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Objective
An energetic and detail-oriented customer service professional who is
consistentlyrecognized for exceeding associate performance. Independent, self
motivated individual with proven ability to work under deadlines and areas of
expertise in relationship developmentand clientdelight.
Experience Bank of America Treasury Service Advisor Exception Wires Process
September 2015 – to Present
 Responsible for accountmanagement processing ofwires
Government, Large Corporate,Commercial and Business Banking
Clients
 Careful evaluation of exception wire requestto mitigate the potential for
risk and compliance losses and issues.Determining inconsistencies to
avoid actual or perceived risk
 Evaluating wire transactions and customer relationships based on
established protocol,identifying issues.
 Executing callback and performing entry for specialty wires
Bank of America Treasury Service Advisor
January 2009 to September 2015
 Accountservicingandresolutionofprimarilyroutine to moderate complex.
 Handletransactions for client’s accounts that may range up to 5 million.
 Identify,resolve anddiscoverrootcauses throughresearchandanalysis to
provide solutions
 I also mitigateriskto preventlosses for our clients and Bank of America by
adhering to policy and procedures.
Bank of America Teller Operation Specialist
October 2002 to December 2008
 Balancing vault and prepare shipment offunds out.
 Develop tellers and other colleagues bycoaching and answering
questions.
 Researching and making adjustments to client’s accounts in a timely
manner.
 Responsible for over 20 tellers daily.
Accomplishments
 Head editorof“The List”. Acommunicationfor allthe service center colleagues to submit questions for
answers
 JD Power Certification in Customer Service
 Achieving top two in the site for client delight for three consecutive quarters
 OJT coach for new associates
 Top performer with quality monitoring for each quarter
Systems and Areas of Expertise:
Treasury Services Product Knowledge ♦ Administration ♦ GSS♦ IDS ♦ Commercial ACH Expert ♦ Account
ReconciliationSME ♦ DCICS ♦ TellerPositive Pay♦ BOSS ♦ Navigator ♦ Commercial Loans Expert ♦ GTS ♦
Excel ♦ BFT Entry and Verification of Wire Transfers ♦ PowerPoint ♦ LEAN♦ ECUS♦ ACIX ♦ COIN ♦ & Several
Web Based Programs
Angy Gray
5129 McAlpine Glen Drive #3
Charlotte, North Carolina 28227
Email:agray2604@yahoo.com
Summary of
Qualifications
Seasonedwithover 8 years ofproviding world class service. Areas of expertise
include:
 Problem Solving
 TreasuryProducts
 Team Building
 CustomerServiceskills
 Knowledgeofmultiplebank systems to assistclients

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Resume- 2016

  • 1. Objective An energetic and detail-oriented customer service professional who is consistentlyrecognized for exceeding associate performance. Independent, self motivated individual with proven ability to work under deadlines and areas of expertise in relationship developmentand clientdelight. Experience Bank of America Treasury Service Advisor Exception Wires Process September 2015 – to Present  Responsible for accountmanagement processing ofwires Government, Large Corporate,Commercial and Business Banking Clients  Careful evaluation of exception wire requestto mitigate the potential for risk and compliance losses and issues.Determining inconsistencies to avoid actual or perceived risk  Evaluating wire transactions and customer relationships based on established protocol,identifying issues.  Executing callback and performing entry for specialty wires Bank of America Treasury Service Advisor January 2009 to September 2015  Accountservicingandresolutionofprimarilyroutine to moderate complex.  Handletransactions for client’s accounts that may range up to 5 million.  Identify,resolve anddiscoverrootcauses throughresearchandanalysis to provide solutions  I also mitigateriskto preventlosses for our clients and Bank of America by adhering to policy and procedures. Bank of America Teller Operation Specialist October 2002 to December 2008  Balancing vault and prepare shipment offunds out.  Develop tellers and other colleagues bycoaching and answering questions.  Researching and making adjustments to client’s accounts in a timely manner.  Responsible for over 20 tellers daily. Accomplishments  Head editorof“The List”. Acommunicationfor allthe service center colleagues to submit questions for answers  JD Power Certification in Customer Service  Achieving top two in the site for client delight for three consecutive quarters  OJT coach for new associates  Top performer with quality monitoring for each quarter Systems and Areas of Expertise: Treasury Services Product Knowledge ♦ Administration ♦ GSS♦ IDS ♦ Commercial ACH Expert ♦ Account ReconciliationSME ♦ DCICS ♦ TellerPositive Pay♦ BOSS ♦ Navigator ♦ Commercial Loans Expert ♦ GTS ♦ Excel ♦ BFT Entry and Verification of Wire Transfers ♦ PowerPoint ♦ LEAN♦ ECUS♦ ACIX ♦ COIN ♦ & Several Web Based Programs Angy Gray 5129 McAlpine Glen Drive #3 Charlotte, North Carolina 28227 Email:agray2604@yahoo.com
  • 2. Summary of Qualifications Seasonedwithover 8 years ofproviding world class service. Areas of expertise include:  Problem Solving  TreasuryProducts  Team Building  CustomerServiceskills  Knowledgeofmultiplebank systems to assistclients