Diane Battle, Mba, Ma, Ctp (She/Her) Email & Phone Number

Bethesda, Maryland, United States

• Serve as North America Client Services Segment Lead, overseeing two team leads and 25 Client Service Account Manager professionals serving first point of contact for Banks, Broker Dealers, Hedge Funds and Public Sector.
• Oversee team’s proactive client outreach to capitalize on options to increase operational efficiency and introduce new Treasury service solutions within the existing portfolio of services; manage the escalation process.
• Engage in strategic ideation and client presentations to expand existing relationships and stimulate new client acquisition.
• Lead the North America initiative to identify and cross sell additional solutions that augment existing portfolio of treasury service products.
• Incorporate performance KPIs and other data analytic tools to maintain superior levels of client satisfaction and employee engagement.
• Lead multiple initiatives focusing on process improvement and revenue generation within the current portfolio, with expanded use of RPA/AI.

Washington D.C. Metro Area

• Managed a complex public sector treasury management portfolio, leveraging key analytical and communication skills to significantly increase profitability year over year.
• Developed and executed a business acquisition strategy resulting in a significant pipeline increase, ultimately exceeding the annual sales goal by over 20%.
• Recruited qualified candidates for open positions, and provided ongoing professional development and management of three junior associates.
• Oversaw multiple cross-functional teams to collaborate toward the development of client solutions, market assessments, thought leadership initiatives, client events and a reimaged client service model.

Washington D.C. Metro Area

• Established a bi-monthly executive leadership dialogue and briefing with key leaders within the Federal Government, accentuating the company’s position as a key SME and strategic partner for all treasury management.
• Leveraged strategic management techniques to exceed annual sales goal by over 180%.
• Provided strategic insight in the preparation and execution of a lockbox proposal response, resulting in a profitable 10-year contract, and several treasury management proposal responses, resulting in the expansion of.
• Completed thorough market analysis and co-authored the 2016 Education/Nonprofit (ENP) marketing initiative to further penetrate segment.
• Spearheaded sales efforts for the eastern states, leading to the cultivation of over 38 ENP treasury management relationships with clients and prospects, completion of five working capital engagements, a secured.
• Provided ongoing training and coaching support to junior associates on various complex treasury management working capital engagements and client presentations.

Washington D.C. Metro Area

• Exceeded sales and portfolio profitability targets by up to 15%, in a $5M portfolio.
• Improved portfolio profitability by 15% through the development and implementation of customized treasury management solutions, successful client agreement negotiations and efficient escalated operations/client.
• Conducted process improvement analyses and mitigated operating risk, resulting in a reduction of operating expenses by up to 20% and the recovery of $1.3M working capital.
• Formulated and implemented a sales strategy approved by senior management in 2014; completed a market analysis to identify and target a group of federal agencies who utilize commercial banking solutions and cultivated.

• Worked in leadership role for the Government Treasury Management Sales division’s Northeast, Southeast and Mid-South regions.
• Led team of eight Treasury Management Sales Consultants to increase sales and portfolio profitability year over year by up to 18%, in a combined portfolio of $95M in annual revenue.
• Improved sales team win ratio by 25%, through implementation of a detailed, strategic analysis of complex and unusual sales opportunities and creating more impactful client presentations with data visualization.
• Managed new client relationships, valued at a total of $15.7M.
• Increased client conference attendance by 20% after designing industry specific session presentations at regional and national client events.

Washington D.C. Metro Area

• Exceeded sales and portfolio profitability targets by 25%, in a $15M portfolio.
• Negotiated operating agreements; created and managed three project management teams for various client projects; onboarded three new client relationships valued at $4.2M, within 13 months.
• Leveraged sales, financial and product knowledge to win a $4.7M single transaction as the lead technical sales advisor for an out-of-market specialized and complex client opportunity.

Baltimore, Maryland Area

Master Of Arts - Ma, Human Services Counseling

Bba, Economics

Master Of Business Administration (Mba), E-Commerce/Electronic Commerce