Jeremy Winfrey Email & Phone Number

Kansas City, Mo, Us

I lead the ONB treasury team focused on providing cash management and liquidity strategies for the bank’s corporate / Up-market client base.

Lead a team of senior treasury consultants with a national coverage footprint focused on delivering consultative clientsolutions with core treasury, card, and strategic depository strategies.

Overland Park, Kansas

Presidents Club Top Performer recipient in 2015, 2017, 2018, 2019, 2020 & 2021. Consult with and create treasury and liquidity solutions for middle-market & large corporate clients throughout the Midwest.

Overland Park, Kansas

Kansas City, Kansas

Senior Treasury Officer for the Midwest and Eastern US regions, including Kansas City, Chicago, and Minneapolis. Focusing on domestic clients as well as US subsidiaries of international companies.

Kansas City, Kansas

Oklahoma City, Oklahoma Area

Oklahoma City, Oklahoma Area

Promoted to Sales Specialist with responsibilities of: -- Act as treasury relationship officer for existing client base.-- Cross-sell full suite of treasury products including online reporting systems, Fraud solutions, and retail and wholesale. lockbox products and ensure implementation is successful. -- Manage large implementations and act as a primary point of contact for the client both during and after implementation is complete.Accomplishments:-- Received “One UMB” award 2011 for contribution to the implementation of the largest wholesale lockbox customer in the bank.-- Received regional “Sales Support” award for 2011, awarded to the top employee in each region acting in a sales / support role. -- Received national “Sales Support” award for 2011, awarded to the top employee in the company acting in a sales / support role.

Promoted to Senior Analyst and relocated to continue responsibilities of Treasury Management Analyst with the addition of:-- Focus on coordinating and managing product implementation process for customers specifically in the Oklahoma market.-- Serve as a primary contact for treasury clients and act as a lead relationship manager for treasury products and services.-- Serve as a primary point of contact for Fortune 200 client and manage the addition of new services, as well as coordinate monthly status calls to monitor the relationship and client’s needs.-- Identify sales opportunities to increase non-interest income to the bank.Accomplishments:-- Received “One UMB” award 2010 for contribution to the retail lockbox implementation and online banking system training for a Fortune 200 client. -- Recipient of the “Scout Award” for managing the implementation of the largest new customer of the quarter.

-- Worked with bank officers and clients to analyze company’s cash management needs and develop custom solutions to streamline receipts, extend payables, utilize commercial online banking platform, and invest operating/strategic cash. -- Coordinated and managed treasury (cash management) product implementation for customers across Kansas and Oklahoma by identifying the customer’s needs, preparing setup documentation, submitting the documentation to operations, and working with the operations team to ensure the customer is set up correctly and within allotted time frames.