➤ Leads the implementation of new products and services for clients, including assessment of requirements and accurate completion of all deliverables in accordance with client-specific operating procedures.➤ Directs evaluation of complex implementation issues raised by partners and clients, while communicating challenges to appropriate internal service partners for continuous positive client experiences➤ Develops and maintains internal initiatives and projects representing the voice of the business, while taking ownership of all delivery procedures, from planning to execution and implementation.➤ Organizes and facilitates effective training for peers to develop a better understanding of products and services.➤ Collaborates with internal and external partners in providing SME assistance and consults on TM products and services, ERP integration, implementation timelines, and documents using appropriate inquiry types in TMCC.

➤ Effectively strengthens and establishes positive working relationships and alliances with treasury management sales officers and relationship managers.➤ Provided exceptional leadership and direction in the implementation, training, maintenance, and enhancement of a comprehensive TM customer relationship.➤ Conducted keen analysis on treasury products and facilitated training for internal and external customers regarding products and services usage.➤ Sustained and expanded technical capabilities to deliver appropriate support to customers in installing bank software, and troubleshooting system-related technical issues by providing complex training onsite through MS phone, Team, and Skype to internal and external customers.➤ Efficiently managed the overall planning and management of a complex portfolio of customers, in a quality manner by implementing a proactive and reactive plan that retained existing business and new relationships.

➤ Processed all new treasury management implementations, while ensuring receipt of all necessary documents and confirmations with a signed agreement as required for the request.➤ Confirmed receipt of new proposed implementation with clients, to gather product details and review "product specifics" as part of the confirmation of product setup, while leading customer expectations for training.➤ Assisted customers with troubleshooting and resolving system-related technical issues at all levels, including installation of bank software.➤ Functioned as a trainer for Comerica's entertainment, technology life science, and California dealer clients.➤ Educated various clients on the company's products and services, while providing consultative advice to clients regarding complex relationships and tactical decisions making appropriate to their goals.

➤ Offered outstanding services and assistance to internal and external customers based on their needs, while demonstrating a professional and courteous manner in communicating and responding to all customers.➤ Capitalized on appropriate telephone skills in answering client questions and concerns to deliver first-rate services, while consulting with other team members in resolving customer inquiries and service issues.➤ Efficiently managed and applied corrective actions to resolve and escalate complex issues in close collaboration with the Treasury Management Administrator.➤ Expertly handled sensitive and confidential information from clients, while gathering and preparing client statements for customized financial analysis.

➤ Operation Manager – California Federal Bank/ Citibank, Los Angeles CA – 1995 to 2002➤ New Account Representative – Pacifica Heritage Bank, Downtown Tokyo, CA – 1992 to 1995➤ Bank Teller – Union Bank, Lawndale, CA – 1988 to 1992➤ Bank Teller – Bank of America, Los Angeles, CA – 1984 to 1988