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Vp Treasury Management, product Manager Resume

SUMMARY

  • Commercial banking treasury management professional with advanced concentrations and certifications in commercial treasury management services, electronic payment systems and project management.
  • Implementation and client servicing, in the retention and expansion of high level client relationships, crucial for the consistent achievement of revenue producing goals.
  • Quality control and consistent delivery of service level agreements to ensure installation, activation, training, issue resolution and ongoing client servicing to exceed client expectations.
  • Risk evaluations, monitoring and reporting of ongoing client risk assessments to properly manage risk and ensure compliance with policies and procedures.
  • Extensive history of directing complex projects and managing stakeholders to accomplish installation and integration of e - banking solutions, software packages and technology into numerous financial institutions.

PROFESSIONAL EXPERIENCE:

VP Treasury Management, Product Manager

Confidential

Responsibilities:

  • Provided client implementation, relationship management and product servicing to commercial clients.
  • Conducted product and project management involving the establishment of treasury management products.
  • Conducted role of technical expert in prequalifying prospects in determining product configuration, system parameters, certifications and integration.
  • Tracked, monitored and reported risk.
  • Created, maintained and ensured proper administration of client agreements, Confidential policies and procedures in accordance with best practices and Confidential rules and regulations leading to 7 years of exception free audits.

VP Treasury Management, Product Manager

Confidential, Fort Lauderdale

Responsibilities:

  • Provided consulting services to numerous credit unions nationwide expanding into commercial services.
  • Conducted internal and external product management and acted as functional project manager during implementations.
  • Installed components of new cash management departments including e-banking solutions, product software integration, process flow, documentation control, internal controls, risk procedures.
  • Compiled internal control policy and procedure manuals.
  • Implemented a full array of treasury management products and services including e-banking, RDC, Confidential, wire transfer and account analysis packages.
  • Managed the 3rd party client servicing state of the art call center and staff.

VP Treasury Management

Confidential, Phila Metro Area

Responsibilities:

  • Effectively directed implementation and client support areas for a multi - billion-dollar high growth institution which housed 85 branches in 3 states.
  • Managed staff responsible for Implementation, Documentation Control and Servicing governing a full range of treasury products including e-banking, electronic payment and collection systems, RDC, positive pay, lockbox.
  • Implemented and serviced over 1,500 commercial clients which included initial product implementation, quality control, software installation, activation, training, ongoing maintenance, upgrades. Managed call center servicing group which provided unsurpassed client training, technical product support and issue resolution.
  • Collaborated with top commercial lenders and treasury management sales professionals in client satisfaction and sales support to promote sales and enhance revenue.
  • Exercised role of technical subject matter expert of vendor software thin client platforms.
  • Created and maintained process flows and procedures.
  • Monitored and reported transactional risk and client risk evaluation.

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