Tricia S. Email and Phone Number

•Establish and maintain business relationships by evaluating client needs and recommending the appropriate Treasury Management products and/or services. Client interaction will primarily be via the telephone, email, and chat, but some face-to-face client interaction•Maintain expertise on all current Treasury Management product and service features, functionality, and pricing such that all related client inquiries and reported issues can be responded-to quickly and accurately.•Facilitate the timely and accurate implementation and delivery of Treasury Management products and services by proactively interfacing and coordinating.•Ability to work both independently and in a collaborative manner with diverse work teams.•Ability to independently prioritize and complete daily job functions to include client support issues, implementations, client training sessions, etc.•Meet specific production and/or implementation timeframes while adhering to established policies and procedures.•Ability to take ownership of tasks and/or reported client issues such that a resolution is attained in a timely and accurate manner.*Business banking support experience to include treasury management (i.e. cash management/electronic banking operations) and treasury implementations•Experience supporting treasury management applications to include online banking, remote deposit capture, automated clearinghouse (ACH), wire transfers, positive pay, electronic bill pay, zero balance accounts (ZBAs), sweeps, lockbox,

Dedicated Client Service OfficerImplementation Specialist.Wells Fargo Treasury Management Client Services (TMCS) supports a wide range of treasury management products and services to help small business, middle-market, and corporate customers manage their receivables, payments, and account information. TMCS supports both regional and national sales, and works with retail business banking, regional commercial banking, U.S. corporate, and other wholesale banking teams.Treasury Management Client Services helps external and internal customers with Treasury Management products. Responsible for implementing and servicing treasury management products and services that are moderate to complex in nature. Acts as a single point of contact for assigned clients throughout the customer life cycle. Duties may include: Identifying and resolving client issues; acting as a liaison between the client and bank operations, sales officers, vendors and Relationship Managers to ensure the delivery of quality services and to meet client needs; performing analysis to identify trends in order to ensure compliance, identify exceptions or recommend products, procedures or services that may streamline the client s interactions; training less experienced team members as needed to ensure optimal delivery of products and services; attending on-site client visits with manager to better understand the business and deliver Service Reviews; performing post implementation product usage and customer billing reviews; participating in special projects as assigned. Works with sales officers and Relationship Managers to define and document product options. Ability to provide intermediate level of support for customer issues regarding Treasury Management products and services. Troubleshoot issues and identify root cause. Tracking and monitoring unresolved cases and ensuring timely resolution. Monitor issues proactively on a consistent basis