols
Denton and Frisco, TX
01.2016 - 11.2020
- Liaison for key office staff to regional offices
- Administrative support to Principal and Engineers in three offices (Frisco, Denton and Dallas).
Lending Assistant
City Bank
11.2018 - 03.2020
Office Manager
WTGS - Herff Jones
Lubbock, TX
01.2017 - 01.2018
- Managed office staff, processed annual audit, create marketing material and updated web page
- Prospected new sales opportunities.
Executive Administrative Assistant
First United Methodist Church
Midland, TX
01.2014 - 01.2015
- Administrative duties, Managed membership database and created annual conference reports.
Small Business Owner
Self-Employed
Lubbock, TX & Albuquerque, NM
01.2002 - 01.2013
Director of Marketing
Rehab Plus Therapeutic Products
Lubbock, TX
01.1999 - 01.2001
- Account management of top 50% of inside sales customers (PetSmart & Lowe’s, etc.)
- Planned the creation of marketing communications campaigns, including a company catalog
- Organized trade shows from booth design and set-up to customer relations at the show.
Education
Bachelor of Business Administration - Marketing
Texas Tech University
Lubbock, TX05.1999
Skills
- Treasury solutions product knowledge: ACH, Wires, Positive Pay, RDC, Lockbox, Sweeps, Merchant Services & Credit Cards
- Relevant Program knowledge: Microsoft 365, Outlook, Q2, SmartPay, SNL Banker, Quicken, Cognos, etc & can learn others quickly
Timeline
Treasury Solutions Consultant
City Bank
07.2021 - Current
Treasury Solutions Associate
City Bank
05.2021 - 09.2022
Executive Administrative Assistant to CLO & CCO
City Bank
11.2018 - 06.2022
Lending Assistant
City Bank
11.2018 - 03.2020
Office Manager
WTGS - Herff Jones
01.2017 - 01.2018
North Texas Regional Admin
Freese & Nichols
01.2016 - 11.2020
Executive Administrative Assistant
First United Methodist Church
01.2014 - 01.2015
Small Business Owner
Self-Employed
01.2002 - 01.2013
Director of Marketing
Rehab Plus Therapeutic Products
01.1999 - 01.2001
Bachelor of Business Administration - Marketing
Texas Tech University
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