John Heffernan
Glen Cove,USA
Summary
Treasury Management Professional experienced in leveraging over 20 years of expertise in the Banking Industry to drive growth and share knowledge. Developed and executed strategic initiatives that enhanced client relations and maximized event potential. Focused on fostering relationships and attracting new clients to achieve organizational goals.
Overview
22
22
years of professional experience
Work History
Vice President – Treasury Management Officer
ConnectOne Bank
06.2025 - Current
- Onboarded and managed client relationships across treasury management products, business online, retail online, and mobile banking platforms.
- Led implementation and support processes, evaluated and improved existing procedures and documentation. Developed new processes based on client feedback and reporting, serving as liaison for less experienced associates.
- Set and tracked expectations to align with company and department goals. Adjusted department policies to improve operational efficiencies.
- Created implementation and support measurement reports to inform strategic plans, reviewed client trends and identified department inefficiencies through reporting results.
- Developed detailed documentation to support operational activities. - Establishes, measures, and monitors service level agreements. Develops an implementation pipeline that tracks and reports product status.
VP – Digital Channels (T.M.) Servicing Manager
First National Bank of LI
Melville, USA
01.2024 - 06.2025
- Company Overview: Streamlined processes for bank merger
- Bank Merger
- Led strategic initiatives to enhance customer engagement and retention at First National Bank.
- Developed comprehensive financial strategies to optimize asset management and profitability.
- Oversaw risk management processes to ensure regulatory compliance and operational integrity.
AVP – Digital Channels
First National Bank of LI
Melville, USA
01.2023 - 12.2023
- Company Overview: Coordinated processes for bank merger
- Bank Merger
- Oversaw departmental operations and ensured alignment with organizational goals.
- Led cross-functional teams to implement strategic initiatives effectively.
- Developed policies to enhance compliance and risk management efforts.
AC – Digital Channels Senior Analyst
First National Bank of LI
Melville, USA
01.2017 - 12.2022
- Company Overview: Streamlined processes for bank merger
- Bank Merger
- Analyzed financial data to identify trends and support strategic decision-making.
- Developed reports that summarized key findings for senior management reviews.
- Collaborated with cross-functional teams to enhance operational efficiency and effectiveness.
AM – Data Processing Manager
First National Bank of LI
Melville, USA
01.2014 - 12.2016
- Company Overview: Bank Merger
- Bank Merger
- Managed data processing operations for financial transactions and reporting systems.
- Oversaw team performance and provided training on data management tools.
- Collaborated with IT to ensure data integrity and security protocols were followed.
AA – Data Processing Team Leader
First National Bank of LI
Melville, USA
01.2011 - 12.2013
- Company Overview: Bank Merger
- Bank Merger
- Led team in providing exceptional customer service experiences.
- Trained staff on bank policies and procedures for compliance.
- Coordinated daily operations to enhance workflow efficiency.
Senior Image Operator
First National Bank of LI
Melville, USA
01.2008 - 12.2010
- Company Overview: Supported integration of banking systems
- Bank Merger
- Operated banking equipment to process transactions efficiently.
- Maintained accurate records of customer transactions and account information.
- Assisted customers with inquiries regarding services and account management.
Part Time Image Operator
First National Bank of LI
Melville, USA
11.2004 - 12.2007
- Company Overview: Bank Merger
- Bank Merger
- Operated banking systems to process customer transactions efficiently.
- Managed customer inquiries, providing accurate information and assistance.
- Collaborated with team members to ensure smooth daily operations.
Education
Bachelor of Science - Sports Management, Business
St. John’s University
Jamaica, NYSkills
- Treasury Management Treasury Solutions & Client Solutions
- Business Banking
- Payment solutions
- Client Relationship Management
- Relationship Management
- Product Implementation
- Process Optimization
- Operational Efficiency
- Workflow Automation
- Payment Processing
- Fraud Prevention
- Financial Software
- CORE
- Project Management
- Reporting
- System Integration
- Excel
- PowerPoint
- Outlook
- Analytical skills
- Decision analysis
- Problem resolution
- Collaboration
- Time Management
- Team Leadership
- Treasury Solutions
- Client Solutions
Community Service
- First National Bank of LI, Glen Head, NY, Member of Community Service/Outreach Committee
- The Viscardi Center, Albertson, NY, Volunteered at centers Annual “Sports Night”
- Mary Brennan INN Soup Kitchen, Hempstead, NY, Chaired event
- Long Island Cares Inc., Hauppauge, NY, Helped organize fundraisers for the employees of my company to participate in
Timeline
Vice President – Treasury Management Officer
ConnectOne Bank
06.2025 - Current
VP – Digital Channels (T.M.) Servicing Manager
First National Bank of LI
01.2024 - 06.2025
AVP – Digital Channels
First National Bank of LI
01.2023 - 12.2023
AC – Digital Channels Senior Analyst
First National Bank of LI
01.2017 - 12.2022
AM – Data Processing Manager
First National Bank of LI
01.2014 - 12.2016
AA – Data Processing Team Leader
First National Bank of LI
01.2011 - 12.2013
Senior Image Operator
First National Bank of LI
01.2008 - 12.2010
Part Time Image Operator
First National Bank of LI
11.2004 - 12.2007
Bachelor of Science - Sports Management, Business
St. John’s University