J

Julie Macaluso

About

Detail

Vice President, Commercial Banking | Treasury Management
Milwaukee, Wisconsin, United States

Timeline


work
Job
school
Education

Résumé


Jobs verified_user 0% verified
  • Amplify Credit Union
    VP Commercial Banking
    Amplify Credit Union
    Oct 2023 - Current (2 years 10 months)
    Focus on building relationships and serving Texas based businesses to provide the best banking experience possible. We are continuously working to expand Amplify’s business product and service offerings in a fee free environment. Constant department collaboration to provide a seamless digital banking experience to our members.
  • North Shore Bank
    VP Treasury Management Solutions
    North Shore Bank
    Feb 2023 - Sep 2023 (8 months)
    Joined the bank as a treasury solutions professional to expedite the expansion of the existing treasury department. Implementing an updated workflow process from point of customer contact to delivery of the products. Goals are to increase depository and TM products and services to existing and prospective clients. In addition, help solidify customer retention by providing a superior level of onboarding, relationship management, and commitment to guide the business in obtaining their financial goals. Creating proposal standards for prospective customers and current book of business. Responsible as an expert in treasury products, ACH, risk management, regulation compliance, and help maintain internal coaching for staff. Accountable t
  • Consumers Credit Union
    Head of Treasury Management
    Consumers Credit Union
    Jul 2018 - Feb 2023 (4 years 8 months)
    Joined Consumers Credit Union with the responsibility to create a Treasury Management department within the organization. Built a foundation for a new suite of business deposit products and services. Coordinated teams across all business lines, including IT, branches, marketing, compliance, training, accounting, fraud, and digital to help streamline procedures for cost effective and efficient processes. Created and implemented a Treasury Management department within the organization to help increase both the business deposit portfolio and the business fee income to help support the rapid commercial loan growth. This was accomplished by keeping the current products fresh and competitive in the market, introducing and implementing new pr
  • WINTRUST FINANCIAL CORPORATION
    Treasury Management Sales, VP
    WINTRUST FINANCIAL CORPORATION
    Apr 2002 - Jul 2018 (16 years 4 months)
    Core responsibilities included identifying, analyzing, selling and implementing business customer relationships with Treasury Management services, maintaining customer relationships as well as being a source of product knowledge for branch staff. Actively sold Treasury Management products to new and existing clients while continuously exceeded sales goals. Provided technical support for clients for treasury products and services. Worked with small to large net worth business clients to improve cash flow and operations. On-boarded new customers which involved installs, training, and being a subject matter expert in ACH, remote deposit, online banking, lockbox, online wires, sweeps, ACH positive pay, check positive pay, cash vault, premi
Education verified_user 0% verified
  • Rock Valley College
    Associate's degree
    Rock Valley College
    Jan 1995 - Dec 1997 (3 years)
This is a community-created genome.