Alyssa McNally
Spokane ,WA
Summary
Treasury management product specialist in product implementation and client onboarding. Expertise in issue resolution and service enhancement through effective communication and problem-solving. Skilled in training and onboarding diverse clients, ensuring seamless integration of treasury services. Strong commitment to improving service experiences drives successful outcomes.
Overview
10
10
years of professional experience
Work History
Treasury Management Product Specialist
Washington Trust Bank
Spokane , WA
04.2016 - Current
- Facilitated product implementation and onboarding processes for clients.
- Delivered training and support on treasury management services including ACH, wires, direct payments, positive pay, remote deposit capture, and lockbox.
- Researched and resolved client issues to enhance service experience.
- Verify documentation is complete, accurate, and compliant with internal policies and procedures.
- Collaborated with the sales team to ensure treasury management products and services were accurately implemented and configured to meet each client's needs.
Administrative Assistant
Northridge Exteriors LLC
Colbert, Washington
01.2018 - 01.2025
- Tracked transactions and generated invoices using accounting software.
- Assisted in budget preparation and forecasting to enhance financial planning.
- Executed payroll and bookkeeping services to maintain smooth business operations.
Skills
- Issue troubleshooting
- Detail orientation
- Problem solving
- Multitasking
- Organizational skills
- Communication skills
- Punctuality
Timeline
Administrative Assistant
Northridge Exteriors LLC
01.2018 - 01.2025
Treasury Management Product Specialist
Washington Trust Bank
04.2016 - Current