Treasury Management Officer

Responsible for marketing Treasury Management solutions to the Large Corporate, Commercial Real Estate, and Correspondent Banking segments in the states of Wisconsin and Michigan. Inclusive of initial customer consulting, proposals, negotiations, and continuing customer service. Developed pipeline by prospecting and cultivating current banking relationships. Generated fee income of $750k in2006/ 2007/2008, uncovered cross-sell opportunities for internal banking partners, increased share of wallet to existing client relationships.

Responsible for marketing Treasury Management solutions, inclusive of initial customer contact, proposals, negotiations, and continuing customer service to middle market companies and public entities in the Lake County, Illinois region. Generated new deposits of over $10 mm in 2005-2006, uncovered cross-sell opportunities for internal partners, due diligence prospecting, and maintenance of client portfolios.

Began my banking career as a part-timer in check processing and worked my way up the banking ladder. My experience included banking operations, customer service, and sales.Oversaw and managed small portfolio of clients while assisting senior sales representatives with large corporate portfolios.Responsible for cultivating and maintaining Treasury Management relationships, including on site calls and assisting with presenting Treasury Management solutions to large corporate companies. Responsible for responding to Request For Proposals, inclusive of drafting responses to questions, follow-up discussions with submitting company, pricing, and proposal layout. Evaluated existing and prospective clients and coordinated efforts among Implementation and Customer Service product areas to ensure product satisfaction.