Rodney Bowman
Azusa,United States
Summary
Dynamic Implementation Coordinator at U.S. Bank with over 15 years of diverse experience in the banking industry, specializing in the seamless servicing and management of treasury products for designated clients. Expertise includes serving as the primary liaison between clients and internal departments, ensuring effective communication and fostering collaborative relationships to meet client needs. Proficient in pre-sales and post-sales support, along with project management, overseeing projects from initiation to completion while maintaining a commitment to building strong relationships and ensuring timely task execution. A collaborative approach combined with meticulous attention to detail drives successful implementation and ongoing support of treasury solutions, supported by a robust understanding of BSA/AML/OFAC laws and regulations.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Implementation Coordinator Treasury Officer
U.S. Bank
Brea, California
12.2023 - Current
- Coordinated client interactions and served as liaison for internal teams managing treasury products.
- Developed strong relationships with clients and dedicated partners to facilitate effective communication.
- Oversaw project management for assigned clients, ensuring timely completion and collaboration from all parties.
- Handled multiple deadlines, prioritizing tasks while adapting to dynamic situations in client servicing.
- Responded to unique client needs, monitoring challenges to secure optimal results.
- Modified processes into practical plans customized for each client's requirements.
- Prepared necessary documentation and processed requests for Treasury Management services.
- Organized tasks across technical teams to ensure exceptional onboarding experiences for clients.
- Developed tailored implementation plans based on client needs, fostering strong relationships and repeat business opportunities.
- Increased client satisfaction by 30% yearly.
- Facilitated onboarding process for 100+ products.
Treasury Management Associate Assistant Vice President
MUFG Union Bank
Monterey Park, United States
07.2020 - 11.2023
- Championed implementation of treasury solutions and ensured delivery on commitments to clients.
- Originated and oversaw complex treasury sales from inception to completion.
- Created and submitted internal worksheets for Lockbox, Commercial Loans, Positive Pay, ACH, etc.
- Monitored project progress and determined next steps to maintain momentum.
- Managed maintenance requests efficiently based on client needs.
- Communicated updates and results to clients and internal stakeholders.
- Developed a robust network of contacts in Transaction Banking for collaboration.
- Collaborated closely with Treasury Relationship Manager for effective process management.
- Managing Japanese clientele requires building long-term trust, prioritizing high-quality service, and demonstrating extreme reliability over flashiness.
Sr. CS Associate
MUFG Union Bank
Monterey Park, California
07.2017 - 05.2020
- Delivered exceptional customer service to top-tier client portfolio of bank.
- Researched, analyzed, and resolved complex customer issues across diverse market segments.
- Maintained high responsiveness to internal and external inquiries via phone, email, or in person.
- Conducted follow-ups to ensure complete resolution and customer satisfaction.
- Analyzed data to assess exposure and risk related to new accounts and transactions.
- Applied strong critical thinking skills to operate effectively with minimal direction.
- Recognized and proactively managed risks in accordance with bank policies and procedures.
- Exercised sound judgment and initiative to solve problems and meet customer needs.
Digital Banker
CIT
Pasadena, California
04.2016 - 09.2016
- Trained on Traditional and Roth IRA accounts alongside CD and Money Market accounts.
- Troubleshot online banking, wire transfers, ACH, and external transfers.
- Completed training on regulations and FDIC compliance.
- Managed high-volume inbound calls in a call center environment.
Preferred Relationship Specialist
Bank of America
Pasadena, CA
08.2014 - 08.2015
- Handled high-volume inbound calls, averaging 100 daily, with efficiency and professionalism.
- Delivered exceptional customer service utilizing advanced technology within call center environment.
- Achieved first-call resolution for inquiries and problems, enhancing customer satisfaction.
- Took ownership in resolving complex service issues, ensuring complete customer satisfaction.
- Navigated organization to efficiently resolve requests with minimal handoffs.
- Tracked outstanding service requests and provided timely follow-up with partners and clients.
- Adhered to established service level agreements while managing client expectations effectively.
- Strengthened relationships through cross-selling and referrals to appropriate business lines.
Education
Bachelor of Arts - Business Administration-Finance
American InterContinental University
Online03-2026
Bachelor of Science - Exercise and Sports Science
Colorado State University
Ft Collins, CO01-1991
Associate of Arts (AA) - Sports and Exercise
Cerritos College
Norwalk01-1988
Skills
- Customer Relationship Management (CRM)
- Solution Implementation
- Onboarding
- Persuading others
- Building Communication Effectiveness
- TB Negotiation Skills Fundamentals
- Enhancing a Professional Image
- Problem solving
- Effective communication
- Service cloud implementation
- Business analysis
Certification
- Notary Public of the State of California Commission Number: 2472828 November 20, 2027
- Certificate to Roll Fingerprints State of California of the Attorney General Dept Date Issuance: 2024-04-19
Timeline
Implementation Coordinator Treasury Officer
U.S. Bank
12.2023 - Current
Treasury Management Associate Assistant Vice President
MUFG Union Bank
07.2020 - 11.2023
Sr. CS Associate
MUFG Union Bank
07.2017 - 05.2020
Digital Banker
CIT
04.2016 - 09.2016
Preferred Relationship Specialist
Bank of America
08.2014 - 08.2015
Bachelor of Arts - Business Administration-Finance
American InterContinental University
Bachelor of Science - Exercise and Sports Science
Colorado State University
Associate of Arts (AA) - Sports and Exercise
Cerritos College