Mauricio Flores
Fullerton,CA
Summary
As an experienced Treasury Management Implementation Specialist, I'm dedicated to deepening client relationships and accelerating business growth. By leveraging my extensive treasury portfolio experience, I strive to deliver exceptional service, build trust, and contribute to the success of both clients and the organization. I am seeking a challenging opportunity that offers continued professional development and advancement within the company.
Overview
7
7
years of professional experience
Work History
AVP, Treasury Management Implementation Specialist
Comerica Bank
10.2024 - 01.2026
- Drive client satisfaction by overseeing new account and service setups.
- Communicate with clarity and professionalism to cultivate strong, long term relationships with client and commercial partners.
- Coordinate, schedule, and facilitate virtual meetings for 80 commercial clients using Zoom and Microsoft Teams.
- Monitor and manage project progress through a SharePoint to provide TMO's with timely updates on implementation requests.
- Prioritize workload efficiently to meet client deadlines while leveraging approved bank resources.
Officer, Treasury Service Advisor
Bank of America
01.2019 - 10.2024
- Collaborate with internal partners to guide clients through the available Treasury services.
- Ensure timely completion of outstanding requests through effective time management.
- Manage a diverse portfolio of more than 50 commercial clients.
- Supported senior leaders with projects and process disruption management.
- Proficient with MS Office, MS Excel, and MS Power Point.
Treasury Fulfillment & Service Sr. Specialist
Bank of America
01.2019 - 02.2021
- Served as the primary point of contact for more than 300 high revenue clients.
- Applied analysis and problem solving skills to handle and resolve requests.
- Mentored and trained new employees during their initial learning phase.
Skills
- Effective client communication
- Project management coordination
- Time Management & Prioritization
- Quality Assurance & Testing
- Regulatory compliance expertise
Timeline
AVP, Treasury Management Implementation Specialist
Comerica Bank
10.2024 - 01.2026
Officer, Treasury Service Advisor
Bank of America
01.2019 - 10.2024
Treasury Fulfillment & Service Sr. Specialist
Bank of America
01.2019 - 02.2021