FRANCES LAMB

***** ** **** *****, **** St Lucie, FL 34987 713-***-**** adn555@r.postjobfree.com

Treasury Management Support Manager

A dynamic, highly qualified, and exceptional banking professional and leader with more than nineteen (19) years of comprehensive experience within the banking industry, including ten (10) years in Treasury Management. Skilled in retail and commercial banking, in improving efficiencies, and in implementing world class service and cutting-edge technology to cut costs, streamline operations, and elevate productivity. Detail-oriented, organized, with a positive attitude. Performs well in high-stress environments, and skilled in planning and prioritizing assigned tasks. Possesses excellent verbal and written communication abilities.

CORE COMPETENCIES

Training Development Strategic Planning Advanced Problem-Solving Quality Assurance Development Policy and Procedure Development Leadership Merger & Acquisition Knowledge Analytical Process Improvements Self-Directed Motivated Personable Strong Work Ethic Dependability Flexibility Bilingual: Spanish Microsoft Office

Adobe Pro Salesforce

PROFESSIONAL EXPERIENCE

CADENCE BANK, Houston, TX (Remote)

AVP, Treasury Management Quality and Training Manager 11/2018 – Current

Responsible for developing, implementing, and monitoring training programs; for overseeing policy/procedure development; and for developing/editing Quality Assurance audit protocols.

Establish, maintain, and deliver a training curriculum for new hires and existing employees; edit Treasury Service training and reference guides.

Perform QA reviews of implementations and client interactions and formulate improvement recommendations.

Train, motivate, and coach staff to ensure the attainment of company standards; analyze data to find opportunities for growth and development.

Design, develop, and maintain a TM Intranet site used to improve daily efficiencies and effectiveness.

Help develop test plans and scripts focused on tracking defects and fixes on TM applications.

Lead internal audits to measure and assure adherence to established QA standards.

Selected Achievements

Designed and instituted a Quality Assurance program for Treasury Department audits, and a training program for Treasury clients and employees.

Authored policies and procedures focused on increasing efficiencies and productivity.

Key member in the successful merger of State Bank and Cadence Bank.

Banking Officer, Treasury Operations Manager 11/2016 – 11/2018

Participated in operational meetings with other departments, and worked with them to develop, implement, and facilitate required training programs.

Provided project management for Treasury Sales prospects and managed projects for Cash Management systems to document progress and deliverables.

Facilitated initial and ongoing training for all new Treasury Sales and Services employees.

Fostered improvements in the department’s well-being by enhancing operating systems, processes, and best practices, and by researching and analyzing alternative efficiencies.

Ensured adherence to all procedural changes by communicating expectations to the staff.

Reviewed exception reports to provide guidance on resolutions.

Completed additional duties as listed in Treasury Quality Assurance Supervisor role below.

Selected Achievements

Authored policies and procedures focused on increasing efficiencies and productivity.

Project managed multiple new cash management enhancements.

Key participant in multiple mergers and acquisitions between 2009 – 2019.

Banking Officer, Treasury Quality Assurance Supervisor 11/2014 – 11/2016

Internal Auditor of the Treasury Department charged with ensuring successful internal/external audits.

Managed all Treasury/Commercial clients’ new account openings, and prepared/presented Treasury proposals for prospective clients.

Conducted QA reviews on Treasury Service implementations for new/existing clients, and on all account documents.

Directly impacted department efficiencies by suggesting/implementing new SOPs.

Provided daily guidance and supervision for the Treasury Specialist team.

Monitored the Treasury Services queue to ensure timely responses and resolutions aligned with SLAs.

Selected Achievements

Designed and implemented a Quality Assurance program for Treasury Department audits.

In 2015, successfully led the Treasury Department through its first internal audit with no major findings.

Treasury Services Specialist III 11/2011 – 11/2014

Served commercial cash management clients by effectively managing new accounts; liaised between commercial bankers and clients to ensure proper deposit structuring and cash management.

Accountable for preparing analysis proformas; for creating personalized cash management proposals; and for accurately preparing all Treasury agreements for the sales team.

Properly set-up and trained Treasury Service clients on Remote Deposit Capture, ACH Origination, Online Wires, Positive Pay/Fraud Protection, Lockbox, and Remote Cash Safe.

Supported deposit accounts and cash management services by executing maintenance requests.

Authored/published SOP and SLA for the services team.

Selected Achievement

Cultivated client relationships to identify sales opportunities.

Branch Operations Manager 07/2009 – 11/2011

Tasked with overseeing all operations in a branch setting and ensured adherence to SOPs.

Motivated the team by providing developmental training and continued coaching; developed goals and strategies in weekly team meetings.

Fostered internal/external client satisfaction levels by cultivating strategic relationships.

Found areas of potential improvement to impact growth by utilizing a proactive, hands-on approach.

Analyzed local banks to identify opportunities to gain sales opportunities.

Selected Achievement

Cultivated client relationships to identify sales opportunities.

Other Experience: Client Relationship Representative, Cadence Bank, Atlanta, GA; Business Banker/Operations Center Specialist, Independent Alliance Banks, Fort Wayne, IN; Member Service Associate/Teller Supervisor, Midwest America Federal Credit Union, Fort Wayne, IN.

EDUCATION / CERTIFICATIONS

Cash Management Certificate

Association for Financial Professionals, Online

High School Diploma, Ombudsman, New Haven, IN

References available upon request

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