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I have established a solid reputation during my career as an individual who has a diverse background in understanding multiple areas of the banking industry including treasury management services. My ability to analyze financial information, resolve problems, and provide viable solutions to financial concerns has made me a leader within the company’s I have had the pleasure to work for. A few key highlights throughout my career include: • Excellent attention to detail and superior organizational skills to successfully manage a large financial portfolio while exceeding the needs of the client. • Extensive background in financial analysis and understanding the client’s business needs to present sound treasury management services to improve the company’s cash flow. • Experienced in reviewing qualitative and quantitative information, preparing and presenting proposals, and conducting account analysis to identify opportunities to reduce customer account fees while cross-selling additional services. My extensive background in financial and portfolio management has provided me the opportunity to work with key individuals over 15+ years. If your senior leadership team is looking to add a valuable member to their team with my background and skills then please contact me today. I look forward to visiting with you in the future.
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Escrow AssistantTexas American Title Jun 2019 - Aug 2019The Woodlands, TxCoordinate the collection of information to finalize a home sale.• Assist with pre-closing preparation and/or post-closing tasks while supporting the Escrow Officer.• Will maintain the files, record appropriate documentation, send out checks once the closing is complete and transmit documents to the lender. -
Client Service AssociateJpmorgan Chase Bank N. A. Apr 2016 - Oct 2018Houston, TxAs a Client Service Associate I was responsible for providing reliable customer support in addressing and identifying account errors and issues. I utilized root cause analysis and methodology to handle account concerns and integrate new processes to prevent further mishaps for customers. My role included overseeing all service requests regarding Treasurer Management (TM) products, as well as handled the onboarding of new customers. Additionally, I logged all customer interactions into the company’s CRM system. A key success while in this role included:• Successfully intercepted a $5M ACH payroll file that was accidently sent by the customer with no loss of funds or impact to the customer accounts.
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Senior Client Service ProfessionalJpmorgan Chase Bank N. A. Aug 2007 - May 2016Houston, Texas AreaWhile in this position, I handled time sensitive transactions for customers, as well as addressing complex problems related to account activity and banking needs. I was responsible for complying with all banking and government regulations regarding customer documents, Know Your Customer requirements, and due diligence for transaction processing. A few key successes while in this role included:• Served as the point of contact for each client within an assigned commercial portfolio. Addressed account questions, resolving issues, providing requests documents, initiating wires, and assisting clients with TM services. • Strategically implemented TM services 50% faster than others in the department based on extensive background and product knowledge related to each individual service and required documentation needed to be collected from the customer. • Proactively review client account statements to identify opportunities to improve services and reduce service fees. Resulted in decreasing client monthly account fees by 35%, while improving cross-sell and retention.
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Senior Implementation Consultant, AvpJpmorgan Chase Bank N. A. Feb 2003 - Jul 2007Houston, Texas AreaAs a Senior Implementation Consultant, I effectively managed the implementation and inquires related to Treasury Services for wholesale cash management accounts, products, and billings across the company. I collaborated and communicated with Relationship Managers and clients throughout the entire implementation process. Additionally, I answered questions related to product usage and billing fees, as well as reviewed request orders with clients to ensure proper product selection was submitted. A couple of key successes while in this role included: • Implemented TM services 60% faster than other employees due to effective business relationships with internal partners. • Recipient of the Above and Beyond Award based on providing exceptional customer support.
Michelle Ricks Skills
Michelle Ricks Education Details
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Psychology
Frequently Asked Questions about Michelle Ricks
What is Michelle Ricks's role at the current company?
Michelle Ricks's current role is Successful professional with a dedication to improving internal processes to positively impact customer experience..
What is Michelle Ricks's email address?
Michelle Ricks's email address is mi****@****ase.com
What is Michelle Ricks's direct phone number?
Michelle Ricks's direct phone number is +183256*****
What schools did Michelle Ricks attend?
Michelle Ricks attended Lamar University.
What skills is Michelle Ricks known for?
Michelle Ricks has skills like Portfolio Management, Crm, Financial Services.
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Michelle Ricks
Hampton Roads, Virginia Metropolitan Area1blackrock.com -
Michelle Ricks
Mckinney, Tx -
Michelle Ricks, MHRM,SHRM-SCP
Charleston, Sc3trusimulation.com, westrock.com, interfor.com
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