Alejandra Acevedo
Los Angeles,CA
Summary
Accomplished banking professional with expertise in treasury management, sales, and service, emphasizing client onboarding and relationship management. Proven track record in identifying cross-selling opportunities and enhancing service offerings to maximize client satisfaction. Skilled in managing high-impact projects that yield strategic results and drive organizational growth.
Overview
20
20
years of professional experience
Work History
Implementation Project Manager
J.P. Morgan Chase Bank, N.A.
Los Angeles, CA
10.2022 - Current
- Responsible for driving and coordinating all aspects of the setup of custom treasury and banking services to ensure a best-in-class experience with clients.
- Identify, implement, and lead innovative, complex, large-scale client onboarding solutions, focused on end-to-end ownership of the client experience.
- Conduct collaborative discussions involving the client, the sales team, and subject matter experts.
- Scope client requests and translate business requirements into detailed technical specifications for treasury services.
- Spearhead intricate treasury management customer onboarding projects from start through post-implementation.
- Contributed to the successful integration of First Republic Bank.
Commercial Relationship Associate
Wells Fargo Bank, N.A.
Los Angeles, CA
01.2022 - 10.2022
- Provided support to relationship managers in managing a large portfolio of accounts within the Corporate Banking and Financial Institutions Group.
- Collaborated with cross-functional teams to analyze data and deliver presentations to key clients.
- Managed client relationships and partnered with the sales team to present and communicate with clients. Leveraged technology and promoted digital adoption to exceed client expectations.
- Independently and proactively managed treasury management customer issues, monitored account overdrafts, and partnered with the leadership team in the decision-making process; evaluated profitability and risk of the designated portfolio.
Senior Implementation Consultant
Wells Fargo Bank, N.A.
El Monte, CA
08.2018 - 01.2022
- Oversaw integration of multifaceted treasury management solutions like ACH direct origination and Positive Pay.
- Organized communications with clients and third parties to verify information for setup.
- Managed end-to-end process for maintenance tasks and project requests.
- Performed post-implementation evaluations to verify accurate data capture and recording.
- Collected and structured legal documents from clients to facilitate implementation.
- Communicated updates regarding outstanding implementation requests during regular pipeline meetings.
- Supported project managers and worked closely with technical groups to help build out transmission environments.
- Conducted internal training sessions for a group of 20 new employees.
Senior Client Service Consultant
Wells Fargo Bank, N.A.
El Monte, CA
04.2015 - 08.2018
- Managed a complex portfolio of high-value, high-revenue Fintech, Gaming, Energy, and Large Corporate clients.
- The primary point of contact and liaison between large corporate treasury management clients and internal parties to resolve complex treasury management issues (transmissions, ACH, wires, lockbox, cash vault, payment manager, positive pay, and wholesale cash management).
- Addressed incoming customer inquiries on wholesale deposit and cash management matters.
- Provided comprehensive support in fraud prevention, product enhancements, client analysis inquiries, as well as technical issues to internal stakeholders and customers.
- Conducted interactive training sessions for clients and staff.
Senior Banker
Wells Fargo Bank, N.A.
Los Angeles, CA
03.2005 - 04.2015
- Developed financial plans for clients based on their individual needs and goals.
- Analyzed customer data to identify opportunities for cross-selling additional services or products.
- Provided comprehensive customer service to clients, including responding to inquiries and resolving complaints.
- Advised customers on bank products, services and financial planning options.
- Developed and maintained a portfolio of high-value clients, achieving high levels of client satisfaction and retention.
- Participated in community events and workshops to promote bank services and financial literacy.
- Participated in networking events in order to build relationships with local businesses.
Education
Bachelor of Business Administration -
DeVry University
Long Beach, CASkills
- Client Relationship Management
- Project Management
- Treasury Management Sales
- Problem Anticipation and Resolution
- Proficient Interpersonal Skills
- Coaching and mentoring
- Process Enhancement Initiatives
- Fraud prevention
Timeline
Implementation Project Manager
J.P. Morgan Chase Bank, N.A.
10.2022 - Current
Commercial Relationship Associate
Wells Fargo Bank, N.A.
01.2022 - 10.2022
Senior Implementation Consultant
Wells Fargo Bank, N.A.
08.2018 - 01.2022
Senior Client Service Consultant
Wells Fargo Bank, N.A.
04.2015 - 08.2018
Senior Banker
Wells Fargo Bank, N.A.
03.2005 - 04.2015
Bachelor of Business Administration -
DeVry University
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