SEARCH

Sr. Treasury Operation Specialist Resume Example

Love this resume?Build Your Own Now
SR. TREASURY OPERATION SPECIALIST
Professional Summary

Efficient Sr Treasury Operation Specialist that is a quick learner and easily adaptable to changes with excellent interpersonal skills. Confident and decisive when communicating goals and vision to succeed. Motivated to learn, grow and excel in banking industry.

Skills
  • Data management
  • Responsible
  • Analytical skills
  • Organization and Time management
  • Multitasking abilities
  • Planning and Coordination
  • Conflict resolution
  • Customer Relations
  • Ability to analyze reports
  • Leadership abilities
  • Compliance Training
  • Reporting Familiarity
  • Oral Presentations
Work History
Sr. Treasury Operation Specialist 06/2021 to Current
Company Name – City, State
  • Assisting both external and internal customer inquiries in a professional and timely manner
  • Maintaining a strong working knowledge of applicable policies, procedures, and product lines as well as systems used
  • Assisting department staff with difficult and more complex customer and internal inquiries and/or issues as well as system errors/product failures
  • Gathering data and performing routine calculations to assist in preparation of a wide variety of spreadsheet tasks including administrative reports, summaries, statements, etc
  • Contributing to special projects including gathering data and implementing new processes based on project guidelines
  • Updating and creating procedures for daily tasks/operations
  • Assisting Relationship Managers with client onboarding when needed
  • Providing support for Treasury Services for existing customers
  • Gaining strong knowledge of existing customers and building relationships
  • Assisted with multiple system conversions including but not to limited to customer communication, service testing and training, and data verification.
Business Support Specialist06/2018 to 06/2021
Company Name – City, State
  • Gained knowledge of Business Services like Remote Deposit, Positive Pay, Wires, ACH, Sweeps,etc
  • Provided technical support for Business Services
  • Helped customers to decide which service would work best for them based on their needs
  • Assisted with creating contracts for customers to sign to set up services
  • Walked customers through completing and signing contracts
  • Handled Business Compromises by inspecting customer's devices and reviewing Audit Trail to ensure customer's safety
  • Provided tips for customers on how to stay safe in a digital world
  • Remotely trained customers on all business services
  • Worked with Third Party Vendors on customer facing as well as bank facing issues
  • Assisted Business Officers with miscellaneous requests from their business customers (ex. phone transfers, stop payments, check ordering, address/phone updates, account closures, statement requests)
  • Performed daily/monthly review, monitoring, and analysis of various reports, logs and transaction data to ensure accurate completion
  • Provided general interpretation of bank's policies
  • Worked with multiple departments to make multi department processes efficient
  • Contributed to internal procedures and processes by providing input that will keep procedures up to date and processes more streamlined
  • Conducted legal research due to investigations on IOLTA Accounts
  • Remitted IOLTA interest to the appropriate states
  • Assisted other departments like Online Banking and Call Center with their duties
  • Assisted customers with their inquiries/ requests in a timely manner
  • Followed up with customers continuously on their advanced issues to keep them up informed
  • Assisted Commercial Lenders with their customers that might be interested in Business Services
  • Educated myself about processes of other departments by taking online tutorials/classes to expand personal banking knowledge
  • Took classes to gain advanced knowledge of bank resources to ensure everything is used to its full capability to make department's processes effective and efficient
  • Completed billing for Business Services
  • Trained new employees on their duties
  • Participated in multiple conferences about business services and new releases
Sr. Technical Support Specialist 06/2017 to 02/2018
Company Name – City, State
  • Removed malware, ransomware and other threats from laptops and desktop systems.
  • Set up, maintenanced and supported Pro Support systems
  • Collaborated with peers, team leads and third party vendors to resolve issues
  • Maintained complete ownership of issues from beginning to resolution
  • Followed up with clients to ensure accurate resolution for their technical issues
  • Documented problems, diagnostics, interactions, next steps, and solution implementation in CRM tool
  • Repaired OS installations, restored PC's and software applications after OS corruption
  • Troubleshooted, diagnosed software/hardware issues, and researched software/hardware issues
  • Created quotes for Out of Warranty repairs
  • Managed competing demands, multiple priorities, while remaining adaptable and flexible
  • Learned systems, processes, and procedures quickly
Education
Bachelor of Science: Business Administration12/2016Northeastern State University- City, State
  • Major: International Business with emphasis in Information Systems
  • GPA: Major, 3.3 (A=4.0), Concentration, 3.0 (A=4.0)
  • Related coursework: Systems Analysis and Design, IT Project Management, Business Database Management Systems, Organizational Information Management, Principles of Information Systems, Quantitative Methods for Business Decision Making, Business Strategies, Statistical Methods, Business Communications
Volunteering
  • Helped conceptualize, organize, and conduct a fundraising event at Northeastern State University
  • Participated in volunteer work at Broken Arrow Public Schools
  • Contributed to an event to help support local businesses
  • Contributed to local events in Tahlequah, Oklahoma
  • Helped write legal memos, professional e-mails, and business letters
  • Participated in volunteer work at the Food Bank of Oklahoma
  • Participated in volunteer work for McGregor Elementary School in Springfield, MO
Languages
English:
Native or Bilingual
English:
Native or Bilingual
Russian:
Native or Bilingual
Russian:
Native or Bilingual
Build Your Own Now

DISCLAIMER

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

How this resume score could be improved?

Many factors go into creating a strong resume. Here are a few tweaks that could improve the score of this resume:

94Good
Resume Strength
  • Word choice
  • Measurable results
  • Typos

Resume Overview

School Attended

  • Northeastern State University

Job Titles Held:

  • Sr. Treasury Operation Specialist
  • Business Support Specialist
  • Sr. Technical Support Specialist

Degrees

  • Bachelor of Science : Business Administration 12/2016

Similar Resumes

View All
Sr.-Treasury-Operation-Specialist-resume-sample

Sr. Treasury Operation Specialist

Nixa, Missouri