Treasury Management Customer Support Specialist

Gina Perez

Bloomsburg, PA ***** +1-806-***-**** *********@*****.***

Work Experience

Service Consultant

Progressive Bloomsburg, PA

March 2024 to Present

Take incoming calls from Progressive customers. Assist with their policies. Treasury Management Support Specialist/ Payments solution’s support specialist HTLF

March 2021 to November 2022

Support for all Treasury Management customers under HTLF banks. I take care of new setups, risk review and product referrals for business customers. Enroll customers in credit card program and online banking. Complete daily, weekly and monthly reports in all aspect of Treasury Management. Treasury Management Specialist

City Bank Lubbock, TX

February 2018 to March 2021

Perform a variety of customer service and sales activities to assist new and existing Treasury Management

(TM) customers. Support TM Officers in customer expansion and retention. Perform daily tasks and reports pertaining to the operations of the bank. Conduct reviews on all customers to prevent risk. Offer troubleshooting and support for customers with online banking and all treasury products. Team Lead

City Bank Lubbock, TX

January 2014 to February 2018

Customer care for City Bank. Implement procedures for customer xperience representatives. Handle all escalations for cxr’s. Train with call handle time and quality assurance. Phone Banker

Wells Fargo

January 2012 to October 2013

Department Manager

Walmart Midland, TX

July 2007 to February 2008

Formulate pricing policies for merchandise, according to profitability requirements. Plan and coordinate advertising campaigns and sales promotions, and prepare merchandise displays and advertising copy.

Enforce safety, health, and security rules.

Hostess/ Assistant Manager

Leal's

December 2004 to June 2007

Education

Some college

Skills

Negotiation English Quality Assurance 10-Key Banking Accounts Receivable Microsoft Office Microsoft Excel Pricing Assistant Manager Experience Management Awards

Highest Quality Score 2016

January 2017

Excellence in Customer Service

September 2016

Excellence in Customer Service

May 2016

Certifications and Licenses

Driver's License

January 2026

Additional Information

Authorized to work in the US for any employer

Contact this candidate