Danielle Cheung

Experience

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  Wells Fargo

  Treasury Management Sales Executive, Head of Commercial Banking Sales

  Aug 2024 - Present

  Wells Fargo is a leading financial services company, providing banking, investment, mortgage, and consumer and commercial finance through more than 7,200 locations, and over 13,000 ATMs across the U.S.

  • Redesigned treasury sales organization leadership structure, reassigned sales teams/client portfolios to optimize coverage and performance, and recalibrated sales goals using data modeling; minimized employee turnover while achieving sales goals
  • Boosted pre-tax profit margin by 13% YoY in Commercial Banking Treasury Sales through targeted revenue growth, high-margin product focus, disciplined pricing, and restructuring of unprofitable client relationships
• 

  Wells Fargo

  Global Treasury Managment Consulting Director, Government Banking

  Nov 2023 - Present

  $1B P&L ownership | 22+ national sales team focused on payments, digital and SaaS sales to Federal, State and Local Governments and Special Districts.

  • Developed a culture of sales excellence through disciplined strategic calling, data integrity and improving profitability.
• 

  Bank of America

  Senior Vice President, Bank of America Market Executive, Commercial Banking

  Aug 2016 - Nov 2023

  Bank of America is a multinational investment bank and financial services company, providing a broad range of services including banking, investment management, and risk management.

  • $1B P&L ownership | 65+ team focused on delivering financial solutions to middle market companies, with accountability for P&L performance, business strategy & execution, generating operational efficiency, optimizing talent and risk management.
  • Provided cross-sector commercial & industrial (C&I) and specialized industry expertise including technology, manufacturing, transportation, healthcare, services, engineering, franchise, and non-profits.
  • Transformed from bottom-quartile performance to top three national performance within three years by architecting a segmentation-based strategy focused on priority industries, geographies, and demographics, resetting organization culture.
  • Drove 20-point market share growth over a six-year period.
  • Elevated client satisfaction by +5 to +10 percentage points across all categories through strategic engagement of sales and support teams and a culture of service excellence.
• 

  JPMorgan Chase & Co.

  Executive Director/Business Development Executive

  Jan 2015 - Aug 2016

  J.P. Morgan is a global leader in financial services, offering solutions to the world's most important corporations, governments, and institutions in more than 100 countries.

  • Enhanced market presence in Georgia and Alabama by implementing strategic business development initiatives.
  • Strengthened relationships with key stakeholders by developing strategic partnerships across various industries.
• 

  JPMorgan Chase & Co.

  Executive Director/Campus Recruiting and Program Manager, Commercial Banking

  Sep 2012 - Jan 2015

  Established and led Analyst/Associate Programs: 150+ Analysts and Associates | partnering with 90+ managers. Direct management of a campus recruiting team of 7 plus matrix management of 16 business leaders (350+ organization).

  • Architected and launched early talent programs and a regional campus recruiting strategy, increasing diverse hires by 150% in one year and reducing reliance on external hiring.
  • Engineered campus recruiting transformation by building the team, standardizing program criteria, streamlining candidate evaluations, and embedding compliance protocols; adopted as the global model for all teams.
• 

  JPMorgan Chase & Co.

  Senior Vice President/Healthcare Banker

  Aug 1996 - Aug 2012

  Managed $40 million revenue | $3 billion credit exposure portfolio of diversified healthcare and non-profit organizations across the Northeast/Mid-Atlantic; exceeded sales goals each year.

  • Developed/executed 3-year strategic healthcare segment growth plan, identifying competitive positioning and levers across staffing, innovation, and resource allocation; delivered consecutive years of double-digit revenue growth.