Contact

Treasury Implementations Associate

adyios@r.postjobfree.com

www.linkedin.com/in/tammy-l-

brown (LinkedIn)

Top Skills

Management

Project Management

Program Implementation

Certifications

Business Management

Honors-Awards

Customer Service Awards

FBLA Award

Customer Service

Customer Service Award

Tammy Brown

Treasury Implementations Associate

Oxford, North Carolina, United States

Summary

I love spending time with my family & watching Tarheel Basketball. I have taken various continuing education courses and volunteered within my community. I am always known to be a motivated individual.

Treasury Manager with 10+ years of experience ensuring financial operations remain seamless through exemplary cash flow, product, and project management, with exceptional client relationship skills. Experience

Silicon Valley Bank

Implementation Specialist

June 2021 - September 2022 (1 year 4 months)

North Carolina, United States

The Associate holds an important role in helping shape the client experience during cash management implementations. Was an advocate for the clients and participated in cross-functional collaboration while encouraging open and transparent dialogue across the organization resulting in a culture of teamwork and trust.

Key Responsibilities included:

Manage and coordinate all implementation activities with appropriate internal bank teams, and client resources at all levels to support client implementations.

Partnered with management to lead positive change and help to evolve the team from a client experience perspective.

Ensured that timelines are communicated up front, deadlines are being met, and potential obstacles are identified and addressed in a timely manner. Page 1 of 4

Responsible for trouble shooting/resolving client issues during the implementation set up.

Provided product training to clients when it was needed. TowneBank

Treasury Management Implementation Specialist II, Banking Officer January 2018 - January 2020 (2 years 1 month)

3535 Glenwood Ave, Raleigh, NC 27612

On boarded clients to banking software.

Maintained professionalism with each client.

Experience with outgoing and incoming ACH transactions, along with domestic and international (FX) wires.

Project Management - making sure multiple implementation/on boarding projects ran on schedule, then keeping officers and clients up to date with the setup process and any delays should there be any. Contacting client when setup has been completed offering and scheduling training. Maintain Close Working Relationship with other Departments and officers Managed the reviewing process of executed documents to insure the proper signatures were obtained and that the proper documents were completed. Product Management expertise - Lockbox processes, online banking software, cash management sweep, zero balance, BAI2 and EDI, Bill payment setups, training via Web-X, maintenance and troubleshooting. Positive pay setups including uploading outstanding checks into the software for the client and performed maintenance if it was needed along with offering training. For the positive pay product, I was the product expert and kept the team updated on any relevant changes.

Training internal and external clients

Installation of software for clients

Performed demonstrations of products to clients, sales team and banking officers.

Extraordinary client relationships

Reports ownership

Importing raw data from clients

Implemented process flow changes

Paragon Bank

Treasury Management Client Services

June 2014 - January 2018 (3 years 8 months)

3535 Glenwood Ave, Raleigh, NC 27612

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Project Management

Maintain Close Working Relationship with other Departments Checked for documentation accuracy.

Product Management expertise

Trained internal and external clients

Installation of software for client

Trainer internal and external

Conversion experience and kept team positive during transition Extraordinary client relationships

Prepared and created reports using Microsoft Office products, including Excel. Took Microsoft Office class

Importing raw data from clients

Implemented process flow changes

Volunteered for Junior Achievements in Raleigh, NC. SunTrust Bank

Client Service Specialst in Treasury Management

August 2005 - February 2014 (8 years 7 months)

Durham, NC 27701

Extraordinary Client Relationships

Opened actual Lockbox in the post office

Salesforce experience

Bank Conversion experience.

Team Leadership experience.

Check to ensure that appropriate changes were made to resolve customers' issues.

Cross-sale of new or additional services or products. Prepare forms or agreements needed for new or existing services. Have excellent telephone etiquette.

Quick learner.

Have trained clients and teammates with pc/software issues over the phone and in person.

Multitasking

Very detail oriented, made sure the correct signer had signed the documents/ agreements, followed up on tasks to ensure they were completed. Called clients when I hadn’t heard from them in awhile to make sure everything was going okay.

Won several customer service awards. Always puts client first. Page 3 of 4

Education

Vance-Granville Community College

Associate in Applied Science, Business Administration, Business Administration, Management and Operations

Page 4 of 4

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