Provided account management, client servicing, and implementation coordination for highly complex Middle Market clients • Researched, analyzed, and resolved a wide range of complex treasury, cash management and depository products and services, some of which have global requirements • Identified product and sales specialists and integrated servicing with implementation and operational requirements across departments, other bank divisions, and countries • Provided relationship management, servicing and technical assistance to unit associates to resolve complex client requests • Exercised judgment and discretion with respect to client relations and problem resolutions • Identified and executed opportunities to initiate client collaboration in the development of product services including recommending new products to clients • Provided statistical analysis and initiated projects and processes to improve efficiency • Assisted management with training of new associates

Primary interface with client establishing connectivity between all treasury departments. Organize all internal and external project related activities to ensure a timely and smooth client implementation process. Provide day-to-day fulfillment resolution of routine to complex inquiries and operational requests for treasury products and clients. Identifies, resolves and discovers root causes through research and analysis to provide solutions to basic and complex fulfillment request in a timely manner with error free quality. Handle escalation of complex issues by managing the coordination of workflow to business partners. Understands end-to-end process for sales, service and fulfillment. Interact continuously and deepens relationships with internal business partners and clients to further enhance client delight. Create and deliver presentations to clients and business partners. Monitor accuracy of data input into systems or record, information gathering, report generation and troubleshooting. Maintain high standards on internal operational and financial controls to ensure risk mitigation protecting the client and the bank.

Support Sales, Client Satisfaction, Fulfillment, and Compliance/Operational processes for 50+ clients based in Central United StatesClient team's operations, compliance, systems, policies, and procedures liaison, ensures that clients are serviced in the appropriate delivery channel, and acts as expert generalist to research and navigate client issues by involving the appropriate team members and partners in support of client delight Regularly interacts with clients within the context of the relationship plan, identifies unmet client needs

Maintained monthly accomplishments for 3 teams of Treasury AdvisorsFacilitated weekly individual coaching sessions & team meetingsDistributed weekly communication to associates Worked with learning coaches in different regions to identify learning opportunities across all sites

Responsible for account management including: handling escalations of more complex issues by managing the coordination of workflow to business partners and ensuring timely resolutionProvided support to and trained other advisors within the unitMonitored and ensured that all cases were resolved in compliance with unit and bank required deadlines.Interacted continuously and deepened relationships with internal business partners as well as clients to further enhance client delight

Provided day-to-day account servicing and resolution of routine to moderately complex inquiries and operational requests for accounts and clientsIdentified, resolved and discovered root causes through research and analysis to provide solutions to basic and moderately complex requests in a timely manner with error-free qualityMaintained high standards on internal operational and financial controls to ensure risk mitigation to protect the client and the bank. Understood the end-to-end process for sales, service and fulfillment

Provided analysis, research and resolution of various executive and escalated customers issues/problems regarding various products and servicesProvided excellent customer service via telephone to retail and external customers. Responded to customer requests and inquiries which involve research accessed through multiple on-line systemsResolved research and adjustment inquiries within the bank's practices and proceduresPerformed outbound follow-up via telephone, including writing letters/e-mails of explanation and apology.

•Supervised and assisted customer service representatives by answering question in regards to policies, procedures and offering solutions to delight customers •Handling escalated calls •Performed designated transactions exceeding associate limits •Assist managers with timesheets, payroll, monitoring agent calls, promoting product knowledge

•Received incoming calls regarding customer’s accounts, assisting customers with accounting inquires such as balances, account activity, problem solving for customer satisfaction.•Exceeded all goals performing phone services in addition to floor walking, picking up and verifying customer service logs, taking escalated calls, and mentoring new hires.