AMY MCNAB ad0w4g@r.postjobfree.com • 646-***-****

LinkedIn.com/in/amymcnab35242

Financial Analyst Overview:

Established Migration and Onboarding Specialist possessing extensive experience within banking and financial sector. Dynamic leader with track record in developing and directing high-performing teams to consistently deliver projects on time and to scope. Compelling communicator well-versed in facilitating remote training sessions, acting as key client liaison, and engaging personnel across levels including c-suite leadership. Strong aptitude for leveraging expertise and knowledge to troubleshoot a broad spectrum of issues while educating clients on processes and optimized platform utilization. Proven capabilities in facilitating migrations and support remotely with industry-related tools including WebEx, Excel, OneNote, Word, and financial software.

Areas of Expertise:

Platform Migration & Onboarding

Strategic Planning & Leadership

Client De-escalation

White-Glove Client Training

SalesForce

Professional Experience:

POD Leadership

Stakeholder Engagement

Client Service Support

Mapping & File Imports

Hogan / Jack Henry

Platform Conversion Training

System Troubleshooting

Information Reporting / Recon

Real-Time Positive Pay

Cloud Banking (CRM)

Real World Consulting Group Currently Remote Contractor

2016 – Current

Financial Analyst

Led team of Migration Specialists, facilitated training on all aspects of migration process from data gathering, client communication, and system functions to file testing. Acted as key liaison between Treasury Management Officer, Treasury Management Assistant, Relationship Manager, and High-Value Business Clients during conversion process. Facilitated training sessions with clients, running simulations and providing clear, concise instruction on new platform navigation for optimized utilization. Conducted research on high-value client information including services utilized, administrators, users, and contact information. Collaborated with conversion specialist team members, as well as banks’ product, implementation, risk & compliance, and customer service teams.

●Spearheaded data gathering project, sharing insights with new Migration Specialists, resulting in future utilization as template format for Real World Consulting Group projects.

●Financial institutions migrated include First Horizon/Iberia M&A, (Migration Specialists’ Trainer/POD Leader), Mitsubishi Union Financial Group/Union Bank/BNY Mellon, (Platform Migration with SSO – Japanese Corporate Banking Division, Comerica (Payments Platform Conversion), BBVA Compass (Net Cash Conversion), and Regions Financial (Old iTreasury to New iTreasury Conversion).

Select Treasury Management Conversion & Migration Clients:

Comerica Bank:

Collaborated with Product and Implementation departments on migration of top revenue producers from existing payment platform, TM Connect Web, to upgraded Bottomline Technologies platform, Treasury Payments. Utilized WebEx to facilitate training for bank customer administrators as well as Comerica bank personnel on new platform. Resolved complex treasury management customer care cases within strict timeframes while ensuring customer understands all processes.

Oversaw Migration Specialists, guiding activities across project questions and group bank training sessions.

Cultivated strong professional relationships with 700+ companies, focusing on White Glove/Tier 1, during migration via email, phone calls, and training sessions.

Acted as key point of contact for complex migration issues, system errors, template repairs, and map testing.

Selected as sole RWC team member to support Comerica Treasury Management Customer Service for a two-week period during RWC team vacation time.

First Horizon/Iberia Bank:

Oversaw sixteen+ Migration Specialists, guiding activities across project questions and group bank training sessions. Cultivated strong professional relationships with 700+ companies during migration via email, phone calls, and training sessions. Acted as key point of contact for complex migration issues, system errors, template repairs, and map testing.

Mitsubishi Union Financial Group – Japanese Corporate Banking Division:

Brought onto project early to gather customer data, compose User Guides, and troubleshoot system prior to Pilot. Assigned to migrate MUFG’s largest revenue producing client in Pilot due to their large transaction volume and the complexity of their services. White Glove care was provided in training this company’s System Controllers and Primary Administrators from token deactivations/activations to logging into platform using a new single sign on, which allowed them, once logged in, to access all their services. Held 15+ group trainings via WebEx with company staff on how to perform all their banking functions on the new platform. Troubleshot template migration errors and file import rejects. Discovered a Bottomline Technologies vendor system flaw in how ACH Reversal process was incorrectly deployed.

BBVA Compass Bank:

Partnered with BBVA Support teams on supporting stakeholders with technical issues through providing innovative and effective solutions. Educated staff across all levels on Bottomline Technology-related details for optimized utilization and performance across banking transactions. Liaised with clients via telephone and email, identifying root cause, running through testing scripts, and resolving user issues. Facilitated training for high BBVA’s high revenue producing companies and bank personnel on system navigation via WebEx. Leveraged bank programs, tickets, and Team Trackers to monitor migration progress and ensure on time delivery.

Developed manuals and documentation utilized in training classes as well as system onboarding sessions.

Regions Financial:

Facilitated platform conversion training on Bottomline Technology software for high revenue producing companies through webinars, emails, and phone calls. Led soft handover of assigned clients to Regions Customer service following each wave completion. Met strict deadlines by strategically structuring training session, follow-ups, team meetings, and resolutions for each project wave. Created Salesforce tickets for issue escalation to Product and Implementation Teams, providing support across resolution of platform issues, mapping errors, and payment rejections.

Regions Financial Operations Division Birmingham, AL

2009 – 2016

STOPS ANALYST

2013 – 2016

RETURNS CLERK

2009 – 2013

Utilized detailed reports from 1700+ branches within anchor states, AL, TN, FL, and GA, to determine whether stop payments required on items presented to Regions Bank. Reversed branch NSF placements on items requiring more affirmative action and placed stop placement. Cleared caution accounts from reports and supported Debit Card Department with backlogs. Leveraged training received on Incoming Returns, Research, Special Instructions, Federal Adjustments, and Account Maintenance for holistic approach to stops analysis.

Additional experience as TELLER HEAD TELLER CUSTOMER SERVICE REPRESENTATIVE at Magnolia Federal Bank, Union Planters Bank, Fortune Bank, Essex Savings Bank, and Andrew Jackson Savings Bank.

Education

Medical Transcription

Ashworth College Macon, GA

Criminology & English

Florida State University Tallahassee, FL

Minor: Political Science Criminal Justice

Criminal Justice & English

Virginia Commonwealth University Richmond, VA

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