Angie Roche Email & Phone Number

Detroit, MI, US

Build new specialized depository relationships, including new banking segment of cannabis related businesses. Independently identify prospective prospects (through networking and referrals) as deposit only clients. Develop strategies to build a successful portfolio. Analyze clients current treasury management needs, recommend products, and seek.

Farmington Hills, MI

Develop and grow portfolio of clients in specialized industries including deposits, lending, and treasury management. As a trusted adviser, I help clients reach their goals by understanding the needs of their specific industries and create solutions to fit those needs.

Livonia, MI

• Facilitate Product Management information in support of customer retention and growth objectives for achievement of Comerica's Treasury Management business strategy.
• Serve as subject matter resource in support of multi-disciplined teams within Treasury Management including business partners.
• RFP management and product information updates to enable revenue enhancement and business development.
• Research and analysis of data to understand and anticipate market trends to support Product in evaluating existing and potential product and service markets to drive business development, retention, efficiency and.
• Create and manage a library of relevant sales and service resources. Manage migration of Lotus Notes Dominos database into the Sharpoint environment.
• Provide information on Treasury Management products to sales and relationship services team in all markets.

• Responsible for providing coordination and recommendation to generate treasury product sales to new and existing clients throughout S.E. Michigan.
• Consult with existing clients and prospects to assist in determining client needs and requirements for new accounts and Treasury Management services. Responsible for generating treasury product sales to businesses.
• Facilitate entire treasury management process from initial contact through implementation with limited support staff.
• Independently call on own referral sources and businesses to generate treasury product sales.
• Represent Level One Bank in making sales calls to Public Entities to coordinate goal achievement of our Public Funds deposit portfolio.
• Proactively build and enhance Treasury Management product services and pricing for Bank to increase strategic growth.

• Responsible for development and growth of municipal and educational entity deposits and treasury management products.
• Cultivated new relationships by expanding pipeline and performing inside and outside sales calls.
• Increased bank visibility through involvement in associations, networking events and participating in informational presentations.
• Used consultative approach to identify development and cross-sell opportunities during regular meetings with clients.
• Proactively serviced and developed Treasury Management products for two regions. Acted as liaison between clients, Branch Officers and Commercial Loan Officers including training and presentations.
• Facilitated municipal and commercial cash flow through various Commercial Treasury, banking products and investment opportunities.

• Managed total banking relationships with libraries throughout the State of Michigan.
• Responsible for development and growth of relationships with libraries throughout the State of Michigan.
• Performed market research to develop calling plan for new relationships.

• Assisted in development and growth of newly formed Public Fund Department.
• Directly involved in developing operational processes and procedures for department.
• Supervised Administrative Support Staff for department.
• Developed weekly rate sheets for email to clients.
• Maintained and developed existing and new relationships with municipalities for banking relationships.

• Supervised sales and servicing of Public Fund trading floor staff and coordinated support activities with Public Fund Relationship Managers and Department Director.
• Managed daily operational work flow, proactive sales process and training.
• Worked with Commercial Loan Officers to identify investment opportunities for existing and new Investment Sales clients.
• Acted as Product Administrator between Michigan National Bank and Fidelity Investments for automated point-of-sale software.

• Assisted and enhanced overall relationships with municipal and commercial customer base.
• Participated in joint sales calls to present investment product information.
• Direct contact with municipal and educational entities, their Treasurers and Finance Directors.
• Used proactive approach to sell various money market instruments and discuss investment options for tax and bond proceeds.
• Responsibilities included meeting monthly income and volume sales goals.