Summary
Overview
Work History
Education
Skills
Timeline
References
References
Generic

GELISA THOMPSON

Summary

Dedicated professional with a proven track record at financial institutions, adept in Data Analysis and banking products. Excels in leading teams and completes tasks on time. Skilled in building client relationships and identifying financial solutions, showcasing exceptional problem-solving. Passionate about achieving success in the banking industry.

Overview

10
10
years of professional experience

Work History

Treasury Support Specialist I & II

Independent Financial
07.2022 - Current
  • Serves as a subject matter expert for Treasury Management products, services, and systems for clients and internal sales personnel to improve client satisfaction with a professional approach.
  • Conducts thorough financial analyses to identify trends, potential areas for cost savings, and revenue growth opportunities.
  • Performs testing of Positive Pay and ACH file uploads (both CSV and NACHA format) for clients to
  • Prioritize issues through proper documentation and monitoring to facilitate timely resolution and escalation
  • Assists with training new employees, lead team meetings and provide guidance to junior team members
  • Identify opportunities for process improvements, help create procedures, and test for system upgrades and enhancements
  • Displays adaptability by successfully handling multiple priorities simultaneously while meeting tight deadlines and maintaining high-quality work.

Financial Relationship Consultant

Regions Bank
08.2021 - 07.2022
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
  • Analyzed financial needs of clients and developed tailored strategies to meet goals.
  • Actively promoted and cross-sold bank products and services, including loans, credit cards, insurance, and investment products, to meet sales targets
  • Managed a diverse portfolio of clients, maintaining strong relationships through regular communication.
  • Coordinated with internal departments such as credit analysis and underwriting to ensure smooth processing of loan applications.
  • Developed comprehensive financial plans for clients, taking into account their short-term and long-term goals.

Personal Banker

BBVA
01.2020 - 07.2021
  • Maintained knowledge of bank products, services, policies, procedures, and regulations
  • Identified cross-selling opportunities and recommended banking products and services to customers
  • Processed deposits, withdrawals, transfers, payments, check cashing and other transactions accurately and efficiently when needed
  • Assisted customers with loan applications and credit card requests
  • Educated customers on how to use banking products, services, and other financial solutions
  • Helped new and existing clients open personal and business accounts and resolve account issues.

Lead Bank Teller

Lubbock National Bank
09.2014 - 12.2019
  • Managed high-volume cash drawer, maintaining accountability and minimizing discrepancies.
  • Maintained up-to-date knowledge of federal regulations affecting monetary transactions, ensuring full compliance across all activities.
  • Balanced ATM machines daily as part of routine maintenance tasks, ensuring optimal functioning and reliability for customers'' use.
  • Assisted with the onboarding process for newly hired tellers, providing hands-on training and guidance for a seamless integration into the team.
  • Conducted regular audits of cash drawers, ensuring compliance with internal controls and regulatory requirements.
  • Managed daily bank operations by processing customer transactions and providing exceptional customer service.

Education

High School Diploma -

Monterey High School
Lubbock, TX
05.2009

Skills

  • Time Management
  • Problem-Solving
  • Ethical and Professional Behavior
  • Data Analysis
  • Interpersonal Communication
  • Self Motivated
  • Risk Management and Bank Compliance
  • Task Prioritization
  • Training and Coaching
  • Adaptability
  • Multitasking
  • Analytical Thinking

Timeline

Treasury Support Specialist I & II

Independent Financial
07.2022 - Current

Financial Relationship Consultant

Regions Bank
08.2021 - 07.2022

Personal Banker

BBVA
01.2020 - 07.2021

Lead Bank Teller

Lubbock National Bank
09.2014 - 12.2019

High School Diploma -

Monterey High School

References

Gage Glidewell — Treasury Program Specialist, Texas Capital Bank

(432) 269-0540 | glidewellgage@gmail.com


Ca-Ron Rainey — Branch Manager, Regions Bank

(985) 788-4946 | ca-ron.rainey@regions.com


Lori Torres-Gardner — Branch Officer, Lubbock National Bank

(806) 544-9214 | lolagard0829@gmail.com

References

Gage Glidewell — Treasury Program Specialist, Texas Capital Bank

(432) 269-0540 | glidewellgage@gmail.com


Ca-Ron Rainey — Branch Manager, Regions Bank

(985) 788-4946 | ca-ron.rainey@regions.com


Lori Torres-Gardner — Branch Officer, Lubbock National Bank

(806) 544-9214 | lolagard0829@gmail.com

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