David Schultz

Treasury Management Representative; MSHROD

Role
Treasury Management Representative at Comerica Bank
Location
Canton, MI, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About David Schultz

Creating valuable interactions with family, friends, and coworkers has always been important to me. Asking questions and active listening have been my key to successfully growing those relationships. I believe we need to go beyond just showing generic interest in others. This strength has allowed me to understand other perspectives and cultivate positive relationships with both peers and management. When I started at Comerica, I was excited to see how these traits were so impactful for my growth within our Retail and Commercial banking teams. I recently obtained a Master’s in Human Resources and Organizational Development, after receiving my Bachelors in Management / HR Management at Eastern Michigan University. During this time, I have had the opportunity to work on research projects with organizations and discovered my passion for Human Resources and Organizational Development. Throughout these projects, listening skills and cultivating positive relationships have been key to my success. I would love the opportunity to discuss how my skills could be beneficial for you and your team as well.

Experience

  1. Treasury Management Representative

    Comerica Bank

    Oct 2025 — Present · Farmington Hills, MI, US

    Independently respond to and resolve issues quickly and creatively while focusing on quality. Resolve and troubleshoot technical inquiries/issues related to sophisticated Treasury Management products/services such as: Comerica Business Connect, TMC Web, and BDC, Utilize 20+ internal Comerica applications/systems to obtain / research information such as: Hogan, PEP+, Integrapay, Pega, TMCC, Intellect, ARP, EDI, Account Analysis, ECIS. Provide basic customer product training and respond to how to questions. These include reinforcement training; new product/service training for adds and/or changes to existing services; feature and functionality instruction for existing products/services and enhancements to existing products/services.• Recognize and respond to \'red flags\' that can be related to fraud or high-risk situations. Understand and respond based on the time critical and urgency around situations and escalate to management if necessary.• Understanding, recognizing, and escalating phishing and suspicious transactions.• Applying a thorough knowledge of TM product functionality, back room operations, TM and corporate policies/procedures, and the appropriate / permissible use the products by our customers.• Adhering to Manual Authentication (aka Customer Identity Verification) procedures when conducting business via phone, email, or fax to validate/verify individuals prior to releasing information and / or processing business transactions.• Understand and meet personal KPM objectives, as well as contribute to the success of department KPM goals regarding case management and delivery channel metrics such as case reworks, abandoned calls, and RONA calls.• Contribute to the revenue stream generated by cross selling / up selling opportunities; contribute to revenue retention of current customer service; Meet all referral and sales goals.

Education

  • Schoolcraft College

    Associate's degree, Business Administration

  • Eastern Michigan University

    Bachelor of Business Administration - BBA, Management and Human Resources Management

  • Eastern Michigan University

    Master of Science - MS, Human Resources and Organizational Development

  • Schoolcraft College

    Associate of Science - AS, Liberal Arts

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David Schultz — Treasury Management Representative at Comerica Bank in Canton, MI, US | Unifers