Joseph V. Link
Fort Lauderdale, FL 33304
ad3187@r.postjobfree.com
Professional Summary
Payments sales professional with extensive experience in Real Estate Capital, Private, and Business Banking markets, and a reputation for proactively working with internal and external partners to expand client relationships and generate revenue. Work Experience
KeyCorp Fort Lauderdale, FL (October 2021-Present) AVP Regional Cash Management Advisor Private & Business Banking
Expand, strengthen, and maintain the Business and Private Banking client portfolio in the Northeast Ohio Market through KeyCorp cash management solutions
Finished #1 in Business Banking among all regions in consecutive years for overall revenue generated exceeding 1MM and 200% to goal
Facilitate detailed discussions to advise my client portfolio on improving cash flow process and educating on fraud mitigation
Present cash management enhancements and initiatives internally to educate partner lines of business. Huntington National Bank Elyria, OH (November 2018-September 2021) AVP Treasury Management Payments Advisor II, Business Banking
Manage and retain a portfolio of over 150 clients with revenue up to 20 million annually
Acquire new clients through improved banking relationship via lending, deposit, cash management and payment automation services
Meet with existing portfolio of clients to continuously assess overall banking relationship and ongoing cash management needs to target inefficiencies and recommend solutions to improve procedures KeyCorp Cleveland, OH (February 2013-November 2018) Real Estate Capital Payments Advisor-Loan Servicing and Asset Management (LSAM)
Manage LSAM portfolio of clients at 120% of annual revenue goal while growing book of business in clients, revenue, and deposit balances in each of the past 5 years
Perform process reviews to identify inefficiencies within clients’ cash management procedures and recommend solutions
Collaborate with line of business partners to develop new strategies and business processes to grow revenue and improve client efficiency and experience
Coordinate the training of all new hires in areas of Risk Management, Beneficial Ownership, Deposit Account Control Agreements, Agent/Third Party Relationship Documentation, Product Information Senior Inside Sales Payments Advisor-Small Business (2011-2013)
Improved efficiencies for small business clients through implementation of KeyBank payment and Cash Management solutions Bank of America Cleveland, OH (January 2008 – 2011) Existing Customer Account Management-Credit Analyst/Lender
Underwrite, process and investigate client credit portfolios for approval on existing lines with +100k lending Education
Graduate of Notre Dame College South Euclid, Ohio (2005-2007) Bachelor of Arts: Marketing
Thiel College Greenville, Pennsylvania (2003-2005) Major: Business Communication
Computer Skills
Microsoft Office, Adobe, Tableau, and Treasury Management Platforms