Jennifer B. Email & Phone Number

Vancouver, Wa, Us

Vancouver, Washington

Vancouver, Washington

Vancouver, Washington

Greater Seattle Area

To sell, cross-sell, educate and train new and existing customers with Cash Management products and services. Essential functions include:• Partners with commercial lending officers to promote/sell cash management services.• Consults with prospects and current customers to identify needs and recommend the cash management services to meet those needs.• Prepare of account analysis comparisons for prospective clients.• Oversee cash management proposals for presentation to clients and prospects.• Manage responses to cash management RFPs.• Provide in-person training and education of cash management services such as ACH and/or remote deposit capture.

Bellevue Washington

Manage a staff of cash management professionals who partner with all departments in the sales, marketing and operations of cash management services to clients and prospects.Essential Functions:• Establish productive partnerships with staff and management of all departments• Lead team to be subject matter experts in cash management industry representing the Bank locally and nationally at cash management associations and conventions.• Recommends improvements in existing products and/or development of new products• Development and execution of cash management training for line units• Supervises employees directly including selection, training, performance appraisal and work allocation.• Partners with line unit relationship managers for sales of cash management services to customers and prospects.• Consults with prospects and customers to identify needs and recommend the cash management services to meet those needs. • Oversee cash management proposals for presentation to clients and prospects.• Manages responses to cash management RFPs.• In partnership with line unit relationship managers, maintain and manage client relationships• Keeps current in the cash management field including new products, regulations, pricing, etc.• Manages operational support of cash management services including account analysis and business DDA as necessary• Vendor and/or product management for merchant services, credit cards, remote deposit capture, online banking, mobile banking and third party sweep products

Bellevue, Wa

To provide excellent customer service, training, and technical support to the bank’s clients who use Cash Management products.Essential Functions of Position:• Reviewed daily reports detailing transactions and activities initiated by online banking users and follow up with users as appropriate.• Reviewed Positive Pay exception reports each morning; send clients exception item reminder emails and copies of exception items if needed. If exceptions are the result of encoding errors, make correcting entries and notify client.• Implemented requests for new service setups (along with changes to existing services) in a timely manner; communicate the status of requests to clients and internal staff as required.• Updated client information in current CRM platform in a timely manner.• Provided in-person training (when needed) for users of Cash Management services, including online banking and/or remote deposit capture services. • Assisted in preparation of account analysis comparisons for prospective clients; work in conjunction with Relationship Managers/Cash Management staff to prepare proposals for depository and/or Cash Management services.• Successfully identified client needs and cross-sell additional bank services as appropriate.• Assisted in the creation and timely maintenance of client user guides and instruction manuals for Cash Management products and services (when required).• Prepared reports required for internal meetings (deposit rate committee, board of directors, IT committee, etc.).• Referred requests for new merchant services clients to third party vendor and arrange for follow up conference calls.• Provided corporate/personal credit card applications to interested clients; submit completed information to vendor and follow up with Relationship Manager and client when appropriate.

Founding member of WaMu’s Small Business Treasury Management Department where the client base grew from 150 to 1500 in two years • Effectively trained small business customers on their TMS products and followed through on all maintenance requests regarding those services.• Successfully assisted my manager in numerous projects, reports, and product meetings and in turn was up for the team lead position for our service team prior to the CHASE acquisition in September.• Actively assisted in the WaMu to CHASE migration and was one of the Transition Specialist Leads assigned to handle any escalations that came along during our communication with customers.

Marketing Services Specialist – November 2006-May 2007Assist Marketing Director with branch promotions, branch collateral for marketing campaigns, newsletters, ads, etc. Create analysis reports for the EVP of Marketing and assist the Commercial Banking Officers.• Effectively created and published quarterly employee newsletters.• Successfully aided in campaigns by brainstorming themes for the promoted product and created marketing collateral to place in the branches to heighten customer interest.Branch Administration Assistant – May 2004 – November 2006• Successfully implemented over 60 branch procedures.• Effectively created procedure forms necessary to the success of a given procedure.• Maintained a list of all procedures/forms created and placed on an internal website for employee access.Product Support Assistant – August 2002 – May 2004Assisted Cash Management Officer with daily operations of the program and was the backup when officer was on vacation.• Effectively created all new Internet Banking/Cash Management logins and updates to accounts per the customer’s request.• Successfully handled all program issues and contacted customers daily regarding their Ach files and returns.

Manufacturer's Sales Representative - Eastern Washington and Idaho TerritoriesResponsible for cultivating new accounts and introducing/promoting the placement of new products in specialty gourmet kitchen and gift stores in assigned territories.• Successfully managed the product showroom by merchandising products and maintaining up-to-date product brochures.• Attended National and International tradeshows.

Bachelor Of Arts (Ba), Organizational Communication

Education record

Activities and Societies: On cheerleading squad - Sophmore and Senior year