- Assists with the effective and professional completion of assigned product management, sales and service of treasury functions focused on banks business clients. - Works with Information Systems and Operations to coordinate installation of treasury services. - Provides direct hands-on client service including installation and ongoing support of clients various treasury products and services subscribed to by the banks clients. - Assumes responsibility for establishing and maintaining effective communication, coordination, and working relations with Bank personnel and with management. - Assist the SVP Treasury Manager in educating Bank employees on the company’s treasury products and services. -Stays informed regarding changes in treasury products and services and related legal requirements.

- Responsible for picking up and delivering food orders via the Doordash app to customers.

- Assist the Preferred Banking team and Relationship Managers in developing relationships with clients, transitioning them to the Bank while maintaining existing relationships using the full range of the Bank’s deposit products and services. - Encourage and recognize opportunities for additional business from existing clients and support the Preferred Bankers with documentation, new client follow-up, compliance logs and administrative duties. - Provide ongoing exceptional service on the phone and occasionally in person.- Maintain new account logs, Eagle reports, ALCO reports, client/product reports and transaction logs.- Maintain client relationships and open new accounts.- Participate in business development calls with Relationship Managers and/or Preferred Bankers.

- Responsible for acting as the primary interface to med/high revenue clients. - Responsibility includes leading, directing, and coordinating the implementation of highly complex treasury, cash management, card and/or depository products and services. - Provide relationship management, servicing, and technical assistance to internal business partners/vendors in order to ensure a timely and smooth implementation process. - Provide a consultative approach to client through implementation; Facilitate internal and external client calls to work through implementation requests utilizing project management and technical skills; Troubleshoot, research, and respond to internal client team requests; Engage key stakeholders throughout the implementation process.

- Acts as the primary interface and establishes connectivity with middle market and business banking clients.- Organizes internal and external facing activities and ensures smooth and timely client interactions.- Exercises fair judgment and discretion when working to remediate stressful situations regarding client relations.

- Driver/Operator of company vehicles.- Provides courteous and efficient delivery and pick up of packages. - Checks shipments for conformance to FedEx features of service and provides related customer service functions.

- Providing excellent customer service to bank offices and internal depts. (questions on procedures, documentation, account vesting). - Responsible for daily account maintenance on FRB clients consumer/business/loan accounts (data entry, address changes, statement updates, add/remove signers, etc.)- Assisting on special projects increasing the productivity of the CIF (Customer Information File) Support group.- Employee of the Month (March 2013)

- Scanned possible fraudulent consumer and business checks using various systems to verify issuance.- Ensured a consistent approach for loss detection and prevention activities, management reporting of loss results and trends, operating loss recovery results.- Maintained proactive partnerships and communications that foster input and feedback to affect change and subsequent adoption.

- Responsible for answering escalated customer service calls and providing high quality service.- Assisted Prime and Specialized agents with questions pertaining to customers’ accounts. - Utilized effective communication techniques to ensure a professional image is maintained when dealing with difficult customer situations.

- Cross-sold products to increase store sales. - Oversaw cashiers and customer service desk.- Fulfilled management duties; IE: closes and opens store, counts vault cash and prepares daily store deposits.Employee of the Month – May 2001, October 2002