Cash Management Business Analyst Resume Example

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Jessica Claire
, , 100 Montgomery St. 10th Floor
Home: (555) 432-1000 - Cell: - - -
  • Overview More than 15 years of professional customer service and sales experience, as well as over twelve years in a highly renowned financial institution
  • Exemplify leadership qualities and professionalism, backed by a consistent, verifiable record of achievement.
  • I successfully completed the Assistant Manager Development program through Bank of America.
  • Currently Enrolled in the CSFM Program through the Connecticut Bankers Association.

Influential Financial Analyst highly committed to developing and implementing robust policies, procedures and processes that align with business objectives and promote strategic initiatives. Successful career cultivating cross-functional relationships and advising management staff on methods to improve financial results. Excellent record identifying risk and potential opportunities for investment.

  • Management (5 years)
  • Sales (10+ years)
  • Microsoft Word
  • Operations
  • Payroll
  • Scheduling
  • Word
  • Training
  • Administrative
  • Cash handling
  • Cash management
  • Customer Service
  • Equity
  • Financial
  • Leadership
  • Microsoft Office
  • Microsoft Word
  • Payroll
  • Policies
  • Processes
  • Sales
  • Scheduling
  • Technical support
  • Troubleshooting
  • Analytical research
  • SEC proficiency
  • Financial planning
  • Due diligence
  • Statistical analysis
  • Compiling data
  • Comparative analysis
  • Organizational management principles
  • Working collaboratively
  • Organizational skills
  • Clerical
  • Team management
  • Communication
  • Conflict resolution
04/2019 to Current
Cash Management Business Analyst First Bank And Trust Breckenridge, TX,
  • Meet with customers to determine their financial needs.
  • Provide administrative and technical support for the cash management department.
  • Promote bank services, set up customer accounts, and keep records of sales.
  • Troubleshooting.
  • Customer service.
  • Customer On-boarding and implementation.
  • Analyze Commercial Customer Statements Contingency manager.
  • Inspected all internal controls for businesses in various industries to determine compliance with Bank Secrecy Act.
  • Aided senior leadership during executive decision-making process, generating daily bond Excel reports to recommend corrective actions and improvements.
01/2015 to 04/2019
Contingency Manager Bank Of America City, STATE,
  • Order and review appraisals and titles for our Home Equity Department.
  • Provided leadership, guidance, and support to Team Managers.
  • Ensured administrative and operational compliance with regulatory requirements and Company policies and procedures related to loan processes.
  • Head of the departments training facility.
  • I was responsible for training all the new associates.
  • Evaluated operational trends and made proactive strategy adjustments to maintain alignment between performance and objectives.
  • Collaborated with staff to maximize customer satisfaction, streamline procedures and improve bottom-line profitability.
  • Assigned tasks to associates to fit skill levels and maximize team performance.
  • Monitored supplier operations to verify quality, delivery schedule and conformance to contract specifications.
06/2013 to 01/2015
Senior Personal Banker CITIZENS BANK City, STATE,
  • Guarantee positive customer experiences and resolve all customer complaints.
  • Process and issue money orders for customers.
  • Customer service.
  • Regular cash handling.
  • Teller drawer.
  • Responsible for meeting quarterly goals.
  • Responsible for daily team huddles.
  • Help with regular and surprise audits.
  • Open new and existing accounts for customers.
  • Perform Notary duties.
  • Mortgage and HELOC knowledge.
  • Helped customers open and close accounts, apply for loans and make sound financial decisions.
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions.
  • Established connections with new clients through proactive follow-up strategies.
  • Achieved recognition from management for 13 consecutive months of meeting sales targets.
  • Expanded customer relationships by maintaining regular follow-up processes and rapport with each customer.
02/2008 to 06/2013
Personal Banker/Assistant Manager Bank Of America City, STATE,
  • Researched banking guidelines and statutory requirements to stay updated on new laws and applications.
  • Earned "Top Seller" for two consecutive quarters in 2012.
  • Excelled in exceeding daily credit card application goals.
  • Developed highly empathetic client relationships and earned reputation for exceeding sales goals.
  • Achieved high sales percentage with consultative, value-focused customer service approach.
  • Cross-trained and provided back-up for other customer service representees.
  • Opened, sorted and responded to routine correspondence on behalf of business leaders to facilitate communication and streamline processes.
  • Prepared and updated office records, spreadsheets and presentations to support executive needs and enhance office efficiency.
Education and Training
Expected in 05/2005
Associate of Science: Business Administration And Management
Fitchburg State College - Fitchburg, MA,
Expected in 06/2002
High School Diploma:
Woodstock Academy - Woodstock, CT,

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Resume Strength

  • Measurable Results
  • Personalization
  • Target Job

Resume Overview

School Attended
  • Fitchburg State College
  • Woodstock Academy
Job Titles Held:
  • Cash Management Business Analyst
  • Contingency Manager
  • Senior Personal Banker
  • Personal Banker/Assistant Manager
  • Associate of Science
  • High School Diploma