Wes Walton, Ctp Email & Phone Number

Seattle, WA, US

Spokane, Washington, United States

Spokane, Washington, United States

Tukwila, WA

• Serve as the product manager of the business product portfolio at BECU including deposit products, credit products, and cash management solutions. Additionally, responsible for setting the strategy for business banking.
• Launched cash management services at BECU designed to make it easier for business members to manage their business finances
• Instrumental in the project to build a new business online banking platform at BECU
• Developed a business member assistance program designed to help business members navigate the COVID-19 crisis

• Responsibilities include serving as a product manager for Umpqua's consumer digital product set, focusing mainly on originations and payments. Also serving as project manager and participating in multiple project.
• Successfully launched a new online account origination service for the bank, generating over $6MM in new deposits within the first 6 months.

Greater Seattle Area

• Responsibilities include serving as product manager for a new suite of treasury management products for business customers of the bank called Retail Business Solutions which includes developing, implementing, pricing.
• Successfully created a new suite of basic treasury management products, including online banking, ACH, and wires for our business banking customers.
• Project lead on the successful implementation of a new payroll service for business customers.
• Integral team member on the integration of two banks of roughly $10 billion in assets into the largest community bank on the west coast.

Seattle, Washington

• Responsibilities include developing new business and consumer digital products for the bank, leading and participating in multiple project activities in an agile environment, building a project plan for both technical.
• Lead on the successful implementation of a new suite of mobile banking products, including mobile deposit, for both consumer and business customers.
• Project lead on the successful implementation of a new payroll service for business customers.
• Integral team member on several successful customer conversions relating to acquisition and divestiture activities.

Greater Seattle Area

Provided quality sales support and assistance to assigned sales consultants and their respective internal and external customers. Performed pro forma pricing analysis and cost/benefit analysis for both prospective and current customers. Served as a liaison between customers and all business line partners and departments. Provided training on treasury.

Founding member of the treasury management sales team for small business at Washington Mutual. Collaborated with premier business clients and relationship managers across the nation to assess individual financial situations and develop strategic treasury solutions to fit their needs. Led training for all business bankers and managers on the cash management.

Prospected the area surrounding my assigned banking center for new small business customers up to $20MM in annual revenue. Responsible for managing the banking center’s small business client portfolio. Cross-sold treasury management, merchant services and other business products to help retain business, grow deposits and increase fee income. Key.

Opened and serviced all consumer and small business deposit products. Drove both new consumer and business account sales through the “Bank of America at Work” program. Excelled at cross-selling investment and credit products. Demonstrated great knowledge of credit and lending procedures for both business and consumer clients.Key Accomplishments:“South.

Served in the banking center as both a sales and operations specialist. Opened new consumer and business deposit accounts as well as lines of credit. Performed daily opening and closing procedures for the banking center. Responsible for all cash and supply ordering, ATM maintenance, vault audits and periodical teller audits. Achieved higher customer.

Education record

Education record

Bachelor Of Arts - Ba