Tim Doran
Treasury Management Sales Officer at First Citizens Bank
- Role
- Treasury Management Sales Officer at First Citizens Bank
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
Experience
Treasury Management Sales Officer
May 2020 — Present · Charlotte, NC, US
Responsible for short and long-term management of client relationships relating to capital management, payables and receivables. This includes utilizing a proactive strategy to monitor, review and analyze treasury usage to identify and anticipate needs- Managing client portfolio with a focus on client retention, growing deposits, increasing relationship profitability and reducing bank and client risk profile- Working closely with Relationship Managers to identify new prospects in addition to opportunities to deepen relationships with existing clients- Identifying cross-sell opportunities for bank partners and products- Leverage a thorough understanding of bank services in order to craft customized treasury solutions which align with client needs. Advise on ways to improve and enhance treasury services offered by the bank based on client experience and needs, trends within the industry and new technologies and innovations.
Education
Bradley University
Bachelor of Science, Biology
1999 — 2003
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