Customer Service Treasury Management

Jackie Nails

**** ******** ********* **********, ** 35211 205-***-****

**********@*****.***

PROFESSIONAL SUMMARY

Initiative-taking, experienced and skilled treasury management and customer service professional with a vast background in customer service and the banking industry, which includes treasury management officer, treasury management analyst, client and customer service specialists. Proven ability to build relationships, provide excellent customer service, manage difficult clients and customers, multi-task, and work well in a high pressure, demanding work environment. I am looking to utilize my skills and abilities to advance and grow within your organization in a treasury leadership role. Employment History

CADENCE BANK Birmingham, Al Treasury Management Sales Officer (Hybrid) 2023 to Present

● Develop new business

● Manage Portfolio of Treasury Management clients

● Call on Treasury Management customers/prospects in the HBF and CRE markets with/without an account officer.

● Understand the client’s business and industry to provide the best banking solutions, such as Remote Deposit Scanners, Sweeps, or Positive Pay.

● Promote and support all treasury management products as well as any other bank products.

● Manage sale process and complete/present/request proposals, pricing pro formas, and analysis for customers and prospects.

● Responsible for sale of TM solutions to new and the retention of existing clients.

● Responsible for the bank’s strong relationship through ongoing customer contact, providing quality customer services, and product knowledge.

● Conducting Annual reviews with clients.

● Participate in officers meeting throughout territory as assigned by the TM review.

● Create and maintain a loyal consultant role with customer/prospective clients and other employees

● Perform other duties as assigned by management.

REGIONS BANK Birmingham, Al Treasury Management Analyst (Remote) 2021 to 2023

• Direct contact for the client and the relationship team for TM requests, implementations, and general TM inquiries

• Work directly with clients, Treasury Management Officer, Relationship Managers, credit- products, and other internal banking partners.

• Responsible for the implementations and client onboarding of TM services.

• Participates on client calls for new deals or expansion opportunities with the TMO and Relationship team

• Prepares all documentation for Treasury Management services, modifications and sends follow-up communications as needed for documents

• Submits all SIMS implementation requests (new, change/renewal, and delete) and ensures SIMS work orders are completed successfully and timely

• Completes client onboarding and ensures the client can successfully access services and schedules client training as needed

• Serves as the direct client service contact for any TM service issues or questions. Takes ownership of all TM issues and engages internal partners for assistance as needed to ensure a timely resolution.

• Maintains account relationship charts

• Submits account analysis requests for account groupings, billing account updates and fee waivers

• Monitors monthly TM reports – Expiring bonus rates, exception priced earnings credit rates, exception priced PxV services, full account waivers, second officer code assignments/reassignments, submits pricing models for approval, and billing rejects

• Completes client onboarding and onboarding survey

• Enters all Treasury Management services and deposit pipelines in OneView for RM and TMO revenue

REGIONS BANK Birmingham, Al Client Services Specialist 2019 to 2021

• Worked remotely and served as first point of contact and liaison for commercial and business clients

• Taking inbound and outbound calls and emails for complex treasury management products and services for business and commercial card clients

• Performed troubleshooting through diagnostic techniques and pertinent questions

• Functioned as a subject matter expert in a range of treasury management and commercial card applications.

• Take full ownership for resolving and researching complex banking issues

• Managed calls and simultaneously created case records to document the events in the call tracking application

• Managed workload to ensure client’s issues and concerns are handled promptly

• Serve as a liaison between assigned departments and other areas of the bank to resolve transaction disputes/inquiries and other payment processing issues. PORTER CAPITAL Birmingham, Al Collateral Analyst 2019 to 2019

• Responsible for sending email correspondence and placing outbound/inbound collection calls to collect and follow up on assigned past due client accounts.

• Respond to general account and billing inquiries regarding invoices to ensure any discrepancies, issues, or disputes are resolved quickly.

• Served as a liaison between the client and customers to ensure that all account needs were met.

• Timely escalation of problem customer accounts to appropriate management and account executive team.

RAM TOOL Birmingham, Al A/R Collections Representative 2018 to 2019

• Collected on agreed balances on assigned customer accounts to ensure that payment expectations were met

• Processed credit card payments in accordance with company guidelines

• Released tickets for orders and monitor credit limits on assigned customers and reviewed and approve credit holds as require.

PANGEA TWO/CRC INSURANCE SERVICES Birmingham, Al Office Assistant 2018 to 2018

• Responsible for electronically filing policies for tax purposes into company system Researched and located policy information

• Corrected and identified discrepancies within policies

• Managed new and renewal policies received and prepared documents for upload by updating policy binders.

ALAGASCO Birmingham, Al Sr. Customer Service Representative 2013 to 2017

• Received inbound and outbound calls while working in a call center environment Resolved general account inquiries, invoice concerns, and billing issues

• Processed payments as well as payment arrangements Established new service accounts, and transfer requests.

• Participated in peer-to-peer training and in a customer service pilot group Processed and dispatched emergency orders to technicians

• Assisted with collection of past due gas accounts in accordance with company guidelines ALAGASCO Birmingham, Al Administrative Assistant 2009 to 2013

• Assisted directors, sales managers, and other various staff with performing general office and clerical duties

• Processed invoices, purchase requisitions, and purchase orders Maintained calendar and set up travel arrangements, and meetings. Coordinated luncheons and training classes as requested

• Helped with corporate reception and switchboard duties Performed other duties as requested by management

UNITED WAY Birmingham, Al Loaned Executive 2011 to 2011

• Selected by upper management to serve with United Way for their yearly campaign

• Visited various organizations and conducted meetings with management and staff

• Managed workplace giving accounts and independently helped to raise $540,000

• Collectively helped to raise $37.5 million dollars, while achieving 97% of my target sales goal

ALAGASCO Birmingham, Al Customer Service Representative, 2006 to 2009 (same as above)

US TITLE LOANS Bessemer, Al Account Representative 2004 to 2006

● Assisted customers, in person, with processing payments and establishing new title and payday advances

● Managed other store associates and assisted management in training other store associates Contacted existing customers to establish new business and upsell on existing loans.

● Received outbound and placed inbound calls to collect on payday and title loan accounts Skipped traced to help locate customers for debt collection purposes Education

Troy University - Dothan, Alabama

Master of Social Sciences, 2023

concentration Sociology

UAB – Birmingham, AL

Bachelor of Art in Sociology, 1997

Computer Skills Microsoft Visio

SAP

Microsoft Word

Citrix

Microsoft Excel

Microsoft PowerPoint

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