Kiesha Jones, Mba Email & Phone Number

North Carolina, United States

Boston, MA, US

San Francisco, California, US

• Responsible for the oversight of customer projects related to treasury services.
• Serve as single-point-of customer contact for all treasury implementation procedures and consult directly with sales partners, technical product consultants, and Wells Fargo relationship management teams
• Manage treasury implementation for over 40+ assignments every quarter.
• Responsible for internal communications/discussions to drive achievement of project milestones and deliverables in accordance with customer needs
• Manage project plans while providing status updates to management.
• Work closely with team members to deliver project requirements, develop solutions, and meet deadlines.

San Francisco, California, US

• Completed daily call reports, weekly work plans and monthly analyses to submit to territory manager.
• Established point of contact for wholesale accounts from initial meeting and training to ongoing support.
• Worked directly with treasury services to guarantee fulfillment and delivery of customers' orders.
• Resolved customer issues with missing products and account payment status to maintain satisfaction.
• Collaborated with sales manager and customer service to schedule deliveries for new clients.
• Identified financial solutions to adeptly resolve partners' needs and drive customer appreciation.

Trenton, New Jersey, US

• Prepare and present curriculum to students in customer service and project management courses; implement effective lesson plans, respond to student questions, and deliver quality instruction in compliance with school.
• Create all course materials and lessons, develop and implement teaching strategies to engage students in an interactive learning process, and administer and grade written assignments and exams

• Served as primary point of contact to customers throughout the treasury services implementation process
• Managed multiple project teams engaged in treasury development in cross-functional environment to reach project success.
• Managed entire project life cycle from initial concept through final delivery.
• Set project schedules and oversaw milestones for duration of project.
• Developed processes to enable consistent on-time deliverables to customers per timelines established in contract.
• Communicated with clients to convey deadlines, scope of work and potential challenges throughout project timeline.

• Coordinated funding requirements with clients and drafted documents while analyzing, tracking, and reporting data
• Offered financial input to prepare and implement plans and processes for risk, financial and management controls
• Prospect and identify qualified leads for existing customers
• Provide financial consulting to existing and prospective customers and assessing long-term goals
• Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
• Exuded professional expertise and resourcefulness to gain trust and confidence of clients, vendors, and other professionals.

• Responsible for the daily management of Small Business customers
• Uncovered additional sales opportunities and retain and expand existing sales relationships
• Exceeded sales goals and improved profitability by aligning sales strategies and business plans with market trends.
• Created and finalized quotes to complete deals between company, vendors, and customers.
• Create partner relationships with Business Bankers and Small Business Bankers to provide adequate cash management solutions for existing and potential customers.

Hanover, MD, US

• Responsible for recruiting professional level candidates for the Information Technology field.
• Responsible for gathering requirements, planning and implementing strategic sourcing, behavioral pre-screening, and extending offers to potential employees.
• Built relationships with consultants and managers through quarterly meetings, weekly check delivery, and monthly luncheons to assist in future business growth.
• Responsible for all aspects of recruiting business professionals, exempt and non-exempt, for Fortune 500 and 1000 companies in the North Carolina area.
• Recruit for positions in the areas of both the developmental and infrastructure of IT.
• Support of remote internal employees in a corporate environment.

Master Of Business Administration, Project Management

Bachelor Of Science, Human Development / Family Studies