Bio
Experience
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Loomis US
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Greater Boston Area
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Branch Account Manager
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Jul 2014 - Present
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Greater Boston Area
I manage a diverse portfolio of ATM, financial, and retail clients within the Loomis network. In addition to project management and pricing responsibilities, I act as a dedicated resource for customers, managing daily service requests, helping clients accomplish business objectives and maximize ROI, and ensuring that superior service levels are met at all times. I also facilitate the implementation of SafePoint—a fully integrated cash management ecosystem—for businesses operating 10 or fewer locations, as well as helping existing Loomis customers in the transition to SafePoint.Other duties include:● Retain and grow customer base● Act as a liaison between clients and Loomis branches● Participate in client reviews● Assist and consult clients regarding service requests● Respond to RFPs, develop proposals, and deliver presentations● Help generate growth within Loomis by acquiring new business while securing our long-term customer base● Handle contract negotiations and retention● Assist customers with issue resolution and billing questions About SafePoint® by LoomisSafePoint is a comprehensive cash management solution that combines advanced technology with Loomis’ expertise and support to help cut cash-handling costs, increase efficiency, protect employees and customers, and save businesses money.SafePoint features and benefits:• Advanced SafePoint Titan smart safe technology• Dedicated in-house SafePoint IT development and support• Total visibility of account and reporting information with Loomis Direct customer portal• Loomis’ cash management network, secure armored transport services, and customer support• Funds guaranteed and provisionally credited to account once validated in smart safeFor more information about SafePoint, visit loomis.us/safepoint
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St. Mary's Bank
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Greater Boston Area
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Officer, Consumer Lending - Credit Card Portfolio Manager
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Jan 2014 - Apr 2014
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Greater Boston Area
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Bank of America
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Greater Boston Area
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Personal Banker
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Apr 2003 - Jan 2014
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Greater Boston Area
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Sr. Credit Analyst
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2003 - 2007
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Education
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1996 - 2001University of Maine
Bachelor of Arts, Journalism - Advertising
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Banking and Financial Services”
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