
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.
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.
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.
Financial Analysis
Client relationship management
Sales Risk Assessment
Strategic planning