Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic

Samantha Soler

Clovis,CA

Summary

Dynamic Treasury Management Officer with a proven track record, adept at implementing financial controls and creating insightful dashboards. Skilled in risk communication and AML compliance, I excel in identifying sales opportunities and enhancing performance management, driving impactful results in treasury management.

Overview

20
20
years of professional experience

Work History

Accounting Specialist

Ruckstell California Sales Co Inc
11.2023 - Current
  • Contacted customers to immediately find resolutions for escalated issues.
  • Input financial data and produced reports using QuickBooks.
  • Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.

Treasury Management Officer

Tri Counties Bank
03.2022 - 10.2023
  • Served as primary advisor for business clients on cash management solutions
  • Analyze and prepare pricing proposals, prepare annual reviews to identify sales opportunities
  • Leverage reporting and sales tools to identify converted sales opportunities


Treasury Relationship Manager

Valley Republic Bank
11.2019 - 03.2022
  • Collaborated with Market President and RM's to create new market presence through marketing, prospecting, team approach with product partners on sales calls and built a referral network.
  • Attended and supported a vast array of events to successfully promote brand awareness.

Treasury Management Officer

Premier Valley Bank
07.2006 - 11.2019
  • Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
  • Created financial dashboards to provide insights into key performance indicators.
  • Improved overall financial reporting by streamlining control processes and reporting structures.
  • Created and managed financial models to evaluate corporate investments and acquisitions.

Education

Bachelor of Arts - Criminal Justice Administraton

University of Phoenix
Fresno, CA

Skills

  • Agile methodologies
  • CRM Tracking
  • Risk communication
  • Performance management

Accomplishments

Notary Public

Timeline

Accounting Specialist

Ruckstell California Sales Co Inc
11.2023 - Current

Treasury Management Officer

Tri Counties Bank
03.2022 - 10.2023

Treasury Relationship Manager

Valley Republic Bank
11.2019 - 03.2022

Treasury Management Officer

Premier Valley Bank
07.2006 - 11.2019

Bachelor of Arts - Criminal Justice Administraton

University of Phoenix
Samantha Soler