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55E - RESO - AGMT - DEPOSITORY SRVS
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55E - RESO - AGMT - DEPOSITORY SRVS
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Last modified
12/1/2016 5:01:03 PM
Creation date
12/1/2016 4:49:35 PM
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City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
55E
Date
12/6/2016
Destruction Year
2021
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Responsibilities <br />Role Senior Client Service Professional <br />Address tot North Central Avenue, Floor 21 <br />Phoenix, AZ 85004 <br />Phone (602) 221 -1036 <br />Fax (866) 917-3954 <br />Email marilyn.k.hardney @ jpmorgan.com <br />Marilyn will continue to serve as the primary point of contact and as a proactive resource for the City's banking <br />services needs. With her understanding of all aspects of J.P. Morgan's Treasury Services' product functionality <br />and technology, Marilyn will facilitate the timely resolution of all service issues. <br />For day -to -day matters, she will continue to: <br />• Resolve the City's inquiries including credit /debit confirmations, cancellations of payments, amendments of <br />payment instructions, funds transfer inquiries and other treasury services matters <br />• Identify and resolve operational issues in a timely manner <br />• Share her specialized knowledge of fraud prevention tools and provide advice on asset and data protection <br />strategies <br />• Facilitate the opening of additional accounts <br />Marilyn works with a team of client service professionals who will provide consistent, reliable and timely service <br />support. Claudia Vickers will serve as the City's secondary client service contact and can be reached at 602 -221- <br />1209 or claudia.vickers @jpmorgan.com. <br />Biography <br />Marilyn Hardney has over 20 years of experience with J.P. Morgan and has held several positions across the <br />organization. She is committed to providing value -added service and has effective problem - solving skills. <br />Additionally, her knowledge of fraud prevention products will provide you with excellent direction on how best to <br />protect your organization. <br />Marilyn is a graduate of LeTourneau University and holds a bachelor's degree in Business Management. <br />20oo— Present Senior Client Service Professional, JPMorgan Chase <br />Bank, N.A. <br />• Respond to all routine and complex requests related to <br />client's account and complex treasury products /services. <br />• Identify fraud prevention products and services that <br />benefits clients and inform them of these products and <br />services. <br />• Establish and maintain consistent interaction and <br />communication with clients. <br />Page 11 J P. Morgan <br />55E -106 <br />
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