Senior Treasury Solutions Consultant responsible for supporting the working capital needs of Truist’s Commercial Real Estate and Community Capital clients.

Engage with a high performing team to provide treasury solutions with a consultative framework for multi-national corporations, healthcare industry, government agencies, asset-based lending, gaming industry and commercial clients. Provided integral oversight to sales strategies, client account management, product execution and strategic account plans. Promoted treasury and structured products for balance growth and yield enhancements through active engagement at C-Suite level.

Specialized in Treasury Management Sales. Responsible for soliciting and growing a diverse portfolio of clients to include financial institutions, municipalities and commercial clients. Ensured sales strategies were aligned with management directives and took a hands-on approach to developing strategic account plans and business process reviews.

Spearheaded the decentralization of a merchant bankcard portfolio for the South East and developed infrastructure required for establishing a highly efficient merchant processing platform. Ensured profitability by focusing efforts on process improvements, portfolio management, client experience and fraud prevention. Key point of contact for Total Systems Services (TSYS), First Data Resource (Fiserv) and other Fintech companies. Responsible for managing an annual department budget of $300 Million and $500 Million merchant portfolio. Directed sales, service and operations team of fifteen.