I help businesses uncover hidden gems and untapped potential, guiding them toward sustainable growth and remarkable success. NetSuite BPO, System Integrations, Process Improvement.

Served as the primary back-up for two Treasury Management Sales Consultants in the Government, Non Profit & Institutional Banking group. Co-lead the various steps of the sales process, including all pre-call and post-call sales activities, and pricing recommendations.Assisted with driving new sales opportunities by identifying client needs and cross-selling treasury products and services.Delivered client-focused solutions when preparing pricing proposals, presentations, and relationship reviews.Assisted with all pricing functions such as new pricing requests, exception pricing and annual price reviews.Monitored and drive portfolio growth by reviewing key financial indicators and trends monthly.Maintained accurate sales pipeline and ensure key relationship systems are kept current.

Responsible for identifying, acquiring and growing new/existing profitable business relationships with annual revenues of $2-20MM.Networked with various organizations to engage new prospects and COI’s.Frequently self sourced new business through calling lists I created.

Supported Middle Market and Business Banking Client Managers with a sophisticated portfolio of clients.Worked closely with Treasury Management partners to identify TM opportunities within our existing portfolio.Reviewed analysis statements when creating proposals for similar products and services.Assisted with growing client portfolio through networking, referrals, and heavy prospecting in our market.

Provided technical support for large corporate and commercial clients when navigating through Bank of America Direct and Cashpro Online conversion.Used product knowledge to recommend other services to clients to help improve their day to day accounting process.Worked directly with Client Management team to deliver new implementation requests for setups.