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