ANN-MARIE GRANT
Summary
Accomplished banking and treasury management professional with 20+ years of experience leading client service operations, onboarding, and product support across commercial and business banking environments. Recognized for elevating client experience, developing high-performing teams, and driving operational excellence in fast-paced, deadline-driven settings. Skilled in resolving complex issues, optimizing processes, and collaborating across business units to support a portfolio-driven organization.
Overview
2026
2026
years of professional experience
Work History
Senior Commercial Service Banking Specialist
East West Bank
01.2018 - Current
- Manage high-volume service inboxes (EWBB & CSBC), delegating cases based on skill set and workload.
- Supervise and coach team members; track productivity and provide performance reporting.
- Identify skill gaps and coordinate cross-training to strengthen team capabilities.
- Serve as operational subject matter expert for complex issues, fraud escalations, and advanced research.
- Support change management during the CSBC/EWBB team merger.
- Troubleshoot escalated client issues across treasury products, ensuring minimal client impact.
- Partner with Entertainment, CRE, MRB, Cross-Border, and Private Equity groups to support specialized client needs.
- Analyze trends and recurring issues; recommend process improvements to enhance service delivery.
- Coordinate onboarding activities to ensure accurate setup and seamless client transitions.
- Provide training, documentation updates, and feedback to improve onboarding processes.
- Leadership & Operations
- Client Experience & Issue Resolution
- Onboarding & Product Support
International Trade Product Analyst
East West Bank
- Perform daily and month-end accounting reconciliation, including GL setup, balancing, and approvals.
- Ensure accurate placement of credits and debits and maintain reconciliation documentation.
- Support IBSNet user administration (user IDs, passwords, company setups).
- Execute End-of-Day/Start-of-Day system functions and manage daily batch processing.
- Develop and maintain detailed policies and procedures for Trade Support functions.
Senior Client Service Consultant
Wells Fargo
01.2006 - 01.2018
- Delivered a full suite of treasury management services to commercial clients as primary point of contact.
- Resolved complex issues involving cash vault, DDA adjustments, ARP file uploads, and secure transmissions.
- Provided technical support for CEO portal products, including training and troubleshooting.
- Conducted on-site client visits, service reviews, and post-implementation training.
- Collaborated with sales officers and relationship managers to recommend treasury solutions.
- Analyzed client trends, ensured compliance, and recommended process enhancements.
- Prepared and delivered client presentations highlighting service value and operational improvements.
Senior Relationship Client / Customer Service
Bank of America
01.2002 - 01.2006
- Delivered comprehensive business banking services to consumer and small business clients.
- Managed fraud claims, lost/stolen card services, and check-related issues.
- Identified customer needs and recommended banking products, including loans and treasury services.
- Assisted with tax inquiries and 1099 requests.
- Consistently exceeded sales and service goals while building long-term client relationships.
- Supported team members and contributed to a collaborative, service-focused environment.
Education
Bachelor of Science - Management
University of Phoenix
Pasadena, CABusiness Administration Program
Mt. San Antonio College
Walnut, CASkills
- Treasury Management Services
- Client Relationship Management
- Team Leadership & Coaching
- Onboarding & Implementation
- ACH
- Wires
- Positive Pay
- Risk & Fraud Mitigation
- Cash Vault
- Lockbox
- Merchant Services
- Remote Deposit
- Integrated Payables
- BAI/NACHA Standards
- Process Improvement
- Cross-Functional Collaboration
- Technical Support
- Microsoft Office Suite
Timeline
Senior Commercial Service Banking Specialist
East West Bank
01.2018 - Current
Senior Client Service Consultant
Wells Fargo
01.2006 - 01.2018
Senior Relationship Client / Customer Service
Bank of America
01.2002 - 01.2006
International Trade Product Analyst
East West Bank
Bachelor of Science - Management
University of Phoenix
Business Administration Program
Mt. San Antonio College