Julio Avalos

• Coordinate with Treasury colleagues to deliver products that enhance the clients growth.
• Deliver online training courses with clients on various systems pertinent to their programs.
• Collaborate with internal partners and guide clients through the implementation process.
• Communicate effectively and build lasting relationships with clients and Commercial partners.
• Assist with client documentation updates for signatory changes and new acquisitions.
• Ensure timely completion of outstanding requests through effective time management.

.

• Service small business accounts, evaluated large checks, and preformed data entry on a ongoing setting.
• Applied analysis and problem-solving skills to handle and resolve request.
• Mentored and trained new employees during their initial learning phase.
• Supported senior leaders with projects and process disruption management.

• Handled complex calls from clients or colleagues providing seamless delivery of service.
• Performed routine and complex account maintenance
• Required to solve and investigate a wide variety of issues and request that include gathering additional information, setting expectations, and working with other support organizations to fulfill the request.