Amy Beller
Las Vegas
Summary
Dynamic Treasury Management Advisor with a proven track record at Western Alliance Bank, enhancing client satisfaction and driving a 30% increase in supplier participation. Skilled in financial analysis and team building, I excel in optimizing cash flow and fostering strong client relationships to achieve strategic objectives.
Overview
27
27
years of professional experience
Work History
Treasury Management Advisor Manager
Western Alliance Bank
Las Vegas
05.2024 - Current
- Led development of high-performing team of commercial card account managers, enhancing productivity and client satisfaction.
- Designed and executed supplier enablement campaigns, increasing supplier participation by 30%.
- Implemented comprehensive training programs and performance metrics to empower account managers in meeting client needs.
Treasury Management Analyst III
Western Alliance Bank
Las Vegas
06.2023 - 04.2024
- Spearheaded comprehensive financial analysis and executed treasury management strategies to optimize cash flow and minimize risk.
- Developed and managed banking relationships, preparing pricing and terms for treasury services, resulting in improved efficiency and cost savings.
- Collaborated cross-functionally to drive commercial card process improvements and implement best practices to meet evolving client and partner needs.
Specialty Accounts Team Manager
Western Alliance Bank
Las Vegas
10.2021 - 05.2023
- Managed remote team of 12 across San Jose, Las Vegas, Oakland, Denver, and Chicago through targeted coaching in staff development and technology adoption.
- Exhibited comprehensive knowledge of banking operations and compliance regulations to enhance team performance.
- Collaborated with SAT leadership to successfully onboard three limited-service branch locations in Denver, Chicago, and New York.
Branch Banking Sales Officer
Western Alliance Bank
Las Vegas
11.2017 - 10.2021
- Supported relationship managers and lenders, ensuring compliance in new account openings.
- Liaised with Treasury Management, Bank Card, Analysis, and Lending departments to enhance service quality.
- Demonstrated exceptional customer service skills combined with comprehensive knowledge of bank offerings.
Branch Manager
Wells Fargo Bank/Nevada State Bank
Las Vegas
11.2004 - 08.2007
- Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
Personal Banker I-II/Licensed Banker
Wells Fargo
Las Vegas
12.2000 - 11.2004
- Managed a premier/excellent household customer portfolio and proactively cross-sold additional products and services through referrals outbound calling with the goal of acquiring 100% of the customers’ financial services business
• Placed special emphasis on providing customers with personal financial counseling and lending services
• Developed and maintained relationships with Wells Fargo partners to maximize sales opportunities and achieve maximum sales performance
• Proven dynamic sales and customer service experience
Teller/Customer Service Representative
Wells Fargo
Las Vegas
05.1998 - 12.2000
- Processed customer transactions while adhering to established guidelines for service excellence.
- Managed operations for safe deposit, merchant/vault, ATM services, bonds, coupons, night drop, and foreign currency.
- Cross-sold bank services and products to enhance customer experience.
Education
High School Diploma -
Bishop Gorman High School
Las Vegas, NV05-1998
Business Administration
College of Southern Nevada
Las Vegas, NVSkills
- Financial analysis and treasury management
- Cash flow optimization and supplier enablement
- Client relationship management
- Team building and collaboration
- Project management
- Cross-functional teamwork
- Effective communication skills
- Problem solving strategies
- Strategic planning expertise
- Product knowledge
Accomplishments
Western Alliance Bank Culture Champion
Western Alliance Bank Women's Mentorship Program
Timeline
Treasury Management Advisor Manager
Western Alliance Bank
05.2024 - Current
Treasury Management Analyst III
Western Alliance Bank
06.2023 - 04.2024
Specialty Accounts Team Manager
Western Alliance Bank
10.2021 - 05.2023
Branch Banking Sales Officer
Western Alliance Bank
11.2017 - 10.2021
Branch Manager
Wells Fargo Bank/Nevada State Bank
11.2004 - 08.2007
Personal Banker I-II/Licensed Banker
Wells Fargo
12.2000 - 11.2004
Teller/Customer Service Representative
Wells Fargo
05.1998 - 12.2000
High School Diploma -
Bishop Gorman High School
Business Administration
College of Southern Nevada
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