Review attachment

Frieda Michele Wood

Cell: 480-***-****, email: **.*******@*****.***

Seeking a corporate culture of diversity, where evaluating its employees of merit, qualifications, and competence; where talent and interaction is encouraged within the corporate environment.

I am skilled at managing change; while being a highly motivated, proactive self-starter; while excepting accountability for all tasks. My success comes from my commitment to teamwork, while creating positive professional partnerships with all levels of Management. .

SUMMARY OF SKILLS:

Core Strengths Include

Strategic & Tactical Planning Sales & Marketing Leadership

Managing Partnership Accounts P & L / Financial Reporting

Client / Vendor Relations Management Project Management

Business to Business Sales Financial / Healthcare Negotiations / RFP / RFI

Business Consulting / Debt Counseling Sales Traning / Personal Banking Training

Wealth Management Client Services

5+ years Experience shifting from traditional banking / sales to digital sales with differing degrees of banking service digitization. To Include high levels of process consulting/collaborating with operational product teams.

5+ years Provideding strategic relationship management; while cross-selling additional products and services in the payments processing industry; utilizing my consultative skills and advanced knowledge of finace.

5+ years Experience collaborating with other internal partners and clients to improve the client experience; minimizing risk to positively influence change in the clients operations related to bank products.

5+years Experience in Call Center Management / Successful negotiation of National sub-prime auto deficiency contracts resulting in primary placements and secondary placement file. Providing nationwide budget and credit & debt counseling and training to consumers who submitted online personal and financial documentation.

3+ years Onboarding knowledge servicing inbound/outbound customers while reviewing and approving applications for new customers and existing customers. During the application approval provided one touch servicing to Customers.

2+ years Responsible for a portfolio of Treasury and bankcard services clients in excess of $10M to $150M in net revenue. Conducted business reviews with LOB groups and clients to ensure a high level success; including resolving software, hardware, and contractual issues.

COMPUTER LITERACY:

Salesforce (CRM), KYC (compliance risk portal), Jack Henry, Glory, ICO, Sofi, Senergy, CPR, Debt Plus, Microsoft Office, Exel, Power Point, Adobe Acrobat 9 Pro, to include all applications within the Chase Merchant Services proprietary platforms; to include Bank of America / Merrill Wealth Management Client Services Platforms

PROFESSIONAL WORK HISTORY:

Bank of America/Merrill Lynch

Tempe, AZ

Wealth Management Client Relationship Associate December 2021 – Current TempAZ

Wealth Management Client Relationship Associate works in an inbound contact call center providing exceptional service to Merrill Wealth Management clients regarding their banking and brokerage accounts including credit and debit cards and small business accounts. The Client Relationship Associate handles inbound calls from clients, branch offices, banking centers, and various internal associates. CRA’s must handle all scenarios within the bank’s policies and procedures. The expectation of a Client Relationship Associate is to be actively engaged in conversations with the client or internal partner while accurately processing through various systems in a timely and efficient manner.

JP Morgan Chase & Co December 2018 – April 2020 Phoenix, AZ

Merchant Services Client CoE Relationship Manager II

Merchant Services Client CoE was the first inbound call center created to Manage Domestic and International inbound Merchant Service calls. Incoming calls were routed “round robin” to service all Credit Card Merchants providing guidance and solutions for all of credit payment processing needs.

Interact with commercial banking pipelines to produce the highest retention percentages and cross product sales and revenue .

Worked with internal departments to ensure a high level of support for the client, including resolving software, hardware, and contractual issues; our goal was to build, refine and optimize a system that meets the Merchants unique needs.

Negotiated contracts and pricing; analyze financial consequences of chosen methods; work with clients to improve their operations processing flow, while providing a wide variety of payment options and deliver a great customer experience.

Participate in all Treasury Managers and District Manager meetings, providing monthly business reviews specific to their Districts.

Prior Positions with BankOne / JP Morgan Chase

Regional VP Personal Bankng / Sales and Retail Market Training

AVP Project Management ( Check Safekeeping Project, Personal Banking Project )

Operations Project Manager I, II, III (conversion of 260 branch banking branches to Personal Banking; bank-wide.

KS Statebank AZ October 26, 2015 - September 2018

Phoenix, AZ

VP Business Development / Treasury Management

Supported one or more Commercial Loan Officers, to include Treasury Management Sales Consultants (TMSCs) within the Small Business Commercial Banking Treasury Management team. Supported Treasury Management and Commercial Loan Officer with solutions; and managed various steps of the sales process such as pre-call and post-call sales activities and proposal recommendations. Conducted necessary research and gathered prospect/customer information to prepare Commercial Loan Office and Treasury Sales Consultants for sales calls. Provided post-sales customer calls, service support including leading large and/or complex implementation meetings, coordinate internal resources and implementation activities, and communicate expectations to customers. Supported leadership, guidance and subject matter expertise to less experienced team members.

Loomis Armored US, Inc. January2006 – October 22, 2015

Tempe, AZ

Southwest Area Market Development Mgr.

(Arizona, New Mexico, TX, NV)

Responsible for matching strategic and financial business objectives for the Southwest Region within specific marketing plans, strategies & programs relative to the following products and services: ATM, Armor Transportation, Cash Management Services, and Safepoint (Smart Safe). Accountable for overall ownership of marketing insights, analysis, marketplace customers, channel opportunities, strategic priorities and development and/or implementation of marketing programs within the southwest region. Understand, document, communicate program objectives to internal operations and bring to bear needed resources to achieve goals. Develop and execute strategic account plans for the client programs. Worked as a team with Branch Managers and Operations Managers, as to drive efforts and results in their key markets. Responsible for Contract Management; initiate quotes (RFP, RFI) preparation of all contractual Service Agreements, Amendments for both Existing and New Business Prospects. Proactively networks with Treasury Management Groups within each financial organization, attending local community group meetings (e.g. Phoenix Rotary, Chamber of Commerce, AZ leaders Forum; in an effort to stay ahead of the most recent competitive activity in the region.

Target Markets in the Territory Assigned:

Financial Industry – Banks, CU, Savings Loans, etc.

Treasury Management Groups within the Financial Industry, with a focus on Commercial Businesses.

National and Local Commercial Customers

Education:

Flagstaff High School / Graduated

Phoenix Community College / Some College

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