Heather Bacon Email & Phone Number

Columbus, Georgia, Us

I work in a collaborative effort with leadership to identify, market, and present treasury and payment solutions opportunities to well-established organizations within key strategic verticals nationally. With exceptional experience and education, I offer well balanced treasury capabilities designed to grow with the unique challenges specialized industries face, while providing a distinctly elevated client service experience. My areas of expertise include high risk industries, cash handling businesses, and global legal practices. I possess the keen ability to design, develop, and execute on priority initiatives, and present findings to senior and executive leadership. I am a top performer, exceeding both sales and personal development goals, while continually improving impressive presentation skills, leading complex client negotiations, and delivering a consultative approach. I partner well across the organization in both a mentor and mentee capacity, and focus on building trust within my team, while sharing best practices, providing expertise through strategic advisory, and continually procuring knowledge via people connection.

San Francisco, California, Us

I managed a diverse portfolio of clients with annual sales revenue ranging from $10MM-$80MM. I provided a consultative approach about international cash management services, regulations, and payments systems to US based companies with international interest. 2017 proved to be a tremendous development opportunity as I was assigned the task of tackling an underperforming territory. I was able to not only transform it, but achieved unparalleled success as a first-year sales consultant by reaching 254% of goal; ranked number one in International Treasury and a recipient of the esteemed Presidents Club Award in 2018.

San Francisco, California, Us

As a global sales analyst to a high performing sales consultant, I strategically lead collaborative efforts between business lines and presented client facing presentations on international treasury products, timelines and best practices to effectively grow business portfolio. I was able to pioneer review processes between U.S. domestic and international treasury to streamline internal processes for onboarding of new international clients. I prepared and delivered sales proposals, pricing analysis, and conducted pre-call planning which directly contributed to Y-O-Y growth of 10% and the success of the sales consultant’s $1.1MM total revenue in 2016.

San Francisco, California, Us

In domestic treasury as a sales analyst, I demonstrated mastery level proficiency of treasury products, systems and processes and consistently sold value when recommending products and services. I independently drove new sales opportunities by identifying client needs and cross-selling treasury products and services. I participated in key relationship reviews; proactively recommended additional solutions and fully understood the pricing implications of all recommendations. I was actively pursued for career growth in moving to international treasury management.

San Francisco, California, Us

I worked in business banking and provided a high-level of sales, marketing, and operations support to a dynamic team of successful Senior Relationship Managers. I analyzed and interpreted client activity in support of customer growth and retention within a complex book of business, while maintaining superior customer service, and providing innovative insight on new solutions. I actively solicited and followed through on cross-sell opportunities.

Charlotte, North Carolina, Us

As a licensed financial specialist, I worked to build long term advisory relationships with each client through thorough analytical evaluation. I developed sales strategies to maintain and further penetrate existing client relationships, including pre-call planning and post-call follow-up activities. I executed market sales and service strategies to carry out individual development plan and meet individual and team goals. I used effective leadership to motivate and generate enthusiasm among team members.

Charlotte, North Carolina, Us

As a quality assurance manager, I worked closely with sales reps to properly package portfolio loan submissions to meet regulatory expectations and guidelines. I performed and documented analysis of the borrower and the credit request within acceptable time frame, including management assessment, financial statement analysis, sensitivity analysis, collateral analysis, industry analysis, borrower analysis, and guarantor analysis, etc. to support loan structuring and approval. I identified/analyzed risks and developed/identified mitigating factors; determined/recommended risk rating in an effort to protect the Association. Conducting training sessions for sales representatives, leaders, and directors was an integral part of my role in the organization.

At EquiBanc, I gained leadership experience and supervised a department of seven auditors. I engaged with appraisers, field examiners and other third party service providers, and analyze and summarized findings as part of the underwriting process. I assisted with writing and maintaining company policies and procedures based on current contracted agreements. Effective communication was imperative to deliver timely decisions to sales personnel.

Met and exceeded all sales expectations set forth by senior management.Part of successful team that propelled “in store” branch to traditional branch.Converted prospects to long-term faithful bank clients.Developed successful marketing techniques to attract potential clients.