Summary
Overview
Work History
Skills
References
Timeline
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Krista Bell

Castle Rock,CO

Summary

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

13
13
years of professional experience

Work History

Treasury Services Specialist

Huntington National Bank
Remote, CO
07.2022 - 08.2024
  • Analyzed customer accounts to ensure accuracy of data for internal reporting purposes.
  • Developed and maintained relationships with banks, vendors and customers to support treasury operations.
  • Assisted in the implementation of new systems and processes for treasury management functions.
  • Ensured compliance with applicable laws, regulations, policies and procedures related to treasury operations.
  • Implemented automated payment solutions such as virtual cards or e-invoicing programs in order to streamline payment processes.
  • Checked payroll, vendor payments and other accounting disbursements for accuracy and compliance.
  • Prepared internal and regulatory financial reports, balance sheets and income statements.
  • Created financial management mechanisms to minimize financial risk to business.
  • Provided support in the implementation of new banking products and services.
  • Provided customer service to clients by answering inquiries, resolving problems and providing product information.
  • Assisted with the implementation of new services for customers and ensuring that all processes are followed correctly.
  • Developed and maintained strong relationships with internal and external stakeholders to ensure successful delivery of services.

Treasury Specialist

BOK Financial
Denver, CO
05.2019 - 07.2022
  • Developed processes for improving efficiency in treasury management activities.
  • Managed relationships with external banking partners to ensure compliance with applicable laws and regulations.
  • Provided advice on cash management techniques to optimize liquidity positions.
  • Ensured timely completion of all required regulatory filings related to treasury activities.
  • Monitored compliance with internal policies related to treasury operations.
  • Reviewed and maintained fraud controls and recommended enhancements to reduce fraud.

Banker

Chase Bank
Denver, CO
07.2011 - 03.2019
  • Provided customer service to bank clients, answering inquiries and resolving complaints.
  • Developed financial plans for customers based on their individual needs.
  • Analyzed customer's financial information to determine the best banking products for them.
  • Processed loan applications and prepared relevant documents for approval.
  • Advised customers on various banking products and services such as loans, investments, and credit cards.
  • Resolved customer complaints in a timely manner while ensuring compliance with banking regulations.
  • Developed strategies to increase sales opportunities among customers by cross-selling bank services or products.
  • Audited teller transactions for accuracy prior to submission for processing.

Skills

  • Sales Support
  • Customer Support
  • Customer Onboarding
  • Workflow Management
  • Documentation and Reporting
  • Data Entry
  • Computer Skills
  • Multitasking and Organization
  • Strong Work Ethic
  • Performance Goals
  • Salesforce Experience
  • Attention to Detail

References

References available upon request.

Timeline

Treasury Services Specialist

Huntington National Bank
07.2022 - 08.2024

Treasury Specialist

BOK Financial
05.2019 - 07.2022

Banker

Chase Bank
07.2011 - 03.2019

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Krista Bell