Courtney Acker, Ctp Email & Phone Number

Greenville, South Carolina, United States

Charlotte, North Carolina, United States

• Work with Treasury Management Officers on client proposals to identify appropriate Treasury solutions, perform cost/benefit analysis, competitive pricing and run profitability models• Assist with client call preparation by creating relationship review materials, pitch books, account plans, and conducting customer research• Develop an understanding of clients' Treasury cash management structure and objectives• Coordinate with product partners to develop comprehensive Treasury solutions• Develop and understand competitors’ products and positioning within the client & market• Work with Treasury Management Officers throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately• Coordinate with internal partners to ensure successful implementation, product ramp-up and accurate pricing/billing

Charlotte, North Carolina, United States

• Partnered with Treasury Consultants to develop portfolio growth strategies and provide strategic sales support • Participated in pre-call planning sessions for complex sale pitches• Prepared sales materials, proposals, proformas, client schematics, relationship reviews, etc.• Supported pricing/re-pricing initiatives by partnering with Account Pricing team

Greater Atlanta Area

•A one-year rotational training program focusing on foundational credit analysis, conceptual analysis of current events, leadership, and self-awareness training. Training also includes exposure to senior leaders and sessions with members of executive management. At the conclusion of the program, analyst may be placed in either Commercial Banking, Treasury & Payment Solutions, or Commercial Real Estate.

Clemson, Sc

• Responsible for research/data based analytical projects that evaluate/analyze available data to determine best practices; findings are presented to leadership• Researched best practices used in graduate tuition pricing among the Top 20 public institutions and summarized results • Analyzed top public and private institutions’ Factbooks to provide guidance in the revision of Clemson’s Factbook• Analyzed literature, articles, and websites related to higher education diversity and inclusion offices and provided an analysis detailing traits of premier offices• Researched best practices used in annual facility reports among Top 20 public institutions • Researched disruptive innovations in higher education and its impact on the current economic model• Work with department leadership to provide financial consulting; develop business plans and optimal solutions in financial planning• Develop analytical tools that aid in University-level planning and decision support• Create monthly newsletters covering industry efficiency practices and disseminate to key division leaders

Anderson, Sc

• Provide personal assistance to voters by checking voter identification, answering questions, and distributing appropriate ballots

Greenville, South Carolina Area

• Performed analytical review of audit documents• Reviewed client accounting and operating procedures and systems of internal control• Provided recommendations for improved controls and enhanced business efficiency• Assisted in the implementation of new accounting software through file conversion• Footed financial statements to ensure accuracy• Examined and updated employee benefit plans to ensure appropriate alignment

Clemson University

• Provided personal assistance to visitors to ensure pleasurable visits• Set up and organized meeting spaces for faculty and staff• Answered the phone and recorded messages for supervisor• Filed and organized key faculty and staff documents

Master Of Business Administration

Activities and Societies: Clemson MBA Student Association

Bachelors Of Science, Accounting

Study Aboard Program, International Business, 4.0

Participated in the Clemson MBA in Oxford Program in partnership with St. Peter’s College, University of Oxford, held at Magdalen College.