Barbara Marrero
Treasury Management
Villa Park,IL
Summary
Results-driven Treasury Management Specialist in Banking with expertise in fraud mitigation and exceptional customer service. Proven track record of exceeding client expectations, enhancing loyalty, and achieving recognition for outstanding teamwork. Fluent in Spanish, adept at navigating complex banking systems while delivering analytical solutions to service challenges.
Overview
29
29
years of professional experience
Work History
Treasury Management Specialist
Wintrust Bank
Rosemont, IL
07.2019 - 03.2026
- Bolstered client loyalty and satisfaction, building trusting rapport and offering individualized service on each interaction.
- Listened to customer requests and specifications and made suggestions to appropriately fulfill needs.
- Documented, researched, and resolved customer service issues utilizing a variety of banking systems.
- Offered to assist with additional tasks to keep projects on-task and meet tight deadlines.
- Delivered fast and friendly service to handle questions and service complaints.
- Entered and retrieved information and data using mission-specific software while maintaining and exceeding all individual metrics.
Senior Client Service Representative
BMO Harris Bank NA
Chicago, IL
05.1997 - 01.2019
- Demonstrating an in-depth understanding of Treasury Management product and service capabilities to our corporate banking clients.
- Analyzing and interpreting service problems to identify root causes and recommendations as distinct from symptoms.
- During conversation and analysis, exploring and identifying enhancement and cross-sell opportunities and bringing these opportunities to the appropriate sales professional.
- Uncovered fraudulent transactions avoiding millions of dollars in potential losses to the bank.
- Surpassed standards for calls, answered and emails responded to.
- Won 'beam' recognition for empathetic listening, problem resolution skills and customer satisfaction.
- Won the 'bear of the Year' award, exemplifying outstanding team work and interpersonal skills.
- Gold and silver level elite client management for the bank.
- Primary point of contact for the successful commercial banking clientele with high service expectations.
- Prioritized multiple assignments from clients and coworkers, completing with minimal supervision.
- Consistently received excellent annual reviews and commensurate performance-based raises.
- Recognized on multiple occasions for going above and beyond for premier clients. Example: one client sent a box of Shari's Berries for us retrieving a fraudulent wire for $100,000 after an email was hacked.
Education
M.B.A. - Business Administration
Benedictine University
Lisle, ILSkills
- Fluent in Spanish
- Fraud Mitigation
- Banking/Finance
- Analytical
- Customer Service
- Collaborative teamwork
- Cash management expertise
- Bank relationship management
- Compliance
Timeline
Treasury Management Specialist
Wintrust Bank
07.2019 - 03.2026
Senior Client Service Representative
BMO Harris Bank NA
05.1997 - 01.2019
M.B.A. - Business Administration
Benedictine University