Mindi Malicoate Email & Phone Number

Tulsa, Ok, Us

Jenks, Oklahoma, United States

Jenks, Ok

Treasury Sales Professional specializing in Corporate Relationship Development and Management. Provides Treasury Solutions for companies of all asset sizes.

Tulsa, Oklahoma

Identify, Analyze and Sell Cash Management Products to Established Commercial Customers and Prospective Clients. Solicit Loan and Deposit Accounts while Developing and Managing Relationships with Commercial Customers. Collect Financial Information for Loan Monitoring and updating files. Prepare Credit Memorandums and Renewals for Loan Committee Approval. Schedule and conduct timely site visits and inspections of collateral. Manage and Assist with Maturing and Past Due Loans.

Tulsa, Oklahoma Area

Identify, Analyze, Sell and Service Cash Management Products and Cash Advantage to Established Commercial Customers and Prospective Clients. Implement and train customers on Remote Deposit Capture, Internet Banking, Wires, ACH, Payroll Cards, Merchants Services, Cash Advantage and Lockbox. Partner with Branches and Lenders to Enhance Client Portfolios while Developing Relationship with Commercial Customers.

Tulsa, Oklahoma Area

Identify, Analyze, Sell and Service Cash Management Products and Cash Advantage to Established Commercial Customers and Prospective Clients. Implement and train customers on Remote Deposit Capture, Internet Banking, Wires, ACH, Payroll Cards, Merchant Services, Cash Advantage and Lockbox.Partner with Branches and Lenders to Enhance Client Portfolios while Developing and Managing Relationships with Commercial Customers.

Tulsa, Oklahoma Area

Service and Support Cash Management Products including Remote Deposit Capture, Internet Banking, Wires, ACH, Payroll Cards, Merchant Services and Lockbox. Collect and prepare sales and servicing reports of Cash Management Products for Board of Directors review. Prepare product agreements and perform annual Remote Deposit Capture audits ensuring that customers follow all compliance standards. Support Executive Vice President and Senior Cash Management Officers.

Perform System Maintenance and Verification, Electronic Services, Balancing and Reconciliation, Research and Adjustments, Returns and Exceptions and Mail Room Processing. New Account Review/Quality Control. Conduct Team Meetings. Review and Analyze Daily Fraud Manager Report. Participate in Special Projects which Involve Software Conversions, Account Maintenance and Product Implementations.