Responsible for coordinating and directing treasury management sales activities to include development of new treasury management business, and expansion of existing business relationships. Maintains a portfolio of 100+ Business Banking clients with revenues up to $500 million. Responsible for growing a client’s treasury product integration along with prospecting new and onboarding new relationships. Led the analysis and evaluation of potential solutions, along with pitching the value proposition of solutions to the client. Also responsible for ensuring all client’s needs are met including credit requests, leasing, and personal banking & engage other business partners for needs outside of treasury solutions. Responsible for cross-selling international solutions including global account platform, FX, and trade credit products. Led pricing and negotiation of Treasury product pricing to optimize relationship profitability or to win new business. Completed Treasury relationship reviews with established clients to ensure solutions are still an optimum fit & to find cross-sell opportunities. Mentor & oversee the Treasury Sales Analyst to ensure quality work & client delight. Experience working in a high volume, fast paced environment. • YTD 2022 grew overall portfolio revenue by 21%, grew deposit balances by 47%, & grew treasury fees income by 15% in 2022. Ranked in the top 10 nationally for Business Banking TSOs. • Current contributor of the 100% Digital National GTS BB Workstream focusing on driving adoption of internal digital tools amongst employees.• Digital Champion for Arizona Business Banking• Average client satisfaction scores of 9 & 10 out of 10. • 96% senior leader & colleague satisfaction rating

Focused on developing strategies to grow revenue domestically and globally with a portfolio of Business Banking. Key accountabilities include: independent focus of treasury sales opportunities, supporting all activities from sale through implementation, ongoing client relationship management, overall driving and attainment of Treasury revenue goals. To be successful in the role, TSA’s must maintain and build a strong client focus, and awareness and understanding of the bank and operational aspects of the products and services used by clients in addition to possessing good interpersonal, communication and presentation skills.• Partner with the Treasury Sales Officer (TSO) in exceeding portfolio growth goals; including client/prospect research; proposal development, and other ad hoc sales support duties• Assist in identifying solutions to client needs as requested or as a result of needs analysis• Schedule and perform client portfolio reviews, and upsell Treasury products and services• Top Treasury Analyst Q1 & Q2 2007

Responsible for supporting the end-to-end credit management process for Business Banking, partnering with Client Managers. Acts as a primary liaison with the client, client team, credit underwriting, and other business partners. Facilitates credit originations, approvals, documentation, bookings, fee collections, and renewals. Responsibilities also include monitoring credit compliance, resolving documentation, collateral, and past-due exceptions, ensuring credit quality and data integrity. Proactively ensures client satisfaction throughout the credit management process, including credit servicing problem resolution. Ensures timely follow-up of loan monitoring activity to facilitate a sound credit portfolio. Handles more complex opportunities up to 6 million total credit exposure and takes a greater leadership role in supporting the clients' needs. Provides coaching to less experienced associates when dealing with day-to-day credit activities. Also responsible for driving revenue growth, client delight and client retention.• Managed pipeline with an average loan volume of $60mm per quarter• Managed team production of $125mm in commercial loans for 2005, exceeding annual goal by 5%.• Top Credit Analyst Q1 2006 Pacific Southwest

Partners with the CMs and BDOs to prepare them for client calls and aid them in identifying cross-selling opportunities through daily client interactions. Responsible for providing product, operational and client fulfillment support to CMs and BDOs in order to achieve client delight, sales, retention, client development and revenue growth goals. The BBSA will conduct direct mailings, client research and will provide other marketing support as needed. Responsible for coordinating the on-boarding of new clients, including inspection calls, to verify client satisfaction. Also initiates the daily overdraft process, and they will lead opening deposit and online banking accounts. In partnership with the credit team, assembled loan packages on smaller credits when needed. Responsible for handling client issues not covered by the Contact Centers and acts as an expert generalist to research and navigate multiple levels of client concerns and issues for resolution. Serves as a central point of contact for coordinating calendars for core teams, partners and clients. Achievements: Top Gun ACM 3rd Qtr 2006 and 3rd Quarter 2004

Assistant team lead for consumer mortgage processing center. Monitors the loan volume of production associates. May train and supervise contract workers and new employees. Provides coaching to production associates. Reviews time cards. Covers the production associates position when they are absent and is capable of performing all functions of the production associate. Acheivements: Top team for most loans closed in Arizona.

Primary responsibility is to process transactions accurately and efficiently in accordance with established policies and procedures. Identify customer needs and refers financial products and services to consumer and small business customers. Act as Bank of Americas face to the customer and consistently seek to delight our customers by demonstrating The Bank of America Spirit. Ensure regulatory requirements, such as Anti-Money Laundering and Bank Secrecy Act are adhered to. Contribute to a positive team environment in the banking center through 360-degree coaching. Assist Tellers by using in-depth product knowledge to handle more complex transactions and issues. Demonstrate Bank of America core values in all actions. May be required to work weekends and/or extended hours and regular, reliable attendance is critical. Responsibilities: - Process transactions accurately and efficiently to build customer confidence and trust, based on established policies and procedures - Act as an ambassador of the bank - smile and greet customers using Bank of America Spirit, and provide basic teller services - Build customer loyalty through courtesy and friendliness, including addressing each customer by name - Identify customer needs and refer the appropriate products and services - Provide guidance for Tellers in complex transactions and issues.

Board member. The AHJA's purpose is to promote quality horsemanship and sportsmanship throughout all aspects of the hunter and jumper industry, to provide high levels of communication and responsibility to the general membership and bring national recognition to the state and its many fine riders and trainers.

Performed a variety of analytical tasks including the assessment of loan portfolio trends; review Arizona Industry trends, and the evaluation of agricultural and farm policy issues. Assisted credit administration and lending staff in preparing loan portfolio and risk management studies. Gathered loan, statistical, and other data, including interviews with key individuals in the Dairy Industry. Created a portfolio study to be used in determining where the Southwest Association of Farm Credit Services Dairy loan portfolio was heading. Acheivements: Created portfolio study on dairy loans & the industry itself