Treasury Management Customer Support

VICTOR MARTINEZ

Birmingham, AL ***** 205-***-**** *****************@*****.***

PROFESSIONAL SUMMARY

Enthusiastic and eager employee of the banking industry with over 12 years in experience for both Commercial banking and Treasury Management who is searching to grow and excel as a Banking Software Implementations Specialist.

SKILLS

● Educating clients and employees on complex

products/systems

● Fluent in both English and Spanish

● Client satisfaction-driven

● Proficient in Microsoft Excel, Microsoft Access

and Microsoft Word

● Detail Oriented

● Self Motivated

WORK HISTORY

Client Care Representative II, 03/15/2022 - 10/08/2023

● Identified and resolved process issues to encourage efficient procedural workflows that enhanced client experience

● Organized weekly meetings with Bank Vendors, Operations, Product Managers and Onboarding Coordinators that ensured a seamless client experience from the point of sale to final product training

● Provided measured data metrics and validation testing at various stages during all launch phases of new treasury management banking platforms

● Conduct daily detailed training sessions with new and existing clients across multiple complex Treasury Management applications.

● Provide quality assurance for customer on-boarding requests and if needed, also assist the connectivity of file transmission testing.

● Consults with cross functional on-boarding and support teams, leaders and/or stakeholders.

• Coordinates or performs administrative functions necessary to deliver and document training programs.

• Performs all job-related duties as assigned

● Worked with product managers and potential customers to understand requirements and provide an exceptional build of their product

Client Technology Deployment Specialist III, 10/05/2021 to 02/20/2022 Nymbus, LLC - Columbus, Oh

● Identified and resolved process issues to encourage efficient procedural workflows that enhanced client experience

● Organized weekly meetings with Bank Vendors, Operations, Product Managers and Onboarding Coordinators that ensured a seamless client experience from the point of sale to final product training

● Provided measured data metrics and validation testing at various stages during all launch phases of new treasury management banking platforms

● Conduct daily detailed training sessions with new and existing clients across multiple complex Treasury Management applications.

● Provide quality assurance for customer on-boarding requests and if needed, also assist the connectivity of file transmission testing.

● Consults with cross functional on-boarding and support teams, leaders and/or stakeholders.

• Coordinates or performs administrative functions necessary to deliver and document training programs.

• Performs all job-related duties as assigned

● Worked with product managers and potential customers to understand requirements and provide an exceptional build of their product

Client Technology Support Representative III, 04/2012 to 10/05/2021 BBVA USA – Birmingham, Al

● Provide continuous client support (via phone, e-mail, other electronic medium) for all complex Treasury Management systems.

● Assists client with the creation of Positive Pay, ACH, and Wire transactions files through the applications of Microsoft Excel.

● Maintain a solid understanding of all assigned supported systems and interdependencies from a customer service and high-level technical perspective.

● Provide effective communication with system vendor(s), Product Development, and bank Operations' personnel in order to establish coherent and comprehensive coordination of tasks.

● Provide a thorough evaluation of system and/or customer issues and formulate appropriate solutions and response in a timely manner.

● Recognize and evaluate implications of system changes and develop appropriate support and training materials to accommodate such changes.

Business Relationship Manager, 11/2008 to 03/2013

BBVA USA – Birmingham, AL

● Contacted perspective clients to gauge their business needs and inform them of various products that we offered which could allow them to reach their goals

● Presented financial plans to clients based on analysis of financial status and goals

● Maintained relationship with client to ensure that if any other future needs surfaced, we would be able to assist them

● Worked alongside Branch Managers, Loan Officers and Investment Officers to ensure that we were able to meet the perspective client's needs

● Utilized current client portfolios, prospective client databases and new product campaigns to ensure our weekly sales goals were achieved.

EDUCATION

Some College (No Degree): Business Administration and Management Jefferson State Community College - Birmingham, AL

● Continuing education in Business Administration

High School Diploma: 05/2012

E.B Erwin High School – Birmingham

REFERRALS

Jose Pena 205-***-****

Carlos Villalon 205-***-****

Andres Ragazzoni 205-***-****

Adam Leberte 205-***-****

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