As Senior Sales Executive, Treasury & Commercial Solutions, I consult/advise our portfolio of banks & credit unions in the areas of Cash Management, Treasury Management, Commercial Banking, Payments Exchange, Wire Exchange, RTP, FedNow, and Weiland Account Analysis. I always take a consultative advisory approach to understand the FI's Vision/Strategy today, where they want to go for future growth, and align our Commercial Treasury Solutions to meet their goals. I represent our Treasury & Payment Solutions area @ FISERV with a deep understanding in the Cash Management & Treasury Management space. Using my background in commercial banking, growing core deposits, and non-interest income has enabled me to wear the "Banker Hat" while representing a global leader in the Fintech Space.

As Vice President Treasury Management Officer AND Commercial Banking I managed our Southwest Wisconsin Market Commercial Deposit/Treasury Portfolio AND was responsible for growing a new Commercial Loan Portfolio. My focuses included acquiring new C&I Business, CRE, New Construction, and high volume Treasury clients. Industries of Focus included: Property Management, Municipalities, Private Practices, Medical, Manufacturing, and Builders.*Implemented and Managed Cash Mgmt. services from close of sale through initial client product usage. I ensured they were properly set up in accordance with published service level agreements and provided implementation support to clients.*Handled all related product offerings and processes. This included account analysis, online and mobile banking, merchant set-ups and remote deposit.*Determined clients’ online and cash management needs, explained various banking services offered, and processed applications. I analyzed, prepared and presented account statements, products and services to commercial banking clients.*Reviewed, prepared and processed a variety of daily operational banking transaction reports as well as the daily Online Banking, Remote Deposit, ACH, Positive Pay, and Merchant Service agreements.*Conducted annual reviews with all clients to ensure banking products matched the needs of their business and proactively identified additional cash flow needs of the business. *Prepared, reviewed, and presented RFP's for potential commercial banking clients.

As Vice President Treasury Management Officer I managed our Wisconsin Market Commercial Deposit and Treasury Portfolio leading to these RESULTS:- Assisted in Building out a Cash Mgmt./Treasury Mgmt. team both in the Wisconsin and North Dakota Markets- Grew the Wisconsin Cash Mgmt. Deposit Portfolio by $50MM+ in 4 years- Led the Cash Mgmt. Team in Net-New Deposit, Fee Income, and Client Growth in 4 Years - Lead the efforts in implementing a new merchant program, sales efforts, and saw our merchant portfolio grow to 200+ clients in 4 years- Completed Commercial Banking School and Analyzing Cash Flows through the Wisconsin Banker's Association*Implemented and Managed Cash Mgmt. services from close of sale through initial client product usage. I ensured they were properly set up in accordance with published service level agreements and provided implementation support to clients.*Handled all related product offerings and processes. This included account analysis, online and mobile banking, merchant set-ups and remote deposit.*Determined clients’ online and cash management needs, explained various banking services offered, and processed applications. I analyzed, prepared and presented account statements, products and services to commercial banking clients.*Reviewed, prepared and processed a variety of daily operational banking transaction reports as well as the daily Online Banking, Remote Deposit, ACH, Positive Pay, and Merchant Service agreements.*Conducted annual reviews with all clients to ensure banking products matched the needs of their business and proactively identified additional cash flow needs of the business. *Prepared, reviewed, and presented RFP's for potential commercial banking clients.

As Branch Manager I managed a consumer banking team of 10: tellers, personal bankers, universal bankers, and assistant managers leading to these RESULTS:- Led Team to #2 in Credit Card Sales – 54 total branches- Led Team to #2 in Consumer Lending Production – 54 Total Branches- Developed a Daily/Weekly Call plan to drive Net-New Sales - Witnessed 60% of my team promoted within the organizationAs Branch Manager I built and implemented a sales process that brought our branch from last in loan & credit production to a top performing branch in the bank. (54 locations)

As Cash Management Specialist I managed 3,000+ Commercial Relationships throughout the state of Wisconsin.*Implemented and Managed Cash Mgmt. services from close of sale through initial client product usage. I ensured they were properly set up in accordance with published service level agreements and provided implementation support to clients.*Handled all related product offerings and processes. This included account analysis, online and mobile banking, merchant set-ups and remote deposit.*Determined clients’ online and cash management needs, explained various banking services offered, and processed applications. I analyzed, prepared and presented account statements, products and services to commercial banking clients.*Reviewed, prepared and processed a variety of daily operational banking transaction reports as well as the daily Online Banking, Remote Deposit, ACH, Positive Pay, and Merchant Service agreements.*Conducted annual reviews with all clients to ensure banking products matched the needs of their business and proactively identified additional cash flow needs of the business. *Prepared, reviewed, and presented RFP's for potential commercial banking clients.

As a Licensed Consumer Loan Officer I focused on Consumer Lending, Home Equity Loans, Auto Loans, Mortgage Lending and Investment Banking leading to these RESULTS:- Increased Consumer Lending Pipeline by 125%- Top 5 in the company, nationwide, in Credit Card sales both in 2012 & 2013- Achieved #1 ranking (Region) for Sales Metrics both in 2012 & 2013- Obtained Licenses (Series 6 & 63)