Banking
10 treasury services sales experts
These ten bankers have sold treasury management and cash management services in their own roles, as sales officers, sales directors and heads of treasury sales. A reader can learn from them how banks sell treasury and cash management services to business clients.
Professionals to explore
01—10Bernadette Knight
LinkedInExperience: Managing Director, Americas Treasury & Trade Solutions Sales Head, Commercial Bank · Citi
Former Managing Director, Americas Treasury & Trade Solutions Sales Head, Commercial Bank at Citi (2022–2024), where the profile describes leading a team of 110 salespeople across the United States, Canada, Mexico, Brazil and Argentina. The profile also lists Director, Head of Cash Management Sales, Cross Border Solutions & Implementation at Citi (2014–2016) and Managing Director Global Payments & Liquidity Commercial Real Estate Sales Head at Wells Fargo since September 2025.
Candace Wenzel
LinkedInExperience: Director Treasury and Trade Solutions Sales · Citi
Director Treasury and Trade Solutions Sales at Citi since 2015. Former Director, International Cash Management Sales, CTP, CertICM at RBS (2013–2015), where the profile describes leading the international cash management sales team, and former Vice President, Senior Global Cash Management Sales Officer at HSBC Bank (2008–2013).
Debbie Kuan, CTP
LinkedInExperience: VP, Treasury Management Sales Officer · Banner Bank
VP, Treasury Management Sales Officer at Banner Bank since 2013 and former Treasury Services Sales Support at KeyBank (2006–2013). The profile notes the Certified Treasury Professional (CTP) designation and describes working alongside business clients in the Banner Bank treasury management sales role.
George Barnes
LinkedInExperience: Senior Treasury Management Sales Officer · Bank of America
Senior Treasury Management Sales Officer at Bank of America since 2004. Former Team Leader-Cash Management Sales at Fleet Bank (1998–2004), where the profile describes managing a team of sales professionals that delivered cash management sales support to the Commercial Bank's customers and relationship teams within New Jersey.
Heather J. Hepp, CTP
LinkedInExperience: Vice President, Treasury Management Sales Officer · Fifth Third Bank
Former Vice President, Treasury Management Sales Officer at Fifth Third Bank (2005–2016) and former AVP, Treasury Management Sales Officer at SunTrust (2000–2005). At Broadway Bank the profile lists Senior Vice President, Treasury Solutions Consultant since 2016 and Commercial Product Manager - Treasury Sales Coach since 2023.
Ivan Ramirez, MBA
LinkedInExperience: Senior Vice President, Sr. Treasury Management Sales Officer · First Horizon Bank
Senior Vice President, Sr. Treasury Management Sales Officer at First Horizon Bank since December 2025. Former Vice President Treasury Management Sales Officer III (2024–2025) and VP Treasury Management Sales Officer (2022–2024) at Seacoast Bank, and former AVP Treasury Management Sales Officer at City National Bank of Florida (2015–2022).
Jeff Bucher, MBA, CTP
LinkedInExperience: Senior Director and Leader of Treasury Management Sales · Flagstar Bank
Senior Director and Leader of Treasury Management Sales at Flagstar Bank since March 2025. Former Treasury Management Head of Sales - Commercial Banking - SVP at City National Bank (2018–2019) and former Head of Transaction Banking Sales for the Regional Bank Managing Director at Union Bank (2016–2018).
Ryan Cappannari, CTP
LinkedInExperience: Director, Sr. Treasury Sales Officer · Bank of America
Director, Sr. Treasury Sales Officer at Bank of America since March 2025; the profile says the role covers cash management sales and advising clients in the HENFP space, generating fee and margin revenue, new investment balances and new DDA balances. Former SVP, Sr. Treasury Relationship Manager - New England Upstate NY at Citizens Commercial Banking (2021–2025).
Taffy Leslie
LinkedInExperience: VP, Treasury Management Director of Sales · Park National Bank
VP, Treasury Management Director of Sales at Park National Bank since February 2026 and former AVP, Cash Management Sales Officer there (2022–2026). Former AVP, Treasury Management Advisor at Huntington National Bank (2021–2022). The profile describes working with a client base ranging from small businesses to large corporations and public sector organizations.
Teresa M. Breen
LinkedInExperience: Treasury Management Sales, Director · Webster Bank
Treasury Management Sales, Director at Webster Bank since February 2024. Former Treasury Management Sales Officer, Vice President at Fulton Bank (2021–2023), Director, Treasury Management Sales at CIT (2015–2021) and Vice President, Treasury Management Sales Officer at TD (2008–2015). The profile describes helping commercial clients improve cash flow, reduce risk and increase profitability by connecting them with treasury management services.
Choose the right perspective
Match the person's role to your question, since an individual sales officer can speak to winning and onboarding clients while a sales head can speak to territory design, quotas and team management. Also weigh whether the person sold at a large national bank or a regional or community bank, because client size and product depth differ.
Questions to take into the conversation
- 01How do you find and qualify businesses that are ready to move their operating accounts and cash management services?
- 02How do you split the work between relationship managers and treasury sales officers so that deals close and clients stay?
- 03Which treasury products and pricing approaches have done the most to grow fee income in your experience?
Reaching treasury services sales experts
How can I contact one of these treasury services sales experts?
Pick one of the 10 people on this page and choose "Book a paid call", or describe your project to find others. You offer a fee for a 15-minute call or a written answer, Instant Expert finds the person's work email and sends the invitation, and they decide whether to accept. The list covers 8 companies, including Citi, Banner Bank and Bank of America, based on profile data retrieved on October 4, 2026. Being listed here doesn't mean someone has agreed to take calls.
How much does it cost to reach treasury services sales experts?
You choose the offer, starting at $5 per person. It includes Instant Expert's 20% fee, so an offer that pays the person $100 costs you $125. You're charged only when the person books the call or sends the answer.
What if they don't reply?
You pay nothing. Instant Expert sends follow-up reminders, and if the person hasn't booked or answered within 7 days, the request expires and any hold on your card is released. You can invite several of the 10 people on this list at once and cap your total spend, so you pay only for the ones who accept.
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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