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Customer Service, Sales, Cash Management, Receivables/Payables

Seattle, Washington, United States
May 31, 2017

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Trista Robinson


Career Summary

Highly dedicated professional with extensive experience in sales, management, sales support and customer service. Excels at developing deep relationships with clients and peers. Strong organizational skills, flexible and able to multi-task. Works well as an individual contributor or as part of a team. Adept at managing the pricing and sales implementation process and booking revenue. Possesses excellent leadership skills with experience supervising, training team members and managing special projects. Provides financial solutions aimed at managing and growing the business with emphasis on daily operations and cash flow management. Actively involved in the community and loves volunteering and helping coordinate fund raisers. Professional Experience

JPMorgan Chase Seattle, WA 2008-2017

Sr. Cash Management Specialist for Business Banking, Dealer Commercial Services and Government and Non-Profit

Ensured successful product implementation by guiding and coordinating the process from start to completion

Audited and alerted relationship team with client usage volumes and revenue penetration to insure revenue ramp-up and product utilization

Assisted the team with pre-call planning review and preparation

Created promotional materials and extensive documentation for proposal process

Ensured successful on-boarding by working with team to align product and client opportunities with the appropriate delivery channel

Partnered with Cash Management Sales Teams to increase penetration and cross sell within the existing portfolio

Responsible for applying anti-money laundering policies and procedures designed to mitigate risk

Collaborated with the relationship team to prepare pricing, product information and responses for Request for Proposals

Based on knowledge and expertise, appointed as a designated trainer for the team

Offered a permanent position with Chase after the merger. Was the only one of a 16 member transition team hired after completing the 12 month project Washington Mutual

Sales Associate Seattle, WA 2007 – 2008

Selected as a member of the Washington Mutual/Chase transition team. Position involved functioning in the current role while operating under dual systems and bank branding cultural environments

Assisted relationship managers across the entire US with sales support related to cash management products for business customers

Audited and prepared accurate documentation for client implementations

Recommended products to customers to enhance and improve business cash flow and management

Nominated by both business partners and clients for excellent service awards. Chosen as an annual winner in 2008

Wells Fargo 2003 - 2007

Business Relationship Manager, Bellevue, WA 2005 - 2007

Managed an extensive portfolio of business clients with annual revenues exceeding

$30,000 or more

Provided a wide variety of product solutions to client including lending, credit and deposit products

Provided ongoing portfolio management, relationship reviews and excellent customer service

Gained internal referrals by partnering with three branch locations to assist and educate on meeting business customer needs

Banking Center Manager, Kirkland, WA 2003-2005

Managed two banking centers to ensure client satisfaction results were met, sales goals were met and operations were compliant

Provided product solutions to customers including personal loans/lines, home equity loans and a wide variety of credit and deposit products

Delivered employee training and 1:1 coaching to at staff of 20 ensuring all business goals were met or exceeded: Audit compliance, customer service, sales Training

Selected for the Regional Management and Leadership retreats, seminars and ongoing training programs

Regional Credit Card Liaison to ensure accurate product knowledge training was provided to the regions branch staff and ensures sales goals were being met Volunteer Activities

Co-Chair of the Volunteer Leadership Group for the 60 mile radius around Seattle, recruited leaders and volunteers to help with events. Developed ideas for volunteer activities, manage communications and enrollment and day of events. Prepared communications for upcoming events, wrote promos/photographs

Make-A-Wish Auction Procurement Committee for the Annual Make-A-Wish Auction and Gala to help raise funds for the Wish kids

Mary's Place Foundation Organized several drives for clothing and household items Seattle Union Gospel Mission-2 years-Recruited up to 8 friends to work in the kitchen performing all kitchen and clean up duties for 500 people Innovations for Learning-Online Tutoring for an elementary school child one day a week for 4 years

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