Carlee Lowry
Richwood,Ohio
Summary
Operations-focused manager with extensive experience in treasury management, platform operations, and client issue resolution in financial services. Demonstrated leadership in core conversions and system changes, consistently delivering results and stabilizing complex environments. Expertise in team leadership, cross-functional coordination, and risk-aware execution, driving continuous process improvement. Seeking operations or client services roles emphasizing strong execution and operational excellence.
Overview
9
9
years of professional experience
Work History
Treasury Management Support Manager
Richwood Bank
Richwood, OH
01.2026 - Current
- Lead and manage the Treasury Management Support team, adhering to management routines, providing guidance, coaching, and development to team members, delivering discipline, and completing performance reviews.
- Provide a premier level of support and service resolution to Richwood Bank's current and prospective Treasury and Merchant Services clients.
- Deliver an outstanding client experience by responding quickly to client requests and ensuring follow-up and escalation of client needs.
- Oversee the treasury onboarding, product implementation process, and daily operations of treasury services and products.
- Coordinate with internal teams (operations, credit/underwriting, compliance, and IT) to ensure smooth execution of client implementations and back-end processes.
- Attend sales appointments when needed to assist with, and closely establish, the implementation/support relationship as it relates to Treasury Management services.
- Develop strategic plans to enhance team performance and client satisfaction.
- Proactively identify, evaluate, recommend, and implement changes to operational processes/procedures, resulting in departmental efficiencies.
Product Solutions Assistant Manager
Richwood Bank
Richwood, Ohio
03.2023 - 12.2025
- Deliver an outstanding client experience by responding quickly to client requests and ensuring
follow-up and escalation of client needs. - Oversee the treasury onboarding and product implementation process and daily operations of
treasury services and products. - Coordinate with internal teams (operations, credit/underwriting, compliance, and IT) to ensure
smooth execution of client implementations and back-end processes. - Managed daily operations and ensured compliance with banking regulations.
- Supervised staff performance and provided ongoing training and support.
- Managed client relationships to enhance treasury service offerings.
- Facilitated training sessions on treasury management systems for staff.
- Assisted clients in navigating electronic payment solutions effectively.
- Developed and maintained relationships with banks, vendors and customers to support treasury operations.
- Assisted in the implementation of new systems and processes for treasury management functions.
Branch Manager
Richwood Bank
Richwood, USA
03.2021 - 03.2023
- Managed daily branch operations and ensured compliance with banking regulations.
- Trained and mentored staff to enhance customer service skills.
- Fostered relationships with community organizations to boost brand awareness.
- Implemented process improvements to streamline branch workflows.
- Resolved customer issues promptly to maintain satisfaction levels.
- Coordinated staff schedules to ensure optimal coverage during peak hours.
- Managed staff scheduling, hiring and training processes.
- Provided guidance and support to team members regarding problem resolution and customer service issues.
- Resolved escalated customer complaints in a timely manner.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Worked cross-functionally to plan and establish branch goals, supporting strategic objectives.
Assistant Branch Manager
Richwood Bank
Richwood, USA
05.2020 - 03.2021
- Assisted in managing daily branch operations and ensuring high customer service standards.
- Supervised teller duties including balancing cash drawers and verifying accuracy of transactions.
- Identified opportunities for improvement within the branch environment and implemented solutions accordingly.
- Coordinated staff schedules to optimize workflow and enhance team performance.
- Trained new employees on bank policies, procedures, and customer interaction techniques.
- Implemented effective solutions to streamline branch processes and improve efficiency.
- Facilitated communication between management and staff to address operational challenges.
- Resolved customer issues effectively in order to maintain strong customer relationships.
- Maintained a positive relationship with customers by responding promptly to inquiries or complaints.
Customer Specialist Representative
Richwood Bank
Richwood, USA
02.2019 - 05.2020
- Assisted customers with account inquiries and transaction processes.
- Resolved customer issues promptly to enhance satisfaction and loyalty.
- Provided training support to new staff on customer service protocols.
- Maintained up-to-date knowledge of banking regulations and compliance standards.
- Built sustainable relationships of trust through open and interactive communication.
- Suggested improvements in products and services based on feedback from customers.
- Managed multiple tasks simultaneously while providing prompt service to customers.
Employee
Whit’s Frozen Custard
Marysville, USA
04.2017 - 07.2018
- Provided exceptional customer service in fast-paced dining environment.
- Took and processed customer orders accurately and efficiently.
- Handled payment transactions and managed cash register operations.
- Maintained cleanliness of work area and adhered to health standards.
- Assisted in training new employees on company's procedures and policies.
Education
High School Diploma - Honors Diploma
North Union High School
Richwood, Ohio05.2018
Some College (No Degree) -
The Ohio State University
Marion, OhioSome College (No Degree) -
Eckerd College, Liberal Arts College
St. Petersburg, FloridaSkills
- Customer relationship management
- Effective communication
- Cross-functional collaboration
- Escalation and incident management
- Conflict resolution
- Strong leadership, and coaching
- Client issue ownership (end-to-end)
- Vendor and platform coordination
- Operational risk and controls
- Jack Henry and Fiserv core experience
- Q2 online banking experience
References
References available upon request.
Timeline
Treasury Management Support Manager
Richwood Bank
01.2026 - Current
Product Solutions Assistant Manager
Richwood Bank
03.2023 - 12.2025
Branch Manager
Richwood Bank
03.2021 - 03.2023
Assistant Branch Manager
Richwood Bank
05.2020 - 03.2021
Customer Specialist Representative
Richwood Bank
02.2019 - 05.2020
Employee
Whit’s Frozen Custard
04.2017 - 07.2018
High School Diploma - Honors Diploma
North Union High School
Some College (No Degree) -
The Ohio State University
Some College (No Degree) -
Eckerd College, Liberal Arts College