TRACY S. MAXIMIUK

* ******* **.• Franklin MA ****8• 586-***-****

Email: adha8l@r.postjobfree.com

Summary of Qualifications

Results driven Senior Cash/Treasury Management Officer with extensive sales and relationship building experience. Highly effective at managing client portfolios both domestic and international. Recognized for creating and growing sustainable relationships exceeding expected corporate goals. Expertise in meeting demanding business growth goals while building critical client relationships with high levels of client satisfaction. A trusted professional and team leader who consistently exceeds expectations.

Cash Management Treasury Analyst Business Development Cash Flow Reviews Product Demonstrations Innovative Solutions Consultations Relationship Building Audits Fraud Prevention Solution Selling Training Mentoring Product Improvement Problem Resolution Analysis Self-Motivated

PROFESSIONAL EXPERIENCE

Santander Bank, Framingham, Massachusetts March 2018 – Present

SENIOR CASH MANAGEMENT OFFICER – VICE PRESIDENT

Support all New England Upper Business Banking Relationship Managers located in Massachusetts, Connecticut, New Hampshire and Vermont with clients and prospects regarding cash management services,

business development, and networking throughout the Greater Boston area.

Top tier producer consistently exceeding revenue goals for Santander Bank

Serve as trusted Cash Management Advisor for Business Banking Clients with a sales base of $10M to $100M in annual revenue

Drive revenue through sale of cash management services, foreign exchange, card, liquidity and merchant solutions to clients and prospects in a wide variety of industries

Extensive knowledge Santander Bank products and services to ensure relationship building opportunities

Audited PPP applications and drove the approvals for loans as Member of the Resolutions Team.

Increased revenue by directing monthly cash management training sessions for Relationship Managers, Treasury Officers, and Small Business Banking Relationship Managers ensuring understanding of the cash management products.

Reduced paper and electronic fraud by leading external fraud seminars with Center of Influence’s staff and customers twice a month

Increased sales of services 80%+ by facilitating product demonstrations to customers and prospects

Prepare cost analysis and determine service fees for cash management products with greatest profitability

Citizens Bank, Boston, Massachusetts March 2014 – March 2018

TREASURY SOLUTIONS OFFICER – VICE PRESIDENT

Trusted Cash Management Advisor for Business Banking Clients with a revenue base of $1M to $75M in research, restaurants, insurance, healthcare, manufacturing, property management and non-profit sectors. Managed clients and prospects regarding cash management services with up to 35 Relationship Managers simultaneously located in Massachusetts, New Hampshire and Vermont.

Ranked number one Senior Treasury Officer in 2017 for all of Citizens Bank

Ranked number two Senior Treasury Officer from 2014 – 2016 for all of Citizens Bank

Consistently exceeded annual revenue goals 10%+ Always a top tier producer for Citizens Bank

Increase revenue through sales of cash management services, foreign exchange, card and liquidity solutions to clients and prospects in a variety of industries.

Directed monthly cash management training sessions with Relationship Managers, Treasury Officers, and Sales Associates ensuring understanding cash management products

Drove sales of fraud protection services by 80% through conducting fraud seminars with clients, prospects and center of influences

Facilitated product demonstrations to customers and prospects increasing customer satisfaction and sales revenue by 50%+

Delivered an integrated and seamless client experience working closely with internal partners and leadership

Bank of America, Troy, Michigan

STRATEGIC ACCOUNT OFFICER – VICE PRESIDENT February 2013 - March 2014

Sold an industry-leading suite of payment processing products and services to business owners in restaurants, retail, insurance, healthcare, manufacturing, property management and non-profit sectors to expand and grow their business. Required to make 30 calls, 15 pitches and close $105K in sales per month.

Managed portfolio for six Business Banking Client Managers with a client base of companies with approximately $50M to $150M in annual sales.

Actively managed and serviced existing merchant relationships increased annual revenue 3%+

Identified and solicited new revenue growth opportunities.

Increased revenue by proactively prospecting external sources such as association relationships, center of influence and vendor relationships which drove significant increase in sales revenue

TREASURY SOLUTIONS OFFICER – VICE PRESIDENT August 2010 - February 2013

Trusted treasury advisor responsible for the sale of treasury management and liquidity solutions to existing and new client relationships in automotive aftermarket, manufacturing, research, insurance, debt collections and non-profit sectors.

Manage portfolio of six Business Banking Client Managers with a client base of companies $5M to $50M in annual sales. Portfolio revenue to the bank of $21.2M

Consistently exceeded revenue goals. In 2012, closed new revenue of $1.9M, conducted over 390 in person client/prospect calls

Midwest Business Banking top revenue producer fourth quarter 2011

Directed presentations for industry and referral source events on Treasury/Cash Management related subjects: reporting, electronic transactions and fraud prevention

Mentor 2 Treasury Sales Associates increasing knowledge of cash management services

JPMorgan Chase & Co., Sterling Heights, MI June 2000 – July 2010

MIDDLE MARKET CONSULTANT – VICE PRESIDENT

Product Sales specialist increasing profitability and portfolio growth through developing innovative solutions and identifying cross-sale opportunities for prospects and current Middle Market customers of $100M to $112B in annual revenue.

EDUCATION Walsh College of Accountancy and Business Administration

Masters of Finance, April 2000 G.P.A. 3.9

Association of Financial Professionals, Certified Treasury Professional, July 2004

VOLUNTEER/COMMUNITY EVENTS

Volunteer at the Salvation Army Soup Kitchen, Junior Achievement, Cradles to Crayons, Operation Backpack and Cape Ann Animal Aid

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