Customer Service Management

Dit Lafleche Breault, CTP, CPCP

***** ********* ******, ******, ** 90242 ? 562-***-**** ?

**********@*****.***

SUMMARY OF QUALIFICATIONS

Over eighteen years within the banking industry with a proven and well

rounded track record in: Retail, Commercial and Corporate Banking,

International Trade Finance, Government Banking, Treasury Management,

Customer Service, Relationship Management, Business Development,

Operations, and Management/Leadership. Client focused and strong awareness

and understanding of the banking industry including products and services,

operations, and policies and procedures. Specialized skills include:

. Proficient with all MS Office applications

. Basic Knowledge of Six Sigma strategies and processes

. Excellent Interpersonal Skills

. Strong Communication - Written & Verbal

. Self-starter and Self-motivated

. Team Player

. Good organizational skills

. Able to adapt quickly to new tasks and concepts

. Bilingual - English and French

SIGNIFICANT WORK EXPERIENCE

Gilmore Bank (May 2009 - Present)

Operations & Cash Management Manager, Los Angeles, CA

. Responsible for overall day-to-day bank operations, including central and

branch operations, ensuring compliance with bank's standards of conduct

and all Patriot Act, CIP, Anti-Money Laundering, Bank Secrecy Act,

information security and suspicious activity reporting requirements, and

other regulatory and compliance policies and procedures

. Charged with leading the bank's Cash Management operations (sales,

implementation and ongoing customer support), heading up initiatives to

increase fee-based income, enhance and add cash management products and

services, and developing related policies and procedures

. Partner with the bank's Relationship Managers, SBA Officers and Banking

Centers on the coordination and development of new cash management

business, expansion of existing relationships and client servicing,

including sales proposals, presentations and pricing negotiations,

leading to increased cross sales opportunities and fee-based income for

the bank

. Perform the implementation and training of the various cash management

products and services for the bank's business customers

. Successfully completed the implementation, pilot and roll-out of the

following cash management services: lockbox services, remote deposit

capture, online Wire and ACH origination, Positive Pay and CD imaging

. Successfully led project team for the implementation of a new bank-wide

Wire Transfer system, automating and streamlining processes

. Implemented bank-wide Branch Capture system which has helped reduce item

processing errors as well as eliminated the need for daily courier

pickups to the bank's item processing center, thus reducing overall

courier costs

. Work closely with bank's vendors and service providers ensuring constant

communication and that service level agreements are being met (i.e.,

Fiserv, UMS Merchant Services, TFG Card Solutions, Elan Financial,

Unisys)

Vineyard Bank, N.A. (December 2007 - May 2009) - Taken into Receivership by

FDIC

Cash Management Sales & Operations Manager, Corona, CA

. Worked closely with the Cash Management Sales and Services teams to

coordinate and direct cash management operations activities to include

development of new cash management business, expansion of existing

relationships, client servicing and ongoing relationship management

responsibilities

. Maintained partnership ties between Cash Management and the bank's

Relationship Managers, Banking Centers, Operations and other internal

business partners ensuring superior customer service and support

. Proactively trained and coached Relationship Managers, Community Banking

Managers and Banking Center staff on the various cash management

functions, products and services available to the bank's business

customers in an effort to increase cross sale opportunities and fee-based

revenue for the bank

. Continuously researched and reported on gaps between the bank's cash

management products/services offering versus the competition and

consequently recommended and led initiatives regarding new, improved or

retired cash management products and services

. Continuously updated department's strategic business plan to ensure

alignment with the bank's corporate strategic plan

U.S. Bank, N.A. (June 2006 - November 2007)

Corporate Banking Treasury Management Officer, Los Angeles, CA

. Managed a portfolio of highly commercial and large corporate clients

requiring depository and treasury management services. Industries

included: retail and apparel, manufacturing, consumer goods, technology,

health care, entertainment, casinos and government

. Coordinated and directed treasury management activities to include

development of new treasury management business, expansion of existing

treasury relationships and client servicing

. Managed client profiles and work with assigned Relationship Management

Team to determine client needs and develop potential solutions to meet

those needs taking into consideration any associated risks involved

. Worked closely with the bank's Commercial Customer Service Unit, Treasury

Management Implementation Team and other internal business partners to

provide superior customer service and support

. Extensive travel for face-to-face interactions with clients for various

product training, product marketing and annual relationship reviews

. Prepared client proposals in response to RFPs and RFIs, and led pricing

negotiations

Bank of America (May 1992 - June 2006)

Commercial Banking Treasury Management Officer, Los Angeles, CA (September

2004 - June 2006)

. Managed a portfolio of over 130 Commercial Banking government

relationships, i.e., small to mid-sized municipalities, water districts,

school districts, housing authorities, transportation districts, and

other related agencies throughout Southern California

. Coordinated and directed treasury management activities to include

development of new treasury management business, expansion of existing

treasury relationships and client servicing

. Managed client profiles and worked with assigned Client Management Team

to determine client needs and develop potential solutions to meet those

needs taking into consideration any associated risks involved

. Extensive travel for face-to-face interactions with clients for various

product training, product marketing and annual relationship reviews

. Participated in the construction of client proposals in response to RFPs

and RFIs, and led pricing negotiations

. Managed, coached and oversaw personal growth of assigned Treasury

Management Sales Analyst

May 1992 - August 2004

Held various positions with increased duties and responsibilities, starting

as a Teller in May of 1992 for the bank's Downey, CA Main Banking Center.

In February of 1994, transferred to the bank's Foreign Currency Exchange

Services department as a Sr. Cash Handler where I handled and processed

millions of dollars worth of incoming and outgoing shipments of foreign

currency. This led to a transfer to the International Trade Finance

division as a Trade Finance Specialist processing international Documentary

Collections and Standby Letters of Credit. Promoted in November of 1999 to

AVP and Service Center Manager, leading a team of six employees and

coordinating the issuance of Standby Letters of Credit for the Bank's Real

Estate and Commercial Banking client segment. In January of 2001,

transferred to the bank's Global Client Services as an AVP, working with

large corporate clients to provide treasury/cash management customer

support and consultation. A deep understanding and appreciation for

treasury/cash management developed in this position which ultimately led to

a sales support role in February of 2002, supporting a Treasury Management

Sales Officer of a $20 Million client portfolio of large national

retailers. In this capacity, also had the opportunity to train and mentor

newly hired Treasury Management Sales Support staff.

VOLUNTEER WORK EXPERIENCE

Treasurer - L'Heritage Francais, A French/English Elementary School,

Whittier, CA (August 2006 - Present)

As Treasurer, I have reversed declining profits by implementing new

processes which have created efficiencies and captured unclaimed revenues

for this non-profit organization. This was achieved by implementing a

Purchasing Card Program, a Merchant Credit Card Program, automating day-to-

day cash management functions, implementing an invoicing system to properly

track the company's Accounts Receivables, and discontinuing unprofitable

programs.

EDUCATION AND CERTIFICATIONS

California State University at Dominguez Hills - BS Degree in Business

Administration

University of Notre Dame Mendoza College of Business - Executive

Certificate in Leadership & Management

Certified Treasury Professional designation

Certified Purchasing Card Professional designation

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