Overview
Work History
Education
Skills
Timeline
Generic

JONATHAN COOPER

Prescott,AZ

Overview

6
6
years of professional experience

Work History

Treasury Management Support Specialist

First United Bank & Trust
McKinney, TX
01.2022 - 08.2025
  • 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.

Education

MBA - Marketing

California Miramar University
San Diego
08-2016

Bachelor of Arts - Humanities

Criswell College
Dallas, TX
05-2013

Electrical Lineworker Certificate (Pending) - Electrical Linework

Yavapai College
Prescott, AZ

Skills

  • Meeting facilitation
  • Documentation drafting
  • Payment processing
  • Lead generation
  • Business management
  • Recordkeeping

Timeline

Treasury Management Support Specialist

First United Bank & Trust
01.2022 - 08.2025

Online Banking Specialist II

First United Bank & Trust
01.2021 - 12.2022

Account Executive

Sign D'Sign
01.2020 - 12.2021

MBA - Marketing

California Miramar University

Bachelor of Arts - Humanities

Criswell College

Electrical Lineworker Certificate (Pending) - Electrical Linework

Yavapai College
JONATHAN COOPER