Melissa Amos Email and Phone Number

Responsible for project management, and implementation of new products and services for a targeted portfolio of clients.Manage and coordinate the installation of new cash management productsPartner with external vendors (Salesforce, Oracle, Tyeler Technologies, Sourcepass) in the implementation of services.Develop and maintain a relationships with C-suite executivesAnalyze clients operating strategies to recommend solutions that meet the their immediate needs and long term business goalsPrepare and distribute work plans; outline product implementation timelines and client deliverablesMonitor lifecycles and ensure client/company expectations are metCollaborate with clients, sales teams, product companies, and client services departments to enhance client satisfaction;Deliver world class client service within a fast-paced commercial investment banking environment

Responsible for managing and maintaining the NAPA Auto Parts Guarantee and Conventional Loan Program in the Mountain, West, Northeast and Atlantic regions.• Primary point of contact and key advisor to independent NAPA Auto Part store owners• Manage and Maintain relationships with Genuine Parts Company corporate partners as a part of the National NAPA Lending Program• Analyze client financials and operating strategies to recommend solutions to meet current and future needs• Funded 91 million in new loans for 2019, closing the year at 147% to goal

Responsible for managing and maintaining relationships with Small Business Clients in my portfolio with annual revenues of $250 thousand to $5 million. Annual sales goal of $408 thousand in revenue generated.Build and maintain relationships with the appropriate decision makers within the company.Meet composite score and contact penetration goals.Analyze client financials and operating strategies to recommend solutions that meet the clients immediate needs and long term personal and business goals.Expand relationships and generate revenue offering merchant services, and complex treasury and credit solutions to clients that suit their business needs.

Manage multiple Small Business client relationships; Identify opportunities to increase revenue and grow the clients business with sales support; Manage and assist in the implementation of treasury management products and services such as CashPro, Positive Pay, ACH Services, Lockbox Services, and Remote Deposit;Build and maintain relationships; Provide service support and maintain data integrity; Knowledge of the Client Management Process.

Provide banking center support in researching and resolving customer issues; Identify, track and trend issues from a customer experience perspective; Provide status and resolution of inquires to customers and banking center partners as needed.

Responsible for managing and maintaining small business portfolios and accounts; recommended products and services to meet the client’s needs and in an effort to make sales and increase revenue.

Researched and resolved various financial issues for clients and client managers; Provided expertise in the areas of general and complex business banking, treasury management products, including Bank of America Direct, Remote Deposit Services, Lockbox, Cash Vault, and Sweeps, as well as general knowledge of consumer banking processes and systems; Successfully sold and up-sold products and services.

Managed the communication development for new credit card product launches from the development phase to implementation; Partnered with vendors to develop copy and coordinate marketing campaigns; Forecasted budget for product and program development; Lead cross-functional teams to assist in product launch; Managed various projects/programs from inception to implementation; Review and approve all customer communications from Marketing perspective; Created and launched a Customer Communication Portal designated to archive all customer communications; Developed process improvements for the letter generation model; Managed the Year-End Summary program; Supervised department interns.

Serve as point of contact for all Customer Service issues and exception processes relating to Chase’sproducts/programs as well as external partners/vendors; Analyze and identify trends through MIS reporting; Create, review, and distribute cross-site communications; Facilitate the distribution of marketing related materials; Coordinate marketing events; Acted as the lead for new product launches; Managed projects from inception to implementation

Responsible for managing and distributing team statistics; Process and monitor quality of manual exception requests; Coach and motivate representatives; Monitor representatives for quality assurance; Facilitated side-by-sides to provide coaching and feedback on policies and procedures; Responsible for the reduction of customer attrition through resolution and/or other financial options; Assisted in the management and supervision of a staff of 15-20 representatives .