Dynamic Client Services and Treasury Management Specialist with 10+ years of experience optimizing client success,
driving operational excellence, and improving financial services delivery. Adept at managing complex treasury
operations, enhancing customer engagement, mitigating risk, and leading cross-functional initiatives. Excels at
delivering measurable results, strengthening strategic partnerships, and translating business needs into actionable
financial solutions.
Experience
Old National Bank
Oct 2023 – Present
Treasury Management Specialist
Manage daily treasury and cash management operations, supporting corporate and commercial clients.
- Standardize client onboarding processes, improving data integrity and shortening activation time by 20%.
- Create and deliver cash position, transaction, and EDI reporting to executive leadership.
- Serve as a trusted client advisor, customizing treasury solutions that drive loyalty and deepen engagement.
- Resolve 95%+ of client issues on first contact, enhancing satisfaction and retention rate
