One of the nation’s largest payments-processing companies owned by partners Bank of America and First Data. ► Aligned to Bank of America/Merrill Lynch Global Commercial Banking Relationship Managers and Treasury Solutions Officers to lead and train client teams on merchant-acquiring solutions► Drive revenue by winning new accounts and cross-selling existing clients, using solution-based consultative selling.► Secure retention of a portfolio of Commercial Gold and Silver Clients… Show more One of the nation’s largest payments-processing companies owned by partners Bank of America and First Data. ► Aligned to Bank of America/Merrill Lynch Global Commercial Banking Relationship Managers and Treasury Solutions Officers to lead and train client teams on merchant-acquiring solutions► Drive revenue by winning new accounts and cross-selling existing clients, using solution-based consultative selling.► Secure retention of a portfolio of Commercial Gold and Silver Clients by leveraging keen understanding and awareness of each client’s business needs, and by ensuring the highest level of client satisfaction. ► Leverage BAML’s payment expertise as trust business partners to help Gold clients manage and grow their businesses by leading a disciplined client team that delivers exceptional end-to-end superior customer service.► Deliver expertise to merchants across multiple payment channels to keep transactions secure.► Develop new relationships and manage a large portfolio of middle market Gold client relationships.► Solve complex client issues by partnering with subject matter experts to design and deliver solutions for clients’ customers. ► Build client loyalty and increase the level of revenue under contract within the portfolio. ► Lead company's product and service sales to commercial and business banking clients throughout Central Texas. ► Ensure customers' needs and objectives are met by leveraging our team of experts to address each client’s unique payment environment. ► Assist in all aspects of new business on-boarding and remain involved as each client grows and expands. ► Support company's Account Management teams; assist clients with new product implementations, and any additional tasks to ensure an excellent customer experience.► Manage credit card brand relationship management, SAS (Statistical Analysis System) sales, point-of-sale systems, and high-level relationship management. Show less

Chase Paymentech is the payment processing and merchant acquiring business of JPMorgan Chase) 2008 – 2017Director of Government, Healthcare, Higher Education, Non-for-Profit Vertical – Southeastern U.S. (2015 – 2017)► Received the company’s “Titan of Treasury” award for outstanding partnership with J.P. Morgan Chase’s Government, Healthcare, Higher Education and Not-for-Profit (GHHN) commercial banking teams across the Southeastern U.S. region. ► Developed teams’ client… Show more Chase Paymentech is the payment processing and merchant acquiring business of JPMorgan Chase) 2008 – 2017Director of Government, Healthcare, Higher Education, Non-for-Profit Vertical – Southeastern U.S. (2015 – 2017)► Received the company’s “Titan of Treasury” award for outstanding partnership with J.P. Morgan Chase’s Government, Healthcare, Higher Education and Not-for-Profit (GHHN) commercial banking teams across the Southeastern U.S. region. ► Developed teams’ client relationship skills, product knowledge, technical expertise, and transaction execution abilities.► Successfully signed up and retained several marquee higher education institutions across the region.Director of Commercial Banking – Greater Texas (2009 – 2015)► Exceeded sales revenue achievement goals three consecutive years: 148% in 2010, 163% in 2011, and 329% in 2012.► Built successful relationships within J.P. Morgan Chase’s commercial bank, by developing thorough product and services knowledge, rapport building, professional and timely communications, and delivering exceptional user experiences.► Experience uncovering key needs of diverse prospects and clients, and strong ability in matching-up Chase Paymentech’s capabilities to deliver solutions addressing complex situations related to payment transactions and processes.Director of Business Development Small Business – Greater Texas (2008 – 2009)► Recognized with the company’s Sales Representative of the Year 2009 award.► Ranked #1 for revenue achieved and number of contracts signed.► Developed a deep understanding of the payment systems and financial services industry.► Successful in establishing retail bank referral partnerships to achieve pipeline growth and sales goals. ► Developed meaningful client relationships through training, education, conversion processes, and best-in-class service. Show less

Leading American provider of human resource, payroll, and benefits outsourcing services for small and medium-sized businesses.► Awarded Sales Representative of the Year – Central Texas 2007, among 18 sales executives. ► Qualified for national annual sales recognition conference, by delivering 143.7% of year-end goal results.► Recognized for Highest Closing Percentage at 62% against a zone average of 29%.► Initiated and developed over 70 new referral relationships with CPAs… Show more Leading American provider of human resource, payroll, and benefits outsourcing services for small and medium-sized businesses.► Awarded Sales Representative of the Year – Central Texas 2007, among 18 sales executives. ► Qualified for national annual sales recognition conference, by delivering 143.7% of year-end goal results.► Recognized for Highest Closing Percentage at 62% against a zone average of 29%.► Initiated and developed over 70 new referral relationships with CPAs and bankers, resulting in 179 new signed-up contracts. ► Created over 280 individualized conversion plans for new Paychex accounts. Trained new clients on the conversation process, gathered documents to conduct client payroll audits, maintained ongoing line of communication with clients’ CPAs or bookkeepers, and ensured smooth delivery of Paychex services.► Appointed as company’s area trainer on Time and Territory Management.► Selected by management to provide field-shadowing experiences for prospective sales representatives, and participated in hiring-decision processes.► Conducted five Continuing Professional Education seminars for Austin area CPAs on: Business Entities & Employee Benefits, Restaurant Payrolls, Employee vs. Independent Contractors, and Health Savings Accounts and Flexible Savings Accounts. Show less