Tina W. Email & Phone Number

San Jose, California

Responsible for increasing the bank's profitability by expanding the use of Treasury Management services among Comerica's business clients and prospects in Commercial Real Estate, Business Banking, Wealth Management/Private Banking, and Dealer Group sectors.

San Jose, CA

·Close collaboration with our Treasury Management Officers and Relationship Managers to understand the client's business and provide a comprehensive consultation of Treasury Management products to maximize efficiencies and effectiveness of our client's cash management structure, process and position.·Prepare proposals and cost benefit analysis.·Identify.

Palo Alto, California

• Producer of high-level customer satisfaction.
• Strong written and verbal communication skills.
• High level of professionalism.
• Excellent time management and organizational skills.
• Intermediate-level computer competency of Microsoft products (Word, Excel, PowerPoint and Outlook)
• Solid understanding of bank products along with lending documents, policies, processes and procedures.

San Jose, California

·Assisting in the servicing of financial and banking needs of deposit and lending clients of high net worth. ·Preparing and processing of all loan facets through the DEALS system. (Libor, swap, delinquencies, wires, transfers, research, and etc.)·Update report exceptions; follow through to obtain needed documents.·Monitor and clear other daily exception.

Sunnyvale, California

• Perform specialized tasks such as preparing cashier's checks, personal money orders, issuing traveler's checks and exchanging foreign currency
• Perform services for customers such as ordering bank cards and checks
• Receive and verify loan payments, mortgage payments and utility bill payments
• Record all transactions promptly, accurately and in compliance with bank procedures
• Answer inquiries regarding checking and savings accounts and other bank related products
• Explain, advise on and promote bank products and services to customers

Marketing & Design, Family & Consumer Sciences

General Studies