Treasury Management Specialist with expertise in financial management, quality control, and client relationship management. Proven ability to develop tailored treasury solutions that enhance client satisfaction and drive financial success.
Overview
11
11
years of professional experience
Work History
Treasury Management Specialist
Frontier Bank
Omaha, NE
02.2025 - Current
Developed and implemented cash management strategies for clients.
Analyzed client financial needs to provide tailored treasury solutions.
Collaborated with banking teams to enhance service delivery and client satisfaction.
Reviewed and processed client transactions for accuracy and compliance.
Account Manager
Premier Midwest Beer & Beverage
Omaha, NE
03.2021 - 02.2025
Execute sales and service functions, driving client engagement and loyalty.
Monitor and maintain product quality standards to meet client expectations.
Market and advertise products to enhance brand visibility and drive sales.
Execute repairs on draft beer systems, ensuring consistent quality and functionality.
Personal Banking Manager
First Westroads Bank
Omaha, NE
01.2019 - 03.2021
Supervised a team of bankers and receptionists, enhancing team performance and client satisfaction.
Provided personalized banking support to customers assisting with new accounts and loans.
Ensured compliance with all regulatory requirements and assisted in the execution of audits.
Assisted business customers with treasury and cashflow services.
Partnered with cross-functional internal teams to enhance customer banking experiences.
Assistant Branch Manager
Mutual of Omaha Bank
Omaha, NE
10.2014 - 01.2019
Supervised a team of bankers and tellers, ensuring efficient branch operations.
Assisted customers with their banking needs, ensuring a positive and efficient service experience.
Processed teller transactions efficiently and ensured accurate cash vault management.
Ensured accurate documentation and compliance for new accounts and loans.
Presented banking solutions to potential customers, driving interest and engagement.
Participated in community service activities, strengthening community ties and increasing branch recognition.