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 - Current Department Of Defense – Mountain View, CA,
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 Specialist, 06/2018 - 06/2021 Discovery Life Sciences – Newton, PA,
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 - 02/2018 Dell EMC – 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 Administration, Expected in 12/2016 - Northeastern State University - Tahlequah, OK GPA:
Major: International Business with emphasis in Information Systems
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
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