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.
• 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.
• 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

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