1. RASHELL WRIGHT
(510) 356-7598 ujamfit@yahoo.com
PROFESSIONAL SUMMARY
A confident, enthusiastic and proven Sr. Client Relationship Managerwith a stellar record of building long -lasting
relationships with Key level executives and Mid-Level Management with client organizations. An unwavering
commitment to making clients successfulusing ourfinancial solutions and data analytics applications. Manage a
diverse portfolio of Fortune 1000 clients while continuing to deliver value with strategic solutions improving
productivity and overall performance. Results-driven, team-oriented, effective communicator and problem-solver
with a strong attention to detail and organization.
CORE COMPETENCIES:
Communication / Integrity & Trust / Problem Solving / Business Acumen / Organization Agility / Customer Focus /
Dealing with Ambiguity / Drives Results / Initiative / Reliability / Stress Tolerance / Planning & Organization
WORK EXPERIENCE
Bank of America Merrill Lynch 2015 -present Concord, CA
Vice President Manager Global Treasury Fulfillment
• Provide robust Treasury Management solutions for a portfolio of corporate clients
that integrate with ERP applications designed to optimize their liquidity and
minimize their financial risks
• Manage, evaluate and grow corporate business relationships for a portfolio of large
Television, tech and media corporate clients in global regions (EMEA, Asia,
LATAM, Americas)
• Execute high level strategy on business, product, and customer service needs
• Understanding the clients' account structure, cash flow, and product usage and
identifying growth opportunities
• Facilitate project staff; working with multiple groups to identify requirements, develop
project plans and strategies
• Analyze data to identify trends or risks and provide recommendations regarding account
variances and fluctuations
• Conduct meetings to inform teams of on-going developments, upcoming deadlines
and potential obstacles
• Manage all Treasury service requests to ensure we are meeting our SLA
commitments and client expectations
• Engaged with legal team to respond to client requests for changes in Service Level
Agreements
Bank of America Merrill Lynch 2011 - 2015 San Ramon, Danville, Alamo,
Pleasanton, CA
Vice President Client Manager Diablo Eastbay Market
2. • Grew an underdeveloped territory into a multi-million dollar territory by building a
network of COI's (center of influences), partnering with all product divisions to
ensure a one team partnership.
• Developed trusted advisor relationships with key client stakeholders and executive
sponsors
• Developed success plans that outline critical customer success factors and key
metrics for customer success
• Provided strategic loans, lines of credit, corporate card, merchant svs, new
accounts/investment, treasury cash management svs and acquisition solutions for
companies with $50M-$5B in revenue
• Provided sophisticated financial management tools which allow companies to
collect and process vital financial info for key decision makers
• Served as the client advocate and manage all aspects of the client relationship
• Worked closely with procurement to identify spending trends and patterns and
maximize opportunities
• Directed, lead and coached customers and internal teams in order to achieve
customer and company objectives
• Managed sales cycle from business champion to the CFO and VP levels
• Track record of overachieving quota
• Self-motivated, driven and a self-starter attitude
• President’s Club Award recipient 2011 through 2014
Bank of America Merrill Lynch 2007 - 2011 Central Valley Region Fresno, CA
Vice President Treasury Cash Management Manager
• Developed and implemented marketing activities within the budgetary constraints
• Developed new business cash management opportunities, deepened and maintained
current customer relationships.
• Developed communications strategies to best sell services and products.
• Researched, wrote and presented RFPs that increased deposit, treasury and loan
penetration
• Partnered with client managers, merchant partners and managed weekly client
assessment meetings to ensure we stayed on target for quarter end forecast
• Assessed client business issues and performance gaps and made recommendations
for appropriate training and development solutions.
Actively participated in local business functions and community outreach efforts within
assigned marketing areas
Panhandle Bank/Intermountain Bank 2004 - 2007 Idaho and Washington State
Vice President Branch Manager and Relationship Officer
• Developed annual budgets client entertainment, client retention, facility
maintenance and staff salaries/bonuses
• Developed business and marketing plan to promote company growth and maintain
current customer relationships
3. • Approved, planned, implemented and managed the consumer loans and operating
and capital budgets to maximize branch profitability.
• Directed branch business development efforts using outside calls, in-branch selling,
telemarketing, various campaigns and targeted direct mailing
• Ensured branch personnel complied with all laws and regulations and oversaw
company regulatory testing. Documented and communicated individual compliance
performance in annual staff evaluations
• Conducted staff meeting to communicate progress, training, goals, and incentive
plans
• Oversaw and administered branch human resource issues, recruitment and
evaluations
LEADERSHIP AND COMMUNITY RELATIONS
Treasury Management Lead, East Bay/Monterey
Deposit Champion, East Bay/Monterey
Peer Mentor, East Bay/Monterey
Supports the SVP/Monterey Bay Market President by attend the Market President
Meeting and Local Affiliates meetings
Marketing & Finance Facilitator, J. Haynes Enterprises
Member, Elite 20 SBB Certification Program 2014
Member, Bank of America Associate Talent Counsel (ATC) 2013