Stacey Matthews

At, Treasury Solutions Product Onboarding Specialist at Bank Leumi USA

Stacey Matthews, MS has an extensive work experience in the banking sector. From 2008 to 2015, they worked at HSBC where they served as a Premier Relationship Officer and provided high-level customer service to over 8,000 premier clients. Stacey also trained employees on digital tools and ensured compliance with documentation and quality control standards. In 2011, they became a Premier Support Specialist, managing over 3,000 premier clients and leading a project to update customer profiles. In addition, they worked as a Customer Experience Associate, exceeding sales goals and resolving account-related inquiries. From 2018 to present, Stacey has worked at Valley Commercial Banking (formerly Bank Leumi USA) as an AT, Treasury Solutions Product Onboarding Specialist. In this role, they onboard various treasury products for commercial clients and has developed a new ticketing system to monitor activities and mitigate risks. Stacey has also authored multiple procedures to comply with the bank's standards.

Stacey Matthews, MS, has a Master of Science (MS) degree in Higher Education/Higher Education Administration from Baruch College, which was obtained from 2010 to 2012. Prior to this, they also completed their Bachelor of Science (BS) degree in Marketing, with a minor in International Business, from the State University of New York at Oswego from 2004 to 2008.

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Timeline

  • At, Treasury Solutions Product Onboarding Specialist

    October, 2019 - present

  • Commercial Account Opening Specialist

    January, 2018

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