Assess commercial banking clients need and recommend effective payments and receivables solutions through a process called Working Capital Engagement.Responsible for identifying, analyzing using a combination of analysis statements/PowerBI/Tableau, advising and proposing Treasury Management Solutions to clients including account structures, fraud protection services, solutions that integrates with ERPs, Treasury Work Stations, account platforms, and improve clients’ digital journey eg… Show more Assess commercial banking clients need and recommend effective payments and receivables solutions through a process called Working Capital Engagement.Responsible for identifying, analyzing using a combination of analysis statements/PowerBI/Tableau, advising and proposing Treasury Management Solutions to clients including account structures, fraud protection services, solutions that integrates with ERPs, Treasury Work Stations, account platforms, and improve clients’ digital journey eg APIs, and standard payables solutions and receivables solutions. Worked directly and partner with client relationship management teams to develop and deploy treasury sales strategies to deepen product penetration, cross selling opportunities of Card, FX and other treasury services solutions. Reviewed client portfolios to determine gaps in cash management products or opportunities to expand existing relationships.Solidified customer retention efforts by providing thought leadership/insight and global treasury management advice.Performed cost benefit and risk analysis.Established and maintained a high level of client engaged and satisfaction to top clients in the portfolio. Show less

Responsible for delivering liquidity, integrated payments including commercial cards, and receivables solutions to middle market global corporate clients. Partnered closely with client-facing teammates including Card, International Treasury, Trade, FX, Investments and Merchant Services to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client.Focused on new client acquisition and expansion of… Show more Responsible for delivering liquidity, integrated payments including commercial cards, and receivables solutions to middle market global corporate clients. Partnered closely with client-facing teammates including Card, International Treasury, Trade, FX, Investments and Merchant Services to consult on sales opportunities and provide the product expertise and consultation necessary to deliver the best possible solution to the client.Focused on new client acquisition and expansion of existing relationships particularly Comprehensive Payment Solutions including Virtual Cards and ACH (Automated Clearing House) but not limited to.Accountable for revenue growth, client planning, client calling, portfolio development, pricing strategy and proposal/presentation development/delivery. Show less

Responsible for technical advising, product demos, receipts and payment flow analysis, implementation project planning and integrating US and International Cash Management Solutions to Corporate Clients Enterprise Resource Planning (ERP), Treasury Work Station (TWS), and Accounting Systems. Worked closely with Clients, Client Team, and Implementation to established and maintain a high level of client satisfaction during sales, and implementation process.

Responsible for customer service, implementation and operational support of Cash Management Payments Solutions to Corporate clients including ACH (Automated C learning House) and EDI (Electronic Data Interchange). Established and maintained a high level of client satisfaction during the implementation process.