Description
The dealer's financial needs would be further assessed and the full array products and services available at a large commercial bank would be presented provided trained in the proper usage and monitored for success. Team members from Treasury Management Card Solutions Group Banking Private Banking Derivatives Merchant Services would be utilized to custom-tailor services to the customer's needs and closed. Accomplishments - *I was cited for my leadership in directing my Client Management Process team that acquired many new leads in a new (to automotive) territory. *A 100% retention rate for DDAs was maintained despite Fleet to Bank of America changeover.
Accomplishments
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