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MARILLEY
2252 Catbriar Way
Oviedo, FL 32765
pmb90958@westpost.net
407.595.2894
TREASURY MANAGEMENT
~ Over 20 years of success - consistently one of the company's best in sales and
client service ~
> Dynamic and accomplished professional with 20+ years experience in treasury ma
nagement, finance, and auditing. Solid track record of prospecting new business
and enhancing existing relationships.
> Assess and evaluate financial conditions of clients while remaining current wi
th industry trends. Ability to understand and interpret financial statements and
cash flow analysis.
> Demonstrate excellent verbal and written communication skills and proven leade
rship ability. Skilled in organizing, facilitating, and negotiating with team of
bank associates to solve client issues.
> Analyze client financial and operating strategies, and recommend alternative o
r additional financial services to best meet client immediate and long-term busi
ness needs.
> Lead, direct, and coordinate extended team members to analyze and execute the
effective delivery of products and services to clients and prospects.
> Network in the community and with centers of influence to develop new markets
and maintain profitable client relationships.
AREAS OF EXPERTISE INCLUDE:
===========================
* Account Management
* Business Development
* Customer Service
* Collaborative Teamwork
* Expanding Sales Opportunities
* Time & Resource Management
* Interpersonal Skills
* Team Building & Leadership
RELEVANT EXPERIENCE
===================
VICE PRESIDENT, TREASURY MANAGEMENT SALES OFFICER / MANAGER - 2007 - 2009
SEACOAST NATIONAL BANK - ORLANDO, FL
* Directed and managed Treasury Management and Regional Operations including Wir
e Room, ACH, and depository services. Oversaw existing and new initiatives coord
inating with business line directors and market managers.
* Utilized cross-selling to expand product and service depth for a broad range o
f client relationships.
> Spearheaded calling initiatives in partnership with the Market President and R
elationship Managers to explore and cultivate new relationships with prospects.
Led to numerous opportunities with middle market entities, including a $500M loc
al construction company.
> Advised the Orlando and Brevard markets on more than $50M in new deposits agai
nst an $18M annual goal. Closed a new $6M relationship that doubled the branch d
epository balance.
VICE PRESIDENT, TREASURY SERVICES SALES OFFICER - 2006 - 2007
MERCANTILE BANK - WINTER PARK, FL
* Worked with the Orlando and Ocala markets to maximize referrals and new busine
ss opportunities. Partnered with internal business leaders to develop strategies
to ensure client satisfaction.
* Built and managed a solid pipeline of opportunities, while maintaining a stron
g working knowledge of Treasury products and their ability to meet client needs.
> Closed new sales exceeding $70K for the mid-Florida market, exceeding the new
business goal by 150% and the revenue target by 188%.
> Generated a 27% growth rate over the 2006 revenue plan, representing more than
$168K in Treasury Services revenues for the Central Florida market.