Wesley Worsham, Ctp, Cpcp Email & Phone Number

Birmingham, Alabama, United States

Birmingham, Alabama, United States

The Alabama Association for Financial Professionals (AAFP) strives to be the local professional association of choice for individuals engaged in Treasury and Finance careers.

Birmingham, Alabama Area

• Manage and execute the sales strategy for BBVA’s payables solutions for the East Region Mid Corporate Market as well as the Corporate and Commercial Markets in Alabama, Mississippi, Tennessee and the Florida Panhandle
• Analyze current payables practices to consult with clients on ways to add efficiencies to their respective purchase to pay processes
• Bolster the sales cycle by serving as a subject matter expert in all technical aspects of the accounts payable process
• Design and lead internal product and industry skill building sessions for market partners to ensure alignment of knowledge and approach to the sales strategy
• Consistently exceed goals during tenure with BBVA – achieving an average of 200% of annual goals

Birmingham, Alabama Area

• Managed Commercial Card sales within the states of Alabama, Georgia, Mississippi and the Panhandle of Florida.
• Cultivated relationships with Area Executives, Relationship Managers and Treasury Management Officers to enhance knowledge, support and promote the Commercial Card product line
• Ensured associates are provided with the tools and information needed to build Commercial Card awareness among clients and prospects
• Consulted with associates concerning cross-sell tactics, competitive landscape, marketing collateral and customer issue resolution
• Consistently the top producing consultant bank wide

• Developed, managed, and sustained a portfolio of governmental, institutional and not for profit clients that have annual revenue of more than $20 million
• Advised Community Bankers on strategies, regulations and policies in their government and institutional relationships under $20 million in annual revenue
• Marketed a broad range of financial products including: credit, capital markets services, treasury management services, asset management, insurance and employee benefit products
• Attained 120% of goal in 2010 and was awarded Chairman’s Club in 2007 and 2009. (2007 North Central Alabama Sales Leadership Club)

• Built and managed a portfolio of cash management clients by developing and executing a strategy to prospect new clients and retain and further penetrate existing relationships
• Developed bank-wide promotions to increase Treasury Management sales production
• Chairman’s Performance Award, September 2004
• 2004 North Central Alabama Sales Leadership Club
• 2005 Chairman’s Club and North Central Alabama Sales Leadership Club, producing 218% of sales goal

• The Alabama Association of Nonprofits (AAN) is a membership based organization formed to serve the needs of Alabama’s growing nonprofit sector. Information obtained through focus groups conducted following our.
• Offer Professional Development programming that enhances the knowledge of nonprofit professionals, board members and volunteers.
• Address Public Policy & Advocacy issues affecting the sector on a local, state and federal level.
• Provide members access to discounted products, services and employee benefits utilizing a group purchasing methodology.
• Implement Standards For Excellence®, a proven and effective capacity building initiative that assists nonprofits in obtaining the highest of standards in ethics, governance, management, and accountability.

• Maintained sales territory and continue to foster established account relationships with a variety of clients throughout Mississippi.
• Analyzed account and system practices of clients and prospects for banking inefficiencies.
• Developed and train new cash management sales officers, so that they may build and manage a territory.
• Trained bank employees on the advantages and uses of cash management products and systems.
• Assisted in weekly sales meetings, assisted staff in improving sales techniques and in setting departmental and sales officers' financial goals.
• Reached 174 percent of 2001 sales goals

• Provided installation, training, and support to customers on Trustmark's cash management services, including sweep products and balance reporting systems.
• Supported the cash management sales and branch representatives with account analysis, customer initialization, documentation, agreement preparation and follow-up.
• Implemented cash management software services, including the creation and maintenance of marketing and product training materials.
• Supervised Y2K upgrades of over 250 clients' cash management products.

• Served as branch lender and administrator, problem loan adjuster and call center operator.
• Completed extensive training through workshops in commercial and consumer lending selling skills, customer service and leadership development.

Bba, Managerial Finance

Activities and Societies: Sigma Chi Fraternity

Graduate School Of Banking