Summit Bank

Vice President

• Overseeing treasury management along with team
• Managing, training and developing treasury management products for the Unit
• Working with Business Client Advisors and Business Development teams
• Overseeing training and onboarding support for new clients
• Directing treasury management sales activities
• Participating in business calls with colleagues and assisting calling officers
• Distributing work assignments and ensuring closing and onboarding of prospect opportunities
• Monitoring and processing functions associated with the Bank’s Treasury Management products and services
• Responding to questions and client service requests
• Developing and maintaining necessary documentation and processes for Treasury Management Services

VP, Treasury Banking Manager