Andrea Wolfert Email and Phone Number
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Andrea Wolfert personal email
Senior account executive with successful track record for client sales and retention. Experience building and managing relationships for bank treasury management service offerings. Strategic focus on enhancing client satisfaction through technology-based solutions. A dedicated and passionate salesperson who consistently exceeds sales goals through exceptional communications, analytic and technical skills, tremendous enthusiasm and a strong work ethic. Works with propriety and third-party Accounts Payable, Accounts Receivable automation platforms including AvidXchange and Bill.com, Salesforce, Slack, numerous virtual meeting sites and Microsoft Office.
Comerica Bank
View- Website:
- comerica.com
- Employees:
- 10963
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Senior Treasury Management OfficerComerica BankUnited States
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Vice President, Senior Treasury Management AdvisorBridge Bank Sep 2021 - PresentNew York, Ny -
Vice President, Senior Account Executive Treasury ServicesKeybank Mar 2014 - Jan 2020Sales and client management for technology-focused treasury management and deposit products and services across a broad geographical footprint. - Responsible for new business development and enhancing existing relationships.- Top producer on a national team, achieving 400% of annual goal and bringing in more than $2,000,000 in new revenue.- Worked with senior management to expand top account 30 times previous revenue to $1,500,000 by providing strategic needs assessment and analysis. - Engaged with mid-size to large, multinational corporations to analyze cash flow and implement technology solutions that add value, mitigate risk, and provide maximum operating efficiencies. -
Vice President, Corporate And Deposit ServicesSterling National Bank Nov 2009 - Mar 2014Sales and implementation of a full range of commercial, business and consumer banking products and services throughout the tri-state area. - Developed new treasury business and deposit relationships and maintained 150 accounts throughout territory, exceeding 200% of revenue goal. - Provided ongoing training and support to commercial, professional, government, and not-for-profit clients in a rapidly growing region.- Worked with bank executive management, relationship managers, IT operations and marketing staff to develop strategies, customize services, and conduct cost-benefit and profitability analyses. -
Vice President, Treasury Management SalesBank Of America 2007 - 2009Sales of treasury management products and services for one of the world’s largest and most innovative financial institutions.- Developed new business relationships and strengthened existing relationships for mid-market and large commercial accounts in New York and Connecticut.- Improved client and prospect operating efficiencies using needs analysis and new, cutting-edge products and services.- Serviced a diversified portfolio of corporate, not-for-profit and municipal accounts, and consistently exceeded territory and product sales goals.- Conducted training sessions for clients, prospects and colleagues throughout region. -
Assistant Vice President, Cash Management SalesBank Of The West 2001 - 2006Sales of a full range of treasury cash management products and services across a 23 state commercial banking territory, and a subsidiary of global banking giant BNP Paribas.- Developed new business relationships and grew existing accounts for a variety of industries and businesses in San Francisco and Silicon Valley, including technology, biotech, health care, government entities, and non-for-profits. - Consistently exceeded sales goals for territory and products, achieving more than 150% of plan.- Opened new territories and served as bank "ambassador" to new locations throughout California, Wyoming and other states following multiple bank acquisitions.
Andrea Wolfert Skills
Andrea Wolfert Education Details
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Education And Urban Studies -
Business Courses
Frequently Asked Questions about Andrea Wolfert
What company does Andrea Wolfert work for?
Andrea Wolfert works for Comerica Bank
What is Andrea Wolfert's role at the current company?
Andrea Wolfert's current role is Senior Treasury Management Officer.
What is Andrea Wolfert's email address?
Andrea Wolfert's email address is an****@****ine.net
What schools did Andrea Wolfert attend?
Andrea Wolfert attended Queens College, University Of California, Berkeley.
What skills is Andrea Wolfert known for?
Andrea Wolfert has skills like Treasury Management, Cash Management, New Business Development, Banking, Investments, Financial Services, Forecasting, Management, Sales Operations, Credit, Credit Analysis, Risk Management.
Who are Andrea Wolfert's colleagues?
Andrea Wolfert's colleagues are Alba Murillo, Janice Casadonte, Lyla Sitko, Pamela Wiggins, Shirley Trent, Therese Bianchi, Sugaree Sands.
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