Abby Mocek
Vice President, Treasury Management Officer at BOK Financial
- Role
- Treasury Management Officer at BOK Financial
- Location
- Overland Park, KS, US
- LinkedIn followers
- 500 followers
Experience
Treasury Management Officer
Aug 2012 — Present · Kansas City, MO, US
Establishes, builds, manages and maintains professional banking relationships with clients/prospects which utilize depository/cash management services.• Develops and executes sales presentations for customers/prospects, including cost/benefit analyses, service and fee comparisons, written proposals and profitability analysis.• Plans, implements and evaluates product and service sales to customers and prospects, coordinating with various areas of the bank which provide various services.• Cross sells all bank products and services; refers customer/prospects to the appropriate division/department; monitors and ensures appropriate follow up.• Prepares and provides sales/service management tools for management, including call plans, call reports, sales reports and profitability and market analyses.• Prepares and recommends customer, market, product and pricing strategies to ensure that objectives are met with respect to market share and profitability goals.• Coordinates service support for resolution of customer problems/complaints with depository/cash management services; communicates resolutions to customers; handles more complex DDA/Deposit processing problems which reoccur or are of a magnitude which affect customer relationships.
Skills
- Branch Banking
- Finance
- Credit Analysis
- Branch Management
- Retail Banking
- Loans
- Credit
- Commercial Banking
- Financial Analysis
- Banking
- Sales
- Commercial Lending
- Consumer Lending
- Customer Service
- Lines of Credit
- Management
- Small Business Lending
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