Mark Sanchez
SANTABARBARA,CA
Summary
Dedicated customer service and treasury operations professional with over five years of experience supporting commercial banking clients in fast-paced financial environments. Experienced in payment device provisioning, treasury support, client onboarding, technical troubleshooting, and cross-functional collaboration. Proven ability to manage sensitive financial information, resolve complex client issues, and deliver exceptional customer service while consistently meeting performance goals. Highly adaptable, detail-oriented, and technology-savvy with a passion for building strong client relationships.
Overview
8
8
years of professional experience
Work History
Senior Service Specialist
Bank of America
SANTABARBARA, CA
03.2020 - Current
- Processed sales orders for payment devices, ensuring timely and accurate fulfillment to enhance client satisfaction.
- Configure and securely link business banking information to payment devices while maintaining strict confidentiality and compliance with bank policies.
- Coordinate the shipment of payment devices to medical practices, hospitals, and other commercial clients, ensuring successful delivery and deployment.
- Partner closely with Implementation teams to support new client onboarding, device setup, and account activation.
- Research and resolve account issues by updating account information, troubleshooting system errors, and ensuring products function properly.
- Diagnosed and resolved payment device and account-related issues, delivering effective technical support to business clients.
- Accommodated special requests and provided product guidance to clients, enhancing customer service experience.
- Navigate multiple internal banking systems to manage client accounts, process updates, and ensure accurate records.
- Consistently meet quality, productivity, and client satisfaction goals while supporting high-volume commercial treasury operations.
Lot Attendant
City Of Santa Barbara
SANTABARBARA, CA
03.2018 - 03.2020
- Maintained the cleanliness, safety, and overall appearance of the parking facility to provide a welcoming environment for customers.
- Performed routine inspections and removed debris to ensure the parking lot remained clean, organized, and hazard-free.
- Assisted customers with parking, payment kiosks, and general inquiries while providing professional customer service.
- Processed cash transactions, balanced registers, and supported daily financial reconciliation.
- Worked collaboratively with team members to maintain efficient operations during high-traffic periods.
Education
Santa Barbara High School
SANTABARBARA, CASkills
- Treasury Operations & Commercial Banking
- Payment Processing
- Commercial Client Onboarding
- Cash Management Services
- Client Relationship Management
- Banking Systems & Software
- Technical Support
- Problem Resolution
- Cross-Functional Collaboration
- Microsoft Office (Excel, Word, Outlook)
- Time Management & Organization
- Confidential Financial Data Handling
- Customer Service Excellence
- Account support
Timeline
Senior Service Specialist
Bank of America
03.2020 - Current
Lot Attendant
City Of Santa Barbara
03.2018 - 03.2020
Santa Barbara High School