Collect and review financial documents of clients to determine credit worthiness for ACH service. Managed client relationships of assets totaling $20MM of corporate clients. Effectively collaborated with Relationship Managers, Sales Officer, Trust Administrator, and clients to assist with new product set up and service requests. Also assist RM with Commercial loan issues, analyzing loan data, and reviewing documents for approval process. Prepared opening documents and assisted the Relationship Manager in collecting the correct entity documentation, and updating signature cards. Review account analysis and banking statements. Assist Treasury clients with formatting data. Initiated an average of 125 wire and internal transfers, ranging from $1K to 20MM weekly. Processed tax payments and paydown, stop payment, check order and letter of credit request. Reconciled and resolved bank account discrepancies on payroll, operating, and sweep accounts. Resolved lockbox issues and inquires and work with clients on ERD reports. Prepare documents to open and provide support for escrow, sweep, payroll, analysis and commercial accounts daily.Fully accountable for product training on new and existing clients including Positive Pay, Remote Deposit Capture, ACH, Internal Transfers, Wires, and Commercial Online Banking. Audited all implementation work for the day, including money movement (wires, transfers and bank issued checks).Key AchievementsAchieved interdepartmental solutions for clients while acting as primary liaison to multiple relationship managers.Proactively offered treasury products to best suit our customers individual needs and provided ongoing support to new and existing clients for research, account reconciliation, account transfers, tax payments and incoming and outgoing wires.Hand-selected by management to assume a Lead role within the department by expanding my client portfolio and responsibilities.