Joe Pennington
Texarkana
Summary
Dynamic Treasury Management Specialist with a proven track record at Texana Bank, enhancing cash flow management and automating processes for efficiency. Skilled in financial reporting and conflict resolution, I foster strong client relationships, driving loyalty and repeat business. Committed to collaborative teamwork and achieving strategic goals.
Overview
6
6
years of professional experience
Work History
Treasury Management Specialist
Texana Bank
08.2024 - Current
- Developed comprehensive treasury reports for senior management to support strategic decision making.
- Enhanced cash flow management by implementing advanced treasury management systems and processes.
- Supported the implementation of new software tools aimed at automating manual processes within the Treasury department for increased efficiency.
Branch Supervisor
Texana Bank
01.2023 - 08.2024
- Boosted customer satisfaction with attentive service and prompt resolution of issues.
- Motivated, trained and disciplined employees to meet performance benchmarks.
- Assigned job roles and oversaw performance.
- Coordinated with other departments to ensure seamless communication and efficient workflow across the organization.
- Ensured accurate record-keeping by conducting thorough audits of branch financials and reporting discrepancies in a timely manner.
- Developed strong relationships with clients, resulting in increased loyalty and repeat business.
Customer Service Representative
Texana Bank
11.2021 - 01.2023
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Handled escalated calls efficiently, finding satisfactory resolutions for both customers and the company alike.
- Responded to customer requests for products, services, and company information.
Teller
Texana Bank
05.2021 - 11.2021
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
- Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
- Processed customer transactions promptly, minimizing wait times.
Sales Representative
Dillards Department Store
08.2019 - 05.2021
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Maintained up-to-date knowledge of industry trends for informed decision-making during client interactions.
- Consistently met or exceeded quotas by implementing strategic sales plans and effective time management.
- Worked with sales team to collaboratively reach targets, consistently meeting or exceeding personal quotas.
Education
No Degree - Finance
Texas A&M University Texarkana
Texarkana, TXHigh School Diploma -
Ashdown High School
Ashdown, AR05-2017
Skills
- Collaborative teamwork
- Cash management expertise
- Bank relationship management
- Financial reporting
- Customer relations
- Relationship building
- Problem resolution
- Conflict resolution
- Effective multi-tasking
Timeline
Treasury Management Specialist
Texana Bank
08.2024 - Current
Branch Supervisor
Texana Bank
01.2023 - 08.2024
Customer Service Representative
Texana Bank
11.2021 - 01.2023
Teller
Texana Bank
05.2021 - 11.2021
Sales Representative
Dillards Department Store
08.2019 - 05.2021
No Degree - Finance
Texas A&M University Texarkana
High School Diploma -
Ashdown High School
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