JASON SINCLAIR-ANGELES
ATLANTA,GA
Summary
Knowledgeable and dedicated customer service professional with extensive experience in the Treasury Management/Banking platforms. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and growing businesses.
Overview
10
10
years of professional experience
Work History
Product Support Engineer
FIS
Atlanta, GA
02.2022 - Current
- Support Clients in Digital One Business etc BeB, Ceb, OLB platforms
- Served as a primary point of contact for support relating to owned solutions and products.
- Analyzed issues to identify troubleshooting methods needed for quick remediation.
- Documented customer interactions and performed troubleshooting in customer relationship management software and case management modules.
- Worked with software development team on reported errors and bugs on newly released software and assisted in deployment of release fixes.
Treasury Fulfillment Specialist
First Horizon Bank
Atlanta, GA
11.2020 - 02.2022
- Developed team communications and information for meetings.
- Focused solutions on industry-specific workflow, client base and protocols, tailoring implementations to client needs.
- Played key role in end to end client implementation process for Treasury Management Services.
- Ensured setup information or maintenances were key in correct in backend systems for, but not limited to Online Banking, Remote Deposit Capture, Analysis, and Data Transmissions.
- Assisted in Direct bottom line Impact by fast-tracking new revenue flow and positively influencing customer satisfaction by delivering superior on-boarding experience.
Treasury Implementation Analyst
Ameris Bank
Atlanta, GA
11.2015 - 11.2020
- Provide front line staff and customers support for Remote Deposit, Lockbox, ACH, Wires and other Treasury Service products and Services.
- Setting up and maintenance of CDARS and ICS Products.
- Conduct WebEx onboarding installation and training for Treasury Management Clients.
- Managing all daily reports and distributing to appropriate departments and responsible for all electronic correspondents customers.
- Analyzing and preventing of potential fraud through different systems that might cause company loss.
- Assist in treasury operation assessments to ensure compliance with best practice and company policies/procedures.
- Organized project implementation resources and leveraged expertise to assist organizational rollout.
- Delivered in-depth Remote Deposit training, imparting knowledge of best practices for protecting data and minimizing errors.
Customer Service and Sale Representative
Wells Fargo and Company Bank
Atlanta, GA
11.2012 - 11.2015
- Deal with daily customer concerns, assisting in resolutions satisfying to both client and management Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure safety and security of customer and bank assets.
- Maximize depth and profitability of customers relationship by partnering with sales specialists in retail Lending, Investments and other product areas to ensure outstanding customer experience.
- Provide full range of banking services to individual customers, emphasizing personal financial counseling and customer service.
- Trained and mentored junior banking staff to maximize performance, efficiency and compliance.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
Education
High School Diploma -
Stone Mountain High School
Stone Mountain, GA05.2007
Skills
- Critical thinking
- Bank Conversions
- Highly proficient in Treasury Management Systems/ Online Banking Platforms
- Application support
- Staff education and training
- Procedure development
- Project planning and development
Timeline
Product Support Engineer
FIS
02.2022 - Current
Treasury Fulfillment Specialist
First Horizon Bank
11.2020 - 02.2022
Treasury Implementation Analyst
Ameris Bank
11.2015 - 11.2020
Customer Service and Sale Representative
Wells Fargo and Company Bank
11.2012 - 11.2015
High School Diploma -
Stone Mountain High School