Andy Ai Email & Phone Number

Chicago, Illinois, United States

Lead a team of passionate relationship builders to create exceptional client experiences and exceed expectations from all parties. These experienced and dedicated Treasury Management Officers help identify client needs and work to find creative solutions to help improve working capital while meeting business objectives while maximizing client satisfaction.

Chicago, Illinois, United States

Group manager for the Treasury Solutions Group's (TSG) Central and Western markets. As experts on all of the bank solutions, my team was responsible for helping Sales, Product and Operations teams to:Share industry and bank knowledge through public speaking, internal training events, client roundtables and other events. Personally completed approximately 60 external speaking engagements and 10 internal engagements (between 2012-2023) on topics ranging from fraud, technology, receivables, payables, industry trends and integration capabilities. Advise sales teams in the development of the most significant and/or complex sales opportunities. Led and participated in client initiated Requests for Information and Requests for Proposals to ensure requirements were met, strategic objectives for the bank as well as the client were identified and proper technical expertise was available to answer all questions. Expert demonstrations of bank solutions to both clients and internal partners. Conducted detailed diagnostics and business process reviews to identify client needs and ways for bank, or non-bank, solutions to address true needs. Industry experts to incorporate trends and future needs into existing client needs.Work with Product teams to enhance existing, and develop next generation, solutions across all of Receivables, Payables, Information Reporting, and Technology needs. Detailed technical/industry expertise, coupled with first hand client information, to ensure cutting edge solutions to meet needs.Assisted Operational teams and developed processes to optimize client implementation needs and on-going operational needs.

Pittsburgh, Pennsylvania, United States

Managed the Corporate Account Analysis team with responsibility over all of Treasury Management pricing implementation, collections and maintenance activities. Developed and implemented an exception pricing process for sales teams to request, senior leaders to approve, and operations teams to implement non-standard pricing for all Treasury Management clients, Ensured appropriate billing to ensure statements were accurate and invoices/debits/payments were processed correctly against client accounts. Reviewed and implemented and credits and refunds to ensure compliance with appropriate policies and timely processing to ensure client satisfaction.Additionally led the Account Management group which was responsible for the setup and maintenance of all bank accounts for Corporate and Institutional Bank clients. Ensured proper procedures were followed to comply with governmental regulations and protect against fraudulent account opening or changes. As well as timely maintenance and closing of bank accounts as appropriate.Led these teams through multiple bank acquisitions across the Midwest and East Coast. Strategized with senior leadership, and successfully implemented, processes to ensure a minimal impact to converted clients from an account structure, bank solutions, financial impact, customer care and reputational perspective.

Pittsburgh, Pennsylvania, United States

Series of progressively more operational and strategic responsibilities including:Served as liaison between Human Resources and Technology teams to help "translate" business needs into technology requirements and vice versa. Additional Human Resources related activities including development of policies and procedures for the overall function and conducting in-person training on Code of Ethics and corporate values. Trusted with access to sensitive and confidential information to assist in analysis of salaries and business practices to ensure compliance with governmental regulations.Led an Operations recruiting team to ensure appropriate staffing levels were met and maintained. Identified trends in industry needs to ensure future business objectives could also be satisfied with staffing levels and chances. Assisting Employee Relations teams during investigations where confidentiality and discretion were of the utmost importance. Participate in the analysis, then implementation, of work restructuring plans to help provide seamless transitions to affected employees.Graduated from internal Credit Training program, then served as a Relationship Manager to triage "orphan" accounts to ensure these clients needs were met and to help relocate them to the correct sales team as appropriate.

Pittsburgh, Pa

Developed Human Resource policies and procedures for a technical writing company. Performed internal business process reviews as well as external diagnostics for the transportation and logistics industry with a primary focus on the steel industry. Leveraged technical expertise to assist the information technology staff on developing and securing internal networks while creating an online presence for clients to access.

Bachelor'S Degree, Human Resources Management And Services

Bachelor'S Degree, Information Technology

Education record