Office 365 Training Series: OneDrive @ UI Darren Kearney ITS Help Desk Manager.
Introducing Your Sales & Account Management Team€¦ · Product Offering •Commercial card for...
Transcript of Introducing Your Sales & Account Management Team€¦ · Product Offering •Commercial card for...
Introducing Your Sales & Account Management Team
| gtb.scotiabank.com Global Transaction Banking | pg. 2
Global Transaction Banking: Commercial Card Sales Organization
Cam McPhail Director
US East
Laura Sailes
ON North &
GTA East
Irene Lauria
ON South &
GTA West
Sean Francis
Quebec & Atlantic
Adam Ferguson
Alberta, SK, MB
Jason Straw Ontario
Corporate
Darren Ing
US West + BC
Ted Trenholm
US East
Mandate
•Business development of new relationships •Introduction of new services – i.e. Payables Automation
•Program optimization - benchmarking & best practices •Growth in existing relationships / account retention
Coverage •Specific Geographic Markets •MUSHS Accounts for Commercial
Key Partners
Sales Mgr
•GBM RMs
•Commercial RMs & District V.P.
•Dual report to Regional Directors *
Account Mgr
•GBM RMs
•Commercial RMs
Product Offering •Commercial card for purchasing, travel, epayables
•Visa Performsource benchmarking resources
US and Canada West Ontario and GTA Quebec and Atlantic
Sales Commercial
and GBM *
Donna Marcucci Quebec &
Atlantic
Donna Freeman
US East
Don Manson
Alberta & SK
Shaun East
US West & BC
Acct Managers
Donna Freeman
ON & GTA
Shirley Cunningham
ON South &
GTA West
Sales Commercial
and GBM * Acct Managers Sales GBM * Acct Managers Acct Managers
Sales Commercial
and GBM *
Tom Cryan ON North &
GTA East
Commercial Card Sales Manager Commercial Card Account Manager
| gtb.scotiabank.com
Darren Ing
Senior Manager, Sales
Coverage: Western US & BC
Location: Vancouver
"The most important thing I do with clients is to listen to their needs and recommend the best solution that fits those needs and provides process improvements and efficiencies."
Global Transaction Banking | pg. 3
My goal is to help you make your program best-in-class.
| gtb.scotiabank.com
Shaun East
Senior Manager, Client Account Management
Coverage: Western US & BC
Location: Vancouver
"The most important thing I do with clients is to develop a thorough understanding of their card program, and how it aligns with their company strategy, so that together, we can maximize the program's value to the company"
Global Transaction Banking | pg. 4
My goal is to help you make your program best-in-class.
| gtb.scotiabank.com
Adam Ferguson
Senior Manager, Sales
Coverage: Alberta, Saskatchewan, Manitoba
Location: Calgary “The most important thing I do
for my clients is ensuring I engage the appropriate product or IT specialists throughout their evaluation process to provide the best information to allow them to make informed decisions.”
Global Transaction Banking | pg. 5
My goal is to help you make your program best-in-class.
| gtb.scotiabank.com
Don Manson
Senior Manager, Client Account Management
Coverage: Alberta, Saskatchewan
Location: Calgary "The most important thing I do
with clients is to help them fully utilize the Commercial Card program tools and industry best practices to ensure they are successful in achieving their ongoing expense management goals."
Global Transaction Banking | pg. 6
My goal is to help you make your program best-in-class.
| gtb.scotiabank.com
Laura Sailes
Senior Manager, Sales
Coverage: Toronto East, Ontario North
Location: Markham "The most important thing I
do with clients and prospects is to provide an accounts payable analysis, which helps to identify opportunities available for creation of a program or the expansion of an existing program."
Global Transaction Banking | pg. 7
My goal is to help you make your program best-in-class.
| gtb.scotiabank.com
Tom Cryan
Senior Manager, Client Account Management
Coverage: Toronto East, Ontario North
Location: Toronto
" With my clients, if I'm authentic and live up my commitments, I believe I will be successful most of the time."
Global Transaction Banking | pg. 8
My goal is to help you make your program best-in-class.
| gtb.scotiabank.com
Irene Lauria
Senior Manager, Sales
Coverage: Toronto West, Ontario Southwest
Location: Mississauga
“The most important thing I do with my clients is listen.”
Global Transaction Banking | pg. 9
My goal is to help you make your program best-in-class.
| gtb.scotiabank.com
Shirley Cunningham
Senior Manager, Client Account Management
Coverage: Toronto West, Ontario Southwest
Location: Toronto
“The most important thing I do for my clients is ...bring some fresh eyes, proven strategies and a consultative approach to their programs.”
Global Transaction Banking | pg. 10
My goal is to help you make your program best-in-class.
| gtb.scotiabank.com
Ted Trenholm
Senior Manager, Sales
Coverage: Eastern US & Toronto
Location: Toronto
"The most important thing I do for my clients is provide them with the ability....and an effective solution to evolve to a lower cost, more efficient automated payable process that will provide greater visibility and control.”
Global Transaction Banking | pg. 11
My goal is to help you make your program best-in-class.
| gtb.scotiabank.com
Jason Straw
Senior Manager, Sales
Coverage: Ontario Corporate
Location: Toronto
"I work hard for and communicate openly with my clients to ensure they receive excellent value for their decision to partner with Scotiabank!"
Global Transaction Banking | pg. 12
My goal is to help you make your program best-in-class.
| gtb.scotiabank.com
Donna Freeman
Senior Manager, Client Account Management
Coverage: Eastern US & Toronto
Location: Toronto
"The most important thing I do with clients is to ask them the right questions in order to understand their card program goals.”
Global Transaction Banking | pg. 13
My goal is to help you make your program best-in-class.
| gtb.scotiabank.com
Sean Francis
Senior Manager, Sales
Coverage: Quebec, Atlantic
Location: Montreal
“The most important thing I
do with clients is build strong relationships through honesty and excellent customer service.”
Global Transaction Banking | pg. 14
My goal is to help you make your program best-in-class.
| gtb.scotiabank.com
Donna Marcucci
Senior Manager, Client Account Management
Coverage: Quebec. Atlantic
Location: Montreal
"The most important thing I do
with clients is respond with integrity to their commercial card requirements while partnering with them to improve and maximize the efficiency of their program"
Global Transaction Banking | pg. 15
My goal is to help you make your program best-in-class.