Driven Treasury Management Specialist with a strong background in financial services and treasury operations. Possess comprehensive knowledge of cash management, forecasting, and banking relationships. Recognized for the ability to effectively manage financial risks and enhance operational efficiency. Previous work has resulted in streamlined treasury processes, improved financial controls, and optimized liquidity management.
Overview
5
5
years of professional experience
2016
2016
years of post-secondary education
Work History
Treasury Management Specialist
Kleberg Bank
Corpus Christi
08.2025 - Current
Assist business customers with Treasury Management services including ACH and wire processing
Generate treasury documentation and coordinate onboarding for business clients
Support customers with online banking platforms and payment services
Monitor accounts and contact clients regarding suspicious activity
Provide guidance on payment processing and treasury service solutions
Assisted clients with treasury management services and account inquiries.
Processed transactions using treasury management software systems.
Collaborated with team members to enhance customer service experiences.
Educated clients on product features and benefits of treasury solutions.
Resolved client issues in a timely manner to ensure satisfaction.
Coordinated with external auditors during annual audits by providing relevant documentation regarding treasury activities.
Deposit Operations Specialist
Kleberg Bank
Corpus Christi
10.2024 - 08.2025
Processed customer deposit transactions efficiently and accurately.
Managed daily cash balancing and reconciliation tasks.
Assisted in resolving customer inquiries regarding account details.
Collaborated with team members to enhance workflow and procedures.
Maintained compliance with banking regulations and policies.
Provided training support to new staff on operational procedures.
Handled returned mail and processed foreign items.
Documented, reported and followed up on discrepancies.
Managed ATM service maintenance requests and disputes.
Controlled and rectified all debit card matters, including pin reorders, and ordering new debit cards for customers.
Reviewed documentation to ensure compliance and accuracy
Teller
Kleberg Bank
Corpus Christi
08.2023 - 10.2024
Processed customer transactions accurately and efficiently at a busy financial institution.
Assisted customers with account inquiries and provided product information and support.
Managed cash drawers, ensuring proper cash handling and reconciliation daily.
Engaged with customers to promote bank services and enhance their banking experience.
Handled customer complaints professionally, resolving issues in a timely manner.
Followed security protocols to protect against fraud and ensure customer safety.
Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
Balanced cash drawers on a daily basis.
Handled large volumes of currency quickly and accurately with minimal errors.
Maintained confidentiality of all customer records and information according to company policies.
Built and maintained client relationships through quality, personalized interactions.
Verified customers' identification to ensure compliance with laws and regulations.
Issued and redeemed money orders, cashier checks, traveler's checks and savings bonds.
Identified fraudulent activity or suspicious behavior immediately reported it to management.
Continuously updated knowledge about banking products, services, policies and regulations.
Leasing Consultant
Woodbury place apartments
Corpus Christi
07.2021 - 07.2023
Assisted prospective tenants with apartment tours and leasing inquiries.
Coordinated lease agreements and ensured compliance with policies.
Managed tenant communications and resolved maintenance requests promptly.
Processed rental applications and performed background checks for applicants.
Organized community events to enhance tenant engagement and satisfaction.
Conducted market research to assess rental trends in the area.
Collaborated with maintenance staff to ensure property upkeep and safety standards.
Prepared lease agreements, collected security deposits and rent payments from tenants.
Handled incoming calls regarding availability of units, pricing information and other inquiries.
Processed move-outs by completing final walkthroughs, collecting keys, inspecting unit condition and preparing documentation for accounting purposes.
Conducted background checks on applicants.
Contacted and followed up with tenants on renewal notices.
Promoted high level of customer service and assistance by greeting clients, responding to concerns, showing units and quickly resolving issues.
Marketed property to prospective tenants by giving tours and pointing out key features.
Ensured that all paperwork was completed accurately in accordance with company policy.