Increased client satisfaction by developing and implementing customized treasury solutions for corporate clients.
Strengthened relationships with key clients through regular communication and prompt resolution of issues.
Collaborated with internal teams to create tailored financial products that met client needs and goals.
Enhanced sales operations efficiency by streamlining processes and utilizing sales management tools effectively.
Treasury Sales Associate
Prosperity Bank
Fort Worth, Tx
08.2019 - 08.2022
Kept abreast of industry trends and market developments to ensure the organization''s treasury function remained competitive and effective.
Ensured compliance with regulatory requirements by staying updated on relevant laws, regulations, and best practices within the treasury function.
Developed strong relationships with banking partners for improved service levels and competitive pricing negotiations.
Developed a highly skilled and motivated treasury team through regular training, professional development opportunities, and performance feedback sessions.
Senior Financial Analyst
GM Financial
07.2014 - 04.2019
Analyzed and reconciled multi-million dollar accounts with a collaborative focus on client needs with corporate stability in mind.
Assisted with "Know Your Customer" accreditation with national banking clients.
Managed a team of analysts and performed monthly incentive tracking and yearly evaluations for their career advancement.
Developed training procedures for onboarding new analysts and cross training with other departments.
Supervisor of Family Office
Texas Pacific Group
04.2010 - 05.2012
Arranged all travel and lodging for board members to attend quarterly meetings.
Point of contact for all board meeting arrangements not limited to: creating and distributing board packages, coordinating meals, and maintaining calendar invites.
Handled personal family investment and bank accounts with utmost confidentiality and discretion.
Managed all inventory including: homes, cars, boats, planes, and art collections located both domestically and in various other countries.
TSOC Staff and Positional Trainer at Texas Security Operations Center, US NAVY National Security Agency, Texas, NSATTSOC Staff and Positional Trainer at Texas Security Operations Center, US NAVY National Security Agency, Texas, NSAT
Regional Sales Specialist at First National Bank Texas/ First Convenience BankRegional Sales Specialist at First National Bank Texas/ First Convenience Bank