Summary
Overview
Work History
Education
Skills
Timeline
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Colleen Hanley

Albuquerque,NM

Summary

Proven leader in treasury management, excelling at financial analysis and relationship building, notably at New Mexico Bank & Trust. Spearheaded fraud prevention initiatives and interest rate risk strategies, enhancing customer loyalty and exceeding sales goals. Recognized for implementing best practices and awarded top performer, demonstrating a commitment to excellence and continuous learning in the financial sector.

Overview

29
29
years of professional experience

Work History

Treasury Management Officer, SVP

New Mexico Bank & Trust
02.2017 - Current


  • Reduced customer financial risk by implementing fraud prevention services and educating customers of potential risks.
  • Developed strong relationships with commercial partners and participated in joint calling efforts.
  • Conducted comprehensive analyses of customer accounts and services to maximize fee income.
  • Implemented risk mitigation strategies for interest rate exposure, protecting deposits from leaving the bank due to fluctuations in market rates while maintaining a profitable margin.
  • Educated bankers on TM services and value add.
  • Exceeded goals in several categories and meeting goals in the others.
  • Implemented best practices in treasury operations, staying current on industry trends and technologies.
  • Received top performer award for the last two years.
  • Covered multiple markets (Albuquerque, Santa Fe, Clovis, Santa Rosa, Tucumcari).

Treasury Management Officer

First National 1870
01.2014 - 02.2017
  • Actively sourced TM leads including Purchasing Card and Merchant Services.
  • Attended joint calls with bankers.
  • Trained commercial bankers on TM services and value add.
  • Data mined existing portfolios to uncover TM opportunities.
  • Prepared and presented TM proposals with both standard and exception pricing.
  • Conducted client reviews annually.
  • Achieved or exceeded weekly sales call goals.
  • Managed multiple markets (Albuquerque, Santa Fe, Las Cruces, Los Alamos).

Assistant Treasury Management Officer

BBVA/Compass
01.2006 - 01.2014
  • Assisted TMO with preparation of documents for implementations.
  • Provided sales and operational support to the TMO.
  • Trained customers on online products.
  • Conducted independent client calls and presentations.
  • Organized and presented presentations at client events.
  • Developed a tracking log to follow the sales process and implementation that was adopted as a "Best Practice" for the Western Region.

Commercial Client Services/Cash Vault

Bank Of Albuquerque
01.1995 - 01.2000
  • Assisted commercial customers with daily inquiries and research.
  • Opened accounts and ordered supplies
  • Reviewed monthly analysis statements for errors.
  • Received and delegated work from armored carrier.
  • Assured that proper custody and controls were maintained.
  • Wrote policies and procedures in order to meet the compliance and security guidelines of the bank.

Education

No Degree - Business Administration

CNM
Albuquerque, NM

Skills

  • Financial analysis proficiency
  • Treasury Systems Implementation
  • Internal controls implementation
  • Willing to Learn
  • Attention to Detail
  • Critical Thinking
  • Relationship Building
  • Customer relationship development
  • Sales professional

Timeline

Treasury Management Officer, SVP

New Mexico Bank & Trust
02.2017 - Current

Treasury Management Officer

First National 1870
01.2014 - 02.2017

Assistant Treasury Management Officer

BBVA/Compass
01.2006 - 01.2014

Commercial Client Services/Cash Vault

Bank Of Albuquerque
01.1995 - 01.2000

No Degree - Business Administration

CNM

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Colleen Hanley