Peter Berbee Email & Phone Number

Orlando, Florida, US

New York, New York, US

Led team of 100+ from IT and Business focusing on Account Onboarding, Credit Decisioning, Wealth Management and other areas targeting improvements to customer interactions:Introduced new Wealth Management platform in Singapore, Hong Kong and China. Citi’s existing Wealth Management platform in Asia was underperforming. Research showed clients wanted.

New York, New York, US

Promoted to create a consistent demand management process and decisioning methodology. Drove collaboration across business for project prioritization. Directed international teams for 33 countries and 5 regional technology platforms in retail banking, credit cards, ATM, internet and mobile.Reduced defects and delays in new releases and created a uniform.

New York, New York, US

Recruited to transform the CRM platform, aligning it to core business strategy. Led roll-out of new commercial bank capabilities and technology platforms globally.Rolled out a new CRM platform to 22 countries in Asia, EMEA and LATAM – increasing sales 15%, while keeping individual country variations to 10%. Also designed a new online banking platform.

Charlotte, NC, US

Originally hired by NationsBank in 1997 to support the consumer credit card division. Rehired to BofA by former manager to develop strategies to modernize small business online products based on results achieved on consumer side. Promoted to lead both consumer and small business product development. Directed development for consumer/mass affluent.

Charlotte, NC, US

Led start-up and turn-around roles in small business segment for payments, invoicing and payroll solutions. Increased annual revenues $25M; developed small business invoicing solution, generating $18M annually. Created a new payroll processing for small business that produced $7.5M in annual fee income and increased deposit balances by partnering with an.

Recruited to lead the start-up of the product management division for products that included Consumer, Service Provider, and Back Office. Compiled historical data, forecasts, and projections to align sales channels to enhance competitive product positioning and pricing to accelerate revenue performance. P & L management for $500K in annual revenues. Full.

Charlotte, NC, US

Promoted to lead the start-up of the Credit Card Internet Marketing and New Product Development division. Controlled a $5MM budget. Supervised five indirect reports. Covered the entire U.S. Reported to the Credit Card New Product Development Executive. Drove 20,000 units in annual sales by rolling out the newly combined NationsBank / Bank of America credit.

Charlotte, NC, US

Promoted to lead the turnaround of an underperforming division to return it to profitability by designing consumer credit card products. Evaluated competitive activity and defined new corporate strategy for market positioning and revenue growth. Formulated and managed a $40MM marketing budget. Led three direct reports and four indirect reports. Scope of.

Charlotte, NC, US

Scope of diverse accountability included bureau communication, list processing, prospect database, agency management, and press checks for printing, laser, and letter shop. Conceived marketing strategies for pre-approved and Invitation to Apply credit card acquisitions for all co-branded products that drove revenues and profitability. Directed allocations.

Managed the acquisition channel for the First Bank Branded portfolio. Utilized direct mail, telemarketing and take-one new account channels which resulted in 35,000 new accounts.Responsibilities encompassed financial justification, offer strategy, list selection/processing, credit criteria development, creative development and bureau audits. Launched the.

Managed First Bank Agent Bank credit card portfolio. Administered a new account distribution network of 1,300 locations. Also designed and oversaw the production of new applications personalized for more then 300 banks. Implemented a Balance Transfer process for Agent Banks and managed portfolio activation and retention programs.