Summary
Overview
Work History
Education
Skills
Timeline
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Jessica Haynes

Cornelius,NC

Summary

Experienced professional with a strong background in planning and problem-solving while fostering strong relationships. Proven ability to optimize resource utilization, enhancing operational scalability and profitability. Committed to continuous learning and innovation, delivering impactful solutions through analytical thinking and creativity in dynamic environments.

Overview

13
13
years of professional experience

Work History

Treasury Management Analyst Team Lead, AVP

United Community Bank
Cornelius, NC
04.2021 - Current
  • Managed the TM Analyst team of up to three employees simultaneously.
  • Served as primary contact for internal TM audit and ACH audit by PaymentsFirst.
  • Collaborated with Credit Risk Management, Compliance, and Legal on annual risk and compliance requirements, such as RCSA review, SOC evaluations, and KRIs.
  • Oversaw over 40 control tasks related to TM operations.
  • Executed monthly reconciliations for all TM-related accounts and balanced ICS accounts.
  • Point of contact on M&As, preparing validation files, and discussing product requirements with the acquired bank.
  • Additional responsibilities, but not limited to, include Letter of Credit transaction processing, ACH fraud alerts, managing the ICS product, vendor assessments, new sales reporting and audits, GL balancing, Cash Vault setups, as well as RFP proposals.

Treasury Management Relationship Manager

Mechanics Bank
Walnut Creek, CA
02.2018 - 03.2021
  • Provided comprehensive cash management solutions through a range of treasury products.
    Served 20 retail branches in Bay Area, Napa Valley, and Northern California.
    Conducted training sessions for branch staff on Treasury and Business Online Banking methodologies.
    Facilitated collaboration among Branch Managers, sales staff, and Relationship Managers to drive deposits.
    Identified opportunities for cross-selling services to boost branch profitability.
  • Met annual sales goal of $80,000 per year

Financial Services Manager

Mechanics Bank
Walnut Creek , CA
02.2012 - 06.2018
  • Delivered tailored financial solutions to individuals, fiduciaries, and small businesses.
    Established full range of deposit products aligning with customer needs.
    Cross-sold credit cards, consumer loans, and wealth management solutions effectively.
    Processed various loan types, including SBA loans and HELOCs, ensuring completion of signings.
    Exhibited adaptability in diverse roles across retail branch operations.
    Referred clients to external partners for additional resources.

Education

High School Diploma -

Antioch High School
Antioch CA
06-2004

Some College (No Degree) -

Los Modanos College
Pittsburg CA

Skills

  • 21 years of banking experience
  • Seven years of Treasury Management experience
  • Regulatory compliance
  • Risk assessment
  • Vendor management
  • Reliable, self-starter, team player
  • Thorough knowledge of NACHA operational rules
  • Experience with Fiserv, Jack Henry cores, Q2, and Fiserv OLB platforms
  • Operational Excellence Award recipient in 2025

Timeline

Treasury Management Analyst Team Lead, AVP

United Community Bank
04.2021 - Current

Treasury Management Relationship Manager

Mechanics Bank
02.2018 - 03.2021

Financial Services Manager

Mechanics Bank
02.2012 - 06.2018

High School Diploma -

Antioch High School

Some College (No Degree) -

Los Modanos College

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