Jordan Munn Email and Phone Number

Responsible for various implementation projects of Cash Management/Treasury Products used by our clients.-Strong knowledge of domestic treasury. Set up and train clients with Automated Clearing House (ACH) services, including NACHA file formatting and acceptance, Wires, Fraud Control (Positve Pay), Billpay, Lockbox, Remote Deposit Capture, and Transact Gateway services.-Provide international treasury solutions including bank domiciled Multi-Currency Accounts (MCA's), In-Country account set up with partner banks across the globe, and SWIFT reporting services.-Assist in Merchant Services account set ups as the acquiring bank by working with underwriters and processors to generate a solution our clients can leverage for card acceptance. Ensure account settings are enabled correctly and equipment is functioning properly. Distribute gateway and account reconciliation info and generate VAR's when required.

•Central point of contact for all clients across all stages and industries for online banking and transaction items assistance and inquires. Provided assistance in identifying possible products/solutions that will fulfill their banking needs. Handling on average 20-30 inbound calls and up to a dozen new emails per day.•Proactively work to resolve outstanding/aged cases.•Collaboratively work with several SVB business units to fulfill client requests.•Document all client interactions and escalate to designated relationship team when appropriate.•Versed in over a dozen software programs crucial to banking operations and business continuity.•Contact vendors to obtain information and technical support on various products and services and adjust transactional errors.•Interact with colleagues to assist clients and gather knowledge on issues and policy.•Subject Matter Expert on Remote Deposit Capture, Remote Lockbox and Mobile Deposit products. Main point of contact with troubleshooting and technical support issues that need to be escalated. Work directly with Product Manager and vendor to resolve outages and incidents.•Assist with all other projects and product update/rollouts as needed.Knowledgeable in the following banking products/services:-Domestic and International Wires-FX Currency Contracts-ACH (Automated Clearing House)-Billpay-Lockbox/Controlled Disbursement-Remote Deposit Capture and Mobile Deposit

Worked in the operations of Institutional Mutual Fund trading between Vanguard and various companies within the industry. Performed the following duties:-Inputting trade data and reviewing for accuracy. -Ensuring all monetary orders received have been processed. -Obtaining any additional information needed in order to complete trades. -Reconciling trade fallout received through the automated channels.-Taking account of any fund impact and working with portfolio managers to approve large trades. -Performing clerical updates to accounts. -Facilitating the movement of cash between Vanguard and clients bank accounts. -Forecasting and planning for excessive trade activity. -Advising clients of any issues and building relationships with them.Completed various Ad hoc projects including:-Advised management on the interest clients and crew have in regards to Exchange Traded Funds (ETF's) and how to handle client interactions pertaining to them.-Analyzed the effectiveness of performing daily duties on proprietary trading software by testing and reporting the responsiveness of the system on multiple sets of metrics.-Wrote and implemented procedure on several processes used by all associates.-Trained on the functions & procedures of the National Securities Clearinghouse Corporation (NSCC) including FundServ, DCC&S, & ACATS.

Dedicated to the merchandising and sale of electronics and appliances. Performed the following duties:-Ensured that customer service expectations were met at all times. -Advised customers on information pertaining to merchandise, comparing and contrasting the differences in like products. -Offering additional services to customers including concierge technical support, extended warranty programs and financing options.-Met with vendors to obtain information on their specific product lines and express concerns.-Analyzing and accounting of inventory data in order to make proper merchandising decisions. -Received merchandise and completed entry of purchase orders and shipping manifests to correctly account for inventory.Assisted in other areas of warehouse including:-Forklift/EPJ operation-Cashiering/front end duties