Treasury Management Implementation Consultant for Business Banking team. Responsible for consulting with clients, implementing and servicing complex treasury management products and services.-Partnered with two Sales Consultants to serve as their primary implementation coordinator-Act as liaison between the client and bank operations, Sales Consultants, vendors and Relationship Managers to ensure the delivery of quality services to meet client needs-Implement and service Complex Treasury Management products and services-Manage high volume and large complex implementation projects in a deadline driven environment-Serve as primary point of contact for assigned clients throughout customer life cycle -Coordinate transmission testing and act as liaison between client and bank operations-Establish timelines and track ongoing projects to meet established deadlines-Provide quality review of complex implementations; summarizing findings to create dashboards of key metrics

Responsible for the successful migration of Wachovia corporate customers to the Wells Fargo Treasury Management platform; including Project planning, execution, monitoring and resource balancing skills with ability to support multiple simultaneous projects/customers in a matrix organizational structure.-Served as primary contact point for customers to answer their questions and service their needs; Resulting in a successful conversion experience for assigned customers, with 100% retention of clients-Developed and revised complex project plans, worked with users to understand complex problems, and focused on bringing issues to resolution, escalating as necessary-End-to-end Treasury Management customer conversion planning & execution across products and events-Customer training & communication coordination-Provided client transmission testing support; coordinated product specific migration expertise as needed for other manual conversion activities-Utilize experience/knowledge of bank transmissions and electronic payment channels to address complex technical issues for the client-Defined the overall Treasury Management conversion plan for shared customers to ensure West product upgrades and East migration activities were clearly understood-Provided additional sales focus for shared customers to ensure that overall strategy and product usage was optimal-Responsibilities included: *Managed a portfolio of over 70 top revenue-generating and strategic clients through a series of eight (8) conversions that represent the largest bank merger in history *Identifying service changes with high impacts and guiding customers through key actions necessary for a successful migration to the Wells Fargo platforms *Project planning, execution, monitoring and resource balancing skills with ability to support multiple simultaneous projects/customers in a matrix organizational structure-Anticipated risks and put plans in place to eliminate or minimize customer impact

Primary back up support for Treasury Management Sales Consultants; strong working knowledge of treasury portfolio and providing support in preparation of sales and pricing proposals, RFP responses, and cost-benefit analysis for prospective and currents customers. -Provided sales support to two Treasury Sales Consultants, supporting Community Banking and Middle Market segments; coordinated with all appropriate business partners to ensure that client requests were met in a timely manner-Provided exemplary customer service and maintenance for active portfolio and prospects-Conducted periodic relationship reviews for top-tier clients and targeted cross sell opportunities and value-added solutions to increase wallet-share and market penetration-Data mined existing portfolios to identify new revenue acquisition opportunities, increase overall profitability, capture unreported/underreported revenue, and bolster customer retention-Prepared comparative analysis, constructed account structures and developed recommended proposals-Served on the Sales Analyst Advisory Board, which served in the development of Best Practices, Training and Growth opportunities for sales analysts

Administrative support for a Sales Manager and eight Treasury Management Sales Consultants; prepared reports, researched data, and provided additional back-up support for Sales Analysts. -Prepared expense reports, made travel arrangements, and managed calendars for team members-Assisted in coordinating client events and internal meetings-Supported Sales Analysts in creation of account structures, and large deal pricing models-Managed RFP’s, from gathering of information to final presentation materials-Performed a wide range of administrative and general office duties; carried out special projects independently-Led the Sales Assistant Advisory Board, which served in the development of Best Practices, Training and Growth opportunities for assistants-Researched, gathered data, and produced reports for team members

Administrative support to President and Director; Participated in multiple privatization and infrastructure projects in Latin America and Europe.-Created financial models & handled project management for all ongoing projects-Developed and updated pitch books-Researched and Provided company and country profiling-Provided analytical and financial analysis for prospective projects

Handled Shareholder calls and provided client services for all account activity.-Received inbound shareholder calls and met all quality standards-Researched industry-related news on a daily basis-Processed fund purchases and sells for shareholder accounts-Researched errors and discrepancies; Processed appropriate adjustments

Primary support to Vice-President in International Accounting department.-Coordinated headcount reporting process for international branches, specifically for expatriates in Brazil-Prepared International Investment Banking Headcount Package-Developed International Offices Profile Manual-Prepared forms for New Hires, Terminations, and Transfers -Handled individual projects and related tasks as needed

Researched and Resolved domestic cash accounts reconcilement discrepancies. -Reviewed daily account activity for proper processing-Analyzed data feed for correct information and posting-Researched and Resolved reconcilement discrepancies-Assisted coworkers with other projects as needed