Amy Rosenberg

Amy Rosenberg Email and Phone Number

Treasury Consulting Leader | Strategic Planning | Data Driven Insights | Process Improvement and Transformation | Project Management @ Wells Fargo
san francisco, california, united states
Amy Rosenberg's Location
St Paul, Minnesota, United States, United States
About Amy Rosenberg

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

Amy Rosenberg's Current Company Details
Wells Fargo

Wells Fargo

View
Treasury Consulting Leader | Strategic Planning | Data Driven Insights | Process Improvement and Transformation | Project Management
san francisco, california, united states
Website:
wellsfargo.com
Employees:
246787
Amy Rosenberg Work Experience Details
  • Wells Fargo
    Executive Director, Treasury Consulting Senior Manager
    Wells Fargo Oct 2024 - Present
    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.
  • Wells Fargo
    Lead Business Execution Consultant, Svp
    Wells Fargo Jun 2012 - Nov 2024
    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.
  • Wells Fargo Bank
    Vp, Business Banking Manager
    Wells Fargo Bank Aug 2005 - Jun 2012
    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.

Amy Rosenberg Education Details

Frequently Asked Questions about Amy Rosenberg

What company does Amy Rosenberg work for?

Amy Rosenberg works for Wells Fargo

What is Amy Rosenberg's role at the current company?

Amy Rosenberg's current role is Treasury Consulting Leader | Strategic Planning | Data Driven Insights | Process Improvement and Transformation | Project Management.

What schools did Amy Rosenberg attend?

Amy Rosenberg attended University Of Wisconsin-River Falls.

Who are Amy Rosenberg's colleagues?

Amy Rosenberg's colleagues are Jihad Nur Tacata, Nicole Sommer, Vijayalaxmi Kamble, Weslyvette Martinez, Teresa Lujan, Mara Smith, Deb Gregory.

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