Bottomline Technologies
Open To Work
Rob Smith
Montgomery,TX
Summary
Results-driven Project Manager with proven success in delivering complex treasury implementations and enhancing client onboarding experiences. Expertise in strategic planning and effective communication ensures seamless project execution.
Overview
26
26
years of professional experience
Timeline
Lead Treasury Implementation & Conversion Analyst
The RWC Group
10.2021 - Current
Deposit Operations Income Tax Auditor
United States Department of Treasury
04.2021 - 07.2022
Lead Digital & Treasury Management Analyst III
Harland Clarke a Division of Vericast
02.2021 - 05.2025
Branch Manager III
Bank of Utah
03.2018 - 02.2021
Senior Branch Manager III, VP
JP Morgan Chase Bank NA
10.2014 - 03.2018
Senior Branch Manager III
US Bank NA
10.2010 - 10.2014
District Manager II
CitiFinancial a Division of Citicorp
10.2000 - 10.2010
Bachelor of Science - Business Administration
University of Utah
Skills
Treasury Management
Banking Operations
Electronic Payments
Wire Transfers
ACH Payments
International Wire Payments
ACH NACHA Payments SME
Bank Reconciliation
Account Reconciliation
Financial Services
Commercial Banking
Fintech banking solutions
Payments
Bank Secrecy Act
USA PATRIOT Act compliance
Anti-Money Laundering
Financial Transactions
Client Liaison
Due Diligence
Solution Implementation
Technical Project Leadership
Project Management
Software Implementation
SaaS
Digital collaboration
MS Office Tools
Microsoft Office
SharePoint
FIS Products
FiServ Digital Products
User Acceptance Testing
WebEx
Remote Deposit
Lockbox
ERP Applications
SFTP/File Transmission Protocols
EDI, BAI, BAI2
Web Training Facilitator
Training Delivery
Training
Customer Onboarding
Customer Engagement
Customer Relationship Management (CRM)
Customer Lifecycle Management
Customer Experience Management
Client relationship management
Customer Support
Customer Service
Customer Contact
Client Relations
Facilitation
Meeting Organization
Meeting Facilitation
Presentation Skills
Presentations
Attention to Detail
High Level Of Accuracy
Analytical Skills
Complex Problem Resolution
Critical Thinking
Strategic Objectives
Strategic Planning
Business Process Development
Accountability
Results Driven
Integrity
Positive workplace culture
Team Leadership
Teamwork
Motivational Leader
Leadership
Interpersonal Effective communication
Effective communication
Written Communication
Professional Communication
Communication
Digital Facilitator
Troubleshooting
Operations Management
Sales
Consumer Lending
Salesforcecom
Visa Spend Clarity
TSYS
Credit Cards
Remote Deposit Capture
Organization Skills
Organization Skills
Positive workplace culture
WebEx
Team Leadership
Remote Deposit Capture
Customer Contact
Effective communication
Integrity
Relationship Building
Professional Communication
Results Driven
Business Process Development
Strategic Planning
Motivational Leader
Complex Problem Resolution
Client Relations
Communication
Credit Cards
Written Communication
Customer Engagement Solutions
Work History
Lead Treasury Implementation & Conversion Analyst
The RWC Group
Remote, Texas
10.2021 - Current
- Oversaw implementation of onboarding processes for new and existing commercial treasury products and maintenance requests.
- Acted as subject matter expert for treasury products, commercial credit cards, and various FinTech Banking Systems.
- Managed large and small teams throughout end-to-end project implementations.
- Delivered customer onboarding for new credit card offerings, including training and post-onboarding support.
- Applied superior problem-solving skills to identify obstacles and create strategic solutions.
Worked with internal teams to guarantee timely completion of project milestones. - Conducted stakeholder meetings to discuss project timelines and address unresolved issues.
Resolved implementation challenges to facilitate smooth adoption of solutions. - Collaborated with marketing teams to optimize campaign performance and messaging.
- Utilized analytics tools to track key performance indicators and user engagement.
- Collaborated with marketing teams to develop targeted campaigns that drive conversions.
- Developed communication strategies to enhance client and employee engagement and brand awareness for digital platform upgrades
Lead Digital & Treasury Management Analyst III
Harland Clarke a Division of Vericast
Remote, Texas
02.2021 - 05.2025
- Directed implementation of digital commercial and treasury management solutions for various clients.
- Instructed corporate and small business clients on usage of updated commercial banking software.
- Acted as liaison for seamless transition of customers from legacy systems to enhanced platforms.
- Handled 50 to 150 client accounts individually within specified timeframes.
- Employed data validation techniques to assess all business dimensions, including payment processing.
- Maintained clear communication regarding conversion processes, including introductory meetings and system cleanup.
- Oversaw quality assurance checks to ensure accurate account migration and template setup.
- Delivered ongoing support and training post-migration to resolve any client questions.
Deposit Operations Income Tax Auditor
United States Department of Treasury
Ogden, Utah
04.2021 - 07.2022
- Conducted audits on tax returns to uncover discrepancies in reported income and credits.
- Identified irregularities in unreported income and examined tax credits taken.
- Recognized tax-sheltered funds during audit reviews.
- Facilitated the training and development of entry-level specialists for skill enhancement.
- Reviewed financial records for compliance with federal tax regulations.
- Analyzed taxpayer documentation to identify discrepancies and issues.
Branch Manager III
Bank of Utah
Ogden, Utah
03.2018 - 02.2021
- Established clear objectives for branch, monitoring progress and providing daily feedback to direct reports.
- Ensured adherence to policies, procedures, and regulatory banking requirements to enhance operations.
- Trained over 35 employees on BSA and US Patriot Act regulations, confirming understanding of responsibilities.
- Executed daily tasks for Bank Secrecy and Anti-Money Laundering programs, monitoring databases for suspicious activities.
- Authored and implemented core policies to maintain compliance with BSA/AML and federal regulations.
- Developed compliance training materials for retail branch employees to reinforce regulatory understanding.
- Conducted extensive risk reviews for 50 high-risk customers, achieving a 99% satisfaction rating on assessments.
Senior Branch Manager III, VP
JP Morgan Chase Bank NA
Layton, Utah
10.2014 - 03.2018
- Educated clients on utilizing digital platforms for banking and investing effectively.
- Established partnerships with local businesses to enhance brand visibility through community engagement.
- Fostered an environment encouraging exceptional customer experiences and dynamic team culture.
- Identified, coached, and motivated employees to deliver superior service consistently.
- Promoted a robust control environment for evaluating and managing business risks and compliance.
- Analyzed branch profit and loss statements to develop strategies for growing deposits and investments.
- Assisted in attracting and retaining a diverse, high-performing workforce.
- Managed HR procedures with confidentiality and ethical standards.
Senior Branch Manager III
US Bank NA
Farmington, Utah
10.2010 - 10.2014
- Directed all operational functions, including distribution, customer service, human resources, and sales, aligned with bank objectives.
- Developed forecasts, financial targets, and business plans to guide strategic initiatives.
- Implemented new internal procedures to enhance operational efficiencies across departments.
- Conducted monthly banker and manager meetings to facilitate timely information sharing for optimal success.
- Provided training and coaching to motivate bank personnel while recognizing staff contributions.
- Collaborated with business partners to strengthen client relationships and achieve production goals.
- Coached over 20 managers to improve district performance in small business efforts and customer service.
- Managed employee motivation by integrating branch goals into daily communications.
District Manager II
CitiFinancial a Division of Citicorp
Tucson, Arizona
10.2000 - 10.2010
- Identified and pursued sales opportunities, enhancing customer retention rates.
- Trained new sales professionals, providing coaching to sustain sales success.
- Conducted employee evaluations to identify growth opportunities and improve performance outcomes.
- Developed and implemented remedial action plans addressing audit findings and recommendations.
- Ensured compliance with credit underwriting policies while addressing risk issues and adapting to policy changes.
- Thrived in fast-paced, rapidly changing environments, demonstrating adaptability.
- Utilized deductive reasoning and logical thinking to solve complex problems.
- Planned and managed meetings and special events to support organizational objectives.
Project Experience
- BankUnited NA - Communication Specialist, Co-Lead - Bottomline Technologies Premier to Enterprise Digital Banking Upgrade
- UMB Financial Corp - Team Lead - Bank Acquisition Q2 to Q2 Digital Banking Upgrade, File Transmissions
- Banc of California NA - Project Lead - Remote Deposit Upgrade, FIS to Deluxe 5.0 RDC
- Umpqua Bank NA - Team Lead, - Digital Banking Upgrade FisServ
- FNB - Migration Specialist - Digital Banking Migration Bottomline Technologies
- Webster Bank - Lockbox Specialist - FIS Lockbox
- Hancock Whitney Bank - Migration Specialist - Digital Banking Migration FIS
- Cadence Bank - Migration Specialist - Digital Banking Migration ACS
- BMO Bank - Migration Specialist - Digital Banking Migration FiServ
- Fifth Third Bank NA - Migration Specialist - Remote Deposit Upgrade, Deluxe 4.1.1 to Deluxe 5.0 RDC
- Webster Bank - Migration Specialist - Digital Banking Migration FIS
- First Horizon Bank - Migration Specialist - Digital Banking Migration Bottomline Technologies
- First Citizens Bank NA - Migration Specialist - Digital Banking Migration Bottomline Technologies
Education
Bachelor of Science - Business Administration
University of Utah
Salt Lake City, Utah05-2005
Software
FIS Treasury Management Software
FiServ Treasury Management Software
ACS Treasury Management Software
CMR
Hogan
Salesforce
Deluxe 411 RDC
Deluxe 50 RDC
Oracle and SQL Server
ERP Applications
Microsoft Excel
Microsoft SharePoint
Microsoft Word
Microsoft PowerPoint
Microsoft M365 Co-Pilot
ChatGPT
Microsoft Power BI
FIS Lockbox
Sage 50
Quicken, Intuit QuickBooks, QuickBooks Connect
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Languages
English
Native language
Spanish
Elementary (A2)
A2