Patrick Barry Email & Phone Number

Greater Boston, Massachusetts, United States

- Manage a portfolio of Municipalities, State Agencies, Utilities and Regional School Districts.- Primary focus is to sell and manage the transactional aspect of the customer cash flow.- Work as the TreasurySales Officer fr all customers in my portfolio.- Constantly prospect for new deposits in an extremely competitive market place.- Attend all local.

• Manage a portfolio of Government clients, Municipalities, State Agencies, States, Pooled Funds and other Government entities.
• Primarily focus on the deposit gathering aspect of the relationship and fee-based business through Cash Management.
• Constantly prospecting for new business and new opportunities in a very competitive marketplace.
• Develop Account Receivables and Account payables solutions for customers and prospects using a mix of Cash Management solutions to best suit the size and scope of the customer. Example’s – MBTA, City of Somerville –.
• Attend 10+ conference events annually. Managing a booth for prospecting and brand awareness.
• Ensure customer satisfaction through consistent follow up. Maintain excellent client retention.

Boston, MA

• Onboard, develop and manage business relationships with clients in the $1–50 million annual sales range.
• Analyze credit opportunities; identify key issues and financial trends. Present concise analysis recommendations to Senior Management and Underwriters.
• Specialist in using a product portfolio of Lending, Treasury/Cash Management, Credit, FX, Payment Processing, and Commercial Card.
• Team Leader for a team of 13 Commercial Banking Officers. Assume Regional Managers responsibilities in their absence.
• Lead a team of 30 in branch Business Specialists. Training and developing their product knowledge of bank solutions and how they work with the cash flow cycle of a business..
• Finished in the top 5% of Commercial Banking Piers (225 Colleagues) consistently, year after year. Often in the elite top 3 producers

San Francisco, California, United States

• Initiate, manage and develop relationships with business clients in the $5 – 250 Million annual sales range.
• Analyze credit opportunities; identify key issues and financial trends. Present concise analysis recommendations to senior management and Underwriters.
• Generate sales plans for each client, using a product portfolio of Lending, Treasury Management, Liquidity, Credit, FX, Payment Processing, Commercial Card, International Banking and Investment Banking.
• Coordinate, develop and execute prospecting initiatives, seminars and events for both new business development prospects and existing clients. Continually develop networking relationships with internal partners and.
• Selected based on Business Development and Sales expertise to train multiple business lines within the bank to acquire and develop new and existing business clients.
• Top 5 Producer out of a group of 500.

San Francisco, California, United States

• Business development role focused primarily on acquiring new deposits and relationships for the bank, targeting businesses with $1–50 million in revenues. Using Treasury Management & Credit products to gain client.
• Analyze credits, identify key issues and financial trends. Negotiate and close credit structures with customers.
• Introduce clients to Credit & Investment partners to ensure effective cross sell opportunities. Transition relationships to a Business Retention Relationship Manager with seamless continuity.
• Utilize existing client relationships to generate referrals.
• Top 3 Producer in a team of over 200.
• Won the prestigious STAGECOACH AWARD