Amy McNab
Finance & Research
Birmingham,AL
Summary
Enthusiastic Migration Specialist eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of all aspects of banking services using Bottomline Technologies, as well as, experienced in back office departments such as incoming and outgoing returns, stop payments, debit card services, federal adjustments, research and department control desk. Motivated to learn, grow and excel in the financial industry. Migration professional with background in managing complex migration initiatives and enhancing system efficiencies. Consistently ensures seamless transitions and effective integrations while focusing on team collaboration and achieving results. Known for adaptability and reliability in dynamic environments, with strong problem-solving and communication skills.
Overview
8
8
years of professional experience
Work History
Treasury Management Conversion Specialist
Regions Financial - (Real World Consulting Group)
Hoover, AL
07.2017 - 02.2018
- Conducted platform conversion training using Bottomline Technology software to high-revenue producing companies through webinars, emails and phone calls
- Assisted in resolving platform issues, mapping errors, and various payment rejections
- Created Salesforce tickets for issue escalation to Product and Implementation Teams
- Structured training sessions, follow-up calls, team meetings and error resolutions to stay within the time allowed by Regions for each Wave in the project
- Performed soft handover of my assigned clients back to Regions Customer Service at each Wave completion
- Assisted other Migration Specialists in issue resolutions
- Kept current documentation throughout each Wave on client training, responses, issues and the actions taken by me using speadsheets and various trackers
Treasury Management Migration Specialist
BBVA Bank - (Real World Consulting Group)
Birmingham , AL
02.2018 - 07.2019
- Explained Bottomline Technology-related details in easy-to-understand terms to individuals in various job positions in order for them to perform their company's banking transactions.
- Collaborated with BBVA Support Teams to assist client stakeholders with emergent technical issues and develop effective solutions.
- Consulted with clients via telephone and email to understand user problems, run through testing scripts and ask probing questions to locate root causes.
- WebEx trained BBVA's high revenue producing companies and bank personnel on system navigation.
- Created doumentation and manuals for use in training classes and system onboarding sessions.
- Diagnosed browser issues and Trusteer Rapport updates.
- Maitained composure and professionalism when facing difficult customer situations, applying de-escalation techniques and positive customer support.
- Tracked migration progression using various bank programs, tickets and Team Trackers.
Treasury Management Migration Specialist
Comerica Bank - (Real World Consulting Group)
Livonia, MI
09.2019 - Current
- Partnered with Product and Implementation departments to migrate top revenue producers from their current payment platform, TM Connect Web, to an upgraded Bottomline Technologies platform, Treasury Payments.
- Trained bank customer administrators, as well as, Comerica bank personnel via WebEx on all facets of the new Treasury Payments platform.
- Conducted group bank training sessions for Comerica.
- Assigned three Migration Specialists by Project Lead to assist with project questions and group bank training sessions.
- Personally, fostered a relationship with approximately 700+ companies throughout the migration with emails, phone calls, training and troubleshooting issues.
- Worked closely with various divisions within Comerica, such as Treasury Management Relationship Specialists, Implementation, Product and Technical Support.
- Documented project progression using multiple trackers and spreadsheets.
- Assisted other Migration Specialists in resolving their customer issues.
- Met strict deadlines that were set by Comerica for each phase of the migration.
- Specialized in handling difficult migration issues, system errors, template repairs and map testing.
- Sole RWC Team member chosen by the Project Lead to support Comerica Treasury Management Customer Service during the two-week holiday RWC Team off time.
- Assigned Treasury Management Customer Care Cases by Treasury Management Customer Service to troubleshoot, document and complete in a timely manner, which included walking the customer through steps in order to initiate or approve all payment types.
Skills
Trained companies and bank personnel in the following:
- Positive Pay - RealTime Regular, ACH & Reverse
- Positive Pay Exceptions, Issues, Voids & Imports
- Risk & Reconciliation
- Information Reporting & User Defined Reports
- ACH Transactions - PPD, CCD, Child Support, CTX, IAT, POP
- ACH Imports, Templates, Free-Forming & Quick Entry
- Mapping - NACHA, Delimited, Fixed & Client Created
- Stop Payments - Check Inquiries
- Transfers - Simple Entry
- Wires - Domestic, International, Federal Tax using various IBAN &/or SWIFT Codes
Volunteer Work:
University of Alabama at Birmingham Council Member - 2017 - 2018
Birmingham Museum of Art - 2014 - 2015
Oak Mountain High School Bookkeeper - 2010
Timeline
Treasury Management Migration Specialist
Comerica Bank - (Real World Consulting Group)
09.2019 - Current
Treasury Management Migration Specialist
BBVA Bank - (Real World Consulting Group)
02.2018 - 07.2019
Treasury Management Conversion Specialist
Regions Financial - (Real World Consulting Group)
07.2017 - 02.2018
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