Andrea Baird, Ctp Email and Phone Number
Andrea Baird, Ctp work email
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Andrea Baird, Ctp personal email
Andrea Baird, Ctp is a Treasury Sales Officer II | Director at Bank of America at Bank of America. They possess expertise in sales, management, leadership, team building, business development and 18 more skills. They is proficient in English.
Bank Of America
View- Website:
- bankofamerica.com
- Employees:
- 250057
-
Treasury Sales Officer Ii, DirectorBank Of America Feb 2023 - PresentOklahoma City, Oklahoma, United States -
Treasury Sales Officer, Vice PresidentBank Of America Jun 2017 - Feb 2023Oklahoma City, Oklahoma AreaResponsible 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. -
Sales Support Associate, OfficerBank Of America May 2016 - Jun 2017Oklahoma City, Oklahoma AreaResponsible 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. -
Board MemberNeighborhood Services Organization Jul 2020 - PresentOklahoma City, Oklahoma, United States -
Branch ManagerRandstad Sep 2014 - May 2016Oklahoma City, OklahomaTasked 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 -
TrainerDiversity Builders Jun 2014 - Sep 2014
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Branch Manager, Vice PresidentBank Of Oklahoma Mar 2013 - May 2014Edmond, Ok -
Branch Manager, Vice PresidentChase Aug 2007 - Mar 2013Oklahoma City, Oklahoma Area -
Financial Services RepresentativeRegions Bank Apr 2004 - Aug 2007Eagleville, Tn
Andrea Baird, Ctp Skills
Andrea Baird, Ctp Education Details
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Organizational Leadership -
Commercial Vocal Performance / Music Business
Frequently Asked Questions about Andrea Baird, Ctp
What company does Andrea Baird, Ctp work for?
Andrea Baird, Ctp works for Bank Of America
What is Andrea Baird, Ctp's role at the current company?
Andrea Baird, Ctp's current role is Treasury Sales Officer II | Director at Bank of America.
What is Andrea Baird, Ctp's email address?
Andrea Baird, Ctp's email address is ab****@****-mi.org
What schools did Andrea Baird, Ctp attend?
Andrea Baird, Ctp attended University Of Oklahoma College Of Professional And Continuing Studies, Belmont University.
What are some of Andrea Baird, Ctp's interests?
Andrea Baird, Ctp has interest in Animal Welfare, Children, Arts And Culture.
What skills is Andrea Baird, Ctp known for?
Andrea Baird, Ctp has skills like Sales, Management, Leadership, Team Building, Business Development, Customer Service, Training, Relationship Management, Relationship Building, Operations Management, Cross Selling, Consumer Lending.
Who are Andrea Baird, Ctp's colleagues?
Andrea Baird, Ctp's colleagues are Blanca Lara, Youda Crain, Teegan Howell, Jisa Joseph, Shridhar Perka, Beth Michalec, Joanne Shannon O'donnell.
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