Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jacob Thomas

Canyon,TX

Summary

Dedicated Treasury Management Specialist with a proven track record in implementing treasury solutions and providing client support. Experienced in managing the sales cycle, from needs analysis to product implementation, and expertly navigating complex technical requirements to enhance customer experience and drive non interest income.

Overview

16
16
years of professional experience

Work History

Treasury Management Specialist

FirstBank Southwest
05.2023 - 09.2025
  • Process and assist with various financial transactions, such as wire transfers and ACH payments, to support daily operations.
  • Assisting with the implementation of treasury products and services while ensuring compliance throughout the process.
  • Establish and maintain robust internal controls related to treasury operations.
  • Coordinates sales efforts with commercial lenders in order to acquire new business and strengthen existing client relationships.
  • Builds, develops and maintains profitable deposit relationships with new and existing customers.
  • Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.

Treasury Management Specialist

Happy State Bank / Centennial Bank
08.2021 - 03.2023
  • Operating in a fast-paced flexible work environment with competing demands.
  • Remains current on all Treasury management products and services offered.
  • Drives to various business locations when calling upon customers.
  • Improved overall financial reporting by streamlining control processes and reporting structures.

Operation Specialist

Happy State Bank
07.2020 - 08.2021
  • Analyzed figures, postings and documents to maintain accounting program accuracy.
  • Managed invoicing and payment processing operations.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Collected, arranged, and input information into database system.

Sr. Teller

Happy State Bank
10.2014 - 07.2020
  • Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
  • Trained newly hired tellers, providing extensive mentoring along with positive reinforcement to help employees meet monthly goals and reach objectives.
  • Conducted various branch operations tasks such as balancing and replenishing vault, RBU and shipment processing.
  • Politely assisted over 70 customers per day in fast and high-pressure environment.

Assistant Store Manager

Aeropostale
06.2009 - 09.2014
  • Promoted professional growth and facilitated talent development of each associate to drive performance excellence.
  • Managed opening and closing procedures and recommended changes to enhance efficiency of daily activities.
  • Developed and managed employee schedules, balancing individual requests and requirements with business needs
  • Maximized sales and minimized shrinkage through excellent customer service and adherence to standard practices

Education

West Texas A&M University
Canyon, TX
01.2017

Amarillo College
Amarillo, TX
01.2011

Skills

  • Risk Management
  • Treasury Management Systems
  • Collaboration
  • Compliance
  • Critical Thinking
  • Learning from others
  • Open-mindedness
  • Optimism

Timeline

Treasury Management Specialist

FirstBank Southwest
05.2023 - 09.2025

Treasury Management Specialist

Happy State Bank / Centennial Bank
08.2021 - 03.2023

Operation Specialist

Happy State Bank
07.2020 - 08.2021

Sr. Teller

Happy State Bank
10.2014 - 07.2020

Assistant Store Manager

Aeropostale
06.2009 - 09.2014

West Texas A&M University

Amarillo College

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