Audrey K. Email and Phone Number

WELLS FARGO , Charlotte, NC  01.04.2016 - presentTREASURY MANAGEMENT SALES ANALYST II-ASSISTANT VICE PRESIDENT 2016- 01.04.-present• Collaborate with and support two treasury management sales consultants to build and increase sales revenue for two complex middle-market portfolios.• Interface with clients and business partners on behalf of treasury management sales consultants in their absence• Create competitive pricing proposals for all new prospect bids as well new products for existing clients• Partner with internal RFP Writers to create and submit RFP bids within the two portfolios that I support • Present and discuss pricing with clients as well as internal business partners to include relationship mangers and product partners• Take ownership of expedient “time to revenue” with each new treasury management implementation• Responsible for tracking and booking revenue for all bids • Skilled in using Hoover’s as well as internal Customer Relationship Management (CRM) systems to understand business intelligence and operations of various middle market clients and industries • Interface with Treasury Risk Exposure (TRE) team regarding TM products that require underwriting of credit exposure (For example: ACH Payments, Controlled Disbursement, Global check Clearing and Desktop Deposit) • Lead and manage all tasks in the sales process from when the “customer says yes” to submission of products for implementation.• Participate in and facilitate weekly partnership meetings with Implementation Consultant and other business partners to ensure timely implementation of new treasury management products• Ensure clients have a thorough understanding of new treasury products while creating an atmosphere that makes it easy to do business with Wells Fargo and Company • Maintain proactive communication with all internal colleagues while simultaneously managing multiple priorities

PROPOSAL MANAGER – VICE PRESIDENT  2008-2015• Instrumental as Proposal Manager/Writer and back-up Editor for the team as well as Project Manager of the RFP from inception through completion and submission of final proposal• Organize and facilitate strategy meetings to create customized RFP responses in order to address stated client requirements and business needs• Created and managed access to internal SharePoint site for each RFP that I managed.• Formulate effective proposals, highlighting Bank of America's capabilities over competitors.• Respond to ad hoc information requests from sales and liaises with client management, sales, product, compliance, legal and risk partners to ensure compliance with all RFP requirements and bank policies.• Engage with Contract Management team to vet RFPs to manage bank’s risk versus reward prior to bank’s commitment to respond to an RFP.• Manage the documentation exception and non-standard product approval process as well as production and delivery of final document and supplemental materials to Treasury Management Sales team/ Client• Extensive experience interfacing with offshore colleagues in creation of the first draft RFP• Selected to train offshore colleagues and own the process of editing first drafts from the offshore team• Submitted first draft of RFP to Treasury Management Sales team and assisted teams with production of final product by editing, consulting as well as printing the final draft• Selected as one of four participants to sit on manager’s leadership team for approximately one year

TREASURY MANAGEMENT SALES ANALYST – ASSISTANT VICE PRESIDENT  2002-2008Provided assistance and support to senior Treasury Management Sales Officer with managing a portfolio of large corporate, financially-challenged and bankrupt clients, including business development and sales calls. • Worked closely with Risk Management and Contract Management on credit exposure, blocked account agreements and security agreements.• Completed KYC (Know Your Customer) due diligence for my portfolio and portfolio of Senior Treasury Sales Officer• Oversaw the initial and ongoing risk mitigation of relationship related to credit sensitive Treasury Management Products.• Worked collaboratively with internal GCIB (Global Corporate and Investment Bank) Special Assets Officers to monitor all indications of declining credit or risk rating.• Performed selling and implementing treasury management services, payments, receipts and treasury products.• Partnered with Product Managers and Pricing Managers to effectively negotiate pricing bids and coordinate new and managed renewal bids.

SMALL BUSINESS CLIENT MANAGER – ASSISTANT VICE PRESIDENT  2001-2002Conceptualized and executed a proactive disciplined calling program within assigned service area targeted at small businesses with annual sales of $1 to $30MM.• Managed and maintained a minimum portfolio of 300 assigned clients with a focus on the top 20%.• Reviewed and analyzed both business and personal financial statements and submit proposal to approval officers.• Resident expert on all Treasury Management referrals, responsible for monthly sales goals of $800M in loans and $500M in deposits.

TREASURY MANAGEMENT SALES ANALYST – BANK OFFICER  1999-2001Supported three Treasury Sales Officers with managing portfolios of large corporate clients, including business development and sales calls.• Utilized consultative skills in assessing clients’ Treasury Management needs via the telephone and in person.• Responded to numerous Requests for Proposals from clients and prepared pricing to accompany for proposed solution products.• Partnered with Product Management, Client Services and Implementation on the set up and servicing of all Treasury Management Products.

TREASURY MANAGEMENT SERVICING OFFICER – BANK OFFICER  1996-1999Served as a single point of contact to an assigned portfolio of National Market Commercial Clients and Sales Officers. Promoted to Certified Client Services Professional in Oct 1998 through excellent performance.• Worked with Services Company to professionally handle and resolve client issues.• Initiated fraud affidavits and funds transfer transactions on a daily basis.• Acted as mentor and on-the-job trainer for newly-hired associates.