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Sales Customer Service

Location:
Oklahoma City, OK, 73162
Posted:
July 27, 2010

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Resume:

Alan R. Aaron

**** ** ***** ****** **** - (***) 286-

3520

Oklahoma City, Ok 73162 ablsf6@r.postjobfree.com

Cell - 918-***-****

QUALIFICATIONS SUMMARY

Performance-driven, intuitive and insightful Treasury Management

professional with a proven ability to exceed all revenue and business-

development goals in high-pressure environments.

. Highly skilled at coaching a Treasury Management Team in consulting

with clients in analyzing and providing strategic solutions to

strengthen cash management goals.

. Ability to aggressively build a solid client base and drive revenue

growth.

. Significant experience leveraging numerous cash management products

and services in a variety of complex scenarios.

. History of developing and managing customer relationships and

providing Treasury Management services in diverse settings and

environments.

EXPERIENCE

BANCFIRST, Oklahoma City, Oklahoma June 2008 to

February 2010

Sr. Vice President - Treasury Management Services

. Increased sales of Treasury Management products by 12%; reduced waives

and discounts by 7%

. Assessed and aligned the current organizational structure relative to

the bank's market needs to realize a reduction in personnel expenses

by $50,000.00 while increasing TMO sales capacity

. Reviewed current products and services to insure that customer needs

were met, the bank remained competitive and had a competitive

advantage where appropriate

. Insured that the necessary and appropriate new services were in the

development pipeline including ACH Positive Pay, Cash Concentration,

Inbound Data Exchange and a new product/service roll out check list to

insure successful product launches

. Moved to a proactive calling/servicing approach rather than reactive

and increased the number of planned customer calls and contacts made

by the sales staff each month by 25%

. Implemented a consultative approach to sales which allowed the bank to

sell deeper into existing customer relationships and move prospective

customers to the bank

Home National Bank, Tulsa, Oklahoma June 2007 to December

2007

Executive Vice President - Treasury Management Services

. Guided the bank's entry into cash management; developed a fee based

services revenue stream

. Evaluated product offerings; identified / prioritized product

development needs and sales strategies

. Evaluated Remote Deposit Capture vendors, and began installation of

successful vendor's product

. Developed product sales and marketing materials for the new Remote

Capture service

. Developed new commercial account structure and oversaw the

implementation and integration

. Developed commercial services price schedule designed to optimize fee

income and market share

. Evaluated Medical Lockbox solutions, identified vendors to complement

the Bank's strategy to target Medical and Professional banking markets

in OK, AZ and KS

Bank of Oklahoma, N.A., Tulsa, Oklahoma January 1982 to

June 2007

Sr. Vice President - BOK Treasury Services - February

2004 to June 2007

. Responsible for sales management for Treasury Services in OK, AR, TX,

NM, CO, AZ, and MO

. Supervised and managed a staff of fifty employees which included six

Market Sales Managers

. Established Sales, Sales Support and Customer service departments in

Phoenix and Kansas City

. Developed and began implementation of a three year Treasury Services

Strategic Plan which addressed Sales, Sales Support, Product

Development, and Commercial Account / Client Services

. Assisted with realignment of Product Development and Management to

insure resources were appropriately allocated in accordance with

Strategic Plan goals and objectives

. Insured a consistent approach to Sales, Customer Service and pricing

across all BOKF markets

. Grew Gross Service Charge revenue by $2.4 million (5.13%) in 2005 and

$4.2 million (8.69%) in 2006

. Grew revenue run rate growth by $3.9 million (7.48%) from 2006 to 2007

. Reduced waived service charges by 24.02% in 2005 and by 8.30% in 2006

Sr. Vice President, Sales and Consulting - Treasury Services - July

1993 to February 2004

. Promoted to Senior Vice President in September 1998

. Developed and executed marketing, sales and call plans for non-credit

services in the National, Regional, Community Bank, Metropolitan,

Energy, Real Estate and Small Business markets

. Supervised a staff of ten including six Sales Officers, one Sales

Specialist, two Implementation Specialists and one administrative

assistant

. Departmental sales results for 1994 through 1999 averaged 136% of

goal; beginning in 2000, goals are based on Economic Value Added -

department has successfully achieved the EVA plan each year

. Named 1998 Manager of the Year for BOK Financial Corporation

. Managed the Treasury Services Department, and established a successful

sales and service organization for BOKF's Bank of Texas subsidiary

with similar success to that achieved in Oklahoma

Vice President - Treasury Services - January 1990

to July 1993

. Promoted to Vice President in September 1991

. Marketed and maintained non-credit bank services in the corporate

marketplace

. Served metro Tulsa and surrounding communities and the mid-continent

and eastern United States

Asst Vice President - Corporate Services - July

1988 to January 1990

. Promoted to Assistant Vice President in June 1989

. Managed and administered non-credit bank services (cash management) in

our primary market

. Implemented Cash Concentration System and Money Transfer System

. Analyzed pricing for local, regional and national markets and the

recommended pricing strategies

Ops Officer / Project Administrator - Corp Admin -

February 1987 to July 1988

. Conducted policy and feasibility analyses to standardize and

centralize Administrative Services

. Evaluated, selected and implemented personal computer systems for

Corporate Administration

Ops Officer / Department Manager - Funds Transfer - November

1985 to February 1987

. Implemented Automated Funds Transfer System

. Supervised customization, structure, security, staffing, documentation

and training for AFT system

Ops Officer / Department Manager - Automated Services - January 1982

to November 1985

. Promoted to Operations Officer in January, 1983.

. Provided overall direction to the department and to Payroll Services

. Identified target markets, developed marketing plans, implemented

strategic sales and operating plans

. Made direct sales calls

THE First National Bank and Trust, Tulsa, OK June 1977 to

January 1982

Payroll Services Consultant October 1980 to

January 1982

Operations Analyst September 1979 to

October 1980

Staff Assistant - Item Processing June 1978 to

September 1979

Proof Messenger June 1977 to June

1978

EDUCATION

Tulsa Community College, Tulsa, OK - Finance and Banking

Certified Cash Manager - Treasury Management Association - 1989

COMMUNITY/PROFESSIONAL SERVICE

Oklahoma Cash Management Association - Oklahoma City

Treasury Management Association

Leadership Oklahoma Class XV (2001-2002)

Leadership Tulsa Class XXIII (1996-1997)

Board Member, Tristesse Grief Counseling Center (2003 - Present)

Chairman - Citizens Crime Commission of Metropolitan Tulsa (1999)

President, Hospice of Green Country (2000)

President, Leadership Tulsa (2001)

Leadership Tulsa Paragon Award Nominee (1999 and 2000)

United Way Campaign Co-Chair for BOk Tulsa (1999)



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