Cherly Giron
Houston,TX
Summary
To apply all knowledge gained in a company where customer service, problem-solving skills, clerical experience, and financial experience are essentially required to help the company meet its goal
Overview
6
6
years of professional experience
Work History
Treasury, Client Support
Cadence Bank
09.2022 - 04.2024
- Coordinate execution of all necessary implementation agreements, contracts, and documents
- Submit paperwork and communication back to client on status of implementation
- Identifies diagnoses and resolves client issues; engages business partners and communicates with customer, TM Sales Officer and/or Relationship Manager
- Proactively identifies, evaluates, recommends and implements changes to operational processes/procedures resulting in departmental efficiencies
- Serve as a point of escalation on behalf of the client to ensure timely issue resolution
- Identifying cross sell opportunities that will benefit our existing clients
- Work with vendors when applicable for third party services
- Keeps management informed of area activities and of any significant problems.
Lockbox Operation Specialist
Cadence Bank
08.2019 - 09.2022
- Respond to emails sent to lockbox research, and inquiries logged through Smartsheet
- Verified check batches with payments prepared by extractors
- Maintained consistent exemplary customer service for clients, communicating with teammates and taking ownership of tasks performed
- Keep treasury management updated about correction adjustments for misapplied fund errors
Customer Service Representative
BBVA Transfer Services
01.2018 - 08.2019
- Verified new customer registration and validation within the transfer application
- Responded to inbound calls and inquiries made by customers through chat connection
- Analyzed a daily monetary report to update the financial exchange rate in the system
Education
Bachelor of Business Administration - International Business
University of Houston-Downtown, Marilyn Davies College of Business
Houston, TXAssociate Degree of Arts - undefined
San Antonio College
San Antonio, TXAssociate of Business Administration - undefined
Skills
- Microsoft Excel, Access, Word, PowerPoint, and Outlook
- Verbal, writing communication, and interpersonal skills
- Ability to multitask and adapt to fast-paced environment
Timeline
Treasury, Client Support
Cadence Bank
09.2022 - 04.2024
Lockbox Operation Specialist
Cadence Bank
08.2019 - 09.2022
Customer Service Representative
BBVA Transfer Services
01.2018 - 08.2019
Bachelor of Business Administration - International Business
University of Houston-Downtown, Marilyn Davies College of Business
Associate Degree of Arts - undefined
San Antonio College
Associate of Business Administration - undefined
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