Sr. Customer Support Representative - Treasury Services
CurrentAnalyzed forms, legal documentation, financial securities, and other evidence for intermediate to complex financial transaction requests for customersCollected, analyzed, and reconciled data into accounting and technical systemsProvided analytical, financial, and technical support for internal and external customers by telephone or in writingServed as a resource and subject matter expert (SME) for revising procedural documents ensuring integrity of controls, compliance, and confidentialityPerformed specialized functions such as Mainframe System Maintenance for verifying and authorizing changes to financial dataSupported other business functions by receiving financial requests during periods of high volumeTrained and volunteered support to other staff as appropriateAchievementsRedeemed over 30K US Savings Bonds equating to 12.13 transactions per day, 22% higher than the department averageExecuted application testing for Siebel – Treasury’s Customer Management DatabaseCreated Macros in Excel and data queries to develop Pivot TablesAppointed to the Treasury Services Communication Workgroup and Engagement TeamServed on a Treasury Services Quiz team to facilitate learning and developmentRecognized by Senior Vice President for production efficiency