Develop and maintain relationships with a diverse group of commercial banking clients. Engage in conversations to better understand their objectives, needs, and current cash flow processes. Educate clients on a variety of cash management products used to drive automation, increase efficiency, and optimize working capital.

Primary point of contact for a designated portfolio of clients with annual revenues from $10 million to $500 million. Responsible for service and account management needs for clients utilizing lending, depository, and treasury products. Identify opportunities and proactively recommend solutions tailored to clients needs.

Responsible for assisting business clients with various treasury management services. Extensive knowledge of treasury products and ability to perform in depth reviews with clients. Independent decision making and problem solving to identify opportunities for the bank and the client.

Responsible for providing support to front line staff by researching and resolving operational problems. Directs a staff of eight clerical employees.

Coordinate reconciliation of bank accounts, researching and clearing outstanding items. Maintained accurate customer information files for 10 offices.

Responsible for sorting and filing insurance claims, input of data, and maintaining accurate records for supervisors.