Erin Ketonen
Summary
Skilled professional bringing extensive treasury knowledge and expertise in problem solving, strategic planning and process improvement with solid understanding of business principles and project management.
Overview
25
25
years of professional experience
1
1
Certification
Work History
Vice President, Program Mgr - Practice Leadership
Texas Capital Bank
12.2022 - Current
- Own and manage policy and procedure for the entire Treasury Operations division
- Oversight of risk and control self-assessments (RCSAs) for four RAUs
- Developed program to review and refresh all procedures, job aids and RCSA on an annual basis
- Manage and routinely test all Business Continuity plans for Treasury Operations
- Developed and oversaw Quality Assurance and Quality Control programs for four RAUs
- Identify opportunities for process enhancements to allow for employee efficiency and consistency of execution
- Developed metric reporting and corresponding capacity tool to drive staffing level reviews
- Serve as point person for Audit, Risk Assurance and Operational Risk partners to facilitate their reviews and testing of Treasury Operations processes and practices
- Manage all audit and self-identified issues to ensure that they were documented and resolved timely and completely
- Identified and mapped processes slated for automation development
VICE PRESIDENT, SPECIALIZED SERVICING & ONBOARDING PROJECTS
Texas Capital Bank
02.2016 - 12.2022
- Lead a team of highly skilled client management professionals with a focus on high-touch, deposit rich specialized vertical clientele with large volume of accounts and complex treasury needs, industries included: High Value, Complex Core, Commercial Property Management, Title Companies, Escrow, Specialty Deposit High Risk Industries and Healthcare
- Responsible for creating an operational program that would provide a project based approach to client onboardings and initiatives
- Act as a key business and operational contributor for multiple functional initiatives and projects including product and process design, new product roll-out, treasury system enhancements, associated training, post roll-out analysis and reporting
- Serve as advisor and problem solver for clients, Treasury Sales and Operational partners to ensure a seamless experience
- Identify, mitigate and manage risks to clients and the bank while working with and designing products and processes
- Responsible for continued evolution of team functions and ensure that current and future objectives are met
- Process review and improvement focused to ensure appropriate actions are taken to create and update policy and procedure to ensure they meet the needs of new and evolving products and services
- Responsible for documenting and maintaining procedures, process flows, user guides and quick reference sheets for all processes and actions performed
ASST. VICE PRESIDENT, TREASURY SIGNATURE SERVICES SENIOR CLIENT MANAGER
Texas Capital Bank
10.2012 - 02.2016
- Responsible for onboarding, advancing and managing client deposit and treasury relationships for a portfolio of clients across multiple lines of business with complex treasury needs
- Responsible for expanding client use of existing products and services and driving a high level of client satisfaction
- Provide hands-on resolution of escalated issues and daily client management needs
- Identify opportunities for process improvement and wholly support efforts to design, implement and execute client management processes and workflows
- Provide detailed period reporting to Treasury Sales and Operational leadership for in-flight onboardings as well as managed clients
TREASURY SUPPORT TEAM LEAD
Texas Capital Bank
04.2010 - 10.2012
- Serve as subject matter expert for all products/services supported
- Lead training efforts for new and existing staff to ensure a high level of job knowledge
- Provide all levels of support to clients with questions, requests or issues regarding treasury products and services in a timely, accurate and efficient manner
TREASURY SALES ASSOCIATE
First National Bank Southwest
07.2008 - 04.2010
- Provide all levels of support to clients with questions, requests or issues regarding TM products and services in a timely, accurate and efficient manner
- Prepare presentation material for client prospects and existing client relationship reviews
- Coordinate new treasury client onboardings and new products or services for existing clients, including documentation, implementation and training
ASSISTANT BRANCH MANAGER
Wells Fargo
05.2005 - 06.2008
- Responsible for daily branch operations, including staffing, teller and vault cash supply, commercial and consumer account opening and maintenance processing and periodic audits
CASH MANAGEMENT REPRESENTATIVE
North Dallas Bank & Trust
02.2000 - 04.2005
- Responsible for processing all Lockbox, ACH and Wire activity timely and accurately
Education
Coursework - Business Administration
Texarkana College
Texarkana, TX08.1999
Skills
- Business process design mapping and enhancement for end to end functionality for all treasury products and services
- Complex problem solving for clients and internal partners
- Process improvement identification, development and implementation focused on efficiency
- Salesforce design for processes and reporting
- Nintex Process Manager experience
Certification
- Accredited ACH Professional (AAP)
- Accredited Payments Risk Professional (APRP)
- AAP Blue Ribbon Panel (2017 - 2020)
- APRP Oversight Board (2021 - 2022)
- NACHA Risk & Quality Standing Rules Committee (2017 - 2018)
Timeline
Vice President, Program Mgr - Practice Leadership
Texas Capital Bank
12.2022 - Current
VICE PRESIDENT, SPECIALIZED SERVICING & ONBOARDING PROJECTS
Texas Capital Bank
02.2016 - 12.2022
ASST. VICE PRESIDENT, TREASURY SIGNATURE SERVICES SENIOR CLIENT MANAGER
Texas Capital Bank
10.2012 - 02.2016
TREASURY SUPPORT TEAM LEAD
Texas Capital Bank
04.2010 - 10.2012
TREASURY SALES ASSOCIATE
First National Bank Southwest
07.2008 - 04.2010
ASSISTANT BRANCH MANAGER
Wells Fargo
05.2005 - 06.2008
CASH MANAGEMENT REPRESENTATIVE
North Dallas Bank & Trust
02.2000 - 04.2005
Coursework - Business Administration
Texarkana College
Similar Profiles
Aubyrn MaplesAubyrn Maples
Treasury Support Sr Specialist at Texas Capital BankTreasury Support Sr Specialist at Texas Capital Bank
Maximo CastroMaximo Castro
Desktop Support Analyst at Texas Capital BankDesktop Support Analyst at Texas Capital Bank
Alyssa KayeaAlyssa Kayea
Loan Operations Booking Specialist at Texas Capital BankLoan Operations Booking Specialist at Texas Capital Bank
MANUEL OLUSEGUN AYODELEMANUEL OLUSEGUN AYODELE
Sales Engineer at Gerald HyundaiSales Engineer at Gerald Hyundai
Abhishek KhatriAbhishek Khatri
Senior Program Manager at Zalando SESenior Program Manager at Zalando SE