Treasury Management Consultant

Brian Ross

Clarksville, MD *****

****.*.*****@*****.***

+1-571-***-****

Professional Summary

Dedicated treasury management consultant with 15+ years of experience in banking, lending and financial services. Proven track record in providing strategic support during mergers, training C-level executives, and enhancing client relationships. Skilled in cash management, business development, and process improvement, with a focus on maximizing operational efficiency and driving revenue growth. Strong leadership capabilities demonstrated through successful project management and team collaboration in high-stakes environments.

Willing to relocate: Anywhere

Authorized to work in the US for any employer

Work Experience

Personal Time Off

Self-Fairfax, VA

2024 to Present

• Focus on family matters

• New perspective

• Education

Treasury Management Consultant

Harland Clarke / Cadence Bank-Houson TX

August 2022 to December 2023

• Provide Treasury Management expertise, credibility and leadership with Cadence Bank/Bancorp South merger. Facilitated C level, administrator and manager platform training presentations as well as discussions on new products & services moving into the market-place.

• Contributed to team sales presentations.

• Collaborated with internal and external stakeholders for day-to-day banking, cash, debt, investment and revenue management needs as well as various reporting functions.

• Headed sub projects and worked closely with Senior management giving feedback. Brand Ambassador / AI Internship & Mentorship

Capital One Bank-Vienna, VA

January 2019 to July 2022

• Training and/or empowering full client spectrum with fintech platforms and other online banking technologies due to digital migration.

• Design thinking and Process management CliftonStrengths 34 facilitator certifications obtained.

• Joined AI team and worked-hands on projects with all platforms maximizing experiential education. Senior Treasury Management Consultant

RWC Consulting Group / Capital One-Laurel, MD

January 2016 to December 2019

• Treasury management consulting services to Top Tier clients during platform upgrade

• Train C-level and administrator clients with treasury management products and services via web and 10% on-site.

• Participated in team style sales presentations.

Business/Financial/Management Consultant

Brian Ross Consulting-Oakton, VA

January 2012 to December 2016

• Business, Financial & Management Consulting in SME and top financial institutions.

• Cost Benefit Analysis.

• Offering financing & cash flow options, such as non-bank commercial financing.

• Sales & Service Evaluations.

• Development of experiential education programs held at top Ivy League schools. Business Relationship Manager 3 / Vice President

SunTrust Bank-Vienna, VA

January 2010 to December 2012

· Generation and management of a profitable loan and deposit portfolio and non-interest income from businesses with medical focus through the development and retention of long-term profitable client relationships.

· Development of new business through various channels such as cross-sales and working referrals. Partner with Branch Managers and Middle Market Bankers on joint calling utilizing best practices.

· Educate branches on Commercial Banking Products. Senior Relationship Manager / BDO / Vice President HSBC Bank-Vienna, VA

January 2009 to December 2010

• Business acquisition of small and medium enterprises (SME) $50 million revenue segment based in the US with operations overseas,

• Develop centers of influence with international expertise . Focus on global cash management products

& services, International Trade Finance and Letters of Credit.

• Community involvement and Development activities with influential community members. Business Banker / Vice President

Capital One Bank/Chevy Chase Bank-McLean, VA

January 2000 to December 2009

• Development of commercial relationships utilizing a full spectrum of financial products. Focused on Professional sector, CRE, Medical, Dental and Optometry. Targeted bank territories in Mclean, Tyson’s Corner & Vienna.

• Nominated Business Banker of the year 2007 top loan producer as well as deposit.

• Responsible for 5 cost centers in the market and the team development. Education

Master's Degree in Banking and Finance

Suffield University

January 2009 to May 2010

Bachelor's Degree in Business Administration

George Mason University

Skills

• Migrations

• Marketing

• Leadership

• IT management

• Relationship management

• Microsoft PowerPoint

• Negotiation

• Business banking

• Coaching

• Customer service

• Lending and Treasury Management Sales & Support.

• Banking

• Risk management

• CRM Software

• Branding

• Microsoft Word

• Supervising experience

• Microsoft Project

• Customer relationship management

• Training & development

• Process Improvement

• Product Development

• Portfolio management

• Strategic planning

• Cash management

• Design Thinking

• Business Development

• Microsoft Office

• Change Management

• Software sales

• Forecasting

• ATS

• Outside sales

• Account management

• Communication skills

• Project Leadership

• Jira

• Presentation skills

• Sales presentations and fintech platform training for finance professionals.

• Sales management

• Management Consulting

• Previously held FINRA 6 and 66 licenses as well as Life, Health, Variable Annuity and Property & Casualty Licenses

• Contract management

• Commercial lending

• Business Analysis

• Enterprise sales

• Treasury management

• Sales

• Program Management

• B2B sales

• Microsoft Excel

• Google Suite

• Lead generation

• Process Management

• SharePoint

• Project Management

• Business intelligence

• Management

• Analysis skills

• Budgeting

• Business development

• Commercial banking

• Multi site management

• Mergers & acquisitions

• Salesforce

• Direct sales

• Investment management

• User Interface (UI)

• Revenue Management

• Analytics

Links

linkedin.com/in/rossbrianb

Awards

Business Banker of the year

September 2008

Top business lender in entire bank network Chevy Chase Bank / Capital One Bank. Top producer in all Business loan asset classes. Especially NOO. In additional to quarterly bonus, annual bonus and Christmas bonus I was awarded additional $25,000 Top Lender Bonus. Regional top residential lending producer and ranked 23 out of over 1500 Loan Officers internationally(US, Canada and Europe) July 1998

All expense trip. ALL for two plus $5000 cash envelope upon arrival to Montreal, Stayed in a castle, jet boats, private Circ Du Soliel showing in museum shut down to offer 5 dining. Black tie exotic events...I find the French Exotic! Once in a lifetime fantastic 10-day experience! Certifications and Licenses

Certified Notary Public

Additional Information

Between 1989 and 2000 I first worked as a portfolio lender. Originated my own loans, processed my own loans and conducted my own loan settlements. If I had a REO I was out cutting the lawn on Saturday. Later in this period I originated as a broker and correspondent lender. Also, for a short period a contract underwriter.

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