Supported treasury management products and services, including ACH origination, Remote Deposit Capture, online wire transfers, Positive Pay, commercial online banking, bill pay, account analysis, sweep accounts, and lockbox.
Managed online financial transactions and supported liquidity and investment activities.
Helped develop fraud protection and risk mitigation strategies for financial operations.
Recognized as 2024 top performer for What Great Looks Like.
Contributed to deposit operations vision statement development as member of writing group.
Top Performer of 2024, Won What Great Looks Like.
Member of the group that wrote Deposit Ops Vision Statement.
Online Banking Specialist II
First United Bank & Trust
Sherman, TX
01.2021 - 12.2022
Managed daily account reports/reconciliations for over $3M, and prepared Excel-based management presentations.
Excelled in Enterprise Client retention.
Retained a crucial account by developing a problem-solving team skilled in QuickBooks, identifying customer experience
patterns, and implementing solutions.
Created and presented educational PowerPoint presentations on topics like Excellence and Team Performance.
Resolved client technology issues, onboarding high-net-worth clients, and growing their accounts and deposits through
effective relationship management.
Account Executive
Sign D'Sign
Bluffton, SC
01.2020 - 12.2021
Secured 20 new clients, adding $200K to the business, and boosting their sales by $100K each through enhanced
marketing strategies.
Grew portfolio by 30% through active networking at various local business events, focusing on customer acquisition.
International Trade Compliance and Operation Management Support Specialist at GEODIS INDIA PVT LTDInternational Trade Compliance and Operation Management Support Specialist at GEODIS INDIA PVT LTD
Sample Management Team Support Specialist/Research Data Analyst at Corteva Agriscience (Contract)Sample Management Team Support Specialist/Research Data Analyst at Corteva Agriscience (Contract)