Client-focused Treasury Management Support Analyst with over 13 years of experience in commercial banking operations, platform integration, and client onboarding. Proven track record of resolving complex level-2 technical issues, optimizing cash management services, and partnering with sales teams to drive product adoption and client satisfaction. Spearheaded critical digital payment channel enhancements, achieving significant improvements in system reliability and user satisfaction.
Work History
Senior Digital Banking Operations Analyst (TMAS Support)
6 Years 5 Months
Western Alliance Bank | 01.2020 - Current
Provided Level-2 technical and operational support to 600+ commercial clients regarding treasury platforms, payment discrepancies, and user access management.
Managed the end-to-end onboarding process for new treasury management clients, configuring products like ACH, wire systems, and positive pay in alignment with sales teams.
Resolved an average of 35+ daily technical and service inquiries, reducing average resolution time by 25% through cross-departmental collaboration.
Conducted regular training sessions for corporate clients on digital banking platforms, increasing platform adoption and reducing incoming calls by 25%.
Treasury Management Support Analyst
2 Years
Intuit | 12.2018 - 12.2020
Coordinated the setup, modification, and termination of treasury services and account structures for business clients, ensuring precise documentation and compliance.
Partnered closely with Treasury Management Sales and Operations to review client portfolios, identify cross-sell opportunities, and resolve complex billing/pricing issues.
Documented and maintained detailed client interaction records, escalating high-risk platform issues to IT and Enterprise Architecture teams.
Account Servicing - Manages accounts, portfolios, or packages specific to line of business, including creation and termination. Performs routine data entry, processing, and documentation. Ensures accuracy and compliance with all rules and regulations.
Performs various operational tasks that occur during customer, vendor, and associate inquiries.
Develops relationships with customers, associates, or vendors to achieve business goals and streamline service experience. Determines target needs and provides resolution.
Provides knowledge in area of work. Assists in troubleshooting for both internal and external parties. Assist in promotion and distribution of Bank products or services.
Treasury Management Support Specialist
1 Year
H and R Block | 12.2017 - 12.2018
Coordinate the end-to-end implementation of commercial treasury services, including ACH origination, positive pay, and RDC, ensuring accurate configuration and timely go-live.
Provide expert technical and operational support to 250+ corporate clients, resolving complex inquiries regarding wire transfers, account balancing, and online banking platforms.
Partner with Treasury Sales Officers and Relationship Managers to analyze client cash flow needs, gather required documentation, and prepare pricing proformas and proposals.
Mitigate financial risk by monitoring daily commercial overdrafts, ACH returns, and exception items, ensuring adherence to dual-control and fraud mitigation policies.
Audited commercial onboarding documentation (resolutions, agreements, and ACH authorizations) for accuracy and compliance with NACHA and BSA regulations prior to account setup.
Spearheaded error resolution processes for integrated payables/receivables, identifying system anomalies and collaborating with IT to implement permanent fixes.
Administered digital banking platform modifications, including user access management, limit increases, and account sweeps.
Acted as a key liaison between the Commercial Banking, Operations, and Risk Management departments to streamline client onboarding workflows.
Data Analyst
4 Years 10 Months
Department of Economic Security | 02.2013 - 12.2017
Streamlined data processing pipelines, reducing report assembly time by 15 hours per week.
Tracked essential business metrics for executive stakeholder presentations.
Executed SQL queries to cross-reference and validate 100+ internal business records.
Use SQL to mine data for insights and patterns.
Develop predictive models to support business decision-making.
Data Visualization.
Create visualizations to communicate data insights to stakeholders.
Develop dashboards to monitor key performance indicators.
Collaboration and Communication.
Work with cross-functional teams to understand business requirements.
Communicate findings and recommendations to stakeholders in a clear and concise manner.
Education
Bachelors - Electronics
University of Central Oklahoma | Edmond, OK
Master of Science - Cybersecurity
Grand Canyon University | Phoenix, AZ
Doctor of Business Administration
Touro University Worldwide | Los Alamitos, CA
Skills
Digital Banking Operations
Treasury Management (Treasury products)
Banking Products
Account Implementations
Cash Management
Data Analysis
Troubleshooting
Technical Support
Client relations
Financial Reporting
Certification
Intuit Certified Bookkeeping Professional
Timeline
Senior Digital Banking Operations Analyst (TMAS Support)
<ul><li>Address customer enquiries and complaints with professionalism, achieving a resolution rate of over 95%.</li><li>Process financial transactions including NEFT/RTGS, term deposits, loan disbursals, and gold loans in adherence to bank policies.</li><li>Promote digital banking services to customers, increasing branch efficiency and digital adoption.</li><li>Support clerical operations including data entry, documentation, and record updates in core banking systems.</li><li>Exceeded monthly cross-sell targets while ensuring customer service standards aligned with audit and compliance norms.</li></ul> at IDBI BANK LTD<ul><li>Address customer enquiries and complaints with professionalism, achieving a resolution rate of over 95%.</li><li>Process financial transactions including NEFT/RTGS, term deposits, loan disbursals, and gold loans in adherence to bank policies.</li><li>Promote digital banking services to customers, increasing branch efficiency and digital adoption.</li><li>Support clerical operations including data entry, documentation, and record updates in core banking systems.</li><li>Exceeded monthly cross-sell targets while ensuring customer service standards aligned with audit and compliance norms.</li></ul> at IDBI BANK LTD