Open to opportunities

Fidelito Alpuerto

@fidelitoalpuerto

Message

Seasoned treasury and sales management professional

United States

Message

What I'm looking for

Seeking a challenging role that leverages my expertise in treasury and sales management to drive business growth and optimize sales strategy.

As a seasoned professional with a distinguished history in delivering exceptional treasury and banking solutions, I have enabled client integration and optimized sales growth. I am known for accelerating onboarding processes and meeting urgent client demands with efficiency. My expertise lies in refining service agreement documentation and fostering critical communication channels for successful client onboarding and long-term retention.

I have a proven track record of coordinating with clients and cross-departmental efforts for effective training and seamless service implementation. I excel in leveraging strong leadership with operational excellence and strategic sales support to excel in dynamic financial settings.

Throughout my career, I have demonstrated expertise in business growth and sales strategy, financial and data interpretation, working capital optimization, treasury operations management, client relationship development, leadership and team development, account review and reconciliation, cash flow optimization, risk evaluation and compliance, and financial forecasting.

Experience

Work history, roles, and key accomplishments

Current

AVP, Client Onboarding Success Manager

Current

City National Bank

Nov 2023 - Present (1 year 10 months)

Guided companies through the setup and configuration of treasury management products, leading end-to-end implementation while serving as the primary contact. Prepared service agreement documentation and established expectations for smooth implementation.

Treasury Management

AVP, Treasury Solutions Sales Support Officer

City National Bank

Jul 2019 - Oct 2023 (4 years 3 months)

Supported treasury management sales teams by preparing presentations and proposals, managing customer inquiries, and assisting with onboarding new clients. Focused on sales activities and relationship reviews to drive business.

Sales Support Client Management Proposal Management Relationship Development

AVP, Treasury Solutions Analyst

Bank of America - Merrill Lynch

Jan 2011 - May 2019 (8 years 4 months)

Oversaw account management focusing on client relationships and resolving inquiries. Collaborated with sales officers to drive new business initiatives and provided tailored cash management services to corporate clients.

Client Relationship Management Cash Management Sales Initiatives Needs Analysis

AVP, Sales Support Associate

Global Commercial Banking

Jun 2008 - Jan 2011 (2 years 7 months)

Directed client relations for the $5-50 million segment, implementing client-focused strategies and overseeing the Client Management Process to ensure efficient service delivery.

Client Services Cash Management Portfolio Management Strategic Planning

AVP, Senior Operations Analyst - Client Advocate

Bank of America - Merrill Lynch

Jan 2005 - Apr 2008 (3 years 3 months)

Managed high-level customer complaints for high-profile clients, serving as a liaison with legal teams and ensuring effective resolutions for complex issues.

Customer Solutions Liaison Regulatory Compliance