My team and I are focused on optimizing collaboration between Chase and our network partners, including Visa and Mastercard, to ensure operational efficiency and maximize the benefits of our strategic partnerships

Use consultative sales skills to match the best plan to client's needsContribute to business growthMeet and exceed sales goalsDevelop leads and schedule appointments with clientsDetermine customer needs and offer product or service solutions and supportDeliver customized, targeted sales presentationsMaintain account management and records through CRMManage sales cycle from beginning to endEducate potential customers about our productsEncourage existing customers to increase servicesAnswer questions related to coverage and annual chargesLicensed to sell Health, Accident & Life insurance in PA & DE

• Supported Visa Community Issuers in Delaware and Pennsylvania. Assisted financial institutions growth of card programs. • Strategized with clients to develop card program (debit, credit and small business) portfolio growth plans.• Utilized data tools to identify areas of improvement for portfolio optimization.• Managed opportunities throughout the sales cycle, from identifying prospects to closing deals.• Generated 7.5M in Average Annual Net Revenue. • Actively sold-in Visa products to existing clients i.e., Software Solutions, Data Analytics, Fraud Management, Consulting Engagements.• Built and maintained relationships with external/internal clients to qualify sales opportunities and customer satisfaction.• Managed a book of business with over 300+ clients that generated $22.6B in Annual Payment Volume.• Leveraged payments industry knowledge to provide value to clients and resolve issues.• Conducted discovery meetings with clients to collect, analyze, clarify, and document business needs.• Prepared and conducted in-person and video client conference calls and sales pitches.• Negotiated and retained existing clients via Partnership Agreements.• Conducted quarterly account reviews with top 20 clients.• Resolved problems and roadblocks to ensure client satisfaction.• Attended and presented at industry client conferences (i.e ICBA, PSCU, CUES, FIS).• Utilized Microsoft Dynamics and SalesForce to keep client accounts up to date (i.e., contacts, sales opportunities, meeting notes)• Kept up to date with competitive landscape via industry news (i.e. American Banker, ABA, WSJ)

• Managed team of Account Executives supporting Community Issuers in the Northeast corridor (DC to Maine).• Recommended, developed, and implemented new and creative approaches to growing Visa’s issuer business.• Conducted weekly 1:1’s, mid-years, and annual reviews with employees.• Mentored employees and helped them execute team goals.• Continued to function as an Account Executive owning a book of business, in addition to being a people manager to four employees.

Relationship Management of Visa Community Issuers. Developed and executed customized territory plans to increase sales volume and market share with community financial institutions in the DE, PA, NJ, OH, IL & IN territories.• Secured existing Visa volume through Visa Partnership Agreements. Secured $3.6B in annual payment volume for Visa to date.• Created new payment volume by flipping competitor portfolios to Visa. • Developed and maintained positive relationships with the community issuers in the Mid-Atlantic. Provided onsite client executive reviews to top 5 clients.• Actively sold-in Visa products to existing clients i.e., Software Solutions, Data Analytics, Fraud Management, Consulting Engagements.• Collaborated closely with Debit Processing Systems (DPS) AE counterparts to secure business.• Co-supported Wilmington Savings Fund Society ($752M PV) relationship with Sr. Account Executive; Helping WSFS with SoFi fintech partner

• Dedicated Sales Project Manager to PNC Bank & BNY Mellon Account team.• Built and maintained internal and external relationships with key contacts. Managed monthly PNC Bank & BNY Mellon partnership meetings. • Meet with team to brainstorm topics, line up presenters, create and distribute presentations. • Managed & completed PNC Supplier Risk Forms (SRM). Met weekly to ensure all SRM forms were being properly managed and Office of the Comptroller of Currency (OCC) compliant. Successfully decreased turnaround time and reduced backlog from 8 weeks to 2 weeks. • Budget Management of $2.2M PNC Joint Management Fund (JMF). Maintained the project tracker, listing all the projects and projected dollar amounts. Coordinated the signing of the JMF forms on both sides. Ensured projects did not go over budget. • Managed PNC Bank Account in SalesForce (i.e. contacts, sales opportunities, meeting notes)• Project planning: Created documents that included all necessary information and prepared the team for various projects.• Progress monitoring: Kept track of progress and made sure activities were completed within the project's parameters• Special Project: Participated in over 30+ PNC Branch manager interviews. The purpose of the project was to understand how the Smart Access card (Prepaid product) was being positioned in the branch sales process. Captured answers, provided notes and insights to VPS.

Provided inside sales support to the Signature FI Accounts Bank of America, JP Morgan Chase, Barclaycard and PNC Bank Account team leads and account executives. Managed the executive reporting, contacts, communications and SalesForce updates system.• Researched Visa products to support account executives.• Coordinated large scale in-person meetings (i.e., Executive Planning Sessions, Bi-Annual Market Insights).• Created, edited and managed sales materials (i.e., Agendas, Presentations, Executive Briefings).• Created purchase requisitions for business projects.• Provided general administrative tasks to sales teams (i.e. setup meetings, submitted expense reports)• Managed all aspects of Visa’s Wilmington, DE office