KRISTIE N. WILSON
Eagle
Summary
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
12
12
years of professional experience
Work History
V.P Treasury Management & Payments Consultant
US Bank
12.2023 - Current
- Sit with business clients, build rapport and ask specific questions to help identify gaps and listen to decision makers.
- Create plan and next steps around solution and goals.
- Maintain CRM and weekly check-ins with stakeholders.
Regional Director - Idaho
Women to Women Network
09.2022 - 06.2024
- Led the expansion of our Women's Network organization in the Idaho Market
- I assembled a leadership team of women I admire, respect and who excel in their careers
- Together we lean on our diverse backgrounds and experiences so that we can serve women in business, bring awareness and support to local non-profits and mentor the next generation of women leaders and entrepreneurs
V.P Treasury Management Officer
Hillcrest Bank (formally Bright Bank)
08.2020 - 04.2023
- Direct and manage all department operations and expansion opportunities, including cash flow activities, sales processes, forecasting and for a product and market growth
- Provides sales support, training, coaching, and mentoring to all team members
- Develop new client relationships by focusing on engaging product promotions, sales tactics, and providing quality customer service with regular communication and follow-up
Commercial Relationship Manager
JP Morgan Chase
06.2019 - 08.2020
- Promoted from Business Relationship Manager to Commercial Banking Relationship Manager in recognition of success in customer engagement strategies, prospecting initiatives, and exceeding personal performance goals
- Developed and established strategic sales plans for channel business partners by leveraging data from the CRM Salesforce application
- Spearheaded the organization and execution of multiple client events, which resulted in successful customer engagement and revenue generation
Business Relationship Manager
Chase
04.2013 - 06.2019
- Consistently grew managed client book annual revenue by 20% YOY, by finding credit opportunities and fee generating solutions to enhance our clients operations.
- Achieved the top 5% ranking out of 170 Business Relationship Managers across the organization for three consecutive years
- Successfully exceeded all metrics
- Developed SBA playbook for internal partners resulting in SBA originations and fundings
Education
Bachelor of Business Administration - Management
Boise State University
Boise, IDSkills
- Coaching & Mentoring
- Consultative Sales
- Change management
- Excellent Collaborator
- P & L Management
- Negotiation & Contracting
- Relationship Management
- Decision-making
- Operations analysis
- Stakeholder engagement
Timeline
V.P Treasury Management & Payments Consultant
US Bank
12.2023 - Current
Regional Director - Idaho
Women to Women Network
09.2022 - 06.2024
V.P Treasury Management Officer
Hillcrest Bank (formally Bright Bank)
08.2020 - 04.2023
Commercial Relationship Manager
JP Morgan Chase
06.2019 - 08.2020
Business Relationship Manager
Chase
04.2013 - 06.2019
Bachelor of Business Administration - Management
Boise State University
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