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Lead individual contributor responsible for enterprise treasury and banking operations: account administration, global banking services, bank agreement review, file transmissions, issue resolution, SOX controls, reporting, and leading treasury projects and process improvements.

Lead treasury operations including daily cash positioning, multi-currency cash and wire processing, short-term investments, bank connectivity, SOX control coordination, project leadership, offshore oversight, system testing and process improvements to ensure compliant, efficient treasury and payment operations.

Drive sales of mutual funds, annuities, and insurance by developing new leads and cultivating RVP relationships. Perform high-volume proactive/outbound calling, document activity in the CRM, execute territory business plans, coordinate with home office and field teams, and provide sales support to increase product visibility and market share.