Responsible for monetizing, developing, and accelerating the commercialization of new, innovative solutions to deliver a client-centric, best-in-class experience to prospects, clients, and internal teams

Designed and executed full funnel strategic marketing plans for Treasury Solutions & Card through lead generation, demand generation, and account-based marketing strategies

• Provided Treasury & Payment Solutions support for Not for Profit Healthcare, Financial Institution & CIB LOB clients with revenues of $50MM-$100MM+ • Collaborated with Treasury Sales partners and deal teams on ongoing client presentations to review and assess client needs for business growth & retention• Responsibilities included tracking, assessing & resolving complex client issues to identify root cause & opportunities for improvement and in efficiency in areas of payroll, cash services, ACH origination, wire transfer, and data transmissions• Partner with deal team on ongoing client presentations to review and assess client needs for business retention. • Advanced knowledge and understanding of treasury systems, products, and services • Mentor/coach new hire teammate’s with complex client research and requests

Provided client support to a team of 2-3 Client Advisors, managing a portfolio of approximately 140-210 clients with commercial as well as individual average assets exceeding $1MM within the Legal Industry. Primary support included new account opening , servicing, loan facility maintenance, renewal and statement analysis. Document collection, handling and preparation of correspondence to clients (internal memos, financial data and asset record spreadsheets using trust application data), client presentation using Microsoft PowerPoint or PCP/Private Client Presentation software, and internal committee reports. Support Client Advisors' sales and client retention goals, look for cross sell opportunities and make referrals

Responsible for 40% of branch goals, branch operations, and ongoing coaching of teammates to provide unparalleled service and increase client loyalty. Contacted clients quarterly to review relationship satisfaction and discuss recent/upcoming life events and offer solutions to increase wallet share. Managed teammates’ growth within the company by cross training and encouraging enrollment in classes to further education Led the following tasks to ensure a successful and efficient branch: daily huddles, weekly sales meetings and monthly operations.Assisted with the recruitment, development, and review of current and potential staff.Joined calls with partner lines of business to commercial clients and prospects to offer workplace-banking benefits to staff and acquire and/or expand relationships.