Greater Seattle Area
I am a seasoned banking and fintech professional with over 21 years of experience in treasury management, ACH/Wire, escrow, and fraud prevention. My career has been defined by leading implementation pods, optimizing workflows, and serving as a trusted advisor to clients navigating complex digital transformations. Highlights of my expertise include: • Treasury Management Implementation Leadership: Directed pods of implementation specialists, overseeing onboarding projects for ACH services, Positive Pay fraud prevention, and BAI file reporting. • Testing & Quality Assurance: Designed and executed test scenarios to validate file formatting, fraud detection workflows, and system readiness before go‑live. • Global Collaboration: Partnered with offshore IT teams to re‑import and validate ACH/BAI files, ensuring seamless integration and compliance. • Salesforce, Jira & nCino Platforms: Leveraged CRM and banking platforms to streamline workflows, enhance transparency, and accelerate client onboarding. • Fintech Awareness: Knowledgeable about the importance of fintech in reshaping banking, aligning implementations with digital transformation goals. • Revenue Acceleration: Focused on quick product launches to enable banks to book revenue faster while maintaining compliance and quality standards. • Client Engagement: Educated clients on product functionality, fraud prevention, and workflow adoption, building trust and long‑term relationships. I bring a unique ability to bridge traditional banking operations with modern fintech solutions, positioning me to add immediate value in roles that demand both domain expertise and implementation leadership. Passionate about helping banks unlock growth through digital transformation, I thrive at the intersection of treasury management, CRM strategy, and fintech innovation.
At Citizens Bank, I served as a Treasury Management Implementation Manager, leading a pod of implementation specialists responsible for delivering complex treasury product integrations. My role combined project leadership, client education, and technical oversight to ensure smooth, compliant, and revenue‑driven launches. Key responsibilities and achievements included: • Pod Leadership: Directed a small team of implementation professionals, coordinating tasks, mentoring staff, and ensuring projects were delivered on time and aligned with client needs. • Treasury Product Implementations: Oversaw onboarding of ACH services, Positive Pay fraud prevention, and BAI file reporting, ensuring accuracy, compliance, and client readiness. • Testing & Quality Assurance: Designed and executed test plans to validate file formatting, fraud detection workflows, and system readiness before go‑live. • Global Collaboration: Partnered with offshore IT teams to re‑import and validate ACH/BAI files, aligning technical parameters for seamless integration. • Salesforce & nCino Expertise: Leveraged Salesforce CRM and nCino banking platforms to streamline workflows, enhance transparency, and improve client onboarding efficiency. • Fintech Awareness: Applied knowledge of fintech’s growing importance in banking, ensuring implementations aligned with digital transformation goals and positioned clients for future growth. • Client Engagement: Educated clients on product functionality, fraud prevention, and workflow adoption, building trust and ensuring long‑term relationships. • Revenue Acceleration: Focused on quick product launches to enable banks to book revenue faster while maintaining compliance and quality standards. This role showcased my ability to bridge traditional banking operations with modern fintech solutions, positioning me as both a trusted advisor and a hands‑on leader in treasury management implementations.
As a Treasury Management Sales Manager at U.S. Bank, I specialized in delivering tailored cash management solutions to small business clients, helping them streamline operations, safeguard assets, and improve liquidity. My role combined consultative sales, product expertise, and relationship management to drive growth and client satisfaction. Key responsibilities and achievements included: • Sales & Business Development: Prospected and acquired small business clients, positioning treasury products such as ACH origination, wire transfers, escrow services, Positive Pay fraud prevention, and BAI reporting. • Consultative Approach: Partnered with business owners to assess cash flow needs, identify risks, and recommend solutions that improved efficiency and reduced exposure. • Product Expertise: Delivered in‑depth knowledge of treasury management tools, educating clients on how to leverage services for operational and financial advantage. • Client Relationship Management: Built and maintained strong relationships with small business clients, serving as a trusted advisor and ensuring long‑term retention. • Collaboration: Worked closely with branch managers, commercial bankers, and product teams to align treasury solutions with broader banking services. • Revenue Growth: Consistently met and exceeded sales targets by driving adoption of treasury products, contributing to U.S. Bank’s growth in the small business segment. • Training & Education: Conducted client workshops and one‑on‑one sessions to ensure smooth onboarding and effective use of treasury services. • Fintech Awareness: Recognized the growing importance of digital banking and fintech, positioning U.S. Bank’s treasury solutions as competitive, scalable, and future‑ready. This role showcased my ability to sell complex financial products in a consultative manner, while bridging traditional banking services with modern treasury management solutions tailored for small businesses.
As an Assistant Relationship Manager, I supported the Small Business Banking team in managing client relationships and ensuring smooth delivery of financial services. My role focused on assisting Relationship Managers with portfolio oversight, loan processing, and client engagement. Key responsibilities included: • Loan Booking & Documentation: Assisted with preparing, reviewing, and booking small business loans, ensuring accuracy and compliance with bank policies. • Client Support: Partnered with Relationship Managers to address client inquiries, resolve service issues, and provide guidance on treasury and banking products. • Account Onboarding: Helped new small business clients open accounts and adopt treasury services, ensuring a seamless onboarding experience. • Operational Assistance: Coordinated with internal teams to process transactions, maintain records, and support day‑to‑day portfolio management. • Relationship Development: Contributed to strengthening client relationships by providing responsive service and supporting Relationship Managers in business development activities. This role gave me hands‑on experience in small business lending, client service, and portfolio support, laying the foundation for my later leadership in treasury management and fintech‑driven implementations.
As a Call Center Banker, my primary responsibility was to provide exceptional customer service to clients over the phone. This role involved assisting customers with a wide range of banking inquiries, including account information, transactions, and general banking services. Key duties included: - Handling incoming calls and resolving customer queries efficiently - Assisting clients with account management, such as balance inquiries, fund transfers, and transaction history - Providing information about various banking products and services - Ensuring customer satisfaction through professional and empathetic communication **Products and Services Specialist** After gaining extensive experience as a Call Center Banker, I transitioned to the Products and Services department. In this role, I focused on introducing customers to new banking opportunities and helping them find the right financial products to meet their needs. My responsibilities included: - Educating customers about new and existing banking products and services - Identifying customer needs and recommending appropriate solutions - Facilitating account openings and upgrades to enhance customer experience - Collaborating with other departments to ensure seamless service delivery **Escalation Department Specialist** To further my career and expertise, I moved into the Escalation Department, where I handled complex and challenging customer issues that required a higher level of attention. My role involved: - Addressing and resolving customer complaints and escalated issues - Working closely with other departments to find effective solutions to customer problems - Maintaining detailed records of customer interactions and resolutions - Ensuring that all customer concerns were addressed promptly and satisfactorily I developed a deep understanding of customer service, banking products, and problem-solving, contributing to a positive customer experience and overall business success.