Derek Galaz
Santa Ana
Summary
Dedicated Treasury Services professional recognized for strong work ethic and consistent performance. Experienced in Treasury Operations, product implementation, customer support, team collaboration, and cross-training initiatives. Highly proficient in Microsoft Office and skilled at efficiently navigating and utilizing a wide range of Treasury software systems.
Overview
8
8
years of professional experience
Work History
AVP Specialty Markets Client Services Associate
Axos Bank
Irvine, CA
06.2025 - Current
- Serve as a key point of contact for Treasury Services product support, managing high-volume client inquiries and coordinating with cross functional teams.
- Drive the onboarding process for treasury products, facilitating a seamless client transition
- Manage operational workflows for payment processing, exception handling, and manual wire transfers, maintaining full compliance with procedural and regulatory requirements
- Troubleshoot client challenges related to ACH, wires, online banking portals, positive pay, remote deposit, lockbox, and Integrated Payables
AVP / Client Implementation Specialist
Pacific Premier Bank
Irvine, CA
03.2023 - 06.2025
- Provide training for new and existing clients on Treasury Management products and services.
- Assist with the completion of implementation forms, customer agreements, etc.
- Establish communication schedule with onboarding clients, which includes preparing an agenda for each client meeting to outline progress and objective for next steps toward service setup.
- Verify contracted services are correctly implemented within expected timeframes.
Sr. Client Service Specialist
Pacific Premier Bank
Irvine, CA
09.2020 - 03.2023
- Ensured delivery of exceptional customer service via telephone or through email by taking ownership of each customer inquiry to resolution.
- Provided information and knowledgeable assistance efficiently and professionally to clients.
- Monitored compliance with banking policies and regulations, ensuring alignment with BSA/AML program standards.
Teller
US Bank
Brea, CA
01.2018 - 08.2020
- Assisted customers with processing transactions such as deposits, withdraws, payments, and currency exchanges.
- Responsible for cross selling bank products and financial services by answering inquiries and informing customers of product promotions.
- Identified the needs of new and existing customers and offer appropriate services.
Education
Diploma -
El Dorado High School
Skills
- Microsoft Excel, Word and Powerpoint Proficiency
- Exceptional Listener and Communicator
- Outlook and Salesforce Experience
- Cross-functional collaboration
Timeline
AVP Specialty Markets Client Services Associate
Axos Bank
06.2025 - Current
AVP / Client Implementation Specialist
Pacific Premier Bank
03.2023 - 06.2025
Sr. Client Service Specialist
Pacific Premier Bank
09.2020 - 03.2023
Teller
US Bank
01.2018 - 08.2020
Diploma -
El Dorado High School