Overview
Work History
Education
Websites
Certification
Timeline
Generic

Rykeia C. Lockhart

Charlotte,NC

Overview

8
8
years of professional experience
1
1
Certification

Work History

Client Onboarding Specialist; Senior Associate

JP Morgan Chase
Charlotte, NC
11.2023 - Current
  • Lead product implementation and conducted training sessions for assigned clients.
  • Establishes robust connections with critical partners in Relationship Management, Sales, Service, Operations and Product Management.
  • Streamlines communication to ensure clear understanding among clients and partners throughout implementation stages.
  • Scopes client demands into tailored technical frameworks for treasury solutions.
  • Sets clear deadlines and dependencies to surpass client and internal partner expectations.

Treasury Implementation Advisor; Officer

Bank of America
Charlotte, NC
01.2022 - 11.2023
  • Managed successful implementation of treasury systems to a portfolio of 15+ commercial real estate clients
  • Liaising between client, treasury operations, technical support teams, and sales partners
  • Provided a consultative approach to clients to determine Treasury and Risk needs through implementation
  • Facilitating internal and external client calls to work through implementation requests using project management and technical skills to complete the project
  • Creating a case/package for tracking, monitoring and E2E resolution as applicable
  • Successfully worked with internal client teams to troubleshoot, research, and respond to requests within a 24-hour turnaround time based on customer satisfaction survey results while engaging key stakeholders throughout the implementation process

Treasury Fulfillment Consultant (Contract)

Bank of America
Charlotte, NC
07.2021 - 12.2021
  • Utilize various bank systems to support client account opening requests
  • Create case/package(s) for tracking, monitoring and E2E resolution
  • Manage a dedicated email inbox and prioritize client requests

Financial Services Representative II

State Employees Credit Union
Waxhaw, NC
02.2018 - 07.2021
  • Directed and monitored team activities ensuring seamless daily operations.
  • Provide financial service to credit union members
  • Dispense information about various types of accounts and services
  • Handle deposits, dispense cash and enter transactions into teller terminals
  • Filed tax documents

PRN- Patient Accounts Rep/ PFS

Carolinas Healthcare System
Charlotte, NC
03.2017 - 02.2018
  • Assist in Patient Financial Services as needed
  • Follows up verbally and in writing on claim status to insurance companies
  • Meets and maintains a per hour collection target

Education

MBA - Business Administration

University of South Carolina
Aiken, SC, US
12-2021

Master of Science - Digital Marketing

Full Sail University
Winter Park, FL, US
02-2016

Bachelor of Arts - Public Relations

University of South Carolina
Columbia, SC, US
12-2013

Certification

Certified SAFe Scrum Master, Scaled Agile, Inc, 04/23

Timeline

Client Onboarding Specialist; Senior Associate

JP Morgan Chase
11.2023 - Current

Treasury Implementation Advisor; Officer

Bank of America
01.2022 - 11.2023

Treasury Fulfillment Consultant (Contract)

Bank of America
07.2021 - 12.2021

Financial Services Representative II

State Employees Credit Union
02.2018 - 07.2021

PRN- Patient Accounts Rep/ PFS

Carolinas Healthcare System
03.2017 - 02.2018

MBA - Business Administration

University of South Carolina

Master of Science - Digital Marketing

Full Sail University

Bachelor of Arts - Public Relations

University of South Carolina

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Rykeia C. Lockhart