Summary
Overview
Work History
Education
Skills
References
Timeline
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Kimberly M. Bryant

Longmont,CO

Summary

Self-starting Operations Officer with over 7 years of dedicated experience in the banking sector, focused on operational management. Skilled in operational management, client relations, process improvement, solution design and documentation, and people management. Demonstrated ability to adapt to new roles, manage teams, implement solutions and expand skillset and knowledge. Well organized, attentive to detail and vigilant in meeting deadlines.

Overview

7
7
years of professional experience

Work History

Treasury Management Operations Manager/Treasury Management Operations Officer

Pueblo Bank and Trust
05.2021 - Current
  • Spearheading implementation of Analysis accounts and Positive Pay, revolutionizing bank operations and enhancing security measures
  • Streamlining vendor selection to improve client satisfaction and operational efficiencies and regular communication and management
  • Implementing Treasury Management team schedules, ensuring seamless coverage and fostering a supportive work environment
  • Facilitating cross-departmental communication for seamless project execution for system conversions, audits, account opening system maintenance, core system updates and maintenances, business account type management and regulatory requirements for services
  • Creating and upgrading marketing materials

Treasury Management Specialist

Pueblo Bank and Trust
07.2020 - 05.2021
  • I am a founding member of the bank’s Treasury Management department and played a pivotal role in its instantiation
  • I also led the technical portion of an online banking conversion during this time; I built procedures, forms and processes to accommodate the new online banking system
  • Managed, maintained and trained clients on our comprehensive Business Online Banking service including additional services such as ACH, Bill Pay, Remote Deposits and Remote Wires
  • Resolved client issues, serving as the subject matter expert for the entire bank as it pertained to anything online banking related
  • Developed and documented solutions for system failures, ensuring uninterrupted banking services
  • Contracted all previously existing and new business online banking clients and set up their online services and agreements

Treasury Management Operations Specialist

Sunflower Bank
10.2018 - 07.2019
  • People and relationships are of prime importance at every level of banking
  • In this role I responded to time sensitive and complex matters that required me to communicate well with teammates, vendors and customers
  • Streamlined Wire Transfer processes, ensuring accuracy for verifying and releasing incoming and outgoing wires
  • Setting up and verifying online banking business profiles
  • Verifying customer remote deposits and resolving related issues
  • Sending and verifying FED files
  • Resolved complex customer and banker inquiries

Senior Customer Service Representative

Sunflower Bank
06.2017 - 09.2018
  • This role required intense multitasking, flexibility and strong attention to detail
  • I handled customer requests quickly with transparency and strong follow through to include:
  • IRA maintenance and management of complex Trusts, ensuring regulatory compliance and client satisfaction
  • Optimized banking for business clients, enhancing account servicing efficiency and transaction processing speed

Education

Bachelor of Science - Business Management

Colorado State University Systems

Associates of Arts -

Front Range Community College

NACHA

Skills

  • Problem-Solving
  • Superb time management skills
  • Maintaining Compliance
  • Decision-Making
  • Staff Training and Management
  • Interpersonal Communication
  • Customer Relationship Management
  • MS Office

References

  • Christina Veltri, Coworker, PB&T Bank, 720-220-8072, cmveltri23@yahoo.com
  • Kim Oldham, Former coworker, PB&T Bank, 720-323-7460, Kimoldham72@gmail.com
  • Chris Decker, Former coworker, PB&T Bank, 970-819-7598

Timeline

Treasury Management Operations Manager/Treasury Management Operations Officer

Pueblo Bank and Trust
05.2021 - Current

Treasury Management Specialist

Pueblo Bank and Trust
07.2020 - 05.2021

Treasury Management Operations Specialist

Sunflower Bank
10.2018 - 07.2019

Senior Customer Service Representative

Sunflower Bank
06.2017 - 09.2018

Associates of Arts -

Front Range Community College

NACHA

Bachelor of Science - Business Management

Colorado State University Systems

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Kimberly M. Bryant