Experienced and passionate Vice President of Treasury Management Operations with 32 years of expertise in retail banking, banking operations, and treasury management operations. Demonstrates stellar interpersonal skills and excels in overseeing operations, with a strong focus on developing the knowledge of internal teams and external clients regarding treasury management products and services.
Operational support for commercial treasury sales and business banking depository solutions for First Bank Chicago. Treasury Management product responsibilities include maintaining a leading customer experience for business banking and commercial clients. Responsible for client experience and ongoing service while working closely with internal and external cross-disciplinary teams; including sales, product development, technology, operations, legal, compliance and service delivery teams. Primary focus on delivering products that help define the customer experience as best in class. Passionate about delivering a high quality user experience to our business customers through the innovation of payment platforms and multi-channel integration. Knowledge of Fiserv Premier core platform, Director, Business Online Banking, Source Capture Solutions, Partnercare, Centrix Positive Pay and Weiland Account Analysis applications.
Supported the cash/treasury management product line; evaluated products, pricing, vendors, competitors, policies, procedures and agreements. Ongoing internal training of bankers regarding product options, value and functionality. Sales support to personal bankers, business bankers and commercial lenders. Collaborated closely with operational, compliance, risk and sales departments to develop and improve cash management policies. Provided hands on help to assist business bankers with proposals for prospective business customers. Ongoing client support. Knowledge of Fiserv Cleartouch core platform, Nautilus, Business Online Banking, Source Capture Solutions, Partnercare, Centrix Positive Pay and Weiland Account Analysis applications.
Responsible for the support, service, and operational enhancements of the bank operations area. Including NSF, RDI, Encoding and Adjustment processing. Debit/ATM products and programs, Online Banking and Bill Pay services, ACH and Wire processing, Cash Management products and programs and imaging processes.
Volunteer, Bernie's Book Bank (2016-present)
Board Member and Volunteer, Kenosha Area Chamber of Commerce (2004-2016)
Student Mentor, Kenosha Area Business Alliance (1997-2004)