Reece Mckenzie Email & Phone Number

Fairport, Ny, Us

Fairport, New York, United States

Rochester, New York Metropolitan Area

New York, United States

• Strategized with bankers and C-level executives on how best to utilize IntraFi products and services including CDARS and ICS to manage liquidity, buy/sell funding, attract large-dollar deposits, grow deposit market share and increase profitability.• Provided wholesale funding solutions to banks CFO’s and Treasurers at both floating and fixed rates for both short-term and long-term funding needs.

Rochester, New York Area

Responsible for the development and execution of the Treasury Management and Depository strategies for the bank. Implemented a reciprocal deposit product to provide the bank with a stable source of customer deposits and additional source of wholesale funding.

Rochester, New York Area

• Responsible for the development and growth of GRB’s Commercial Cash Management business.• Responsible for the development and execution a commercial deposit strategy to expand cash management service offering, generate fee income and create a stable source of commercial deposits to support the bank’s growth initiatives.• Manage and improve the process of cash management operations and customer service.• Implementation of cash management products designed to attract and grow core commercial deposits.* Develop and train cash management sales team to successfully execute the GRB deposit strategy. • Mentor cash management specialist and provide education on cash management products, conducting prospect interviews and solution selling.• Achieve and exceed annual commercial deposit goal.

Rochester, New York Area

• Successfully devised and executed a strategy using the IntraFi suite of reciprocal deposit products to introduce GRB into municipal and public funds markets and won substantial deposit relationships to support the bank’s growth initiatives by providing a stable source of low cost funding.• Maintained commercial relationship manager responsibilities for loan production with reduced portfolio management responsibilities and a stronger emphasis on commercial deposits.• Successfully exceeded annual production goals of $15MM in new customer deposits each year.

• Prospected market utilizing a defined sales plan to win C&I and CRE relationships.• Managed a loan portfolio of 40 commercial relationships. Monitored the credit quality of the portfolio while also supporting their additional credit and banking service needs. • Negotiated and structured the terms and conditions of all credit facilities.

Rochester, New York Metropolitan Area

● Prospected market utilizing a defined sales plan to win new C&I and CRE relationships. Managed a commercial loan portfolio. Monitored the credit quality of the portfolio while also supporting their additional credit and banking service needs. Negotiated and structured the terms and conditions of all credit facilities.

Rochester, New York Metropolitan Area

New York City Metropolitan Area

• Managed a portfolio of domestic and offshore overnight investment products, monitored external conditions including markets, competition, demographics and regulation to ensure products met customer needs while maintaining market competitiveness and profitability. Supported domestic, international, financial institution group and HSBC global affiliate sales teams.

New York City Metropolitan Area

Labor Relations

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