MARIA SALAS
Tampa
Summary
Financial services professional with experience in client onboarding, treasury support, and relationship management. Proven ability to manage transactions and support clients while ensuring accuracy and compliance
Overview
6
6
years of professional experience
Work History
Treasury Management Specialist
Valley National Bank
Clearwater
01.2026 - Current
- Managed daily treasury management requests, facilitating ACH, wire transfers, and online banking support for commercial clients.
- Supported treasury products, including remote deposit capture, positive pay, and payment processing solutions, enhancing client service.
- Ensured accuracy and compliance with banking regulations while processing financial transactions
- Collaborated with internal teams to resolve complex client issues, streamlining service processes.
Traveling transition support associate
Raymond James
Saint Petersburg
05.2025 - 08.2025
- Coordinated on-site and remote support for financial advisors transitioning to Raymond James, facilitating client account onboarding, data integration, and business operations; traveled nationwide to advisor offices for account transfers, system training, and staff guidance on company platforms and procedures;
- Resolved issues efficiently through collaboration with internal departments including operations, compliance, and IT, ensuring adherence to regulatory standards;
- Documented transition details, communicated progress to leadership, and fostered strong relationships with advisors and their teams
Client Onboarding Analyst
Raymond James
St. Petersburg
06.2023 - 05.2025
- Facilitated client onboarding by ensuring accurate documentation and timely processing to enhance client experience.
- Provided operational support for client accounts, ensuring precision and confidentiality in all transactions.
- Monitor transaction accuracy, identifying and rectifying discrepancies for error-free operations.
- Resolved client inquiries and challenges, escalating complex cases to senior management to ensure effective resolution.
- Process financial transactions, ensuring compliance with regulatory and internal guidelines.
SMALL BUSINESS CLIENT SERVICES REPRESENTATIVE
Bank of America
Tampa
07.2022 - 05.2023
- Facilitated client account openings/closings, ensuring smooth transactions and effectively communicating advantages of tailored banking products.
- Troubleshot online banking issues using banking software (Synergy, R3, MRD, ImageView), enhancing client satisfaction through swift resolutions.
- Secured funds and ensured compliance with bank regulations, maintaining consistency in information provided to clients.
- Processed fraud claims and billing disputes, analyzing data to deliver timely and accurate resolutions for clients.
- Built strong referral networks and recommended tailored banking solutions to optimize client accounts.
SITE MANAGER
Metro Staff Inc
Elk Grove Village
10.2020 - 01.2022
- Foster client relationships and serve as liaison between branch office and customers to enhance communication and satisfaction.
- Deliver customer service and cultivate relationships with supervisors and associates to ensure collaboration and address needs.
- Manage employee relations by coaching staff, conducting performance reviews, and facilitating exit interviews to support workforce development.
- Assist with recruiting, interviewing, hiring, and onboarding warehouse staff.
- Oversee timekeeping, payroll accuracy, and invoicing.
- Provide reports on productivity, headcount, and attendance.
- Facilitate workers' compensation reporting and participate in service reviews.
Education
BACHELOR OF ARTS (B.A.) - JOURNALISM
University Catolica Andres Bello
Caracas01-2019
Skills
- Cash management
- Financial analysis
- Risk assessment
- Data analysis
- Problem solving
- Client relationship management
Languages
- Spanish
- Engllish
Timeline
Treasury Management Specialist
Valley National Bank
01.2026 - Current
Traveling transition support associate
Raymond James
05.2025 - 08.2025
Client Onboarding Analyst
Raymond James
06.2023 - 05.2025
SMALL BUSINESS CLIENT SERVICES REPRESENTATIVE
Bank of America
07.2022 - 05.2023
SITE MANAGER
Metro Staff Inc
10.2020 - 01.2022
BACHELOR OF ARTS (B.A.) - JOURNALISM
University Catolica Andres Bello