Market President / CME - Oversee, manage credit, Day to Day Operations

1. BD

1.1. Recruit

1.2. Committment

1.3. Retain

1.4. COI Development

1.5. Ecosystem Connections - Funding, Customer, etc…

2. RM

2.1. Debt Facililty lead

2.2. Introduction to Deposit/Cash Treasury Relationship

2.3. Implement deposit, debt relationship

3. Partner

3.1. Take lead from introduction to signed commitment.

3.2. Keep BDO, RM involved in each step, and communicate when issue arises

4. Financial Center

4.1. Take Lead on Setting Up Deposit Accounts

4.2. Work with Client

4.3. Communicate with BDO/RM/Partner on all emails/meetings/issues arise, or key decisions

5. CRS - Intermediary on All Items. Project Manager on onboarding (things getting done - i.e. - online banking. Also, existing portfolio - dissemination of tasks for “white glove” support.