Rosemary Ryan Email & Phone Number

Charlotte, North Carolina, United States

• ★ Promoted to Director for key contributions into successfully driving revenue growth through promoting foreign exchange products to our consumer, small business, and wealth management clients.
• Architect and execute the strategic vision for account growth, sales, and profit targets. Identify new opportunities while conceptualizing and implementing sales strategies and account roadmaps.
• Build and cultivate relationships with new and existing clients. Utilized consultative sales skills and product knowledge to assess client needs, uncover unknown opportunities, and drive mutual success and profitability.
• Recognized leader in prospecting new business through networking and online research tools to identify key business verticals.
• Partner on the development of a road map for our interaction across multiple lines of business.
• Mentor and develop junior associates, coaching best practices, solutions selling, and consultative sales techniques.

Charlotte, North Carolina, United States

• ★ Customer-facing position, advising High Net worth clients transacting FX payments, and the Advanced Small Business Portfolio for the East Coast by maintaining and building strong partnerships with Small Business.
• Top performer, leading the full sales cycle and strategic initiatives to promote FX to Consumer Bank.
• Conceptualized and implemented scalable sales processes and strategic account plans. Identified new business and sales opportunities and established and cultivated relationships with client decision-makers.
• Served as a solution driver for FX products to Small Business clients.
• Successfully mitigating sensitive client escalations, turning issues into customer success victories. LOB representative for complaints and stakeholder calls.
• Remained current on all regulations that impacted clients including Dodd-Frank, AML, KYC, etc.

Charlotte, North Carolina, United States

• ★ Promoted foreign currency products to clients initiating USD wire transfers.
• Educated clients on benefits of FX wires, and provided currency exchange rates
• Executed trades interacting with both traders & clients to ensure accuracy
• Applied extensive knowledge of foreign currency markets and fluctuations.
• Tested BCC system for payment Validation rules.

Charlotte, North Carolina, United States

• ★ Assigned to five Sales Officers with Commercial & Global Portfolios.
• Reviewed customers’ Treasury needs.
• Executed the implementation of complex treasury products.
• Applied knowledge of Bankrupt agreements.

International Business

Primary & Secondary Education