- Implemented treasury management products such as fraud prevention, lockbox, vault services, and remote safe solutions. - Communicated with clients and their sales leaders when each service was completed.- Helped the team problem solve and implement solutions in addition to creating Excel tip sheets and templates to help process daily tasks efficiently while ensuring compliance.- Helped build team relationships to help the team to produce unique solutions. - Reviewed and approved sales documents and client forms for completion and ensured they were in compliance.

- Assisted clients with all treasury management inquiries including fraud, correcting lockbox or vault services transaction errors, entered refunds, remote safe solution trouble shooting, researched, and handled problem resolution.

- Assisted assigned clients (publicly traded title companies and large non-profit companies). - Detailed problem resolution for issues that needed immediate action. - Opened new accounts, changed signers, researched wire issues. - Notified clients of any bank or Federal Reserve delays.- Assisted Treasury Management officers with problem resolution. - Managed and engaged with other clients as needed.- Conducted in-depth research as needed.

- Handled vendor management (billing and holding vendors accountable for service failures).- Responsible for basic hurricane planning by following the storm, ordered extra currency from the Federal Reserve and notified branches of additional shipments enroute.- Coached staff to provide quality service to our internal and external clients.- Handled problem resolution and research with commercial clients and banking centers. - Assisted teammates with problem resolution.

- Responsible for hurricane and weather planning to ensure clients did not run out of currency. - Managed daily operations of Dallas Vault (including managing five employees).- Assisted with preparing change orders for banking centers and commercial clients. - Helped process deposits for banking centers and commercial clients. - Implemented a new Federal Reserve Custodial Inventory Program at the Dallas Vault. (We held money at the vault that was on the Federal Reserves’ books and not the banks. This program had many stipulations that required detailed and recorded functions for audit. In addition to ensuring all requirements were met, which were audited by the Federal Reserve, this program saved the Dallas Vault up to $6,000.00 a month).

- Customer Service Manager - Compass Bank now PNC Bank - January 2006 - November 2007- Teller Manager - View Point Bank - November 2005 - January 2006- Operations Manager - Hibernia Bank - August 2004 - October 2005- Customer Service Manager - Compass Bank now PNC Bank - October 2002 - August 2004