Katie Carter

Current

• Vice President, Treasury Management Consultant at Comerica Bank

Education

• SJCC

Recommended

3 people have recommended Katie

Connections

289 connections

Industry

Banking

Websites

• My Company

Katie Carter’s Summary

The skill set that I draw from is as wide-ranging as my clientele. I work with several different market segments: venture-backed tech and life science clients, equity fund service firms, pre-revenue and publicly-traded companies, national automobile dealerships, as well as a middle market group.

I specialize in consulting on a company's treasury operations, analyzing current account and fee structures, suggest services that will make a difference in daily efficiency and ease, and commit to the ongoing relationship-building practices that come along with forging a long-term alliance.

I have a tenacious drive to ensure the satisfaction of our customers and I take great pride in the fact that I work for a bank that actually cares about clients no matter how big or how small.

Katie Carter’s Specialties:

Account Reconcilement
Automated Clearing House
Business Deposit Capture
Cash Vault
Image-based offerings
Positive Pay (for checks and ACH)
Lockbox
On-line banking (TM Connect Web)
Software-based treasury systems (TM Connect Desktop)
Automated back-end system integration (TM Connect File Transfer)
Electronic Payment Authorization
Controlled Disbursement
Tax Payments
Electronic Data Interchange
Commercial Card Programs

Katie Carter’s Experience

• Vice President, Treasury Management Consultant

  Comerica Bank

  (Public Company; 10,001 or more employees; CMA; Banking industry)

  December 2003 — Present (6 years 1 month)

  Comerica provides innovative, customized treasury management solutions developed from our experience, understanding, and state-of-the-art technology—a combination that allows us to meet your specific requirements precisely and more cost-efficiently.
  
  Whether you want to streamline operations with powerful online systems, take advantage of image services, or match payment options to the needs of your customers, Comerica has the solutions to help your company succeed.
  
  End-of-year 2007 update:
  #4 Comerica Treasury Management Sales Officer in the country
  Comerica Chairman's Circle Award Winner for sales performance
  Member of winning team for Comerica's "Close the Deal" Campaign

Katie Carter’s Education

• SJCC

  In process , Business Administration / Kinesiology

Additional Information

Katie Carter’s Websites:

• My Company

Katie Carter’s Interests:

Everything active and done outside, cooking and eating, snowsports, cycling, running, the gym, and laying on a giant floaty in any body of water.

Katie Carter’s Groups:

Silicon Valley Treasury Management Association
Financial Women in Business - San Francisco
Association for Financial Professionals
Silicon Valley Triathlon Club
Bally Total Fitness
24 Hour Fitness
Decathlon Club

•    Link Silicon Valley, LLC
•    Grist
•    Treasury Management Network
•    Comerica Bank Employee and Alumni Network
•    SV Happy Hour
•    Banking Careers

Katie Carter’s Honors:

#4 Comerica Treasury Management Sales Officer in the country, 2007
Comerica Chairman's Circle Award Winner for sales performance, 2007
Member of winning team for Comerica's "Close the Deal" Campaign
Comerica’s ROAR Award for Outstanding Service, 2002

Katie Carter’s Contact Settings

Interested In:

• career opportunities
• job inquiries
• expertise requests
• business deals
• reference requests
• getting back in touch