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Result-driven professional with significant experience and achievements in cultivating client relationships and business development for major worldwide corporations. Keen presentation, contract negotiation, and communication skills. Exceeding financial targets for 11 consecutive years, with Top Performer recognition. Experience with implementation of service level agreements. Proven ability to develop new client relationships through various channels with high-profile clients. Areas of expertise include:Strategic Planning, Competitive Product Positioning, Key Account Management, Relationship Sales, Cost Containment, Contract Negotiations, Problem Resolution, Treasury Management, New Product Development, SaaS
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Vice President Treasury ServicesFcbank Apr 2018 - PresentCentral OhioResponsible for sales and support of all FCBank treasury services including: deposit accounts, merchant services, On-Site Banker, and online banking, for commercial customers in Central Ohio.
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Client PartnerFiserv Jan 2017 - Apr 2018Manage overall relationship and serve as primary contact for key senior-level decision makers and influencers at assigned clients to create customer loyalty and increase revenue.Increase client satisfaction, build deep relationships and client trust. Increasing product offering and client dependences on services provided. Build internal relationships, fostering new growth opportunities with new clients.• Obtained high client satisfaction scores, exceeding company's expectation• Surpassed sales goal by increasing product offering and building deeper relationships at client level• Increased client trust by providing in-depth knowledge of Treasury Management trends• Provided sales support to bank's sales team to successfully expand product offerings to clients• Built internal relationships, fostering new growth opportunities -
Senior Account ExecutiveFiserv Nov 2010 - Jan 2017Dublin, OhioServed as the primary contact for our client’s executive and senior management, as the Senior Account Executive, I manage the growth the overall relationship with key senior-level decision makers and influencers at assigned clients to create customer loyalty and increase revenue. • Relationship Management responsible for client satisfaction• Set growth strategies• Serve as advocate for the client and be the voice of the client• Focus on developing new solutions to bring to market.
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Vice PresidentPnc Sep 2005 - Nov 2010OhioTreasury Management Officer, managing clients with their treasury management needs, enhancing current accounting and fund management. Primary markets are clients with annual revenue over $20 million dollars. Consistent sales performance which has surpassed goals for the past four years, awarded top performer.* Build Treasury Management solutions to maximize company’s resources and financial controls* Assist clients with accounting / financial issues, identify opportunity for customer to use bank services to protect them* Introduce clients to bank’s full offerings, including personal bank accounts, personal wealth management, and Healthcare* Obtain new business client though effective calling effort, top performer -
Manager Product DevelopmentFirst Data Feb 2000 - Sep 2005Columbus, Ohio AreaProduct Manager (2004-2005). Primary liaison with major clients regarding enhancement of their payment management products such as new payment or reporting methods. Assure compliance with all contractual and marketing initiatives. Clients include Washington Mutual, ComCast, and ZC Sterling. Manager, Business Development (2000-2003). Developed new services and products for prospective and current customers. Strengthened business relationships with key customers; enhanced company’s image by innovations and creative solutions to client concerns and problems. Supervised a Product Manager, Implementation Analyst, and three Customer Service Representatives. Developed portfolio that produced over $6 million in billable revenues per year.Created Centralized Returns product with exception processing capabilities.Provided greater control over ACH processing by introducing PEP Plus software that eliminated several touch points during processing. -
Treasury ManagerWendys International Oct 1981 - Feb 2000Treasury Manager, was responsible for all aspects of cash investment, management, and movement for this global quick service restaurant organization. Developed and maintained banking relationships for cash management services totaling approximately 240 cash transfers monthly. Other financial management responsibilities included the development of annual capital budgets; analyzing and negotiating monthly bank service fees; and recommending changes in banking configurations to maximize effectiveness restaurant by restaurant. Also prepared compliance reports regarding outstanding debt and reports for senior management about division treasury transactions. Supervised a Treasury Analyst and a Treasury Clerk.
Jeff Wallace Skills
Jeff Wallace Education Details
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Finance
Frequently Asked Questions about Jeff Wallace
What company does Jeff Wallace work for?
Jeff Wallace works for Fcbank
What is Jeff Wallace's role at the current company?
Jeff Wallace's current role is Vice President Treasury Services at FCBank.
What is Jeff Wallace's email address?
Jeff Wallace's email address is je****@****erv.com
What is Jeff Wallace's direct phone number?
Jeff Wallace's direct phone number is +161426*****
What schools did Jeff Wallace attend?
Jeff Wallace attended Franklin University.
What skills is Jeff Wallace known for?
Jeff Wallace has skills like Banking, Cash Management, Management, Treasury Management, Relationship Management, Financial Analysis, Portfolio Management, Process Improvement, Finance, Analysis, Business Development, Financial Services.
Who are Jeff Wallace's colleagues?
Jeff Wallace's colleagues are Dana Walkowicz, Donna Johnston, Duane Ugron, Deanna Mox, Jason Ziemnik, Chris Duff, Matthew Hume, Cima®, Crpc®.
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Jeff Wallace
Powell, Oh5netscape.net, gmail.com, gmail.com, borsawallace.com, oclc.org15 +161474XXXXX
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Jeff Wallace
San Francisco Bay Area5gmail.com, att.net, sviyp.com, globalkinetics.com, batchery.com3 +131778XXXXX
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Jeff Wallace
Helping The Top 1% Of Agents And Teams Take The Next Step In Their Career By Growing Their Business, Differentiating Their Brand, And Owning Their Own Boutique Real Estate Company.Carlsbad, Ca -
8gmail.com, aol.com, prodigy.net, aol.com, gmail.com, socal.rr.com, tableau.com, tableausoftware.com7 +183181XXXXX
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Jeff Wallace
Glendale, Ca4episerver.com, hotmail.com, yubico.com, yubico.com6 +177398XXXXX
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