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, evaluate and mitigate risks associated with Treasury products.·Create annual Strategic Client Reviews for sales opportunities and customer retention.·Prepare all documentation and legal agreements ensuring that audit requirements are met to mitigate risk and legal liability; manage and oversee the implementation process for new business; respond to issues related to implementation, engage business partners and escalate, as appropriate.·Work closely with our implementation team to ensure a valuable on-boarding experience.

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.• Administrator of loan processing and boarding.• Manage account opening and monitoring of accounts.• Monitoring compliance and control issues.• Acts as a liaison for client affairs.

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 reports.·Clear and resolve any issues that arise with clients and provide an above and beyond experience, with little to no supervision.·Evaluate any client needs for opportunities with our Treasury Management department. (Prepare handouts, meeting arrangements and proformas for cost analysis.)·Ability to adjust to new systems with ease.·Assist in organizing events within the company for up to 30+ people as well as organized events outside for the company.·Ability to communicate with client with a high level of professionalism.·Re-evaluating clients to increase annual revenues of about $74,000 in services within the department.

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•Identify referral opportunities and make relevant referrals•Ensure compliance with all internal controls and established policies and procedures

Marketing & Design, Family & Consumer Sciences

General Studies