Sales Customer Service

SALLY ENLOE

( **** SUTTER ST #** ( SAN FRANCISCO, CA 94109 ( 919-***-**** (

***********@***********.*** (

PROFESSIONAL PROFILE

[pic]

Energetic consultant / financial analyst with track record of translating

client needs into common sense solutions. Special expertise in creating

dashboards and other reports to summarize large quantities of data into

useable pieces. An excellent writer, strong team player, and passionate

worker.

WORK EXPERIENCE

[pic]

AVP; Deposit Relationship Manager, UNION BANK, Walnut Creek CA (12/08-

Present)

. Relationship Management: Teamed with 7 credit officers to manage

all aspects of over 50 commercial clients in the East Bay region

that ranged in revenue from $50MM-$2.5B in size; Serve as sole

point person for all deposit and treasury needs for the portfolio;

Performed ad-hoc analysis and executed large client conversion

projects

. Sales: Made the "Million Dollar Club" in first year bringing in

over $1MM in new income to the bank; closed $400M+ in gross

treasury management product sales; brought in over $70MM in new

deposits and 5 new relationships

. Diverse product set: Sold & referred full suite of banking services

including but not limited to Deposit Account Products, Treasury

Management Services, Merchant Services, Credit Card Programs, FX,

Trade Services, Company Benefit Programs, Trust and Custody

Services, etc.

. Risk Management/ Bank Protection: Act quickly in client

bankruptcies to minimize risk; Manage ACH risk limits; Work with

compliance to resolve & document any BSA/AML risk; Aggressively

manage interest rates of $300MM portfolio with market swings

Budget and Treasury Analyst, LANDMARK EDUCATION, San Francisco CA (07/08-

11/08)

. Prepared the weekly cash report for CEO and CFO to track inflows

/outflows, investments, forecasts vs. actual, and daily cash

position for entire company; Found and fixed issues with current

cash report to make it balance for first time in over 3 years;

Automated cash reporting process to allow for quicker reporting

. Manage banking relationships worldwide. Streamlined US Treasury

Management services to better fit the company needs while

negotiating 30% discount (over $40,000/yr savings) for all

services.

. Track global economy in terms of FX rates, news, government

policies updates, etc. to advise CFO to take action as needed for

company global liquidity and investment strategy

. Co-manage company budgeting process for over 40 departments

worldwide in Great Plains and FRX

Officer; Treasury Management Analyst, BANK OF AMERICA, San Francisco CA

(5/07-6/08)

. Supported 10 client managers, 1 sales officer and over 1,000

clients. Helped close over $300,000 in new business within 4

months. Built a prospecting database of over 400 companies.

. Took complete ownership of issues in order to provide excellent

customer service, implement services and resolve client concerns.

Confirmed all sold products / services to ensure accuracy to client

needs.

. Created monthly business performance reports and dashboards on

various sales plays for the West Region management team. Designed

'Quick Treasury Management pricing calculator' to determine cost to

client taking into account credit for total balances. Developed

'multi-scenario liquidity calculator' to show clients how different

variables will affect return for different investment vehicles

(sweep, money market accts, etc).

. Mentored Summer Intern and provided feedback for performance

reviews and coaching

Treasury Management Associate Program, BANK OF AMERICA, San Francisco

CA (6/06-5/07)

One of 25 in a highly selective nationwide yearlong rotational

training program to learn and gain experience in all aspects of Global

Treasury Services

. Conducted extensive research and interviews to build a business

case to convince senior management to take immediate action on

many problems surrounding internal 'bank owned' accounts.

Successfully persuaded the senior management team to launch a

greenbelt project after discovering in excess of $7 billion of

questionable accounts

. Worked directly with Regional Sales Manager on various sales

plays, tracking / reports, and other projects for Senior

Management. Supported product consultants on deal tracking and

analytics.

Consultant / Marketing Data Analyst Intern, R.H. DONNELLEY, Cary NC (2/06

- 5/06 & 6/05 - 8/05)

. Analyzed impact of new standardized nationwide pricing strategy to

provide recommendation of keeping top 10 markets on current

strategy due to high demand for advertising

. Researched, designed, and constructed a competitive information

database on 30+ companies within the yellow pages industry in order

to provide recommendations of potential lucrative markets

EDUCATION & HONORS

[pic]

Bachelors of Science in Business Administration, Kenan-Flagler Business

School at the University of North Carolina Chapel Hill (May 2006)

Contact this candidate