Andrea Baird, Ctp Email & Phone Number

Oklahoma City, Oklahoma, United States

Oklahoma City, Oklahoma Area

Responsible for delivery of integrated treasury solutions to Business Banking clients. Partner closely with teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client.Responsible for coordinating and directing treasury solutions for clients to include development of new treasury business, expansion of existing relationships and maintaining current business relationships. Has extensive working capital management product knowledge, demonstrates ability to assess client needs, possesses strong advisory skills, has strong written and oral presentation skills and the ability to identify potential domestic and global solutions to meet client needs. Leads risk assessment associated with potential solutions. Ensures that other client team members are informed of client needs and of the solutions to meet those needs. Leads pricing and negotiation of treasury products to optimize relationship profitability. Communicates client needs to other key partners including product and support partners as appropriate.Partner closely with teammates to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client. Responsible for working within a client team environment; coordinating and directing strategy and client contact activities for the team in regards to Treasury Solutions. Daily client contact through both independent and joint calling activities. Supports multiple Relationship Managers within a region. Responsible for assessing client needs, identifying solutions and evaluating solutions based on cost/benefit analysis. Is a strategic advisor leading with working capital solutions, driving payment transformation, and delivering our global capabilities.

Oklahoma City, Oklahoma Area

Responsible for supporting multiple client management teams in the sales, client on-boarding, relationship retention/deepening/satisfaction, deposit fulfillment, operational risk and Compliance processes. Regularly interacts with clients within the context of the relationship plan, identifies unmet client needs, and supports achievement of team or market goals in client delight, deepening, and retention, non-credit loss/fraud prevention, and revenue growth. Serves as point of contact for account openings/closings, primary escalation contact for service-related issues arising out of the contact center, and as liaison for clients in navigating the bank and connecting with various client team business partners and support centers. SSAs may also provide industry, prospecting, and client research support to the client team for use in the sales process and assist with sales presentation content development as requested. Responsibilities include ensuring client relationship data integrity (including primary responsibility for Navigator coverage and deal teams, client contact info, deal pipeline, industry/legal codes, and systems of record linkages timeliness, completeness, and accuracy), and coordinating Client Management Process (CMP) activities. Has primary responsibility for Customer Due Diligence processes by ensuring timely and accurate compliance to policy and regulatory requirements related to Anti-Money Laundering, Money Services Businesses, other high risk indicators or industries, and related Know-Your-Client activities. Possesses a strong client focus and awareness and understanding of the bank and operational aspects of the products and services used by clients. Must also possess good interpersonal, communication, time management, and teaming skills.

Oklahoma City, Oklahoma, United States

Oklahoma City, Oklahoma

Tasked with not only growing the business on a personal production level, but also building a team of Staffing Consultants to emulate success, leading by example and driving the overall energy of the office on a day to day basis. Branch Managers are the leading sales development professional for our offices, mentoring their staff to own their business and build it for a strong future based on exceptional service and follow through. Personal Production Responsibilities:- Develops a sales strategy for the market that ensures attainment of company sales goals and profitability- Build and maintain an account portfolio of clients and prospects with top employers and business segments in the local market- Execute and manage daily business development activities including inside phone sales, client visits and proposals, and national marketing campaigns- Recruit, interview, market, and effectively place light industrial candidates with top companies in the market- Adheres to all company policies, procedures and business ethics codes and ensures that they are communicated and implemented within the branch Management Responsibilities:- Responsible for personal sales production as well as the performance and development of the Staffing Consultants- Maintains accurate records of all pricings, sales, and activity reports submitted by Staffing Consultants- Assists Staffing Consultants in preparation of proposals and presentations- Controls expenses to meet budget guidelines- Recruits, hires, and trains all Staffing Consultants based on criteria agreed upon by senior management- Sets examples for Staffing Consultants in areas of personal character, commitment, organizational and selling skills, and work habits

Edmond, Ok

Oklahoma City, Oklahoma Area

Eagleville, Tn

Bachelor Of Arts (Ba), Organizational Leadership

Commercial Vocal Performance / Music Business

Activities and Societies: Chadasha choral group