ANISSA K. JONES
Cedar Hill,TX
Summary
Well-regarded Global Client Services Advisor highly effective at analyzing data and trends to make timely, useful and effective recommendations. Well-versed in analyzing budget and cost accounting information, managing data, and reporting and forecasting financial information. in operating in complex, dynamic environments under tight deadlines. Prepared to leverage more than 10 years' experience to take on new position with The Federal Reserve Bank of Dallas.
Overview
29
29
years of professional experience
Work History
Global Client Services Implementation Advisor
Bank of America
09.2009 - Current
- Advises and consults with Treasury Management clients on their accounts receivables critical to quality (CTQ) requirements.
- Researches, analyzes, and resolves a wide range of treasury, cash management and or depository products and services of varying complexity, some of which have global requirements.
- Identifies product and sales specialists and effectively integrates servicing with implementation and operational requirements across departments, other bank divisions, and countries.
- Provides relationship management, servicing and technical assistance to unit associates to resolve complex, unique client requests
- Exercises judgment and discretion with respect to client relations and problem resolutions.
- Manage multiple and competing priorities communicate effectively verbally and in written form; able to synthesize information from a variety of sources into a solution that meets or exceeds clients expectations and is beneficial for the bank.
- Provides statistical analysis and initiates projects and processes to improve efficiency.
- In depth knowledge of treasury, cash management products, wholesale operations, and governing regulations is required.
- Built and maintained relationships with clients to provide ongoing support.
- Facilitated communication and collaboration between departments to help business function smoothly.
Global Client Services Assistant Manager
Bank of America, Lockbox Customer Services
12.1994 - 09.2009
- Independently provides account management, client servicing and implementation coordination for highly complex accounts, which include highest revenue clients with specialized product, servicing needs.
- Provided leadership for a team of 28 Lockbox Customer Representatives and ensure that our clients received a high level of accurate and timely service execution.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Utilized active listening skills to identify customer needs and provide appropriate solutions.
- Coordinated with operations staff to resolve service problems and boost client satisfaction.
Education
Bachelor of Science - Business Administration
Strayer University
Dallas, TX2020
Associate of Science - Business Administration
Strayer University
Dallas, TX2018
Skills
- Effective communication
- Customer Relationship Management
- Problem solving
- Financial analysis
- Compliance Requirements
- Strategic Planning
- Research Abilities
- Relationship Building and Management
- Report Preparation
- Due Diligence
Additional Information
- Boss
- Fast
- IMPACS,
- Document Direct
- Windows XP
- Excel
- Lotus Notes
- Medisoft
- Microsoft Outlook
- FDES
- Image View
Timeline
Global Client Services Implementation Advisor
Bank of America
09.2009 - Current
Global Client Services Assistant Manager
Bank of America, Lockbox Customer Services
12.1994 - 09.2009
Bachelor of Science - Business Administration
Strayer University
Associate of Science - Business Administration
Strayer University