Colton Nelson work email
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Colton Nelson personal email
Treasury Management Sales Consultant who is always seeking a challenge to flex some analytical and creativity muscles. As a trusted partner, I assist commercial clients with their payables, receivables, liquidity, and fraud processes and identify opportunities for efficiencies and automation utilizing technology.I also enjoy collaborating within a team environment, building an atmosphere where people can be authentically themselves, and helping take something from good to superb!"Gallup" Top 5 CliftonStrengths: Maximizer | Communication | Futuristic | Strategic | Woo"How to Fascinate" Fascination Advantages: Innovation and Prestige
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Treasury ConsultantBmo May 2024 - PresentGreater Minneapolis-St. Paul Area -
Treasury Portfolio SpecialistBmo Nov 2022 - May 2024Greater Minneapolis-St. Paul Area• Hybrid/dual role where I serve as both the Consultant and Advisor/Analyst for 250+ Commercial Clients (Lower Middle Market) from a Treasury Management Sales perspective• 164% achievement of 2023 annual sales goal – success from manager / peer feedback, and attaining role expectations• Partner with 25+ Banking Relationship Managers in four different geographies – North (MN), Great Lakes (IN), Southeast (GA and FL)• Actively prospect, pitch, and close deal wins, while maintaining, cross-selling, and supporting existing clients
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Treasury Management Sales AnalystBell Bank Jun 2021 - Oct 2022• Support portfolios of Business Banking and Middle Market clients with new and existing treasury setups – including formal presentation prep, building out pricing models, client communication, and accurately executing on implementation operations• Assist TM Sales Director with various strategy projects, including: - Creating TM product marketing pitch book – promoting value of TM services - Process flow mapping and recommendations for comprehensive coordination between business lines - Competitive pricing comparison for market strategy and system rollouts• Subject Matter Expert on Weiland platform (TM pricing tool) – assist entire TM footprint in learning how to utilize model, and strategize with Product and Operations teams to use efficiently• Lead the initiative for TM Success Stories – a quarterly newsletter shared with the entire Twin Cities market to showcase deal win highlights and the advantage of the TM Sales team to Bell’s overall growth -
Treasury Management Payables Sales Analyst - AvpWells Fargo Jun 2018 - May 2021• Support new and existing Business Banking, Middle Market, and Large Corporate Commercial Card clients based on their specific needs while growing business and mitigating risk• Close deals related to new program set ups and optimize existing programs that are mutually beneficial• Manage pipelines of four Sales partners, ensuring sales goals are obtained and plan for future opportunities• Serve as a mentor to new Sales Analyst hires – teaching process and procedures to ensure smooth transition• Revenue Share Accrual Project – repricing 35+ customers to satisfy unique needs in regards to card spend• Led stretch project analyzing and presenting Associated Entity data to strategize for future remediation needs -
Treasury Management Program AssociateWells Fargo Jun 2017 - Jun 2018Greater Minneapolis-St. Paul Area• Rotational program – spent time assigned to Sales, Implementation, Product Management, Client Services, and Risk Management teams• Sought out opportunities to work on stretch assignments for various Treasury Management leaders • Attained practical skills in rotations and projects, and contributed to each group’s operational effectiveness• Built effective relationships with internal partners across business lines to ensure trust and autonomy• Developed and executed on presentations to senior leaders across Treasury Management
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Deposit Products Group - Project Management InternWells Fargo Jun 2016 - May 2017Greater Minneapolis-St. Paul Area• Assisted leader in organization of proposal documents for monthly prioritization and planning meetings• Spearheaded an initiative that provided process efficiencies and addressed technology resource challenges• Developed and managed training documentation that assisted in an improved on-boarding experience
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Head Coach - Elite Development TeamBlaine Soccer Club Sep 2011 - Jul 2019Blaine, Mn• Guided/challenged players in mastery of advanced skills at the most competitive level of soccer state-wide• Provided mentorship and encouragement to ensure leadership development and a team focused mentality• Proven track record of success relating to player engagement and league/tournament play achievement -
Business Communication - Teaching AssistantUniversity Of Minnesota - Carlson School Of Management Aug 2016 - May 2017University Of Minnesota• Act as a peer mentor to students enrolled in MGMT 3033W – helping with class assignments using previous experience/success in the course• Assist professor with grading daily assignments, speeches, and major deliverables • Help evaluate MBA level course speech assignments -
Operations InternBassford Remele Sep 2015 - Mar 2016Greater Minneapolis-St. Paul Area• Led “Project Clean Sweep,” purging unnecessary case files for an upcoming office move• Responsible for creating and analyzing file indexes of hundreds of case files• Managed, organized and updated inventories of various office storage spaces using ProLaw
Colton Nelson Skills
Colton Nelson Education Details
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Major: Business Marketing | Minors: Business Management And Communication Studies -
Blaine High SchoolHigh School
Frequently Asked Questions about Colton Nelson
What company does Colton Nelson work for?
Colton Nelson works for Bmo
What is Colton Nelson's role at the current company?
Colton Nelson's current role is Treasury Consultant at BMO.
What is Colton Nelson's email address?
Colton Nelson's email address is co****@****rgo.com
What schools did Colton Nelson attend?
Colton Nelson attended University Of Minnesota-Twin Cities, Saint John's University, Blaine High School.
What are some of Colton Nelson's interests?
Colton Nelson has interest in Mn Lake Life, Coaching, Health And Fitness, Marketing, Business Development, Gopher Sports, Soccer, Project Mgmt, Traveling, Advertising.
What skills is Colton Nelson known for?
Colton Nelson has skills like Public Speaking, Marketing, Leadership, Management, Microsoft Office, Team Management, Presentation Skills, Social Media, Microsoft Word, Communication, Business Writing, Event Planning.
Who are Colton Nelson's colleagues?
Colton Nelson's colleagues are Chris Daly, Jay Velasquez, Brian Ho Hing, Michelle Plak, Cfe, Debbie Seagram, Ulrich Molina, Viviana Huaracha.
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Colton Nelson
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