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Krystina Gamboa

@krystinagamboa

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Data professional with a strong foundation in treasury management and banking operations.

United States

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What I'm looking for

I am looking for job opportunities in banking and finance, particularly in data analyst roles, that offer a healthy work-life balance and remote work options. I value positions where I can leverage my skills in financial analysis and data management while working in a flexible and supportive environment.

I’m a data professional with extensive experience in treasury management and banking operations. Skilled in SQL, Tableau, and data visualization, I specialize in analyzing financial data to optimize processes and support strategic decision-making.

Throughout my career, I’ve worked on streamlining treasury workflows, creating executive dashboards, and delivering actionable insights that drive business success. I’m passionate about leveraging data to solve complex problems and enhance operational efficiency.

Experience

Work history, roles, and key accomplishments

Treasury Management Specialist

Citizens Business Bank

Nov 2022 - Dec 2024 (2 years 1 month)

Provided exceptional support to internal and external business clients for treasury management services, ensuring timely and accurate product fulfillment. Processed and managed incoming requests submitted by sales team for ACH, wire origination, RDC and online banking while meeting SLA requirements. Assisted in onboarding new business clients with treasury products.

Salesforce Attention To Detail Multitasking Microsoft Office Microsoft Excel Microsoft Word Microsoft Teams Microsoft Dynamics 365 RingCentral

Client Service Representative II

F&M Bank of Central California

Apr 2021 - Sep 2022 (1 year 5 months)

Delivered outstanding customer service for high-value business clients, facilitating ACH transactions, wire transfers, and other treasury management services.
Ensured compliance with banking regulations, reducing the risk of service errors through rigorous attention to detail.

Attention To Detail Customer Service Referrals Deposits Payments Account Management Operations Communication Skills Problem Solving Fraud Prevention Fraud Detection

Merchant Teller

Bank of America

Apr 2014 - Mar 2021 (6 years 11 months)

Assisted business clients with deposits, transfers, and payments to support business needs.
Provided training and guidance for new team members, fostering a culture of compliance and operational excellence.
Prepared and submitted Suspicious Activity Reports (SARs) and Currency Transaction Reports (CTRs), ensuring compliance with BSA/AML regulations.