Summary
Overview
Accomplishments
Work History
Skills
References
6e
Tania Behner

Tania Behner

Digital Treasury Management / Project Management / Leadership / ACH Management / Vendor Management
WA

Summary

Results-driven Manager with extensive expertise in process implementation, innovation management and employee performance evaluation. Demonstrated success in exceeding company expectations through a strong work ethic and the ability to build productive relationships. Proven track record of leading strategic initiatives that enhance digital treasury services, improve compliance and reduce costs through effective vendor contract negotiations. Recognized for delivering exceptional advisory services and fostering operational excellence in fast-paced environments.

Overview

16
16
years of professional experience

Accomplishments

Over the course of my career, I have had the privilege to be part of the projects team for several significant initiatives that have shaped the financial services. Below is a list of the projects I have contributed to.

  • Undertook several online banking conversion projects.
  • Participated in comprehensive core system conversions.
  • Implemented multiple Remote Deposit Capture (RDC) and Mobile Deposit Capture systems.
  • Integrated real-time payment capabilities with a bill payment platform.
  • Executed Same Day and Prefunding ACH payment systems.
  • Developed and deployed partner banking online account solutions.

Work History

VP, Treasury Services & Digital Banking Manager

Seattle Bank
Seattle, WA
12.2017 - 11.2023
  • Established policies and procedures for electronic banking & other processes to ensure compliance with established standards & regulations.
  • Led cross-functional teams in developing innovative solutions to complex business challenges.
  • Monitored internal controls to protect assets against loss or misuse while ensuring compliance with applicable laws and regulations.
  • Negotiated contracts with suppliers to secure favorable terms for the organization.
  • Provided leadership during times of organizational change by managing transitions effectively.
  • Developed training programs that enhanced employee engagement and job satisfaction.
  • Manages a team in the day-to-day performance of their job duties, that include ACH payments, Online Wire transfers, Remote Deposit Capture, Positive Pay, Partner banking online accounts, Annual Treasury client reviews & etc.
  • Monitored staff performance and addressed issues.
  • Enforced customer service standards and resolved customer problems to uphold quality service.
  • Trained employees on additional job positions to maintain coverage of roles.
  • Enhanced team member performance through use of strategic and tactical approaches, motivational coaching and training.
  • Led team meetings and one-on-one coaching sessions to continuously improve performance.
  • Supported treasury technology initiatives and projects to achieve best-in-class processes.

Client Services & Treasury Manager

Seattle Bank
Seattle, WA
09.2012 - 12.2017
  • Act as key partner to relationship managers, loan operations and private and commercial banking teams.
  • Facilitate teller line workflow, cash management controls, the vault, and assist with accuracy in cash handling and balancing.
  • Train staff in Client Service Associates job functions and complete performance evaluations.
  • Provide treasury and deposit product expertise, and solutions, while delivering excellent customer service.
  • Provide sales leadership in helping our clients see how they can improve efficiencies and manage risk through effective use of treasury tools.
  • Client on-boarding, for deposit accounts, treasury management products, credit cards, online and mobile banking.
  • Conduct client training and site visits, and professional, knowledgeable and positive client presentations as needed.
  • Train all branch staff in cross-selling Treasury Management (TM) products and validating customer documentation.
  • Create and update bank policies and procedures and forms as required.
  • Setup remote deposit capture for clients to process their own deposits at their business.
  • Key member of the Retail and Business online banking conversion team. Responsible for creating existing and new Retail and Business online profiles, reinstalling all drivers for existing remote deposit capture clients and recreating templates for all Online Wire and ACH clients.

Service & Solutions Manager

Banner Bank formerly American West Bank
Seattle, WA
01.2008 - 09.2012
  • Assisted business clients with troubleshooting issues with Remote Deposit Capture, ACH, and online banking.
  • Key member of the Q2-online banking conversion team. Responsible for assisting with issues and setup of the Remote Deposit Capture, ACH products, bill pay, and online banking.
  • Trained staff on Personal Banker job functions and assisted with employee performance evaluations.
  • Coordinated the daily activities of Branch staff engaged in customer banking and commercial lending transactions.
  • Operated in compliance with all bank policies and procedures.
  • Performed a full range of banking services including quality assurance, personalized customer service, maintained frequent customer contact to expand relationships and ensure customer retention, and referred clients to specialty departments as necessary.
  • Planned, oversaw, and coordinated staff scheduling and work activities of assigned employees.

Skills

  • Digital Treasury Services
  • Risk Management
  • Team Development
  • Vendor Management
  • Product Launches
  • Proposals and Presentations
  • Business Development
  • Process Optimization/Improvements
  • Policy and Procedure Development
  • Online Banking Conversions
  • Core Conversions
  • Cash Management

References

References available upon request.

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Tania BehnerDigital Treasury Management / Project Management / Leadership / ACH Management / Vendor Management