Valmir Berisha

Experience

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  Fructus Export/Import

  Jan 1997 - Jan 1998

  Compliance Supervisor

  - Responsible for reviewing, planning, organizing, and controlling day-to-day administrative and operational compliance activities.- Developed and updated inventory of regulations, rules, practices and guidelines for Company operations. - Identified compliance risks from every business line and manage them by providing training, advice, testing and monitoring.- Implemented specific measurements and monitored business activities as necessary. - Advised Senior Management and Company personnel of emerging compliance issues and consulted with the Senior Management in the establishment of controls to mitigate risks. Show less

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  AT&T

  Jan 2003 - Sept 2004

  Client Communication Specialist

  - Promoted AT&T and Cingular Wireless products and services to retail customers.- Conducted inbound/outbound calls and generated leads to increase customer traffic into the retail store.- Followed-up on qualified prospects, and performed account/pipeline management activities.

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  Chase

  Sept 2004 - Sept 2006

  Licensed Personal Banker

  - Personal banker for consumers and small businesses. - Managed consumer and business deposit account and loans. - Solicited new business through outbound calls to earn new bank relationships. - Strengthened existing relationships by providing exceptional customer service.- Help achieve branch sales goals while meeting individual goals. - Monitored monthly analysis of Profit and Loss statements for the banking center in order to determine how to maximize profitability. Show less

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  BBVA Compass

  Sept 2006 - Apr 2019

  AVP, Product Specialist and Implementation Coordinator

  -Treasury Management expertise include accountability for the onboarding of treasury management products and services for new clients as well as existing clients with comprehensive and complex corporate relationships and for managing the client experience associated with this process.- Oversee the full cycle of an implementation and delegate responsibilities during key points of interaction between internal and external partners.- Support the creation, modification, and tracking for product enhancements.- Responsible for documentation preparation, customer service, product implementation, training, product maintenance while working closely with the client, the operations team and the product managers.- Hand-selected to deliver user acceptance testing and quality assurance for the Customer Care program.- Excellent client satisfaction attitude.--- Additional positions held at BBVA Compass;• 2006-2008 Licensed Banker• 2008-2010 Teller Supervisor• 2010-2012 Business Relationship Specialist Client Representative• 2012-2013 Document Imaging Specialist • 2013-2014 Priority Client Representative Show less

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  TreasuryXpress

  Apr 2019 - Sept 2020

  Manager, Implementation Services

  Responsible for supporting the end-to-end delivery of high-quality implementation projects and ensuring lifecycle success for clients. Accountable for applying best practices project, communication, and implementation strategies throughout the entire lifecycle of the project including new client onboarding and training.

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  Pacific Premier Bank

  Sept 2020 - Oct 2023

  VP / HOA Engagement Manager

  Responsible for supervising various Implementation projects including new client conversions, Lockbox relationships, and ACH support.Lead and direct HOA engagement personnel in the completion of various HOA projects.Effectively apply the implementation methodology and enforce implementation standards.

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  Pinnacle Financial Partners

  Oct 2023 - now

  Community Association Account Manager

  Community Association Account Manager