Jeff Wallace Email & Phone Number

Central Ohio

Responsible 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.

• Manage 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.
• 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

Dublin, Ohio

• Served 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.
• 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.

Ohio

Treasury 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.

Columbus, Ohio Area

Product 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.

Treasury 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.