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I have over 25 years of experience within financial services sales, most recently as a Treasury Services Relationship Officer. I am recognized as a strategic leader with deep experience in origination, global transaction services, cash management, risk mitigation, customer orientation and strategic thinking. Throughout my career I have been able to deliver significant revenue and market share gains by identifying new business opportunities, building exceptional client relationships, and designing unique solutions. These solutions have always been designed to improve the client’s business, while providing additional revenue opportunities for my employer.As a Global Payments Specialist, I managed global transaction service sales to banks in the United States. Previous roles included Segment Manager responsible for the development, pricing and promotion for services delivered to my employer’s middle market corporate segment. I also have over 10 years of experience selling Treasury Services. In addition to my work in bank services, I’ve held key positions with two not for profit organizations where I’ve developed management, financial and strategic expertiseThe common thread that runs through my career history is the ability to quickly identify win-win opportunities for both my employer and my client. I have a proven history of developing customized products and services that capitalize on specific business issues and generate new business. More information is provided below.
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DirectorBnyPhiladelphia, Pa, Us
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DirectorBny Mellon Jul 2019 - PresentTreasury Services Relationship Manager responsible for the sale and support of domestic and cross border Treasury Services to banks and credit unions in the United States. -
Client ConsultantWells Fargo Sep 2008 - Jul 2019Philadelphia, PennsylvaniaResponsible for the sale and service of international payment and collection services to Financial Institutions in the United States -
Vice PresidentWachovia Bank Sep 2001 - Sep 2008Philadelphia, PennsylvaniaResponsible for the sale of USD and FX payment service to Financial Institutions in the United States
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CeoTrillion Communications Corp Feb 2002 - Feb 2004Bessemer, AlabamaCEO of Trillion USA , telecommunications , supply chain company with $150 million in annual revenue. Responsible for staff hiring and management, P&L, investor relations, supplier relations, customer relations, and business strategy
Jeffrey Levy Education Details
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Business
Frequently Asked Questions about Jeffrey Levy
What company does Jeffrey Levy work for?
Jeffrey Levy works for Bny
What is Jeffrey Levy's role at the current company?
Jeffrey Levy's current role is Director.
What is Jeffrey Levy's email address?
Jeffrey Levy's email address is je****@****via.com
What is Jeffrey Levy's direct phone number?
Jeffrey Levy's direct phone number is +170471*****
What schools did Jeffrey Levy attend?
Jeffrey Levy attended Franklin & Marshall College.
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Jeffrey Levy
As A Strategist I Help Clients Define Their Vision, Create A Strategy, And Harness Their Resources To Grow Their Business And Improve Profitability.Plainview, Ny -
Jeffrey Levy
San Francisco, Ca8runnershighstudio.com, linkedin.com, builtin.com, gmail.com, aon.com, alphafmc.com, flatironschool.com, careerminds.com -
Jeffrey Levy
New York City Metropolitan Area2railworks.com, msn.com5 +131429XXXXX
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