Brooke Hanner Email & Phone Number

Mckinney, Tx

• Reviews Treasury Management Agreements, Internal Forms, and Treasury Request to ensure proper execution• Implement all Treasury Management products and services for Treasury clients• Perform secondary review of Treasury Management Implementations• Obtain, prepare, and follow up on required Treasury documentation • Consistently produce the highest number of cases with the highest rate of accuracy compared to peers (less than 1% return rate)• 2023 Treasury Intern Mentor• Lead during lockbox vendor provider conversion, completed the Manage Company Policy project, performed Q2, Centrix Positive Pay and PIQs testing for updates, as well as assisted with the update of the ACH Origination procedure and presented to my team• Cross trained as Team lead which includes managing the TM Inbox, RDC & Q2 Reports, Cancellation of signature requests, and month end scorecard

Provide every client with exceptional customer serviceAssist clients through the loan process from application to closingManaged high volume callsEducate clients on how to better manage their mortgages

Conway, Arkansas, United States

Daily support for Treasury Management customers in all regions working with branch and Treasury Management personnel as well as directly with customersMain point of contact and training for Treasury customersMonitor customer files to be sure files are verified and will process correctlyAssist with ACH, Wire, and Payroll Card customers limits and annual reviews along with approval from loan officers and/or committeesComplete required BSA/AML training and other compliance training as assigned

Hastings, Michigan, United States

Build and maintain relationships with customersOpen new and modify existing accounts such as Checking, Savings, Money Market, and Certificate of DepositsReview customer Credit Reports to promote bank services and productsAssist customers with personal loansAnswer high volume phone calls with multiple linesAssist tellers with unbalanced cash drawersCreate teller schedule