Anne Witherspoon Email & Phone Number

Texas, United States

Dallas, Texas, United States

• Lead day-to-day operations, including human resources, compliance, sales and marketing initiatives
• Provide direction for overall client and employee experience strategy and initiatives
• Lead overall strategy for recruiting, retention and development of talent
• Responsible for overall operational planning, maintenance, and efficiency
• Contribute to the development of the strategic vision and facilitate the Executive Operating System
• Serve as the firm Integrator to help turn ideas into reality, execute the vision and assist founders with running an exceptional advisory practice

Dallas/Fort Worth Area

In my role as Executive Vice President, Director of Client Onboarding, Service Delivery and Client Experience—I managed all aspects of frontline support including Branch Operations, Treasury Management Operations, Client Experience and more. I also led efforts to develop and execute strategic objectives, initiatives to build employee engagement and advance.

Dallas/Fort Worth Area

In my role as Senior Vice President, Director of Treasury Management Operations, I managed all aspects of Treasury Management Operations including on-boarding, client support, client experience and specialized industry client management. I created the Client Experience department and led implementation of client experience initiatives as well as partnered.

Dallas/Fort Worth Area

In my role as Senior Vice President, Specialized Treasury Services, I served as the leader of Specialized Industries Client Management, which focused on high-touch, high-volume and fast-paced treasury clients. I also led a team of highly skilled client management professionals who were responsible for hands-on resolution of client issues and ongoing client.

Dallas/Fort Worth Area

In my role as Vice President, New Product Development, I developed and maintained project documentation for revenue-generating projects such as ACH, ICL and RDC. I decomposed project tasks, identified critical path items and controlled the day to day aspects of the project. My communication skills helped me work with other project leads, Treasury Sales.

Houston, Texas Area

Areas of Expertise: Branch Operations, Regulatory Compliance, BSA, Cash Management, RDC, On-line Banking, Business Continuity and Disaster Recovery, IT and Operational Risk, Document Imaging, CRA, Vendor Management, Process Improvement and Project Management SELECTED ACHIEVEMENTS:Managed cash management services including implementation, client support and.

Dallas/Fort Worth Area

In my role as VP-Commercial Loan Services/Treasury Services, I served as a Project Manager, Business Continuity Coordinator, Internal Control Manager, Trainer, and Process Improvement leader. I led various Corporate initiatives including One Net, Credit Process Initiative, Y2K, and Project One and directed Business Continuity Strategy for Commercial Loan.

Mba, International Trade

Bba, Business

Activities and Societies: Alpha Chi Omega