Guide Treasury Management Sales Consulting team for region serving clients across all industries. Develop and maintain strategic relationships with top clients and build credibility for brand. Facilitate training and coaching for team to increase skills in customer needs assessments and customer experience. Monitor, and drive, key performance indictors (KPIs) and performance trends, leveraging data to identify process improvements and opportunities for growth.• Nurture a collaborative culture for the region, which includes defining group identity and revenue growth performance goals, fostering commitment to and pride in the team, and establishing processes for accountability and support.• Leverage customer experience during COVID-19 to highlight innovative product solutions, maximizing competitive positioning for Wells Fargo while also meeting immediate needs of clients operating remotely.• Coach and manage team of treasury professionals, identifying high-potential talent for leadershipdevelopment, which has resulted in five promotions of employees to SVP/Director/VP-level positions.• Oversee portfolio of more than 2500 clients with team members managing an average of 250 prospects andexisting clients at any time, emphasizing upselling for contracts to drive retention while also leadinggrowth.• Provide guidance with cross-border commerce, foreign exchange and OFAC compliance.• Provide guidance related to diversity, equity and inclusion.• Improved reporting and documentation processes by building off tenure as SVP of Large Corporate Accounts while also leveraging new automated systems to streamline information and operations.

Managed portfolio of large corporate accounts across the technology/FinTech, media, and telecommunications sectors domestically and internationally. Identified innovative product solutions for the treasury market, such as cash conversion cycle analysis, e-receivables, cash pooling, and liquidity management. Drove business development while continuing to nurture existing accounts. Evaluated customer needs and aligned more than 150 solutions with their needs to ensure the right proposal and pitch for each situation, including acting as Voice of the Customer advocate within internal meetings and conversations.• Championed launch of innovative solutions, including real-time payment solutions, AI, DLT, IoT, and APIs.• Defined consistent sales process for pre-call planning strategy and post-call documentation, which includedCRM.• Introduced Agile methodology and specialized in innovation, automation, and process improvements forvirtual payments solutions, leveraging needs analysis to develop and promote the best products foraccounts.• Provided guidance with cross-border commerce, foreign exchange and OFAC compliance.• Assisted clients with mergers and acquisitions in the technology, media, retail grocery, healthcare and pharmaceutical spaces.• Leveraged marketing expertise to evaluate client experience and partner with Product on updates and features.• Maintained portfolio of major global accounts, including industry leaders in eCommerce retail, family media and entertainment, consumer technology solutions, online auctions, and more.• Earned multiple awards and honors for sales excellence and exceeding sales goals, which included being on track to deliver 297% of goal when promoted in May 2019.

Directed strategy to improve sales positioning for new enterprise eCommerce clients, domestically and internationally, partnering with colleagues across Amazon to structure proposals that incorporated a variety of products and services for the client. Assessed customer needs and defined value proposition for each account based on relationships across the company, ensuring pitches featured the full portfolio of solutions required by the client such as Amazon Payments, Amazon Marketplace, Amazon Media Group, Amazon Fashion, and Alexa AI.• Identified techniques to streamline business development by working internally in collaboration across teams to evaluate potential of customers for various solutions and create one-stop-shop pitch for the account.• Mapped the customer journey and experience in order to bring the customer perspective into salesdiscussions.• Mentored innovative team of professionals and influenced systems and processes, consistent performancestandards, and action plans based on concepts to leverage innovation and transform it into results.• Provided guidance with cross-border risk management.• Completed comprehensive internal training and development in Amazon’s core values, building upleadership capacity and understanding effects of talent acquisition and workplace culture on performance.

Led team of Card Relationship Managers in defining innovative eCommerce, SaaS, and treasury card solutions for clients, including ePayables, ACH origination/collection/concentration/disbursement, payment gateways, foreign exchange, funds transfers, remote deposits, and virtual, travel, and purchase cards. Monitored market trends, domestically and internationally, to capture emerging opportunities across five complex treasury regions and ten commercial banking segments. Generated reports and tracked KPIs to maximize performance. Launched initiatives and campaigns to streamline clients’ supply chains by enabling cross-selling and credit-based solutions through strategic partnerships with VISA and MasterCard networks. Comprehensive experience in General Industries, Technology, Media, Corporate Retail, Healthcare, Pharmaceutical, Higher Education, Government and Non-Profit segments.• Implemented innovative opportunities for clients, such as virtual cards, EMV (chip/PIN) products, fraud prevention and mitigation, mobile payments, tokenization, and B2B prepaid solutions.• Coached and managed team of 14 associates, promoting at least six individuals to SVP/VP roles during tenure.• Guided strategic talent management to build a pipeline aligned with organizational culture and business needs.• Speaker and panel moderator for Bank of America Annual Payments and Card Client Conference.

Drove relationship management and business development for treasury card products, collaborating with regional leadership teams to align strategies with their regional operational models. Communicated with salesforce to showcase value-add of solutions and prepare messaging to reach diverse customer base, including publishing monthly briefs to highlight initiatives for each region. Reviewed and approved complex credit/treasury deals featured as client incentives. Managed multiple teams during tenure with 8 to 25 direct reports over this period. Comprehensive experience in General Industries, Technology, Media, Corporate Retail, Healthcare, Pharmaceutical, Higher Education, Government and Non-Profit segments.• Served in multiple concurrent roles during this time, including acting as Senior VP team manager for West Region within Treasury Management, General Industries Card Payments and Merchant Services divisions and overseeing relationships with private sector and government clients. • Navigated major internal transformation by pitching creation of national advocacy opportunity and liaison role for National Treasury Card program, which resulted in instructional design, training, and leadership of initiative. • Increased product sales penetration for one revenue stream from 19% to 30% (within umbrella revenue stream) in three years while coaching 400 national treasury team members on payments best practices. • Acted as change manager on restructuring and realignment of teams by creating regional model to improve morale, maximize potential of top-tier talent, and create brand-aligned opportunities for regional customization. • Reengineered card deal sizing and guided implementation of new processes, resulting in increased speed to revenue, more accurate benchmarking, and mitigation of revenue shortfalls from oversized deals.