Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
8
8
years of professional experience
Work History
AVP ONBOARDING COORDINATOR- COMMERCIAL
NANO BANC
2018.07 - 2019.10
Ensuring to expand and build on customer relationships, by managing customer needs and providing a high level customer experience
This included keeping track of client issues and ensuring that resolutions were provided in a timely manner
Provide an onsite or virtual comprehensive training of our online banking platform to customers, which involves onsite installation
Collaborate with multiple teams to navigate an efficient and successful client onboarding experience
Collecting and reviewing incoming documents to confirm accuracy and completion.
SR. CASH MANAGEMENT SPECIALIST
COMMERCIAL BANK OF CA
2013.08 - 2018.07
Converse with relationship managers to assist with the onboarding of new customers
Customize each customer's online banking platform and remote deposit, to ensure their business needs are exceeded
Provide onsite comprehensive training
Complete projects and research within given timelines for new platforms, services, and implementation on the backend
This included working with IT and conducting testing before roll outs.
CASH MANAGEMENT SPECIALIST
CALIFORNIA REPUBLIC BANK
2012.04 - 2013.08
Provided exceptional customer service to clients in need with online banking issues
Specialized knowledge of operational banking including foreign item processing, return items, special handling of accounts, debit card requests, ACH processing and remote deposit
Handled customer requests to personalize each companies specific online banking needs.
Education
No Degree -
Fullerton College
Fullerton, CA
Skills
Operations Management
Channel Management
Internal Communications
Corporate Communications
Timeline
AVP ONBOARDING COORDINATOR- COMMERCIAL
NANO BANC
2018.07 - 2019.10
SR. CASH MANAGEMENT SPECIALIST
COMMERCIAL BANK OF CA
2013.08 - 2018.07
CASH MANAGEMENT SPECIALIST
CALIFORNIA REPUBLIC BANK
2012.04 - 2013.08
No Degree -
Fullerton College
Similar Profiles
Edgar Pascual FabianEdgar Pascual Fabian
Wire Specialist at Nano BancWire Specialist at Nano Banc