Summary
Overview
Work History
Skills
Technical Platforms
Timeline
Generic

MAKENZIE TAVERAS

Fort Lauderdale,FL

Summary

Dynamic banking professional with over 8 years in treasury management, specializing in billing operations for commercial clients. Proven ability to drive revenue accuracy and operational efficiency through meticulous fee assessments and strategic process enhancements.

Overview

9
9
years of professional experience

Work History

Treasury Management Advisor

Centennial Bank
07.2024 - 02.2025
  • Acted as primary treasury billing specialist supporting XAA and Weiland platforms for commercial banking clients.
  • Managed billing setups, recurring fees, pricing changes, waivers, adjustments, and account maintenance to support client needs.
  • Executed billing reconciliations for accurate fee assessment and optimized revenue capture.
  • Investigated billing exceptions and created platform reports to validate charges and enhance billing accuracy.

Fraud Support Team Lead

SouthState Bank
11.2022 - 03.2024
  • Led fraud support operations, streamlined case resolution, conducted suspicious activity reviews, and coordinated enterprise-wide efforts with legal, finance, IT, and service teams.

Treasury Management Support Specialist

SouthState Bank
07.2016 - 11.2022
  • Executed daily cash management activities including check deposits, wire transfers, and ACH payments to ensure accurate fund availability.
  • Coordinated billing setups and managed adjustments, recurring fees, and account maintenance to enhance customer service and streamline operations.
  • Managed new billing setups, recurring fees, pricing changes, waivers, adjustments, and account maintenance.
  • Supported staff with research projects on treasury management processes to improve overall operational understanding.

Skills

  • Treasury Billing Operations
  • XAA (Advanced Treasury Billing)
  • Weiland (Advanced Treasury Billing)
  • Fee Schedule Maintenance
  • Pricing Controls
  • Verafin
  • Q2
  • Fiserv
  • Microsoft Excel

Technical Platforms

  • XAA (Advanced Treasury Billing)
  • Weiland (Advanced Treasury Billing)
  • Verafin
  • Q2
  • Fiserv
  • Microsoft Excel

Timeline

Treasury Management Advisor

Centennial Bank
07.2024 - 02.2025

Fraud Support Team Lead

SouthState Bank
11.2022 - 03.2024

Treasury Management Support Specialist

SouthState Bank
07.2016 - 11.2022
MAKENZIE TAVERAS