Juliana Tadic

• Managed the implementation queue workflow.
• Implemented TM products and services as required, collaborating with other areas as needed.
• Performed testing of ACH and Positive Pay file uploads, ensuring data integrity and compliance.
• Ensured that client Treasury Management documentation and internal processes complied with regulatory guidelines, mitigating risk and enhancing operational integrity.
• Conducted walk-throughs and training on services as required, equipping clients with the knowledge to utilize products effectively.
• Participated in data mapping, testing, and other conversion projects related to Bank mergers.

• Reviews Treasury Management Agreements, Internal Forms, and Treasury Request to ensure proper execution.
• Implement all Treasury Management products and services for Treasury clients.
• Perform secondary review of Treasury Management Implementations.
• Obtain, prepare, and follow up on required Treasury documentation.
• Assist with monthly reporting and annual product reviews.
• Works on special projects as needed.

Advanced from teller to personal banker, enhancing client relationships and financial success. Guided clients in selecting appropriate checking, savings, and credit products based on individual needs. Developed tailored financial plans for business customers to achieve specific financial goals. Ensured comprehensive support for consumer and business clients throughout banking processes.