Jenny Lewis
Katy,TX
Summary
Experienced Commercial Banking Relationship Associate with over 20 years in client onboarding, relationship management, and data analytics. Specializes in ensuring regulatory compliance and enhancing customer satisfaction. Demonstrates strong skills in relationship management, contributing to effective audit reviews and successful business development initiatives.
Overview
24
24
years of professional experience
Work History
Commercial Banking Relationship Associate
Wells Fargo, NA
Houston, TX
11.2012 - 04.2026
- Support Relationship Managers in acquiring, onboarding, and servicing commercial clients across mid- and large-corporate portfolios.
- Assist in preparing client proposals, credit appraisals, and loan documentation, ensuring accuracy and compliance with regulatory standards (KYC/AML, FDIC, USA PATRIOT Act).
- Tracked portfolio performance, account utilization, and revenue growth to identify opportunities for book expansion and cross-selling of Cash Management, Trade Finance, and Treasury/FX services.
- Maintained client relationship data in CRM systems (Salesforce, Zoho) and generated management reports for balance sheet tracking and monitoring fee income trends.
- Coordinated with internal stakeholders in credit, legal, operations, and product teams to facilitate seamless deal execution and enhance client service delivery.
- Maintained client relationship data in CRM systems (Salesforce, Zoho) and generated management reports for balance sheet tracking and monitoring fee income trends.
- Support audit and compliance reviews, ensuring timely closure of observations and adherence to internal control standards.
- Contribute to business development efforts through market research, sector analysis, and preparation of client pitches.
Treasury Management Analyst
Wells Fargo, NA
Houston, TX
07.2006 - 11.2012
- Analyze client cash flow needs and recommend appropriate treasury management products (e.g., ACH, wire transfers, remote deposit capture, lockbox services).
- Facilitated onboarding and implementation of treasury services for new and existing clients, enhancing client engagement.
- Monitored and resolved treasury product performance and client issues, ensuring seamless service delivery.
- Supported sales teams by preparing tailored proposals, conducting pricing analyses, and delivering impactful client presentations.
- Conduct account analysis and profitability reporting.
- Ensure compliance with regulatory requirements and internal policies.
- Maintain knowledge of banking products, industry trends, and emerging payment technologies.
- Collaborate with operations, IT, and risk teams to enhance treasury services and processes.
- Provide training and support to clients on treasury platforms and tools.
Commercial Banking Relationship Associate
Wells Fargo, NA
Houston, TX
10.2002 - 08.2006
Education
Bachelor of Science - Biomedical Sciences
Texas A&M University
01-2001
Skills
- Relationship management
- Client onboarding
- Treasury services
- Product knowledge
- Product advisement
- CRM management
- Regulatory compliance
- Data analytics
- Relationship building
- Customer relationships
Timeline
Commercial Banking Relationship Associate
Wells Fargo, NA
11.2012 - 04.2026
Treasury Management Analyst
Wells Fargo, NA
07.2006 - 11.2012
Commercial Banking Relationship Associate
Wells Fargo, NA
10.2002 - 08.2006
Bachelor of Science - Biomedical Sciences
Texas A&M University