Elizabeth K Chase
Cincinnati,OH
Summary
Service-focused banking professional with 19 years of experience in commercial and personal banking. Proven expertise in customer service, quality assurance, and business training. Adept at managing complex and sensitive circumstances skillfully and creatively. Seeking a long-term position to leverage my diverse business skills in project management.
Tech-savvy innovator with hands-on experience in emerging technologies and passion for continuous improvement. Skilled in identifying opportunities for technological enhancements and implementing effective solutions. Adept at leveraging new tools and methods to solve problems and enhance productivity. Excels in adapting to fast-paced environments and driving technological advancements.
Overview
26
26
years of professional experience
Work History
Migration Specialist
RWC Consulting Group. LLC
07.2024 - Current
- Educated on bank software swiftly, ensuring readiness for client data migration
- Collected and analyzed data for high-value clients, preparing for seamless migration
- Tested files pre-launch to guarantee successful software transition
- Trained clients on new software, enhancing user experience and satisfaction
Implementation Manager- Remote
Blend 360 PNC Visa
12.2023 - 07.2024
- Implementing commercial clients onto card programs
- Training them on card programs
- Loading program into Tsys system
- Helping them through technology
- Ensuring they cycle through seamlessly two billing cycles
Treasury Support Specialist
RWC Consulting Group. LLC
01.2023 - 12.2023
- Monitor ACH Files, identify risks, and resolve issues as they arise
- ACH file verification: Verifying that all ACH transactions have been loaded correctly
- Troubleshoot and respond to customers’ inquiries of all Treasury Management services, i.e., business online banking, remote deposit capture, and ACH file uploads
- Supports testing of new and enhanced applications and client testing of file upgrades/changes
- Assist clients with migration to new platform
- Assist clients with the installation of Jack Henry’s (RDC) Software
- Discuss Treasury Management services with clients
- Fully explain the features and benefits of the online services
- Provides installation and training with customers for all Treasury Management products via phone or Teams
- Explain how the Positive Pay ‘Bank Exceptions” are processed
- Test Positive Pay Files
- Provides technical and product support of systems and procedures within Treasury Solutions
- Provides client outreach and support for various migrations or changes impacting client use of Treasury products
- Documents system issues and resolutions and escalates to team lead/manager when necessary
- Ability to diagnose and resolve more complex user issues and provide user training
Treasury Support and Onboarding Specialist
RWC Consulting Group. LLC
01.2022 - 01.2023
- Set up customers for immediate success by facilitating the implementation process for new accounts
- Educate new customers, help solve technical problems, and ensure smooth adoption of our products and services
- Create repeatable processes, resources, and frameworks to use when onboarding customers
- Successfully transfer our customer relationships to a customer success manager after onboarding
- Discuss and educate clients on products
- Facilitate and support onboarding processes and exceptions for Texas Capital Bank/Bask Bank Consumer Clients
- Manage and prioritize a high volume of case work through various channels of communication both externally and internally
- Provide clear, concise written and verbal communication for internal and external customers
- Review Consumer communications, internal forms, and onboarding requests to ensure proper execution
- Act as subject matter expert for Consumer products, services and systems as well as partnering with non-consumer lines of business with ties to consumer products and services
- Communicate directly with clients regarding onboarding documentation requirements and ongoing relationship maintenance
- Act as a liaison with various internal departments to facilitate implementation of procedural product changes and onboarding requirements
- Partner with client support specialists including assisting with customer onboarding and servicing requests
- Assist management with various operational duties and responsibilities
- Searching clients in Fiserv Signature to ensure we were compliant and talking to the right customer
- Using Nautilus to research customer request and documents
- Advanced organizational skills with the ability to handle multiple assignments prioritizing business needs and meeting service level agreement deadlines
- Provide exceptional client experience
- Responsible for performing operational support and administrative duties pertaining to monetary wire transfers
- Validate the authenticity of an outgoing wire transaction
- Investigate and research wire disputes
- Utilize tools to increase Wire transfer Limits
- Establishes and maintains thorough knowledge of client facing applications such as Business Online Banking, ACH, Wires, Remote Deposit Capture, Positive Pay and Lockbox Services
- Investigate and research ACH disputes
- Utilize tools to increase ACH transfer Limits
- Receive inbound Treasury support calls
Migration Support Specialist
RWC Consulting Group. LLC
01.2022 - 12.2022
- Assist clients with online banking questions and issues while ensuring positive resolution and exceptional customer service
- Act as a liaison between bank customers and programming department by answering phone calls and correspondence (Help Desk function)
- Identify, research, and resolve technical problems
- Track and monitor customer issues to ensure a timely response
- Provide function-specific, day-to-day client and operational support for the Digital Client Support (online and mobile banking) Department
- Creating Maps for Positive Pay customers or troubleshooting them
- Troubleshooting NACHA files and assisting customer in fixing files
Migration Support Specialist
RWC Consulting Group. LLC
01.2021 - 12.2021
- Migrating business customers off another software
- Assisted with Lockboxes, scanners, and other treasury management products
- Identify, research, and resolve technical problems
- Track and monitor customer issues to ensure a timely response
Migration Support Specialist
RWC Consulting Group. LLC
01.2021 - 12.2021
- Migrating Commercial Clients to new software
- Assisted with Lockboxes, scanners, and other treasury management products
- Communicating with customers about the changes to come
- Track and monitor customer issues to ensure a timely response
Personal Banker
WesBanco Bank
01.2009 - 12.2021
- Mentored branch employees to ensure Bank policy procedures followed and exceeded corporate standard operation procedures
- Coached employees in Bank operations, marketing & sales principles, and related functions
- Increase the Bank's profitability by cultivating and maintaining new business relationships and network
- Responsible for growing revenue though loans, deposits, investments, and other banking products
- Maintained and monitored cash and end-of-day balancing, branch vault cash and ordering
- Consistently showed initiative and proactiveness in preventing personal and business account issues
- Exhibited strong customer service skills, presenting products and services while proactively educating clients on utilizing available access channels; handled complex customer transaction inquiries
- Collaborated with partners Wealth Management, Business Banking and Home Lending providing seamless customer experience, ensuring customer’s satisfaction with services and products
- Opened new personal and business accounts, and continuously assisted Teller’s transactions as needed
- Assessed client financial scenarios, assisting as necessary with questions or issues
- Advocated for clients, dealt with customer complaints and issues, made customers feel appreciated
Store Manager
PC Wholesalers/Laptop World
01.2001 - 12.2006
- Actively promoted and sold products and services with a focus on building new and maintaining existing business relationships, resulted in an increased customer base
- Established strong rapport with existing and new clients, always looking for ways to benefit customers
- Presented features and benefits of computer technology products and services to meet customers individual needs
- Store RMA services
- Communication with all staff and owners on daily sales and agendas
- Setting schedules and submitting payroll
- Helped with system builds, when techs were overwhelmed
POS System Administrator
Totes Isotoner
01.1999 - 12.2001
- Overseen 128 stores POS systems
- Helped with settling transactions
- On call 24/7
- Responsible for a smooth transition for y2k
- Troubleshooting POS systems before sending them out in the field
- Traveling to stores for set up and training with employees
Education
Graduate Human Resource Management Certificate -
University of Phoenix
Graduate Project Management Certificate - undefined
University of Phoenix
Master of Information Systems - undefined
University of Phoenix
Master Of Business Administration - undefined
University of Phoenix
Bachelor Of Business Administration -
University of Phoenix
Bachelor of Health and Science - undefined
Tri County Lincoln College of Technology
Skills
- Leadership skills
- Fast learner
- Strong work ethic
- Excellent communication skills
- Adaptability
- Personal integrity
- Accountability
- Punctuality
- Dependability
- Willingness to work beyond traditional hours
- Jack Henry (RDC) Software
- Data Entry
- POS Pay Mapping
- Five9 Agent Desktop Plus
- DocuSign
- TSYS
- Sales Force
- Microsoft Suite
- Bottomline
- BBOL
- Alloy
- Remote Deposit
- Fiserv-Signature UI
- RSA-Token
- Centrix-Positive Pay System
- Fiserv Signature Desktop
- Web-Link
- ChexSystems
- Technical Troubleshooting
- Data integration
- User support
- Troubleshoot connectivity
- Data management
- System administration
- Support services
- Risk assessment
- Systems due diligence
- Analytical skills
- Problem-solving abilities
- Network monitoring
- Team building
- Problem-solving
- Reliability
- Cisco systems
- Team collaboration
- Self motivation
- Hardware installation
- Organizational skills
- Professional demeanor
- Software installation
- Wireless networking
- Network testing
- Time management
- Project management
- Cloud computing
- Helpdesk administration
- Technical support
- Change management
- Hardware replacement
- Analytical thinking
- Teamwork and collaboration
- Continuous improvement
Timeline
Migration Specialist
RWC Consulting Group. LLC
07.2024 - Current
Implementation Manager- Remote
Blend 360 PNC Visa
12.2023 - 07.2024
Treasury Support Specialist
RWC Consulting Group. LLC
01.2023 - 12.2023
Treasury Support and Onboarding Specialist
RWC Consulting Group. LLC
01.2022 - 01.2023
Migration Support Specialist
RWC Consulting Group. LLC
01.2022 - 12.2022
Migration Support Specialist
RWC Consulting Group. LLC
01.2021 - 12.2021
Migration Support Specialist
RWC Consulting Group. LLC
01.2021 - 12.2021
Personal Banker
WesBanco Bank
01.2009 - 12.2021
Store Manager
PC Wholesalers/Laptop World
01.2001 - 12.2006
POS System Administrator
Totes Isotoner
01.1999 - 12.2001
Graduate Project Management Certificate - undefined
University of Phoenix
Master of Information Systems - undefined
University of Phoenix
Master Of Business Administration - undefined
University of Phoenix
Bachelor of Health and Science - undefined
Tri County Lincoln College of Technology
Graduate Human Resource Management Certificate -
University of Phoenix
Bachelor Of Business Administration -
University of Phoenix
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