Summary
Overview
Work History
Education
Skills
Personal Information
Timeline
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Kari Roeser

Lenexa,KS

Summary

With over 18 years of banking customer service experience along with over 4 years of FINTech software implementation experience, I strive to make the customer feel heard and work in a timely manner to ensure their needs are met. I find joy in building out technology platforms that enhance a client's workflow and overall experience. Ready to help the client and team achieve company goals.

Overview

13
13
years of professional experience

Work History

TPS Senior Client Technical Project Specialist

HTLF Bank
03.2020 - Current
  • Provides expertise as a subject matter expert on division technology including Visa Spend Clarity, EAP, and Integrated Payables to help Commercial clients build their Commercial Card platforms
  • Leads customer technology projects while successfully utilizing project plans and leading weekly calls
  • Directs supplier enablement activities that result in increased revenue and program optimization
  • Participated in the conversion to DXC Technology to optimize payment solution processing
  • Perform end-of-month reporting using FIS Ethos for the Commercial Cards department
  • Creates EAP credit card statements and initiate ACH batches manually.

Technical Support Representative, Adv.

Jack Henry
10.2013 - 03.2020
  • Provided financial institutions with level one support by identifying and resolving application and service issues and any other questions that may arise, in a friendly and timely manner
  • Responded to new cases within 15 minutes and successfully resolved cases well before the required service level mandate of 3 business days
  • Became a subject matter expert in Jack Henry banking suite products and provided an understanding of these products to bankers
  • Volunteered for and completed Alpha testing for 2017 release.

Senior Teller

Capitol Federal Savings
06.2011 - 10.2013
  • Constructed teller schedules, provided follow-up training for new tellers, completed daily postings, and enforced the bank's policies while continuing to excel at daily teller tasks
  • Assisted other departments of the bank by providing information to and answer any inquiries made
  • Trained and managed the customer service aspect in the teller area, including cross selling and assisting in problem resolution.

Education

Associate of General Business -

Highland Community College
05.2013

Skills

  • Jack Henry SilverLake/CIF 2020 AS400 core systems
  • Visa Spend Clarity for Enterprise
  • CPX Powered by Priority
  • DXC Technology
  • MS Excel
  • Communication Skills
  • Detail Oriented
  • Ability to Work in a Team
  • Independent Learner

Personal Information

Title: TPS Senior Client Technical Project Specialist

Timeline

TPS Senior Client Technical Project Specialist

HTLF Bank
03.2020 - Current

Technical Support Representative, Adv.

Jack Henry
10.2013 - 03.2020

Senior Teller

Capitol Federal Savings
06.2011 - 10.2013

Associate of General Business -

Highland Community College

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Kari Roeser