Elliot Barry

• Daily supervision of operations in collaboration with the General Manager. • Develop strategies to optimize operational capital and budget management. • Monitoring and improving financial performance of business activities. • Managing innovative projects with high commercial potential. • Participate in sales and marketing activities. • Launch continuous improvement programs to strengthen our competitiveness. • Actively contribute to the development and execution of corporate strategies. • Delegation and supervision of tasks, optimization of processes. • Lead and participate in strategic and operational meetings. • Human resources management and skills development within the team.

• Partner with the VP of Relationship Management in strategizing and implementing day-to-day banking and cash management solutions for tech clients. • Facilitate the client onboarding experience, including KYC and AML processes. • Collaborate cross-functionally with Treasury Solutions Specialists and Deposit Specialists to conceptualize and integrate comprehensive banking solutions. • Monitor account health metrics including YoY growth, satisfaction, and retention; adjust strategies and approaches as necessary to enhance KPIs. • Attend industry conferences, seminars, and other events to grow a professional network of contacts and partners.

• Interfaced with clients to discuss their banking needs in relation to transfers, credit requests, F/X contracts, etc. • Delivered digital and financial education to support informed decision-making and planning. • Communicated up-to-date information about bank products and services at all price points for multiple customer types (individual, business, corporate).

• Conducted client risk assessments by effectively analyzing business and financial conditions and considerations. • Documented findings, conclusions, and recommendations in reports submitted or presented to senior leadership; explained complex concepts in easy-to-understand language to obtain buy-in. • Reviewed proposed client strategies and credit requests to evaluate compliance with corporate standards and regulatory requirements.

• Contributed to the sales team’s goals of generating new leads, creating marketing/sales materials, and cultivating relationships with clients. • Engaged with potential/existing account holders to comprehensively define their needs and communicate the value of company products and services. • Calculated quotes and order estimates for aerospace, industrial, government, and utility clients, demonstrating an advanced awareness of the industry factors influencing pricing and timelines. • Employed company CRM tools in forecasting sales and updating client files.

• Provided leadership and direction to a team responsible for developing an ISO 9001 quality management system. • Prioritized and delegated tasks in support of day-to-day demands and special projects/initiatives. • Guided the implementation of an ERP system (SIGM) and database management program. • Evaluated individual and team performance based on productivity and other metrics; provided tailored recommendations for professional development or leadership/career advancement. • Leveraged the principles of Kaizen and Six Sigma methodologies to streamline operations and drive on-time completion.