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)