Sales Manager

Teresa M. Breen

* **** ******* *****, *********, NY 11768 - 631-***-****

Email: adc4oq@r.postjobfree.com

Treasury & Payments Services Sales Consultant with over 30 years in the bank industry seeking a role that enables me to utilize my sales management experience and skills to contribute to the financial success of a Commercial Financial Institution.

SKILLS

• Strong business development and presentation skills

• Thorough understanding of the banking needs of corporate clients in Commercial Real Estate, Retail, Healthcare, Factoring, local Government Municipalities, law and accounting firms as well as other general industry companies

• Client and service focused

• Very analytical with attention to detail

• Strong written, verbal and interpersonal skills

• High energy and results oriented

• A team player

• Computer software skills include Microsoft Word, Excel, PowerPoint and Project

• Solid user of salesforce for treasury management deposit and fee tracking EXPERIENCE

OCTOBER 2015 - PRESENT

DIRECTOR, CIT BANK, N.A., NEW YORK, NY

• Responsible for selling treasury and payment services to the Bank’s commercial clients in Commercial Real Estate, Asset Based Lending, Healthcare, Retail, Franchise among other industries

• Produced $640K in treasury management fee income in 2019, a 256% increase over goal

• Generated $191MM in commercial deposits over the 2019 goal of $100MM

• Exceeded 2019 new relationship goal by 58% for a total of 43 new commercial relationships retained

• Actively participate in weekly pipeline meetings for tracking new opportunities and reporting new business

• Implement portfolio meetings with the relationship managers for call planning and client profitability reporting

• Customize product and service solutions to meet the business needs and requirements of our commercial clients MAY 2008 – SEPTEMBER 2015

VICE PRESIDENT, TREASURY MANAGEMENT SALES OFFICER, TD BANK, N.A., MELVILLE, NY

• Generated $220MM in commercial deposits and $200M in treasury management fee income

• Sold products and services to commercial clients across industries including but not limited to commercial real estate, health care, Government Banking, Middle Market, Non-Profit and Higher Education

• Supported 58 retail branches in the Nassau County footprint on Long Island

• Implemented business plans for each business sector

• Attended pipeline meetings for reporting and tracking opportunities Teresa M. Breen

3 West Scudder Place, Northport, NY 11768 - 631-***-**** Email: adc4oq@r.postjobfree.com

MAY 2003 – APRIL 2008

ASSISTANT VICE PRESIDENT, TREASURY MANAGEMENT SALES ASSOCIATE, TD BANK, N.A., MELVILLE, NY

• Supported a team of sales officers covering the five boroughs including Westchester and CT

• Analyzed bank statements and worked with the sales officers to create customized bank proposals and presentations

• Developed pre-call reports and implemented pre-call meetings with the sales officer and bank lender

• Created internal sales tracking reports for monitoring treasury management deposits and fee revenue

• Served as the implementation point person for onboarding new commercial clients to ensure the timely completion of implementation and funding in the bank

• Conducted internal trainings for branch and lending business units for the purpose of educating the teams on the bank’s products and services

MAY 1995 – JUNE 2000

IMPLEMENTATION MANAGER, FISERV, NEW YORK CITY

• Managed the Implementation Project team responsible for working with the financial institution client base for the conversion of core systems and rollout of Treasury Management products to commercial clients.

• Developed project plans for core system installation, customized training and marketing plans to the specific needs of the financial institution and its market. MAY 1990 – APRIL 1995

MARKETING MANAGER, BANKLINK, INC., A SUBSIDIARY OF MANUFACTURER’S HANOVER BANK, NEW YORK CITY

• Worked specifically with our bank clients to implement Banklink’s treasury system within the bank that included marketing and training to bank product and sales staff

• Responsible for creating and implementing sales and promotional campaigns for Banklink

• Implemented Banklink’s marketing events at industry conferences including its annual conference for it bank clients

• Conducted annual bank survey to collect small business and middle market banking behavior as part of Banklink’s training services to its bank clientele

• Provided dedicated marketing and sales support to the Relationship Management team

• Partnered with the Product Management team as they developed new treasury products to create the marketing rollout plan including but not limited to collateral and communications planning and implementation Teresa M. Breen

3 West Scudder Place, Northport, NY 11768 - 631-***-**** Email: adc4oq@r.postjobfree.com

MAY 1987 – APRIL 1990

SALES ASSISTANT, BANKLINK, INC., A SUBSIDIARY OF CHEMICAL BANK, NEW YORK CITY

• Provided dedicated sales support to the Relationship Management team responsible for selling outsourced treasury management systems to financial institutions

• Assisted Relationship Managers with development of proposals

• Provided daily support to bank clients for product inquiries

• Worked with internal Product Management and Technical teams for client resolutions EDUCATION

JANUARY 1987

BACHELOR OF SCIENCE IN MARKETING, ST. JOHN’S UNIVERSITY, JAMAICA, NY ACTIVITIES

• Annual attendance to the Association of Financial Professionals Conference

• Financial Women’s Association, New York City Chapter

• CIT BANK WOMEN’s Be You Network

• Northport Yacht Club Women’s Committee Co-Chair

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