Verified recordBanking

Danielle Matthews

Service Advisor - Dealer Financial Services - Large Corporate at Bank Of America

Based in Chicago, United States

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Seniority

Manager

Department

Finance & Accounting

Location

Chicago

Industry

Banking

Company size

233K

Contact information

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Email

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d•••••••@bankofamerica.com

Phone

5 credits

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Background

About Danielle Matthews

With over seven years of experience at Bank of America, I serve as a Service Advisor managing day-to-day servicing for a portfolio of over 30 high-revenue Treasury clients. My role involves facilitating complex issue resolution, ensuring 95% client satisfaction, and maintaining accuracy in legal documentation research. These efforts are supported by collaboration with internal and technical partners to deliver seamless solutions. My expertise spans treasury management, cash management, and quality assurance, driving compliance and operational excellence. By leveraging strong analytical and problem-solving skills, I empower our clients to navigate intricate financial operations with precision. Dedicated to fostering trust and client loyalty, I act as a reliable partner in achieving their financial objectives.

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