Keri Bartels

Experience

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  Automated Systems Inc.

  Jun 1999 - now

  As a Senior Account Executive at Automated Systems Inc., I operated as the key contact for conversion clients, overseeing software use audits, creating tailored data extraction methods, conducting product demonstrations, and delivering comprehensive consultations on product features and manage the impact assessment of system transitions. Primary Responsibilities:· Act as primary contact for all conversion customers, managing correspondence, testing, and set-up of new applications and systems in collaboration with 3rd party vendors.· Collaborate with a range of vendors, including ATM providers, Fedline, correspondent banking websites and transmissions, BSA reporting applications, ALM reporting applications, and credit bureaus.· Conduct efficiency audits for banks, ensuring optimal utilization of available software and network design.· Develop and implement project plans and recommendations for new products and services, complete with ROI evaluations and rollout timelines.· Design and implement data extraction methods for core conversions, improving the process for accuracy and efficiency.· Provide demos, support, set-up, and testing for various software products, including positive pay applications, accounts payable, and export options for multiple 3rd party interfaces.· Prepare and present at the annual conference.· Provide comprehensive demos of the product suite to potential clients for the outside sales team, answering queries about products, software, and possible features.· Engage in in-depth discussions with potential clients about the impact and platform adoption for their staff and customers. Show less

  • Senior Account Executive

    Aug 2019 - now

  • New accounts manager

    Jun 1999 - now
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  Automated Systems Inc

  Jan 2004 - Aug 2007

  Support Staff for Call Center and On Site Conversions – leading into managing Conversion teams

  · Answered incoming questions and support requests from banks regarding all aspects of the software through phone and online requests· Accompanied conversion teams to provide onsite support for bank staff after a conversion for all aspects of the day to day use of the software. This included on boarding of accounts, posting of proof files, loading of ACH, cash letter, processing EOD, and any other necessary daily tasks that were required.· Began leading conversion teams, and writing the code for the conversions. Balanced each module to finalize the project.· Managed teams of support staff onsite for each project as conversions were completed while working with bank management on efficient and effective methods for staff in day to day processes.· Handled escalated customer calls and inquiries, tested third-party vendors' communication and processing capabilities, and worked with programmers to validate conversion code.· Provided on-site supervision of all Automated Systems support staff, assisted with bank staff training, and resolved on-site issues. Show less

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  World’s Foremost Bank

  Aug 2007 - Oct 2009

  Remittance Processing Manager

  As a dedicated team leader, I effectively managed the daily operations team. Responsibilities include:· Managed daily operations of credit card payments workflow, machinery, and software with a team of nine.· Troubleshot and resolved application issues as they arose.· Participated in the development and testing of several IT projects within the bank, including internal report and application development.· Collaborated on two teams for project development and implementation. Worked on the development of an IVR application that identified callers, provided statement information, facilitated payments, and directed customers to customer service representatives. Show less

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  Infogressive Inc

  Oct 2009 - Mar 2010

  Technology Security Consultant

  As a Network Security Analyst, I performed comprehensive assessments of client's security needs, implemented effective remediation services for regulatory compliance, and devised cost-effective methods to enhance and fortify their existing security infrastructure. Responsibilities:· Assessed client needs to effectively secure networks and safeguard data.· Delivered high-quality remediation services and recommended best practices to guarantee regulatory compliance. Evaluated the client's existing security infrastructure and proposed cost-efficient strategies for enhancement and layered defense. Show less

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  Automated Systems Inc

  Mar 2010 - Aug 2019

  New Accounts Manager

  Provide single point of contact for all conversion customers. This includes all correspondence, testing and set up of new applications and systems with 3rd party vendors our clients work with. Most common vendors are; ATM vendors, Fedline, correspondent banking websites and transmissions, BSA reporting applications, ALM reporting applications, and credit bureau. Perform efficiency audits for banks that are effective. Ensure the staff is successfully utilizing the software available and network design is optimized for use. Create project plans and recommendations for new products and services including ROI’s and proper timelines for rollouts. Review all data and settings within applications to ensure compliance and accuracy for new and existing customers. Manage team of conversion staff, provide direction, training and troubleshooting during projects and on support issues. Handles and reviews escalated support tickets to provide resolutions. Specializing in calculations for APY, Accrual, and out of balance items for banks. Provide Demo support to sales as needed and participate in the activity at the conference as requested. Show less

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  IBT Apps®

  Oct 2024 - now

  Client Solutions Specialist