Angelica Reza
Los Angeles,CA
Summary
Results-driven AVP Implementation Specialist in Treasury Management, adept at managing complex projects and enhancing client satisfaction through effective issue resolution. Proven track record in identifying cross-sale opportunities and successfully delivering end-to-end Treasury Management services.
Overview
20
20
years of professional experience
Work History
AVP Treasury Implementation Specialist
Comerica
06.2024 - Current
- Led implementation of Treasury products, tracking progress to ensure timely delivery
- Manage the end-to-end delivery of Treasury Management services
- Managed customer escalations, resolving issues to enhance client satisfaction
- Conduct client training once services are live.
- Supported and trained new employees during integration, facilitating smoother onboarding
- Recognized potential cross-sale opportunities during client interactions
- Prepare documentation via DocuSign
- Collected detailed product information from various sources
Treasury Management Project Manager
East West Bank
12.2022 - 06.2024
- Manage onboarding projects from beginning stage up to completion
- Prepared and reviewed implementation documents for Integrated Payable, Wires, Cash Vault - Smart Safe solutions to facilitate seamless onboarding
- Meet project target date and identify potential delays
- Evaluated project scope and documented progress to ensure alignment with objectives
- Facilitated conference calls with clients and vendors to provide project updates and gather feedback
- Tracked and documented requests from clients and stakeholders
- Coordinate internal / external stakeholder meetings, and update project schedule
- Serves as an escalation point and resolves challenges
- Identify cross-sale opportunities.
Treasury Management Sales Support Officer
U.S. Bank
01.2007 - 01.2022
- Support sales activities by generating proformas, account schematics, account charts and proposals
- Managed sales coverage for assigned TM portfolio to ensure client needs were met.
- Utilized pricing methodology and Sales Force system to support sales initiatives
- Collaborate with partners during onboarding of new clients by preparing and reviewing documents
- Create and submit requests to implement Comprehensive TM services
- Monitor progress of implementation and provide update to TM Sales, RM and clients
- Guided and mentored Junior Associates to enhance their skills and professional development.
Education
High School Diploma -
High School - Roosevelt
Skills
- Project management
- Change management
- Decision Making
- Leadership
- Creativity
- Active listening
- Goal setting
- Team-oriented
- Self-driven
Languages
Spanish
Professional
Timeline
AVP Treasury Implementation Specialist
Comerica
06.2024 - Current
Treasury Management Project Manager
East West Bank
12.2022 - 06.2024
Treasury Management Sales Support Officer
U.S. Bank
01.2007 - 01.2022
High School Diploma -
High School - Roosevelt