Ryan Lefevers Email & Phone Number

Los Angeles, California, Us

Irvine, Ca, Us

Ontario, Ca, Us

Walla Walla, Washington, Us

Ontario, California, Us

● Conducted prospect and client sales calls with Commercial Bankers to uncover Treasury Management service needs, and better enhance the prospect and client’s banking experience.● Oversee Treasury Management Sales for the Irvine, Anaheim, Laguna Niguel, Ontario, Corona, and Redlands offices which include twenty Commercial Bankers.● Played a pivotal role in testing and training clients for the Q2 conversion to the UUX platform.● Consulted with clients towards cash flow maximization, efficiency attainment, and risk mitigation.● Facilitated client training of Treasury Management products or services sold.● Performed online banking demonstrations with an emphasis on Treasury Managementproducts.● Cultivated strong partner relationships based on professionalism, trust, work ethic,reliability and commitment to customer satisfaction.

Sandy, Utah, Us

● Oversee Cash Management Sales for California, Washington, Arizona and Utah which includes over twenty Commercial Bankers.● Consult with clients towards cash flow maximization, efficiency attainment and risk mitigation.● Cultivated strong partner relationships based on professionalism, trust, work ethic, reliability and commitment to customer satisfaction.● Facilitated client training of Cash Management products or services sold.● Performed online banking demonstrations with an emphasis on Cash Managementproducts.● Collaborated with Commercial Banking leaders toward a common goal of expandingrevenue opportunities for both new and existing clients.● Managed a portfolio consisting of Specialty Deposit Group clients.● Consistently and efficiently completed all necessary documentation to ensure clients were given proper access to the Cash Management services needed.

Portland, Oregon, Us

● Assist with Treasury Management setup by participating in client calls, and creating the proper documentation to ensure each client is placed in the appropriate Treasury Management product.● Create and complete pricing Proformas/Proposals to review with the Relationship Manager and prospective client.● Maintain Treasury Management pipeline to ensure that the region I support is on pace to meet monthly and yearly goals.● Assess and escalate Treasury Management product and service issues in a timely fashion by maintaining task lists, production logs, and validating setups and billings for all new, pending and completed requests.

● Assist with Treasury Management setup by participating in client calls, and creating the proper documentation to ensure each client is placed in the appropriate Treasury Management product.● Create and complete pricing Proformas/Proposals to review with the Relationship Manager and prospective client.● Maintain Treasury Management pipeline to ensure that the region I support is on pace to meet monthly and yearly goals.● Assess and escalate Treasury Management product and service issues in a timely fashion by maintaining task lists, production logs, and validating setups and billings for all new, pending and completed requests.

Assisted Treasury Management Department with client online banking, remote deposit capture, and treasury management product set up. Provided reports for Bank Secrecy Act, Financial Services Division, Treasury Management Department, and Chief Financial Officer. Completed other duties as assigned.

Dallas, Tx, Us

Basic teller functions.Balanced vault.Opened new accounts.Used tag ons to generate cross sells.Completed monthly merchandising report.Performed audits.Provided excellent customer service.Acted as liaison between upper management and other departments.

High School Diploma

Accounting