Tamara Begay
Texas Partners Bank
San Antonio
9
years of professional experience
Detail-oriented Treasury Management Analyst with strong skills in cash flow analysis, risk assessment, and financial reporting. Proven track record in enhancing operational efficiency and building effective banking relationships.
Work History
Treasury Management Sales Analyst II
3 Years 6 Months- Analyzed cash flow trends to support liquidity management and investment decision-making.
- Developed detailed reports on treasury operations for senior management review.
- Collaborated with cross-functional teams to streamline payment processing procedures.
- Developed and implemented risk assessment protocols to improve fraud detection effectiveness, reducing fraud by 60%.
- Managed relationships with banking partners to optimize service offerings and fees. retaining 80% of our clients.
- Trained junior staff on treasury management systems and compliance standards.
- Assisted in maintaining strong banking relationships through regular communication and collaboration.
- Implemented process improvements that resulted in reduced transaction costs for wire transfers and other banking services.
- Enhanced cash flow management by implementing new treasury processes and procedures.
- Streamlined banking operations for increased efficiency by consolidating bank accounts.
- Evaluated and recommended improvements to existing treasury systems, increasing overall departmental effectiveness.
- Presented forecasting and financial reports to corporate executives and clients.
- Facilitated 50 client meetings to discuss financial analysis and investment strategies.
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
Treasury Customer Service Specialty Lead
1 Year 9 Months- Managed daily caseload of 50 cases, ensuring delivery of high-quality service and support.
- Managed and executed over 80 client calls to resolve inquiries and improve satisfaction.
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Worked well in a team setting, providing support and guidance.
- Assisted with day-to-day operations, working efficiently and productively with all team members.
- Worked flexible hours across night, weekend, and holiday shifts.
- Managed time efficiently in order to complete all tasks within deadlines.
- Learned and adapted quickly to new technology and software applications.
- Used critical thinking to break down problems, evaluate solutions, and make decisions.
Bank Operations Officer
1 Year 4 Months- Managed daily banking activities to uphold regulatory compliance and maintain 100% success in operational audits.
- Implemented process improvements to enhance operational efficiency and reduce transaction times.
- Managed customer inquiries and resolved issues effectively, fostering positive client relationships.
- Trained and mentored junior staff on operational procedures and best practices for service excellence.
- Coordinated cross-departmental collaboration to streamline processes and improve overall service delivery.
- Developed training materials for new systems introduced in banking operations, promoting quick adaptation among staff.
- Led initiatives to enhance data accuracy in transaction processing, resulting in improved reporting reliability.
- Assisted clients with issues or requests and mentored employees on customer service techniques.
- Assisted with daily cash and ATM balancing.
- Oversaw branch operations and workflow for consistency.
- Developed and implemented strategies for top-tier customer service.
- Conducted cash and key audits for controls and compliance.
- Communicated with Branch Operations Manager to inform of quality control checks and findings.
- Developed strong relationships with clients, fostering trust and loyalty to the bank.
- Continuously evaluated the effectiveness of implemented processes, making adjustments as necessary to further enhance operational efficiency and customer satisfaction.
- Oversaw periodic audits of operational procedures, identifying areas for improvement or corrective action as needed.
- Improved cash management practices, ensuring accurate accounting and reconciliation of transactions.
- Managed risk by closely monitoring transactions and identifying potential fraudulent activities.
- Provided support during mergers or acquisitions, ensuring seamless transition periods while minimizing disruptions to clients'' banking experiences."
- Facilitated communication between different departments within the bank, promoting a collaborative work environment conducive to success.
- Developed strategic plans for day-to-day financial operations.
- Established internal audit procedures to validate and improve accuracy of financial reporting.
Teller
1 Year 6 Months- Processed customer transactions with accuracy and efficiency.
- Assisted customers with account inquiries and product recommendations.
- Managed cash drawer, ensuring compliance with bank policies.
- Trained new tellers on operational procedures and customer service standards.
- Resolved customer concerns, fostering positive relationships and satisfaction.
- Collaborated with team members to achieve branch performance goals.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Assisted supervisor with audits and daily balancing of the vault which exceeded $100,000.
- Assumed a leadership role in the absence of the supervisor and maintained a banks normal operations and procedures.
- Performed account maintenance by closing out accounts and changing customer addresses.
- Processed applications for new accounts.
- Educated customers on online banking and mobile banking applications.
- Cross-sold credit cards, loans and other bank products.
- Monitored and verified suspicious activity on customer accounts.
- Executed wire transfers, stop payments and account transfers.
- Assisted customers with banking needs and inquiries.
- Improved operational efficiency by organizing teller area for optimal workflow and accessibility.
- Ensured compliance with banking regulations by accurately completing all required reports and paperwork.
- Boosted cross-selling of bank products by identifying customer needs during transactions.
- Conducted daily audits of cash drawers to prevent discrepancies and maintain financial integrity.
- Reduced errors in transaction processing by implementing double-check system for large withdrawals and deposits.
- Supported team members during high-volume periods to ensure smooth operations and customer satisfaction.
- Facilitated introduction of new tellers by mentoring them on bank procedures and customer service excellence.
- Enhanced fraud detection efforts by vigilantly identifying suspicious activities and transactions.
- Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Developed strong relationships with customers through exceptional service, fostering loyalty and trust.
- Maintained cash drawer accuracy by conducting regular audits and implementing effective cash handling practices.
Education
High School Diploma
- Honor Roll 2003-2007
- Completed AP course in Math, Science and History
- National Art Honor Society Member
- Extracurricular Activities: Cross Country, Basketball and Track
No Degree - Psychology
- 3.5 GPA
- General Studies
No Degree - Clinical Psychology
- 3.68 GPA
- Relevant coursework: Introduction to Psychology, Psychology Research, Statistics, Psychology in the Workplace, Organizational Behavior, Coping Mechanisms, and Behavior Change.
Skills
Relationship Building
Pipeline management
Data analysis
Microsoft office
Analytical thinking
Team leadership
Detail-oriented
CRM management
Competitive analysis
Oracle sales cloud-Sales Force
Business processes
Timeline
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