Sherry Currie Email & Phone Number

Toronto, Ontario, Canada

• Provide professional, knowledgeable cash management advice and support to banking partners/stakeholders to drive the achievement of cash management, commercial card, liquidity, trade finance sales, service commitments, and support the delivery of the desired customer experience• Responsible to defend and aggressively growing the bank’s Treasury, Payment and deposit revenues, and profitability standards; work towards the achievement of sales targets for business banking cash management products and services by applying business development, relationship management, sales and service principles, practices, techniques and financial counseling or planning capabilities• Develop, implement, review, and revise cash management sales and service plans for the assigned territory to balance the mining of existing customer portfolios with prospecting for new customers• Solutions sales planning activities (ie. presentations, bids/proposals, and requests for information - RFI) to achieve portfolio retention, sales, service, and profitability objectives• Design and produce regular and ad-hoc reports and dashboards to track sales data and analyze data and information to provide insights and recommendations, and analyze strategic problems• Updated and maintained Salesforce ensuring an accurate reflection of coverage and the opportunities in the pipeline• Build change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives• Establish relationships and partner with Global Banking and Market’s Relationship Managers, Deposit Specialists, Trade Finance, and Commercial Card groups to bring the entire bank to the client as appropriate• Work in partnership with external affiliates through referral program to grow the portfolio and acquire new business

Toronto, Ontario, Canada

• Provided consultative technical support on all products and services to the sales force in a clear and concise manner• Established linkages and built strong relationships with internal partners leveraging their expertise to compile and create well-informed responses to inquiries• Leveraged technology and tools in a daily work environment and continuously strive to attain productivity improvements in the level of service provided to the BMO Salesforce• Coordinated and compiled statistical information for presentation and reporting purposes• Formulated and simplified the tracking system on Excel to provide quick statistical reporting upon request and prepare divisional trends for each Sales Division• Won the Annual Global Treasury Management Award for my achievements in 2008

Toronto, Ontario, Canada

• Effectively communicated technical information clearly and simply to non-technical persons during client product overviews• Demonstrated strong technical and time management capabilities including knowledge of relevant techniques• Liaised closely with product processing units to ensure efficient delivery of services and problem resolution• Acted as Cash Management consultant in developing an Active Learning Program for employees to improve the knowledge of our products• Ensured the implementation of assigned deals on a national basis, and provide ongoing support to external and internal clients• Chosen to assist in the training and development of new Team Members

Financial Planning And Investment Management

Business Communications

Diploma In Tourism And Hospitality