Summary
Overview
Work History
Education
Skills
Carrer Highlights
Timeline
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Lin Signorelli

Alexandria,LA

Summary

Dynamic Treasury Management Sales Officer with a proven track record at Capital One Bank N.A., excelling in financial analysis and client relationship management. Expert in strategic planning and risk assessment, driving double-digit growth in fee income through tailored solutions. Passionate about delivering exceptional results and fostering strong client partnerships.

Overview

20
20
years of professional experience

Work History

Insurance Sales Specialist

AllState
Alexandria, LA
12.2023 - Current
  • As an insurance sales specialist, I developed strong client relationship skills, risk assessment abilities, and persuasive communication—skills I can apply to selling treasury products. My experience in understanding client financial needs and recommending tailored solutions aligns with the TMO role’s focus on cash management, liquidity, and risk mitigation
  • Results‑driven compliance and sales professional with a proven track record in leading marketing initiatives, maintaining 100% compliance on all regulatory calls, and driving daily outbound sales through phone and in‑person engagements. Skilled in cross‑functional collaboration, process improvement, and data‑driven decision‑making.

Virtual Claims Adjuster

Pilot Catastrophe Services
Mobile, AL
03.2021 - 12.2023
  • Optimized disaster recovery operations through the development of strategic response protocols. Excellent verbal and written communication skills. Managed approximately 30 incoming calls, updated CRM and worked with suppliers, claims adjusters and customers to close business.
  • Identified new business opportunities and improved service offerings by analyzing market trends. Facilitated cross-functional workshops that significantly improved adjuster and consumer processes.

Virtual Sales Manager

ETelequote
Alexandria, LA
08.2019 - 03.2021

Attention to detail, conflict resolution, team building, mentoring and coaching. Business acumen, ethical decision-making and leadership, global and cultural awareness. Critical and creative thinking, time management, self-control, ability to adapt to constantly changing circumstances while maintaining a professional demeanor and corporate perspective by delivering results. Built and maintained strong relationships with Virtual Agents and Virtual Business Associates.

  • Set and exceed production goals.
  • Solidified new business with referrals from Virtual Agents.
  • Clear written and verbal communication with customers around the onboarding experience. regarding testing, etc.
  • Assists Virtual Agents with understanding product risk and ensuring policies are applied throughout the sales cycle.

Treasury Management Sales Officer

Capital One Bank N.A
Alexandria, LA
03.2006 - 08.2017

I had the privilege of serving in this very role, building strong client relationships and delivering treasury solutions that drove measurable results. Having more than 15 years of banking experience and close to 10 years of Treasury Management Sales; I excelled at identifying, pursuing, and closing valuable Business banking opportunities.
Designed and implemented customized cash management solutions — including payables, receivables, and liquidity and fraud prevention strategies — to improve client efficiency and strengthen relationships.
Partnered with business bankers, product and implementation specialist to deliver integrated banking solutions aligned with client business goals.
Conducted in-depth client needs assessments to uncover cross-sell opportunities. Led onboarding and implementation of treasury products, ensuring seamless client adoption and high satisfaction scores.
Now, I’m excited to return — bringing back not only my deep understanding of the role and its expectations, but also a wealth of new insights, best practices. I know the pace, the challenges, and the opportunities this position offers — and I’m ready to hit the ground running. My experience has sharpened my ability to:

Identify and convert high-value treasury opportunities.
Deliver client-focused solutions that strengthen loyalty and drive revenue growth. Rejoining Capital One feels like a natural next step — a chance to combine my history here with the expanded expertise I’ve built, and to contribute at an even higher level from day one.

Education

Bachelor of Arts - Business Administration

University of Louisiana At Monroe
Monroe, LA
05-2028

Skills

Financial Analysis

Client relationship management

Sales Risk Assessment

Strategic planning

Carrer Highlights

  • Revenue Generation: Generated over 15M in new TM revenue through aggressive business development and tailored proposals.
  • Portfolio & Client Growth: Managed a portfolio of complex business clients, successfully increasing product penetrations by nearly half through deep-dive cash cycle consulting.
  • Working Capital & Risk: Reduced Days Sales Outstanding (DSO)for top-tier clients by implementing advanced liquidity solutions and fraud defensive strategies.
  • Relationship Retention: Achieved a 95% client retention rate over a multi year period by serving as a trusted advisor on cash portioning and working capital efficiency.

Timeline

Insurance Sales Specialist

AllState
12.2023 - Current

Virtual Claims Adjuster

Pilot Catastrophe Services
03.2021 - 12.2023

Virtual Sales Manager

ETelequote
08.2019 - 03.2021

Treasury Management Sales Officer

Capital One Bank N.A
03.2006 - 08.2017

Bachelor of Arts - Business Administration

University of Louisiana At Monroe
Lin Signorelli