Treasury Solutuons Sales Analyst

• Sep 2022 - Present

Corporate Banking Relationship Specialist

• Mar 2021 - Jan 2023

Wholesale Helpdesk Analyst

• Apr 2018 - Feb 2020

Provided assistance, support and resolution for teammates’ Wholesale Salesforce cases and issues to help teammates better serve SunTrust’s Corporate, Commercial and Business Banking clients. Served as subject matter expert (SME) and viable resource for Wholesale Salesforce and other linked applications. Researched cases and ensured timely responses to teammates’ phone calls and emails. Work with other Business Analysts teammates, system administrators and internal liaisons to provide premium service to our Wholesale teammates.• Identified opportunities for automation and improve efficiency by illustrating self-service opportunities to empower teammates to be more self-sufficient and productive. • Selected to be on Salesforce nCino Treasury SME team to increase proficiency and processing of nCino Treasury related cases for Helpdesk teammates. • Consistently scored in mid-90’s -100 % percentile on Wholesale Client Experience Surveys. Show less

Escalation Complaint Resolution Specialist

• Apr 2017 - Mar 2018

Reviewed and analyzed client’s complaints elevated from regulatory agencies such as the Federal Reserve, State Regulators, SunTrust Executives Office, the new Consumer Financial Protection Bureau (CFPB) and internal business partners. Applied knowledge of SunTrust products and services, relevant regulatory and legal considerations, provided an objective, accurate, fair resolution for the client and SunTrust.• Analyzed complaints; coordinated to resolve and respond within designated level of service on• 92 % of complaint cases.• Frequently exceeded Quality Monitoring metrics of 95 % or higher on complaints cases. • Insured high profile/high risk cases are escalated and documented with department management, Compliance and appropriate functional areas within SunTrust. Show less

Treasury Management Client Services Specialist II, Banking Officer

• Jun 2006 - Apr 2017

Provided client service and supported a portfolio of Commercial Middle Market clients with Treasury Management (TM) products and services. Served as liaison between TM Commercial clients and various TM Operational units to address client servicing requests/ issues.• Owned, researched and resolved 95% client issues without assistance or escalation.• Acquired and/or researched TM Contracts and Corporate Resolutions on file for Implementation.• Responsible for being jack of all trades for approximately 50 Treasury Mgmt. products/services. • Consistently met and exceeded department quantitative goals.• Identified sale opportunities for new TM Product/Services to enhance client experience. Show less

Trade Finance Services Specialist I, Banking Officer

• Jun 2000 - May 2006

Performed a variety of complex technical and analytical functions related to trade financing and servicing. Served as primary contact for corporate clients requiring interpretation and clarification of terms and conditions of trade finance documentation. • Approved and reviewed trade finance documents for bank and regulatory compliance. • Negotiated 33% standard import and export letters of credit for payment and settlement. • Analyzed issuance and amendments of import and export letters of credit. ► Managed 80% of Export Letters of Credit; responsible for 50% of banker acceptances. Show less