Customer Service Sales

Jean R. Jean-Pierre

**** ***** ***** ****** #*** Phone: 312-***-****

Chicago, IL 60605 Email: ****.*.**********@*****.***

Highly accomplished and results oriented professional with over 10 years of

experience providing strategic, financial and operational leadership. A

MBA, adapt at directing enterprise-wide/large scale projects; collaborating

with cross functional teams and C-level executives; and working within high

pressure, deadline driven environments, consistently driving operational

excellence.

Core Competencies:

? Premier Client Relations ? New Business

Development

? Contingency planning ? Regulatory adherence

? Cost Analysis ? Payables & Receivables

solutions

? Communication Expert ? Strategies Analysis &

Planning

? Relationship Management ? AML

? ACH Origination ? Wire Transfer

? LockBox ? CashPro

? Card Processing ? OLBB

Professional Experience

ECG CORPORATE - EVANSTON, IL 03/2013 -

03/2014

CONTRACT - Cash Management Analyst

I managed the key functionality in treasury funding of domestic and

affiliate operations, wire transfer, tax payments, debt and interest

payments, foreign currency wire and draft payments.

. Responsible for all aspects of daily cash management including

forecasting, borrowing, paying down debt, investing, wires, and

opening new bank accounts and changing banks

. Accountable for maintaining bank accounts and all related functions

including journal entries for loans, transfers and deposits, accounts

payable check run management, and maintaining/updating cash procedure

manual

. Conducted bank transaction analysis and root causation of unusual

activities and compiling treasury information for internal/external

audits

BMO HARRIS BANK - CHICAGO, IL 10/2012

- 03/2013

CONTRACT - Treasury Sales Analyst

I've supported Treasury Management Officers and Account Managers with the

sales and implementation of cash management products and services.

Responsible for coordinating sales, Service, and Implementation teams to

meet client needs in an efficient, professional manner.

. Recruited to directly partner with the Treasury Sales Officer to

expand the Chicago Market through acquisition and growth of new client

relationships

. Identified and customize solutions to meet all prospect client needs

through performing cost benefit analyses, portfolio strategy sessions

and treasury relationship reviews

. Created a comprehensive and original treasury solution for clients via

consultative selling within the commercial client space, company

revenues in the $30MM to $1B range

. Provided customer research for current and prospective clients,

identified current needs and capabilities as well as potential

interest in Treasury Sales products and services

. Created presentations with product specialists and sales officers,

tailoring cash management solutions to meet specific clients' issues

and concerns

. Supported sensitive escalated customer service and implementation

issues as well as participated in weekly implementation calls for

significant deals

. Supported sales initiatives to expand international and foreign

exchange capabilities, understanding new products, services, and

capabilities as they arise to better inform clients and prospective

clients

BANK OF AMERICA - CHICAGO, IL 08/2008

- 09/2012

Treasury Sales Analyst Officer - Dedicated to US, Canada and EMEA Accounts

I collaborated with internal business partners (TSO) to capture new

business by developing strategic partnerships. I developed global

relationships with external executive level decision makers at Tier 2 and

Tier 3 for current and prospect clients, by enabling them to offer

international payment capabilities to their customers.

. Oversee portfolio of 245 North American premier bank clients

. Responsible for maintaining and growing revenue through proactive

relationship management with new and prospective clients

. Partnered with Treasury Sales Officer for development and retention of

TM business for Canadian based client portfolios with operating

revenue of $1.5MM in new sales

. Examined strategies in which customer relationship management (CRM)

solutions add to sales and service quality

. Provided training, and product support on CashPro, OLBB, Remote

Capture, ACH Origination, Wire Transfers, Controlled Disbursements,

Lockbox, Sweeps/ZBA/TBA, and EDI

. Handled customer service issues in regards to clients who had various

products such as: cash management, treasury management, lockbox

. Expedited resolutions of escalated client requirements, ensured

resolution timeliness and due diligence

. Participated in Project Management process to deliver client services

to optimize service levels agreements

BANK OF AMERICA - CHICAGO, IL 10/2006

- 08/2008

Client Services Associate

I drove new business while maintaining and growing current client base. I

managed a $1.2M book-of-business in revenue consisting of 56 key accounts.

I also managed successful direct mail and telemarketing campaigns. Gathered

business intelligence to maximize revenue, increase client satisfaction and

achieve goals.

. Responded to and completed client and partner inquiries, requests and

problematic issues

. Communicated with various internal groups ensuring tasks and

assignments are processed

Credit Analyst

. Compared liquidity, profitability, and credit histories of companies

being evaluated with similar establishments to determine risk

. Generated financial ratios to evaluate business customers' financial

status

. Compiled reports regarding finance and credit data

. Ran weekly data analysis reports to share with management team

ECG Corporate - Evanston, IL 05/2004 -

09/2006

Business Development Specialist

I've created and led the sales and marketing program credited for

successfully adding new member firms. I partnered with senior management to

define mission and strategy.

. Identified prospects and developed sales strategies from start to

finish to secure new businesses

. Established strong link between the Customer Service team managing

corporate accounts to ensure high level of customer service and issue

resolution

Sapphire Technologies - Des Plaines, IL 01/2001 -

11/2003

Credit & Collection Support Specialist

. Reviewed overdue premium submissions and determined payment

responsibility

. Review and analyze commercial loan reports, direct liability, non-

performing, new loans and payment

. Resolved unpaid accounts via telephone and written correspondence

. Utilized tracing programs to locate debtor information

. Counseled delinquent account debtors in an attempt to help meet

their debt obligations

. Knowledgeable of applicable federal, state, and local collection

industry laws and regulations

Education

MicroTrain Technologies - Chicago, IL 2013 -

Present

Certified Business Analyst Professional (CBAP)

Keller Graduate School of Management - Chicago, IL 2006 -

2008

MBA - Finance

Northern Illinois University - De Kalb, IL 1992 -

1996

Bachelor of Arts - Criminology-Sociology & French-Business

Bank of America Training Courses Include

. Risk Assessment & Auditing

. Anti Money Laundering

. Portfolio Account Management

. Credit Cycle Management

. Customer retention & Problem resolution

. Seller Fundamentals & federal Regulations

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