Vanessa Schelske
Hillsboro,OR
Summary
Rational, critical-thinking Deposit Application Administrator with experience enhancing operations for organizations through information systems solutions. Proven track record of transforming specific business goals related to growth and efficiency improvements into new system designs. Knowledgeable innovator known for recommending new technologies to enhance existing systems and introduce new systems.
Overview
9
9
years of professional experience
Work History
VP, Deposit Data & Systems Manager
Citizens Business Bank
05.2022 - Current
- Serving as the Fiserv Premier Core Administrator by maintaining, supporting, and providing training for a variety of internal applications, including but not limited to: DDA, SAV, COD, SDB, RRM, CIS, TMS, EIM, FMS
- Serving as the Business Analytics Administrator and subject matter expert by building, generating, and maintaining reports that support internal team members and external vendors.
- Generate quarterly FDIC Uninsured Deposit reports for reporting purposes.
- Responsible for EOY Processing, including generating, reviewing, and submitting all IRS forms for the institution.
- Review software update documentation provided by vendors, identify and implement any needed specification changes to meet federal and state financial regulations.
- Contribute to development, administration and testing of disaster recovery plans.
- Provide support during a financial institution acquisition should the event arise by reviewing core specifications, determining product compatibility, recommending any necessary updates, and implementing any account or specification requirements for conversion purposes.
- Varied experience with ancillary applications, including but not limited to: Integrated Teller, Business Process Manager (BPM), Director, Weiland Account Analysis, Prologue, Client Central
Treasury Management Operations Analyst
The Commerce Bank of Oregon
09.2021 - Current
- Maintaining an in-depth knowledge of all treasury management products and services
- Providing treasury management training and guidance to customers and Relationship Managers in order to facilitate depository services for business customers.
- Educated and trained treasury management customers in the risks and requirements of treasury management services.
- Perform in-depth analysis using data systems such as Business Analytics to provide insight into deposit trends, client performance, potential product recommendations, and related reports. Provided reporting for multiple depository audits.
- Responsible for processing client ACH files and delivering to warehousing system Paperless Item Module (PIM). Perform regular internal ACH audits and maintaining current approvals for ACH credit exposure.
- Responsible for Internal Semi-Annual Fee Audit - ensuring clients are being charged accurately for fees and that analysis data is accurate.
- Process and maintain monthly billing for deposit and treasury services
Deposit Application Administrator
Northwest Bank
01.2019 - 04.2021
- Responsible for deposit, treasury, core processing, and online banking content management, serving as the subject matter expert in all areas.
- Supports all division staff members and their clients, providing exceptional service.
- Review, complete, and provide the deposit teams with clear communication around upgrades and changes to the bank's core processing system.
- Oversee installation of software programs and hardware systems to meet federal and state financial regulations.
- Collaborate closely with upper management to drive strategy through development and implementation of new processes, including a full Commercial Online Banking conversion, Mobile Deposit Capture, and Electronic Signature functionality for clients.
- Structure new deposit products in a workflow that provides efficiencies for clients and staff.
- Work with the internal training team and Product Manager to provide up-to-date internal and external guides.
- Delivered in-depth training of our banking systems including teller processing, account opening, account analysis, Retail and Commercial online banking, imparting knowledge of best practices for protecting data and minimizing errors.
- Support the Product Manager in research as it relates to the ability to integrate with the core system.
Treasury Management Representative
Northwest Bank
10.2017 - 01.2019
- Maintained an in-depth knowledge of all treasury management products and services.
- Provided treasury management consultation to customers and Relationship Managers in order to facilitate depository services for business customers.
- Assisted in the development and customization of customer relationship proposals based on customer needs and current financial structure.
- Conducted on-site customer product training to include ACH, online banking, security administration, wire transfer, and Remote Deposit Capture.
- Educated and trained treasury management customers in the risks and requirements of treasury management services.
- Initiated sales and service activities designed to retain existing relationships and enable growth of new relationships.
- Coordinated and implemented depository account transitions from previous customer financial institutions into the Bank by gaining necessary written approvals in the form of depository services agreements and signature cards and providing regulatory disclosure within preset Bank policy.
- Opened new deposit accounts ranging in complexity from simple personal accounts to complex business accounts.
Customer Service Representative
Northwest Bank
09.2016 - 10.2017
- Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
- Liaised with customers, management and sales team to better understand customer needs and recommend appropriate solutions.
- Executed customer transactions, including deposits, withdrawals, money orders and checks.
- Assisted customers with setting up or closing accounts, completing treasury applications and signing up for new services.
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Rapidly and efficiently prepared customer cash and change orders.
- Monitored customer behaviors and upheld strict protocols to prevent theft of assets.
- Identified sales opportunities and referred customers to our Relationship & Treasury Management team.
Education
High School - undefined
Rex Putnam High School
Portland, OR06.2011
Skills
- Technical & Data Analysis
- Program installations
- Product development
- Hardware knowledge
- System upgrades
- Microsoft Office
- Administrative experience with Fiserv Premier
- Integrated Teller
- Business Process Manager
- SCO
- TMS
- CIS
- Business Analytics
- Business & Retail Online
- Weiland Account Analysis
- Commercial Center
- Problem resolution
- Communications
- Relationship development
- Project organization
- Detail-oriented
Accomplishments
- Collaborated with team of upper management and operations individuals in a full 2-year conversion to a complex Commercial Online Banking platform.
- Winner of multiple internally nominated awards recognized for internal collaboration and a leading example of the Banks core values.
Timeline
VP, Deposit Data & Systems Manager
Citizens Business Bank
05.2022 - Current
Treasury Management Operations Analyst
The Commerce Bank of Oregon
09.2021 - Current
Deposit Application Administrator
Northwest Bank
01.2019 - 04.2021
Treasury Management Representative
Northwest Bank
10.2017 - 01.2019
Customer Service Representative
Northwest Bank
09.2016 - 10.2017
High School - undefined
Rex Putnam High School
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