ALAIN DE LEON
Whittier,CA
Summary
Organized Treasury Services specialist with over a decade of superior financial performance. Hardworking and proactive with strong knowledge of regulatory compliance and industry protocols. Ready to contribute value to team through excellent work ethic and commitment to meeting corporate financial goals.
Overview
15
15
years of professional experience
Work History
Global Treasury Services Specialist II
East West Bank
08.2022 - Current
- Assisted both Domestic/International Client’s with a robust suite of Global Treasury Management products which include Positive Pay/Deposit Bridge/Remote Deposit/Wire Services/ACH Services/Token Access/Lockbox etc
- Conducted Training Sessions for Clients via Zoom platform for our Business Bridge platform
- Coordinated Internal onboarding of Consultants overseas.
Financial Services Consultant
SCE Federal Credit Union
10.2017 - 08.2022
- Improved client financial strategies by conducting comprehensive assessments and recommending tailored solutions.
- Handled escalated calls from internal representatives efficiently by diffusing client concerns.
- Held weekly huddles to train team on updates/current trends in navigating and efficiently servicing members accordingly (Soft Skills/Online Banking)
Member Services Representative
F&A Federal Credit Union
11.2015 - 10.2017
- Serviced Members of the Los Angeles County Fire Department with a wide array of requests ranging from account research to wire request screening.
- Resolved customer complaints by investigating issues, identifying solutions, and implementing corrective actions.
- Processed Verification of Deposits/Issued Loan Payoffs.
Member Services Consultant
POPA Federal Credit Union
08.2014 - 11.2015
- Serviced peace officers with all their financial needs within a needs-based environment.
- Assisted with opening accounts, financial inquiries, processed transfers, placed stop payments, performed maintenance on credit/debit cards, and took loan applications
- Processed purchase limit increases and funded credit cards.
Direct Banking Representative
City National Bank
09.2013 - 08.2014
- Assisted affluent clients in the entertainment industry in clarifying financial inquiries, processing transfers, placing stop payments, performing maintenance on their credit/debit cards etc.
- Increased customer satisfaction by addressing and resolving banking-related inquiries in a timely manner.
- Improved client retention through effective communication and personalized banking solutions.
Direct Banking Specialist II
Union Bank N.A.
03.2009 - 09.2013
- Primarily assisted clients with online banking/browser/PFM software issues
- Handled escalated calls from internal representatives efficiently by diffusing client concerns.
- Primary point of contact for touring of facility and responsible for providing presentation/overview of department in real time.
Education
High School Diploma -
Ganesha High School
Pomona, CACertificate - Human Resources Management
California State University - Fullerton
Fullerton, CASkills
- Exceptional attention to detail and strong problem-solving skills
- Excellent communication and interpersonal skills, with a track record of successfully training and mentoring team members
- Adept at adapting to new technologies and processes
- Cross-Functional Collaboration
- Analytical Skills
- Resourceful thinking
- Continuous Improvement Mindset
- Cash Management Expertise
- Fully Fluent in Spanish
Timeline
Global Treasury Services Specialist II
East West Bank
08.2022 - Current
Financial Services Consultant
SCE Federal Credit Union
10.2017 - 08.2022
Member Services Representative
F&A Federal Credit Union
11.2015 - 10.2017
Member Services Consultant
POPA Federal Credit Union
08.2014 - 11.2015
Direct Banking Representative
City National Bank
09.2013 - 08.2014
Direct Banking Specialist II
Union Bank N.A.
03.2009 - 09.2013
High School Diploma -
Ganesha High School
Certificate - Human Resources Management
California State University - Fullerton