BANKING AND MANAGEMENT PROFESSIONAL
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Act as a point of contact and trusted advisor, with deep understanding of clients business goals and pain points.
Work with clients to help them extract maximum value from Enterprise Bank & Trust solutions to ensure high levels of program utilization.
Establish, manage and grow value-based relationships through exceptional communication and follow through to ensure client satisfaction, resulting in high client retention.
Serve as the voice of the clients to prioritize feature request and platform improvements during product discussions in order for Enterprise Bank &Trust to improve our business solutions using customer feedback loop.
On-board and provide training to nw customers during the on-boarding process and educate assigned customers on new solutions or changes to the program.
Deliver an exceptional client experience with proactive communication, orchestrating the right internal resources, and effectively using the client engagement model to align, track, and evolve client business goals.
Provide implementation and onboarding support to the Treasury Management customers and internal bank personnel. Coordinate with Treasury Management Sales team for implementing and training of the treasury and depository products to new and existing clients. Review Treasury Management Agreements, internal forms and onboarding request to ensure proper execution. Act as subject matter expert for Treasury products, services and systems. Assume responsibility for establishing and maintaining professional business relationships with external customers, internal customers and vendors.
Manage all aspects of the Operations Department. Over saw the Deposit and the Account Representatives. Worked with the Operations clerks on ACH returns, Adjustments, morning Balancing and nightly Cash Letter monitoring. On the Account Representative side, account to account transfers were handled, incoming wire and confirming those wires, monitor daily overdrafts, and managed daily reconcilement's.
Manage all aspects of the Check Services department. Work with Image Centre, IBS Insight, and Vision Content. Counsel employees on errors that may have been made while working in Image Centre. Make sure all deadlines are met in a timely manner. Work with upper management on recent bank conversion as well as working with our vendor, FIS.
Prepare documents for new and existing clients, generate login ID’s and passwords. Maintain the remote deposit systems, keep quick reference guides updated. Manage over 600 clients on remote deposit. Prepare customized formats for positive pay clients. Currently have 400 clients on positive pay. Process the morning ACH files, ACH Debit Filter, Funds Transfers, and positive pay exceptions. Provide technical support to both internal and external clients making sure all issues are handled in a timely manner. Manage internal General Ledger accounts.
Manage all aspects of the remote deposit systems, including installing software, training of personal, maintaining and providing quick reference guides, and order hardware for remote deposit.
Manage all aspects of business direct deposit accounts, including set up and processing of online services. Set up new client accounts and handle online wire and overnight investments.
Supervised 20 associates and monitored office workflow. Met daily national dispatch and clearing house deadlines for check processing.
Optimized cash flow management, effectively adjusting daily cash letter totals.
Assist supervisor within department to meet daily deadlines. Ensured balanced ledger within transactions. Ran daily statements to ensure checks were in proper order for commercial customers. Prepared CD’s for clients
Prior to 1997, held clerk positions with Federal Reserve Bank in San Antonio, TX.