Jonathan Romano
Seattle,WA
Summary
Results-driven banking professional with over 5 years of experience in customer service and banking operations. Known for a strong work ethic, dedication to quality assurance, and a collaborative team-oriented approach. Multilingual and adept at managing various tasks, from overseeing cash shipments to assisting customers with their financial needs. Skilled communicator with a proven track record of maintaining high levels of customer satisfaction through attentive service and proactive problem-solving. Seeking to leverage expertise and commitment to excellence in a new role.
Overview
8
8
years of professional experience
Work History
Treasury Management Operations Specialist
Commerce Bank Of Washington
Seattle, WA
10.2022 - Current
- Customer Service Excellence: Serve as Tier 1 support for all Treasury Management products and services, delivering exceptional assistance via phone and email. Act as a subject matter expert for both clients and internal stakeholders, fostering strong relationships with Relationship Managers.
- Efficient Back Office Operations: Lead new product implementation and conduct training sessions on various services. Ensure the quality control of submitted applications and documentation, maintaining a meticulous approach.
- Fraud Prevention and Risk Management: Proactively monitor Visa fraud alerts and manage commercial and consumer Bill Pay services. Conduct daily tracking of credit and debit card fraud alerts, mitigating potential risks promptly.
- Comprehensive Product Knowledge: Proficiently manage a range of Treasury Management products including Remote Deposits, Positive Pay, ACH, Internet Banking, and Merchant Services. Conduct daily OFAC screenings and address matches with precision.
Personal Banker/Branch Representative
Seattle Credit Union
Seattle, WA
05.2020 - 09.2022
- Client-Centric Services: Executed a wide array of member transactions while promoting Credit Union products and services, consistently exceeding branch goals.
- Relationship Building: Established and nurtured member relationships, effectively analyzing their needs and providing tailored solutions. Opened 80% of personal and business accounts within the branch, showcasing a high level of trust and expertise.
- Regulatory Compliance: Ensured adherence to Bank Secrecy Act policies and maintained knowledge of compliance requirements. Expertly handled wire transfers, Notary Public services, and fraud analysis.
- Technology Proficiency: Utilized various platforms including Fiserv, Fis, and Experian, demonstrating adaptability and proficiency in financial technology solutions.
Senior Bank Teller
Banner Bank
Seattle, WA
04.2018 - 04.2020
- Exceptional Customer Service: Provided superior service to customers during every transaction, earning high satisfaction ratings. Identified and resolved customer issues promptly, fostering long-term relationships.
- Risk Mitigation: Demonstrated expertise in identifying and mitigating potential fraud and transaction risks. Conducted thorough checks on all transactions and maintained optimal financial controls.
- Sales Support: Collaborated with the financial services team to capitalize on sales opportunities, achieving branch sales goals consistently.
- Operational Efficiency: Managed daily branch operations, including cash handling, vault inventory, taking loan applications and special service transactions, with zero error rates.
Sales Associate
JCPenney
Seattle, WA
07.2017 - 04.2018
- Sales Excellence: Negotiated and closed deals autonomously, exceeding sales targets and expanding the client base.
- Product Knowledge: Maintained up-to-date knowledge of products and services, providing expert advice to customers and colleagues.
- Visual Merchandising: Contributed to effective product placement and visual merchandising strategies, enhancing the customer shopping experience.
- Customer Relationship Management: Cultivated strong relationships with customers, ensuring satisfaction and fostering repeat business.
Cashier/Product Service
Safeway
Shoreline, WA
10.2016 - 07.2017
- Customer Service: Provided efficient and friendly service to customers, enhancing their shopping experience and maximizing satisfaction.
- Adherence to Policies: Ensured compliance with company policies and procedures, particularly regarding refunds, merchandise handling, and promotional activities.
- Team Collaboration: Worked collaboratively with colleagues to maintain store standards, update displays, and execute promotional activities effectively.
Retail Sales Consultant
Sunglass Hut Luxottica Corp
Seattle, WA
12.2015 - 10.2016
- Product Expertise: Demonstrated a deep understanding of products and services, offering tailored solutions to meet customer needs.
- Sales and Service Excellence: Provided professional and courteous service to customers, driving consistent sales and fostering positive relationships.
- Operational Efficiency: Managed financial transactions accurately and maintained store inventory, contributing to overall operational effectiveness.
- Customer Satisfaction: Prioritized customer satisfaction, resolving conflicts promptly and effectively to ensure a positive shopping experience.
Education
Bachelor of Science - International Business
North Seattle Community College
08-2026
Certification - International Trade
Udemy
Online12.2023
Certification - Bonds & Fixed Income Securities: Structure, Price
Udemy
11.2023
Certification - International Economics: A Comprehensive Economics
Udemy
11.2023
Certification - Financial Markets
Coursera
Online09.2021
Certification - Economics of Money And Banking
Coursera
Online08.2020
Skills
- Strong communication skill
- Strong sense of banking ethics
- Customer service
- Product recommendations
- Building key relationships
- Research methods
- Product knowledge
- Microsoft Office
- Processing documents
- Risk Management
- Customer Service
- Building Effective Relationships
- Sales skills
- Multilingual
- Knowledge of cash management, bank reporting, cash positioning and forecasting, payments (domestic and/or international), in-house banking, financial transactions pertaining to debt, wire and foreign exchange and processing required
- Knowledge of treasury management systems and treasury operations
Languages
- French
- Portuguese
- Spanish (Beginner)
- Lingala
- Kikongo
- English
Timeline
Treasury Management Operations Specialist
Commerce Bank Of Washington
10.2022 - Current
Personal Banker/Branch Representative
Seattle Credit Union
05.2020 - 09.2022
Senior Bank Teller
Banner Bank
04.2018 - 04.2020
Sales Associate
JCPenney
07.2017 - 04.2018
Cashier/Product Service
Safeway
10.2016 - 07.2017
Retail Sales Consultant
Sunglass Hut Luxottica Corp
12.2015 - 10.2016
Bachelor of Science - International Business
North Seattle Community College
Certification - International Trade
Udemy
Certification - Bonds & Fixed Income Securities: Structure, Price
Udemy
Certification - International Economics: A Comprehensive Economics
Udemy
Certification - Financial Markets
Coursera
Certification - Economics of Money And Banking
Coursera
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