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.

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.

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.

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.

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.

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.

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.

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.

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.