Sean Zelmanovits

Experience

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  JPMorgan Chase & Co.

  Oct 2003 - Apr 2011

  ■ Managed the daily operations of a banking center with $100 Million in deposits.■ Developed and executed integrated sales, relationship, and credit strategies that aligned with the Area business plan to achieve desired revenue, expense, and service goals.■ Set expectations for branch staff, fostering an environment in which team members worked together to achieve all business goals.■ Performed new business development of a variety of products, including deposit accounts, investment products and services, and lending services.Key Accomplishments■ Ranked as a “Top Performing” New Build branch manager in 2010 due to a high level of business production and balance growth. ■ Surpassed Chase New Build branch business production commitments by more than 40%.■ Placed within the top 10 branches for highest business cross-sell ratio in the Phoenix market. Show less

  • Branch Manager

    Nov 2008 - Apr 2011

  • Mortgage Officer

    Jan 2006 - Nov 2008

  • Personal Banker

    Oct 2003 - Dec 2005
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  MidFirst Bank

  Jan 2007 - Jan 2008

  Business Development Specialist
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  BBVA Compass

  May 2011 - Oct 2011

  Business Banking Officer

  ■ Sold a variety of business banking products including Merchant and Treasury Management Products, Business Deposit Accounts, and Business Lending in a North Dallas District that included Dallas, Richardson, Addison, Farmer’s Branch, Frisco, Plano, Allen, and McKinney.■ Sold directly to small and medium-sized businesses with up to $5 Million in annual revenue.■ Cold called, scheduled meetings, performed client needs assessments, made sales presentations using consultative sales techniques, sold features and benefits of products and services, overcame objections, closed sales, and performed general account management.■ Built relationships with CFOs, Treasurers, and CEOs. Key Accomplishments■ Established valuable COI business relationships including CPAs and Business Consultants. Show less

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  PNC Bank formerly BBVA

  Oct 2011 - Jul 2022

  Treasury Management Officer

  ■ Perform consultative sales discovery of simple and complex Treasury Management Services to medium and large businesses in a territory that includes Arizona and California.■ Key treasury management services include: Accounts Receivables and Payables solutions, Healthcare Management solutions, Liquidity Management solutions, Commercial Card programs and Fraud Prevention services.■ Sell to businesses with up to to $100 Million in annual revenue; call on CFOs, Treasurers, Controllers, Vice Presidents, Business Owners, and Office Managers.■ Schedule meetings, perform client needs assessments, make sales presentations using consultative sales techniques, sell features and benefits of services, overcome objections, close sales, and perform general account management.■ Create proposals and proformas for clients to compare volume to pricing (P X V).■ Lead training/coaching sessions for sales staff including Commercial Relationship Managers and Business Bankers.Key Accomplishments■ Successfully obtained 125% of Treasury Management sales goal for 3 out of the last 4 years.Created a new monthly training and onboarding process for Retail Business Bankers in regards to Treasury Management.■ Helped create a special Treasury Management package pricing document for Commercial Emerging Market and Business Banking clients. ■ Conducted an online fraud education webinar for 500 small/medium business owners. Show less

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  JPMorgan Chase & Co.

  Jul 2022 - now

  Treasury Management Officer, Multinational Corporations

  ■ Perform consultative sales and new business development of specialized Treasury Management Services to Multinational Companies ($20MM to $500MM+)■ Key treasury management services include: Accounts Receivables and Payables solutions, Liquidity Services including Investment Sweeps and Cross Border Management solutions, Foreign Currency (FX) Solutions, International Account Products, Host to Host/API services, Commercial Card programs and Fraud Prevention services.■ Consult with MNC’s up to to $500 Million in annual revenue; meet with CFOs, Treasurers, Controllers, Vice Presidents, and Business Owners of foreign parent companies as well as domestic subsidiaries.■ Schedule meetings, perform client needs assessments, make sales presentations using consultative sales techniques, sell features and benefits of services, overcome objections, close sales, and perform general account management.■ Create and present detailed relationship proposals and proformas for clients & prospects to compare volume to pricing (P X V) as well as showcase the efficiencies of TM Solutions proposed.Key Accomplishments■ Successfully obtained 138% of Treasury Sales Acquired (P x V, FX revenue, Commercial Card, Merchant combined) goal for 2023.■ Fostered excellent relationships with JP Morgan Bankers both domestically and internationally in EMEA and APAC regions.■ Successfully completed Onboarding Project in early 2023 for Market Disruption clients with expedited setup and implementation needs. Show less