Executive Director, Treasury Consulting Senior Manager
CurrentManage and develop a Treasury team who provide insights and solutions for customers and prospects in the Emerging Middle Market segment of Commercial Banking.
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Amy Rosenberg is listed as Treasury Consulting Leader | Strategic Planning | Data Driven Insights | Process Improvement and Transformation | Project Management at Wells Fargo, a with 246787 employees, based in St Paul, Minnesota, United States. AeroLeads shows a matched LinkedIn profile for Amy Rosenberg.
Amy Rosenberg previously worked as Executive Director, Treasury Consulting Senior Manager at Wells Fargo and Lead Business Execution Consultant, SVP at Wells Fargo. Amy Rosenberg holds Bs, Business Administration from University Of Wisconsin-River Falls.
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As an analytical and growth-focused professional with a passion for optimizing business operations, I bring a wealth of experience in driving strategic initiatives, enhancing stakeholder engagement, and developing innovative solutions. My career has been marked by a relentless pursuit of excellence, demonstrated through my ability to lead high-performing teams and streamline complex processes. My expertise extends to treasury management, customer relationship management, and operational excellence to foster business growth and efficiency.At the forefront of strategic leadership, I have played a pivotal role in implementing sales processes and optimizing coverage endeavors to enhance customer service. Recognized for my strategic approach, I have been a driving force in negotiating with executive leaders to balance operational efficiencies, mitigate risks, and improve financial performance.Beyond my technical prowess, my leadership style is characterized by compassion and motivation. I excel in fostering team collaboration, resolving complex challenges, and delivering impactful training programs. I pride myself on striking a delicate balance between strategic planning, execution, and results. As a servant-leader, I am dedicated to not only achieving organizational goals but also nurturing and developing exceptional talent.A few of my career highlights include: • Retained $39M in revenue and secured stakeholder buy-in by utilizing $1.1M of the $6.6M budget and devising a remediation plan for 1.6K customers and 3.5K accounts.• Pioneered three customer outreach events for 4K customers and 15K accounts by developing and delivering clear communication, training, and reporting, setting the stage for a $6M revenue lift anticipated in January 2025.• Spearheaded a repricing initiative for 22K customers and coordinated operations to support 2.5K team members and drive an 8% revenue increase on an $8B base."Believe you can and you're halfway there." - Theodore Roosevelt
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Minneapolis, Minnesota, United States
Manage and develop a Treasury team who provide insights and solutions for customers and prospects in the Emerging Middle Market segment of Commercial Banking.
Minneapolis, Minnesota, United States
Oversee all facets of project planning and execution while actively contributing to 15 concurrent projects by coordinating with cross-functional teams and providing strategic insights to optimize global treasury management endeavors. Create and implement data-driven solutions, conduct strategic assessments, and collaborate with executive leadership to drive key initiatives and eliminate potential risks. Participate in strategic decisions within the organization by negotiating with executive leaders to balance the need for operational efficiencies with business growth.Highlights of accomplishments in this role include:• Increased sales and revenue by implementing a comprehensive sales process and reporting package, including training resources and documentation.• Trained and mentored sales team and increased revenue by mitigating customer challenges and developing training materials and resources to educate sales teams, managers, and executive leaders on the value of new digital solutions.• Piloted coverage optimization endeavors, analyzed geo/customer impact, and collaborated with HR on the business case to improve customer service and revenue growth.• Decreased the bank's losses across the product portfolio and improved customer protection by implementing strategic initiatives, minimizing risks, and creating a more streamlined experience for customers.
Minneapolis, Minnesota, United States
Led and coached a team of 21 relationship managers, associates, and business development officers in the commercial banking sector to augment year-over-year revenue generation. Assessed and fulfilled working capital needs and designed impactful digital solutions to address customer pain points and enrich customer experience.Highlights of accomplishments in this role include:• Managed and grew the company portfolio and sustained high customer satisfaction scores by instituting best practices and expanding the team from 5 to 21 members.• Delivered post-call debriefs and guided the team on commercial credit to amplify customer satisfaction and retention.• Developed early warning systems by observing customer behaviors and activities to guarantee prompt resolution of risks.• Fostered a collaborative and high-performing team environment by engaging with team members, removing roadblocks, and escalating ideas to improve the sales process.
Other employees you can reach at wellsfargo.com. View company contacts for 246787 employees →
Prabhu Nargunam
Colleague at Wells FargoFrisco, Texas, United States
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Sheshdhar Venkat
Colleague at Wells FargoHyderabad, Telangana, India
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Nancy Sinclair
Colleague at Wells FargoGilbert, Arizona, United States
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Pooja Manjunath
Colleague at Wells FargoBengaluru, Karnataka, India
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Joseph Medugu
Colleague at Wells FargoLagos State, Nigeria
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Angel Pelayo
Colleague at Wells FargoLos Angeles, California, United States
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Ashika Sandhu
Colleague at Wells FargoPortland, Oregon Metropolitan Area, United States
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Peters Marcia
Colleague at Wells FargoIrmo, South Carolina, United States
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Adrienne Lockett
Colleague at Wells FargoMinneapolis, Minnesota, United States
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Naveen Kumar
Colleague at Wells FargoHyderabad, Telangana, India
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Quick answers generated from the profile data available on this page.
Amy Rosenberg works for Wells Fargo.
Amy Rosenberg is listed as Treasury Consulting Leader | Strategic Planning | Data Driven Insights | Process Improvement and Transformation | Project Management at Wells Fargo.
Amy Rosenberg is based in St Paul, Minnesota, United States while working with Wells Fargo.
Amy Rosenberg has worked for Wells Fargo and Wells Fargo Bank.
Amy Rosenberg's colleagues at Wells Fargo include Prabhu Nargunam, Sheshdhar Venkat, Nancy Sinclair, Pooja Manjunath, and Joseph Medugu.
You can use AeroLeads to view verified contact signals for Amy Rosenberg at Wells Fargo, including work email, phone, and LinkedIn data when available.
Amy Rosenberg holds Bs, Business Administration from University Of Wisconsin-River Falls.
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