Open to opportunities

Gabi Munoz

@gabimunoz

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Banking specialist skilled in treasury operations and process improvement.

United States

Message

What I'm looking for

I seek a role focused on treasury or operations where I can improve processes, lead onboarding/training, collaborate cross-functionally, and apply technical communication to scale efficient, client-focused solutions.

I am a banking specialist with hands-on experience managing account openings, closures, and transaction research across multiple partner banks, delivering investment solutions such as CDs, CDARS, and ICS aligned to client objectives.

I collaborate across functions—Client Treasury, Learning & Development, CAMs, and banking partners—to onboard clients, build relationships, and create client-facing materials and process documentation; I also lead training for new team members both virtually and in person.

I drive operational efficiency through automation and workflow enhancements (including JotForm), consistently meet SLA-driven deadlines in high-volume environments, and bring strengths in technical communication, research, and cross-functional collaboration.

Experience

Work history, roles, and key accomplishments

Current

Banking Specialist

Current

Associa

Oct 2022 - Present (2 years 11 months)

Manage account openings, closures, and transaction research across multiple banks for the CSSC portfolio, collaborating with Client Treasury to deliver investment solutions and consistently meeting SLAs in a high-volume environment.

Account Management Treasury Operations SLA Management Cross Functional Collaboration Training

Mail Specialist

Associa

Mar 2021 - Oct 2022 (1 year 7 months)

Organized and routed incoming mail by branch and department, researched branch locations to resolve customer inquiries, and supported internal communication and documentation across departments.

Mail Routing Documentation Internal Communications Research Time Management

Education

Degrees, certifications, and relevant coursework

University of North Texas

Bachelor of Arts, English (Writing and Rhetoric)

Activities and societies: President's List; Member, Sigma Tau Delta English Honor Society (Former Head of Creative Events)

Bachelor of Arts in English with a concentration in Writing and Rhetoric and certificates in Technical Communication and AI in Professional Communication.