• Effectively manage small, mid-market, and large corporate, complex business clients during their online banking systems upgrade or conversion from a legacy platform to a new, target platform.• Provide clients with efficient and effective technical support, customer service and sales assistance.• Deliver instructor lead, virtual classroom, training sessions for clients transitioning to new online banking platforms.• Consults with clients and customers to identify additional needs… Show more • Effectively manage small, mid-market, and large corporate, complex business clients during their online banking systems upgrade or conversion from a legacy platform to a new, target platform.• Provide clients with efficient and effective technical support, customer service and sales assistance.• Deliver instructor lead, virtual classroom, training sessions for clients transitioning to new online banking platforms.• Consults with clients and customers to identify additional needs related to the products or services.• Provide contact center support for commercial bank clients across multiple delivery channels.• Maintain complete and accurate records of all customer interactions, as required• Successfully complete initial new Digital Conversion Professional training program and all required learning and ongoing training.• Provide outstanding “white glove” customer service to each of our top tier clients and customers.• Understand and assist customers with NACHA files. Show less

• Actively develop and maintain working relationships with assigned financial institutions with a focus on businesses with $1MM or more in gross annual sales.• Build relationships with bankers to increase sales productivity and referrals.• Develop profitable business account relationships and increase profitability from existing and new accounts.• Optimize spending opportunities by reviewing payables to maximize card conversion and rewards potential.• Identify business… Show more • Actively develop and maintain working relationships with assigned financial institutions with a focus on businesses with $1MM or more in gross annual sales.• Build relationships with bankers to increase sales productivity and referrals.• Develop profitable business account relationships and increase profitability from existing and new accounts.• Optimize spending opportunities by reviewing payables to maximize card conversion and rewards potential.• Identify business opportunities based on knowledge of clients, markets, products, and services.• Make sales presentations to existing and/or prospective clients informing them of the benefits of using the organization's products and services to meet their needs.• Provide an exceptional customer experience from discovery calls regarding client’s specific needs, advocating underwriting for approval, onboarding support, and customer service.Key Contributions• Onboarded financial institution to the High Value Business Card pilot program.• Increased business card spend by $28MM in the first year. Show less

• Provided sales support for a team of sixteen treasury management sales consultants and two treasury management sales assistants.• Gathered, analyzed, and prepared necessary information to support sales activity.• Assisted consultants in prospecting, cross-selling, account reviews, and revenue-generating activities.• Compiled and analyzed pricing proformas.• Prepared written proposals and Requests for Proposals (RFP).• Provided product research support and customer service… Show more • Provided sales support for a team of sixteen treasury management sales consultants and two treasury management sales assistants.• Gathered, analyzed, and prepared necessary information to support sales activity.• Assisted consultants in prospecting, cross-selling, account reviews, and revenue-generating activities.• Compiled and analyzed pricing proformas.• Prepared written proposals and Requests for Proposals (RFP).• Provided product research support and customer service for complex inquiries.Key Contributions• Trained sales assistants in product, implementation and onboarding with focus on providing best-in-class customer service.• Identified disconnect for a specific product service to customers and lead initiatives to establish client outreach and change in procedure. Show less

• Partnered with the Relationship Manager and Sales Consultant in identifying opportunities, preparing pricing proformas and sales presentations for clients and prospects.• Assisted the Sales Consultant in leveraging available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy.• Onboarded new and existing customer implementations of Treasury Management payables, receivables, and other financial products to provide a… Show more • Partnered with the Relationship Manager and Sales Consultant in identifying opportunities, preparing pricing proformas and sales presentations for clients and prospects.• Assisted the Sales Consultant in leveraging available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy.• Onboarded new and existing customer implementations of Treasury Management payables, receivables, and other financial products to provide a smooth, seamless onboarding experience with Treasury Management products.• Served as the main point of contact between the customer representative and the company during the implementation process via phone or email, conducted onboarding activities, performed analyses, and monitored, and tracked implementation requests from point of sale to customer use.• Built up positive customer relationships by ensuring an optimal level of service delivery and product functionality exceeding customers’ expectations.• Escalated potential obstacles appropriately and communicated implementation status effectively while ensuring efficient and timely onboarding. Show less

• Primary daily contact for commercial banking customers for deposit, treasury management, and account servicing needs.• Maintained and expanded the relationship with customers by providing overall customer support services.• Worked proactively to identify potential problems, compliance issues, and maximize client satisfaction and encourage expansion of the relationship.• Identified products and services that meet customer’s needs.• Developed working knowledge of assigned areas… Show more • Primary daily contact for commercial banking customers for deposit, treasury management, and account servicing needs.• Maintained and expanded the relationship with customers by providing overall customer support services.• Worked proactively to identify potential problems, compliance issues, and maximize client satisfaction and encourage expansion of the relationship.• Identified products and services that meet customer’s needs.• Developed working knowledge of assigned areas and accounts through frequent client contact and execution of standard departmental procedures. Show less

• Partnered with the Relationship Manager and Sales Consultant in identifying opportunities, preparing pricing proformas and sales presentations for clients and prospects.• Assisted the Sales Consultant in leveraging available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy.• Onboarded new and existing customer implementations of Treasury Management payables, receivables, and other financial products to provide a… Show more • Partnered with the Relationship Manager and Sales Consultant in identifying opportunities, preparing pricing proformas and sales presentations for clients and prospects.• Assisted the Sales Consultant in leveraging available resources and technologies to optimize the client experience and serve clients with operational excellence and accuracy.• Onboarded new and existing customer implementations of Treasury Management payables, receivables, and other financial products to provide a smooth, seamless onboarding experience with Treasury Management products.• Served as the main point of contact between the customer representative and the company during the implementation process via phone or email, conducted onboarding activities, performed analyses, and monitored, and tracked implementation requests from point of sale to customer use.• Built up positive customer relationships by ensuring an optimal level of service delivery and product functionality exceeding customers’ expectations.• Escalated potential obstacles appropriately and communicated implementation status effectively while ensuring efficient and timely onboarding. Show less