SUMMARY:

• Project Management, Treasury Management, Customer Service, analytical and banking experience.
• Thorough knowledge of formal project management techniques and tools through training and direct experience (Agile, Waterfall, MS Project, Clarizen, etc.)
• Command of common office tools (e.g. Microsoft Office Suite and Visio)
• Anti - Money Laundering, Fraud Prevention, Cyber Security, Ethics, Diversity, Six Sigma training.
• HIPAA regulatory standards.
• FINRA Series 63 License.
• Covid-19 Contact Tracer Certification

TECHNICAL SKILLS:

Software: Microsoft suite of products (Word, Excel, Outlook, Project)

PROFESSIONAL EXPERIENCE:

Confidential

Treasury Management Implementation Specialist/Project Manager

Responsibilities:

• Serve as Treasury Management Project Manager for the implementation of Treasury
• Management Commercial Bank credit card, Single Use Accounts (SUA) and ePayables services.
• Utilize project management skills to implement Card related products, manage stakeholder expectations, build and maintain client relationship through - out the implementation process.
• Manage clear expectations and understanding by establishing clear timelines and managing documentation requirements.
• Project Manager with direct client consulting within an assigned portfolio to lead clients through the on-boarding process of new Card services.
• Subject Matter Expert, responsible for face-to-face training of Card related products including ownership of on-boarding experience and client satisfaction.
• Ownership of internal communication and status updates.
• Ensure deal deliverables are met and hold owners accountable by managing implementation issues, escalations and error resolution.
• In person or through video conferencing, provide account presentations, product training material to clients in preparation of new services.
• Demonstrate creative problem solving and solid judgment/decision making.
• Ability to explain complex technical requirements in an easy to understand and relatable manner.

Confidential

Treasury Management Specialist/Project Manager

Responsibilities:

• Serve as Treasury Management Specialist/Project Manager for the implementation of Treasury Management bank services, products and serve as trusted adviser during bank acquisitions and mergers.
• Utilize client relationship management skills to maintain relationships with existing and new bank clients.
• Treasury Management Specialist with direct client consulting within an assigned portfolio to lead clients through the conversion process of new and existing accounts.
• Subject Matter Expert, responsible for training of Treasury Management products including online banking portal, set up wire transfer instructions and templates, review daily cash position.
• Serve as Subject Matter Expert and Trusted Advisor to both internal and external clients in explaining the transition of old banking services to the new platform including user profiles and entitlements.
• Provide video or in person account presentation product training to clients in preparation of new bank acquisition including currency online services, bulk processing of transactions, set up and executing administrative transfer, including all forms of cash receipts such as cash projections and processing reports, both account and account analysis statements and receipts review of account platforms and new banking policies.

Confidential

Information Services IT - Project Manager

Responsibilities:

• Lead large complex projects that include management of department stakeholders from various departments.
• Adhere to strong project management guidelines, implementation methodologies and management best practices.
• Re-evaluating BAU processes for overall enterprise wide improvements.
• Provide leadership and consultation to coordinate activities across the enterprise to support projects and optimization efforts.
• Prioritize team activities across various project initiatives.
• Created solutions that integrate customer needs with IT’s strategic direction by researching new IT innovations and encapsulating them into the PM knowledge areas.
• Assess skills of others within specialty areas to complete projects within budget and on time.
• Prepare presentations and WBS to stakeholders to define scope. Serve as a strategic program and process design partner.
• The Subject Matter Expert in specialized, critical functional areas of IT ranging from systems integration, server allocation, depreciation time lines to managing vendors related to projects such as RFP requests and final vendor selection.
• Tracking Key Performance Indicators in order to maintain project scope and maintain projected timelines, specifically, as it relates to infrastructure SLAs, system storage and three-tiered application support.
• Perform qualitative and quantitative risk analyses.

Confidential

Treasury Management Analyst

Responsibilities:

• Client-facing Project Manager/Treasury Analyst for the implementation of bank services and products and as trusted adviser with strong client relationship management skills, to develop relationships with existing and new market clients.
• Assist in coordinating the Client Management Process (CMP), by focusing on new client acquisition and deepening existing relationships through identification of client needs.
• An active Treasury Analyst with client consulting within the portfolio to influence the sale of Treasury Management products such as Commercial Cards, ACH, EDI, Wire Transfer and other services to new and existing bank clients. Business development through face-to-face meetings with clients to identify solutions to client needs as a result of needs analysis and active listening. Trained junior analyst on policies and procedures.
• Problem solver, utilizing cost projections to manage financial objectives to achieve yearly goals.
• Prepare account schematics, set client pricing, proposal documents, sales presentations and client research for use in pre-call planning.
• Provide analysis and recommendations to managers and supervisors in support of account specific initiatives.
• Process fiscal documents, deposit client checks, reconcile any fees reported on their account analysis, review new account opening documentation, set-up wire transfer and ACH transactions, reviewing fund performances, accounts payable, cash receipts, related spreadsheets, domestic and international banking FX spot funding.
• Sale of ePayables, Commercial and P-Card services.
• Responsible for assisting my clients with their day-to-day Treasury activities which ranged from establishing their cash receipts such as ACH file creation, cash disbursements, cash transfers, multi-portfolio disbursements, account reconciliation, required minimum distributions, reversals and adjustments as needed, cash projections and processing reports.