Sales Management

ROBERT GRECO, CCM

**** **** *** . *******, ******** 21114

410-***-**** . 443-***-**** . *********@*****.***

TREASURY MANAGEMENT: Sales, Consultant

Highly accomplished treasury management executive with demonstrated skill

growing revenues by providing strategic sales leadership to 150+ major

client accounts. History of achieving all sales goals through consultative,

pro-active selling approach and high-impact presentations. Strong

communicator and cash management banking expert delivering double-digit

growth. Areas of expertise:

Consultative Sales . Relationship Management . Needs Assessment . Team

Mentoring

Portfolio / Account Management . New Client Acquisitions . Client Retention

. Customer Service

Client Cash Flow Analyses . Presentations . Cross-Selling . Executive Sales

. Major Accounts Commercial Banking . Treasury/Cash Management . Short

Term Investments . Referrals

Client Events Coordination . Strategic Planning . Product Launches

PROFESSIONAL EXPERIENCE

BANK OF AMERICA, Washington, DC . 1994-2009

Global financial institution with more than $1.8 trillion in assets.

VP, Product Delivery Officer-Treasury Management; Treasury Sales Officer

(2002-2009)

Strengthened portfolio and expanded revenues by spearheading day-to-day

supervision and long-term treasury management strategies for 150 not-for-

profit commercial clients with $20M+ budgets; worked within assigned

Washington, DC, Maryland and Virginia territory serving healthcare,

government, private higher education and association organizations. Ensured

client retention and satisfaction by partnering with individual accounts to

gain understanding on cash flow operations, assess needs, and architect

customized strategies to facilitate cash position forcasting and working

capital management controls. Worked across multiple roles and levels within

client organizations to secure and keep business. Orchestrated client

events and expedited resolution of account concerns. Supported larger sales

efforts by pinpointing cross-sell opportunities; selected to represent

division on Bank of America DC Cross Functional team. Drove new client

acquisitions, capitalizing on networking opportunities and maintaining

strong sales pipeline.

Key Contributions:

. Achieved all annual sales goals despite territory and client

restructuring; new treasury product sales totaled $1.2M in 2008,

~$500K in 2007 and ~$900K in 2006.

. Successfully structured major new balance deal championed at Bank of

America's nation-wide best practices seminar; added more than $200M in

new deposit balances.

. Managed $1.2B in deposit balances in 2008, achieving 10.4% growth year-

over year; Realized $25M in total deposit and treasury related

revenues representing 26.3% growth.

. Positioned underdeveloped Virginia territory for sustainable new

client acquisitions by actively working prospects and networking at

industry events to increase credibility and brand awareness.

. Enhanced client retention by cultivating a strategic, consultative

relationship with accounts.

ROBERT GRECO . Page 2 . *********@*****.***

Vice President-Treasury Sales Officer (1994-2001)

Provided sales and account management leadership over portfolio of real

estate investment trust, commercial development, property management and

homebuilder clients, formulating and driving treasury management strategies

throughout Washington D.C., Maryland, Virginia and Tennessee.

ADDITIONAL POSITIONS

NATIONSBANK . 1992-1994

Assistant Vice President-Banking Center Manager: Directed 12-person team to

lead operations of a full-service banking branch with more than $10M in

deposits.

SOVRAN BANK . 1986-1992

Vice President-Senior Product Manager: Orchestrated the launch of

Collection and Electronic Fund Transfer product lines, collaborating

between sales and operations to manage business development initiatives and

determine product features. Targeted market needs, positioning lines to

fill the void. Built consensus among senior management to justify decisions

and drive launch.

EDUCATION

Bachelor of Arts in History

University of Maryland Baltimore County, Arbutus, Maryland

PROFESSIONAL DEVELOPMENT

Certified Cash Manager (CCM) - precursor to CTP designation

BOARD POSITION

Board Member, Government Finance Officers Association metro DC chapter,

2005

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