Bilingual Treasury Management and commercial banking professional with extensive
experience in client onboarding, implementation, high-touch servicing, training,
escalation management, and cross-functional issue resolution. Skilled at coordinating
with clients, bankers, Treasury Management partners, operations, product, and
technical teams to support smooth implementations and strong client outcomes.
Recognized for service quality, thorough client training, process improvement
contributions, new-hire support, and helping resolve complex client issues.
Key Highlights:
• Managing approximately 8 concurrent Treasury Management implementations and
35 implementation/client requests per month, supporting timelines averaging approximately 1 week.
• Conducting up to 3 client training sessions per day and implement services including ACH, wires, Positive Pay, file importing/uploading, and Remote Deposit Capture.
• Helped train 5 new hires, contributed to a 2024 documentation improvement initiative, and received multiple client/internal recognitions for service quality, training, smooth transitions, and complex issue support.
Key Highlights:
• Supported onboarding, servicing, training, and ongoing advisement for priority commercial banking clients across Treasury Management and deposit products.
• Served as a senior escalation point for complex onboarding, technical support,
operational, risk-related, and client service issues.
• Led client training and product support for online banking, Lockbox, Remote Deposit
Capture, ACH, wires, Positive Pay, NACHA/file imports, and file transmission setup, partnering with internal teams and vendors to resolve issues.
Key Highlights:
• Earned promotion during tenure progressing into a senior client service role and serving as an escalation resource for junior Client Service Advisors.
• Supported clients across online banking, account servicing, transaction support, fraud monitoring, risk identification, troubleshooting, and issue resolution.
• Led client training and technical support for Remote Deposit Capture, Lockbox, Controlled Disbursement, Positive Pay, sweep services, FTP, TFR, ACH, wires, and file import/export formats, partnering with internal teams to resolve escalations.
Treasury Management Implementation Commercial Banking Client Service Client Onboarding Escalation Management Cross-Functional Coordination ACH and NACHA Wires Positive Pay Remote Deposit Capture File Transmission and Imports Technical Troubleshooting New Hire Training Bilingual (English/Spanish) Client Training Cross-Functional Issue Resolution Documentation Review New client training Online Banking Platforms High Touch Relationship Support