Sales Management

BETTY K. PARKER

MBA * CTP * AIF * CRSP

**** ***** *****, ********, ** 37064 abnq43@r.postjobfree.com

Mobile: 615-***-**** www.linkedin.com/in/BettyKParker

SUMMARY OF QUALIFICATIONS

Proven ability to define issues, propose solutions and implement changes.

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Skilled at building and maintaining strong relationships with clients and co-workers.

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Experience includes: corporate treasurer’s office, client servicing for an investment firm, management of a

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bank sales force, commercial lending and institutional investment sales.

Management experience including a sales group with six to fifteen professionals and support staff

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members.

Ability to communicate with, motivate and train others.

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Excellent computer, writing, public speaking and problem solving skills.

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Motivated, organized, personable and high-energy.

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EXPERIENCE

Regions Bank, Nashville, TN January 1996 to March 2009

Regions Morgan Keegan Trust, Institutional Investment Sales Executive (January 2005 to March 2009)

Actively sold a variety of investment products including 401(k) services, investment management

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portfolios for balanced, fixed income, equity, and enhanced cash strategies, alternative investments,

custody, trusts, escrows and securities lending.

Worked with corporations, endowments, foundations, insurance companies and public funds.

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Identified new prospects and cross-sell opportunities with current customers by working on teams of

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commercial relationship managers, community bank presidents and institutional client service officers.

Achieved the designation of Certified Retirement Services Specialist and Accredited Investment Fiduciary.

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“Team-mate of the Year” award in 2007 as voted by the sales support team.

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AmSouth Bank, Commercial Middle Market Relationship Manager (March 2001 to December 2004)

Built and retained a portfolio of customers with the goal of increased loan volume, balances on deposit and

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increased transaction volume. Managed a portfolio with total annualized revenue of $5.6 million and a

loan portfolio of $53 million.

Increased revenue through building trust and strong relationships with both current and new customers.

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Strong knowledge of credit, depository, treasury management and institutional trust products and systems.

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Key Clients: State of Tennessee, National Association of Letter Carriers, Kroger, Nashville Metropolitan

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Government, and SB International.

First American National Bank, Treasury Management Sales Manager (January 1996 to March 2001)

Managed a Treasury Management sales team of six to fifteen professionals and support staff in both

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Middle Tennessee and Tennessee statewide.

Identified customer needs and coordinated with Relationship Managers, Product Management, Client

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Services, and Customer Technical Support to find solutions that met the needs of customers while

maintaining profitability and efficiency within the bank.

The Common Fund, Wilton, CT 1992-1995

Vice President, Director of Cash Management Client Services and Investment Group

Organized and supervised client service team for Cash Management Group. Customer base was 1,195

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members with investment assets averaging $8.4 billion.

Prepared and maintained marketing plan for cash market segments.

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BETTY K. PARKER

Provided client service and consultative services to large and high priority relationships. Assisted

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customers with the development of treasury management and investment systems.

Provided education for customers through writing monthly reports, topical publications, and organizing a

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National Cash Management and Investment Conference and regional seminars.

Frequent speaker and moderator at conferences and seminars.

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Vanderbilt University, Nashville, TN 1982 - 1992

Assistant Treasurer

Participated in decisions regarding asset allocation and manager selection for Endowment and Current

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Funds. Monitored strategy and performance of external investment managers.

Coordinated Endowment Fund investment managers and custodial relationship.

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Responsible for all cash management functions: completed Request for Proposal process including

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analysis of bank services and operations, monitored bank compensation levels, and maintained banking

relationships, including custodial and trust accounts.

Developed and implemented a working capital and cash forecasting system to maximize investment

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returns.

Established bank lines of credit.

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Acted as liaison between treasury area and other campus departments relating to investments and the

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accounting of investments.

Prepared investment reports for the Investment Committee of the Board of Trust.

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Nashville, TN

EDUCATION Owen Graduate School of Management, Vanderbilt University

Master of Business Administration

Boston, MA

Eastern Nazarene College

Bachelor of Science

Major: Social Work with additional course work in Sociology and Psychology

Other Education and Training

Certified Retirement Services Professional (Institute of Certified Bankers)

Accredited Investment Fiduciary® (Center for Fiduciary Studies)

Certified Treasury Professional (Association of Financial Professionals)

Securities Registration: Series 7, 63 and 24 (inactive)

Finals Presentation Training

Managing for Inspired Performance

Financial Statement Analysis (American Bankers Association)

Power to Know Process – Customer Retention

Computer Skills

Comprehensive knowledge of Microsoft Word, Excel and Powerpoint.

ORGANIZATION AFFILIATIONS

Cable: Professional business women’s networking organization

Association of Financial Professionals: Member; Past President of Nashville affiliate (1987) and

Board Member and Secretary of the National Association of Financial Professionals (1986-1990)

Christ Chapel Church of the Nazarene: Board Member and Treasurer

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