On-site
I am an award-winning, resourceful, and results-driven Account Manager & Sales professional offering over 10 years of experience leading strategic relationship development and sales management within Global and Corporate accounts. Throughout my career history, I have demonstrated success in cultivating and maximizing high-value business relationships and strategic partnerships with suppliers, peers, management, clients, and key decision-makers. My experience includes portfolio management for a network of companies spanning multifaceted industries including financial institutions, multinationals, fund administrators, corporate trust, and the Government of Bermuda. I consistently focus on driving profitability, processing, and profit margins. I maintain a particular specialty in Treasury Management, CRMS technology, and global relationship development. My level of experience shows I am a veteran at pioneering and growing markets for new products and services that become proven company performers. My management style is a blend of education and solutions-oriented sales styles founded on strategic planning skills, project management principles, and a respect and dedication to internal and external client needs to drive and improve profitability, business growth, and client satisfaction. Specialties: Cross-border Banking, Team Management, Business Development, Revenue Generation, Sales Leadership, Relationship Management, Thought Innovation, Account Management, Major Account Growth, Key Partner Management, Strategy Development, Solutions Sales, Project Management, Marketing, Market Growth, Banking, Finance, CRM Technology Expert, Process Improvement, Client Service, Straight Through Processing, Promotional Campaigns, Corporate Sales, Quality Improvement, Training, Client Service
Leading a team of 10 across the Ontario and Atlantic Canada regions, responsible for a $10 billion portfolio that covers Canadian Public Sector (Municipalities, University, Schools and Healthcare), Agriculture, Cannabis, Real Estate, Auto Finance and Diversified for BMO. Key Results: - Cultivated strong, professional relationship networks with a wide range of key stakeholders, proven to proactively secure and develop new business. - Responsible for the development of training programs to engage and equip employees across the nation with the appropriate tools to effectively perform their roles. Sessions include cash management products, pipeline management, sales skills and behaviors. - Built and enforced standards for the sales teams, ensuring transparency, clear expectations and efficiency. - Collaborated closely with Product Teams to develop unique client services. - Successfully improved team dynamics and built a high-performing, productive team by utilizing proactive training strategies, mentoring, and effective motivational tactics; consistently overachieved targets as a team. - Consistently acknowledged as a trusted advisor and approachable, hands-on leader by colleagues and staff; encouraged new ideas and transparent communication amongst colleagues and staff.
Provides cross border cash management and liquidity solutions towards US based companies which have Canadian subsidiary enterprises. Pitching to new clients targeted towards winning their business and managing existing portfolios of approximately one hundred clients. Operations include overseeing large corporate organizations ranging from $50M to $2B in revenue and aiding clients transitioning their existing businesses into Canada, offering cash management expertise. Provides a solution and consultative based approach in advising clients, employing best practices in cooperation with an extensive array of tools and financial models. Committed towards providing clients sophisticated payment solutions, developing strategies through a variety of solutions which include payables, receivables liquidity, fraud mitigation and information. • Coordinating a team assigned to bring in large corporations ranging from $50M to $2B in revenue. Working with teams to onboard new clients and ensure all needs are met while providing tools and accounts to meet overall treasury needs. • Focuses on establishing contact with clients through cold calls and lead generation from banking partners and presenting value proposition pitches geared towards winning new client business. • Drove revenue growth through consistently exceeding all financially projected goals, set to exceed targets again for the coming fiscal year.
Provides advice and liquidity cash management solutions to the Canadian market in the multinational and domestic business banking sectors. Leverages thorough understanding of cash management solutions, international experience, employing and maintaining a long-term view of expected changes in the marketplace to ensure HSBC remains in the forefront.
Delivers face-to-face investment advice and liquidity cash management solutions, managing multi-currency deposits ranging from $5M to $500M. Fosters strategic relations with key stakeholders and PCM teams from the likes of Brazil, Europe, Asia, and North America, securing landmark contracts and global accounts in the process (i.e. Morgan Stanley Ltd. and Sun Life Financial). Represents HSBC as Director of the Employee Assistance Program. Operational Effectiveness & Control: • Advises 100+ Global and Corporate Banking clients, providing liquidity options, online banking solutions (via HSBCnet), and customized PCM products and services • Integrated SWIFT network, HSBC Connect, and Host2Host solutions to streamline the transfer of financial information • Knowledgeable of SWIFT messaging, both from a reporting and payments standpoint • Transitioned 330 monthly payments from the Bermuda Government to HSBC Connect to earn additional US based business to support Connect service expansion • Key player in ensuring compliance with Foreign Account Tax Compliance Act (FACTA), streamlining account management by documenting account holders’ names, TINs, addresses, and each accounts’ balances, receipts, and withdrawals Sales Initiatives & Revenue Increases: • Notably bypassed annual sales target of $1.1M by $100,000 by developing strategies to maintain & grow HSBC Group customer relationships • Inked contracts with Bermuda Hospital Board and a global law firm to automate manual, outmoded deposit procedures, which are projected to generate upwards of $100,000 in ongoing revenue Customer & Staff Retention: • Chair of the Social Committee as part of the Global Engagement Committee initiative • Coordinates customer service delivery and relationship management within HSBC, developing strategic alliances to ensure a consistent and well-informed approach Additional Innovations and Notable Initiatives: • Conceived and implemented HSBC Bermuda’s Payments & Cash Management Academy
Promoted to lead business development of CRM Opportunities, blending technology, marketing, sales, project management and business acuity to propose internal banking solutions and lead training as part of a 4 member team. Maintained and managed ground-breaking Customer Relationship Management System (CRMS) while coordinating and leading CRMS and Retail Banking Wealth Management (RBWM) training for all 400+ end-users across retail banking. Innovations & Process Improvements: • Pioneered key strategic project through WAB technology, which captured critical client data online and matched banking products with customer profiles. This allowed retail staff to follow-up on leads by phone, boosting product sales exponentially though the online banking channel • Increased in-branch sales & cross-sales ratio by 50%, establishing an unprecedented sales culture that enabled staff and management to identify and pursue strategic sales leads, track progress, and monitor performance & conversion rates
Functioned as Project Lead throughout the successful delivery of Personal Internet Banking enhancements while managing technical support for the Call Centre. Won the Hexagon Award in recognition of process improvement innovation.