Nellie Dunn Email & Phone Number

Knoxville, Tennessee

Knoxville, Tennessee

Support retail and business clients with all E-Banking services. Implement, train and support Cash Management and Remote Deposit Capture product and services. ACH Coordinator, responsible for FI NACHA audits and maintaining originators compliance requirements. Manage and monitor risk and security user activity reports. Maintain and update E-Banking agreements and disclosures with new rules and regulations set forth by NACHA and the FFIEC. Regular E-Baning product training for the branch Customer Service Representatives.

Seattle, Wa

Offered expertise knowledge and support for Cash Management products and services to Commercial Deposit and Lending clients in assisting them to achieve their business needs. Provided client agreements and implemented Cash Management Services for Small Businesses and Corporate setups on Business Online Banking and Remote Deposit Capture services. Responsibilities:Fulfilled client requests in a timely manner with adding Cash Management services to existing Business Online Banking company profiles. Assisted Cash Management Sales Officers and Branch Managers with onboarding new clients, and assisted with cross selling and education on layered security.Demonstrated product overviews and trained the Business Online Banking Administrator how to setup new users and assigned entitlements and accounts services to user profiles. Reviewed internal reports and monitored ACH Returns and Notifications of Change to adhere by NACHA audit requirements. Partnered with Compliance Managers upon potential fraudulent activity or ACH rules that may not have been followed in order to protect the client and/or the Bank. Troubleshooting technical issues by using secured remote access to resolve the users issues.Researched complex and/or escalated calls received from clients by teaming up with Vendor's technical support teams for issue resolution.Created support manuals along with Policy and Procedures for internal back office setups and technical troubleshooting tools. Implemented and updated customer user guides that included step by step instructions and visual aids for a variety of learning styles. Continually updated guides to include system enhancements and upgrades.Appointed as the Cash Management business partner on multiple project development teams, such as the Mobile Banking roll out and Advance Logon Authentication enhancements.

Bellevue, Wa

Provide excellent customer service, training, and technical support to the bank's clients who use Cash Management products. Provide assistance to the Relationship Managers that have prospect clients with cash management product(s) service needs. Provide training and procedures for Cash Management (CM) products. Conduct Telephone and on-site trainings for CM users. Review daily reports and monitor Risk Security Alerts. Effectively participate or manage special projects. Train and assist with product migrations for end users.

Hire full time from a contract position for technical support service and electronic product training. Analyzed performance issues associated with electronic products and provided corrective actions for future upgrades. Delivered new employee training and orientation for Technical Consulting division. Assigned as a Small Business migration specialist to assure successful migration from PC based Treasury Management products to Internet based services.Facilitated a smooth transition for the customer to Tier II when necessary.

Serviced and trained the acquired CoreStates Bank commercial customers onto the First Union’s treasury platform.Supported customer through guided CD installs of the cash management software programs via telephone, which provided customers PC-based access services as on-line transaction initiations and account analysis. This required customized setup and testing of printer, modem drivers and settings for quality assurance.

·Provided price quotes, product knowledge and educated Travel Agents on competitive differences.·Handled special requests, finalized billing, and negotiated contracts for competitive bids. ·Worked closely with District Sales Manager to maintain and follow-up with top producing accounts. ·Sole representative at multiple trade shows and assisted in several familiarization tours to Alaska with clients.

Seattle, Washington

Seattle, Washington