Stan Carlson Email and Phone Number
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Accomplished Sales Professional & FinTech Specialist capable of directing all aspects of Treasury Management Sales, Technical Product Consulting, Commercial Card Sales, Merchant Acquiring and Portfolio Management for large Corporate, Commercial Banking & Middle-Market clients. Specialties include Technology & Transportation verticals with additional experience in government, non-profit, health care, property management and auto dealer commercial services. Proven sales performance with national experience in both major metropolitan markets in San Francisco & Los Angeles and rural markets throughout Northern and Central California. Record sales growth in all markets. Recognized for strengths in sales management, strategic planning, leadership & team member engagement, relationship management, new business development and competitive analysis.
U.S. Bank
View- Website:
- usbank.com
- Employees:
- 59540
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Vice President Global Treasury ManagementU.S. Bank Oct 2021 - PresentSacramento, California, United States
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Vice President Treasury Relationship ManagerF&M Bank Nov 2016 - Oct 2021Sacramento, Central Valley & Bay Area MarketsManaged $110 Million book of self-sourced deposit & Treasury Management clients in Sacramento & Central Valley Markets. Primary Treasury Solutions partner supporting 8 Commercial Banking and Retail offices for new Treasury Management Sales, Implementations & analyzed deposit relationships. Lead Director for for all Treasury Management Implementations with bank operations & training teams. Create complex treasury pricing proposals, profitability and expenses models for client presentations. Conduct regular portfolio reviews to support new sales opportunities. Write winning RFP's for Government Banking & Non-Profit requests. Meet & exceed new client deposit acquisition goals averaging $10 Million in new deposit production annually. -
Vice President/Business Relationship ManagerWells Fargo Bank Commercial Banking Services Na Sacramento Nov 2015 - Nov 2016Sacramento, California, United StatesManaged a portfolio of Business Banking clients with revenues $2-$20 million. Total portfolio loan commitments $12.5 million, $800,000 in annual bank revenue & $280,000 in profitability. Primary responsibilities included growing existing portfolio through new business acquisition while deepening existing client relationships through Treasury Management Sales, Merchant Services referrals, Commercial Card Sales, Payroll & Insurance referrals. Conducted regular reviews of financial statements for lines of credit, commercial real estate and equipment financing. Consulted with business & retail acquisition teams on effective strategies to move up market to meet new Commercial Banking referral & revenue targets. Created $8 Million new loan pipeline in first half of 2016 booking $4.5 Million in new loan originations. -
Vice President/Senior Cash Management ConsultantJ.P. Morgan Chase/Chase Bank Na, Sacramento Jun 2013 - Nov 2015Lead sales partner for 55+ Senior Level Business Banking Relationship Managers in Northern California and Bay Area markets. 2014 National Sales Achiever placing 4/61. Primary focus on card sales with awards for both Chase Ink & Commercial Card production creating new opportunities to increase banker production in all markets. Conducted pilot training program for Ink & Commercial Card in Bay Area markets later used as a state-wide training model. Provided new training programs for all Cash Management solutions for both Chase.com business online platform and J.P. Morgan Access commercial platform increasing sales for Chase Paymentech Merchant Services, Foreign Exchange and International Trade Finance. Directed RFP process for Government Banking & Dealer Commercial Services. Recognized for Drive to Digital campaign increasing Cash Vault penetration and reduction of in-branch merchant teller transactions by 20% for San Francisco & Bay Area markets. Re-built Northern California pipeline with $695K new opportunities in second half, 2013. Shared core new business, $3.73M; (rank 4/61); Core new business / RM2+, $1.5M; CM new relationship penetration (RM2+), 84%; deposit acquisition balances with CM cross-penetration (RM2+), $149K (2/61). -
Vp/Treasury Management Sales ConsultantWells Fargo Nov 2008 - May 2013Sacramento, Beverly Hills & Greater Los Angeles CaGolden Spoke Award/President's Club Award winner placing in the top 5% & 10% company wide in 2010/2011. Consistent Level 5 performer supporting 3 Business Banking Offices for Treasury Management sales with a team of 40 Business RM's. Sold complex Treasury Management Services including Payment Manager, Receivables Manager, Print Services, Commercial Card, ACH/Secure-Direct File Transmission, Remote Deposit & Lockbox Solutions. Conducted regular client Business Process Reviews and Working Capital Analysis models for clients $70 Million in revenue and above. Led first Wholesale Ethnography study conducted for Business Banking client segment. Increased cross-sell & overall banker effectiveness scores in all markets. Achieved highest percent of pipeline growth in greater Los Angeles Market in 2012. Significantly increased Treasury Management performance in Northern California Region qualifying a record 12 bankers for Treasury Management Six Figure Club with each banker producing over $100K in annual TM Revenue. Mentored Junior TMSC and Sales Analyst to Senior TMSC and Lead Sales Analyst roles within first year in their respective roles.
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Vp/Team Lead - Business Development Consultant Northern California; Assistant Vice PresidentWells Fargo Jun 2002 - Nov 2008California & Nevada MarketsMerchant Payment Solutions, California and Nevada Regions; AVP/Business Banking Specialist.As Market Development Consultant for Merchant Payment Solutions managed Merchant Services referrals and sales production for 4 regions in Northern/Central California and Nevada markets increasing merchant services sales for the Retail, Business and Commercial Bank. Partnered with Learning and Development to improve merchant services training programs. Increased Northern California Region market performance 125%. Increased Central California Region performance 150%, 2005-2006. Created standardized sales reporting and delivery process adopted on a National basis.As Assistant VP, Business Banking Specialist, surpassed Sacramento Office loan production goal 200%. Increased retail branch score card balance 20%. Top Merchant Services Sales Referrer, 2004. Bank Diversity Champion. Business Banking Going for Gold Winner. Northern California Region Retail Bank Golden Coach Award. Wells Fargo #1 Business Banker in Northern California, and #4 state-wide, 2007.
Stan Carlson Skills
Stan Carlson Education Details
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Public Relations & Organizational Communication
Frequently Asked Questions about Stan Carlson
What company does Stan Carlson work for?
Stan Carlson works for U.s. Bank
What is Stan Carlson's role at the current company?
Stan Carlson's current role is Vice President Global Treasury Management Corporate Banking U.S. Bank.
What is Stan Carlson's email address?
Stan Carlson's email address is st****@****rgo.com
What is Stan Carlson's direct phone number?
Stan Carlson's direct phone number is +131021*****
What schools did Stan Carlson attend?
Stan Carlson attended California State University-Sacramento.
What skills is Stan Carlson known for?
Stan Carlson has skills like Banking, Credit, Financial Analysis, Loans, Risk Management, Customer Service, Portfolio Management, Management, Finance, Credit Analysis, Treasury Management, Merchant Services.
Who are Stan Carlson's colleagues?
Stan Carlson's colleagues are Beuke Rudolf, Breanna Kailey, Eric Jones, Angel Myles, Kevin Gottlieb, Amy Thoms, Kadian Tidwell.
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