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►MY BACKGROUNDHaving worked for many leading companies including The Walt Disney Company, Silicon Valley Bank, HSBC Mortgage Services, Bank of America, Wells Fargo, Lowe’s, and the Hearst Corporation, I have enjoyed a progressive career rich in digital product management, business planning, and strategy development. Understanding the balance needed between business dynamics and client needs, I work diligently to drive the implementation and execution of complex product initiatives. This includes collaborating cross-functionally with designers, software developers, and executive leaders.►HOW I MAKE AN IMPACT Championing alignment with senior leaders and key partners across Legal/Compliance,Design/UX, Engineering, Marketing, and Data/Analytics. Defining projects, driving requirements, writing functional specs, and coordinatingprojects across multiple teams and organizations. Making data-driving priority decisions, understanding and translating customer needsinto roadmaps and requirements, and partnering throughout the digital team and thecompany. Bringing customer-focused attention to efforts and iterating to ensure needs are met. Providing leadership that creates best-in-class customer experiences across channels. Collaborating with UX and IT to define, develop, test, launch, and improve solutionsongoing.►TOP 3 SKILLSCollaborating, Conceptualizing Ideas, Planning►HOW PEOPLE DESCRIBE MECreative, innovative, customer-focused, experienced, results-driven, analytical, communicative,knowledgeable, passion for new technologies, detailed►TECHNOLOGIESJIRA, Confluence, SharePoint, CRM (Microsoft Dynamics).►SELECTED CAREER ACHIEVEMENTS Served as Channel Lead to launch a digital client onboarding platform to UK client segment which required residing in London for a 4 month period Served as an on-site Digital Client Onboarding SME to a joint banking partnership in Shanghai, China Acted as Product Manager for three content migration initiatives supporting launch ofCMS for public site. Achieved a 75% reduction in Helpdesk calls for platform assistance by creating asegment-based training framework combining interactive online-based and instructor-led training with status checkpoint sessions.►IN MY SPARE TIMEI am an avid international traveler who loves gourmet cuisine, unique wines, and unique architecture. To counter my love of culinary and wine adventures, I greatly enjoy keeping fit with my Tonal, Bowflex weights, and desert hikes.►CONTACT MEI can be reached at brian.koch69@gmail.com
First Citizens Bank
View- Website:
- firstcitizens.com
- Employees:
- 17773
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Sr. Product ManagerFirst Citizens BankScottsdale, Az, Us -
Lead Digital Product Manager, Digital OnboardingWells Fargo Apr 2022 - Apr 2024San Francisco, California, UsCreate and implement end-to-end, best in class, digital client onboarding experience forcommercial clients. Establish short- and long-term roadmaps for entity and account/productonboarding workflows. Ensure alignment with Legal, Risk, Compliance, and Product priorities.Synthesize customer pain point research into end-to-end user journey maps by client segment.Selected Achievements: Conceptualized, presented, and gained approval for best in-class vision of clientonboarding strategic plan:o Created foundational building blocks comprised of Content ManagementSystem, dedicated client onboarding database, data-driven, dynamic logic clientUI, and end-to-end client user journey.o Strategy is now incorporated into multi-year roadmaps and meeting decks toshare vision with key stakeholders and executive management team. -
Director, Online Client OnboardingSilicon Valley Bank 2013 - 2022Santa Clara, Ca, UsDeveloped 3-year product roadmaps, partnering with business units for platform expansionrequirements, ensuring platform alignment with all regulatory and compliance changes, leadingusability studies, and ensuring successful launches of platform enhancements and productadditions. Collaborated with Business Analysis, Design, Development, Marketing, Fraud, Legal,Compliance, and Testing partners to ensure successful product roadmap execution. Oversawplatform alignment with regulatory initiatives including CDD and GDPR. Headed integration ofclient onboarding platform with downstream applications to create internal efficiencies.Managed KPI reporting and analysis. Partnered with Product Support on client onboardingtraining needs for bank users, and with Application Support and client onboard platform userson material production issues. Collaborated with Bank Relationship Advisors for user feedbacksolicitation and enhancement recommendations.Selected Achievements: Headed launch of organization’s first all-digital commercial client onboarding platform. Transitioned 500 internal users to 2nd generation digital client onboarding platformincluding training, communications, and product guide creation as Go to Market (GTM)Lead. Aligned functionality and product offerings across client segments to determinestrongest fit and highest priorities for access to platform. -
Sr. Product Manager, Branch Locator & Internal SearchWells Fargo 2012 - 2013San Francisco, California, UsLed product management for locator tools and internal search across mobile and desktopplatforms supporting 8,000+ branches and 13,000+ ATMs. Headed multi-year productroadmaps, competitive landscape assessments, web performance analysis, major toolenhancements, regular product maintenance, and business-side support of production issues.Partnered with LOB and SEO teammates to develop optimization strategies for improvinginternal search rankings of site pages.Selected Achievements: Served as lead Product Manager for redesign of main branch / ATM locator tool for 3rdmost highly traffickedpage on WellsFargo.com. Launched initiative to upgrade internal search engine with vendor-based product forpublic and authenticated sites. -
Ecommerce Planning Manager-MylowesLowe'S 2011 - 2012Liaised between the Strategy and Product Implementation teams to advance processes andtimelines to launch MyLowe’s program.Selected Achievements: Created 18-month, cross-channel roadmaps for Inspire and Design Agile area.Developed high-level epic requirements from prioritized strategic initiatives for handoffto concepting teams. Partnered with Cross-Channel User Experience team to map current and proposed stateuser environments. Created requirements and concept maps to agile implementationpods for sizing, user story, development, and implementation.
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Product Manager, Online Tools And ChatWells Fargo 2007 - 2011San Francisco, California, UsAdvanced online sales capabilities and improved conversion rates across key products includingproactive and reactive chat, multi-channel, multi-platform product selection tools, andretirement planning tools. Developed 3-year online road maps and strategies. Created businesscases quantifying financial and non-financial benefits for site improvements. Managed onlinechat program across WellsFargo.com enterprise including functionality socialization, ROIanalysis, vendor management, and program governance. Evaluated software solutions includingthird party service providers and vendors for online sales tools.Selected Achievements: Led complex online planning and product selection tool initiative for Retirement Groupto increase application start and completion rates. Increased average product recommendation click rates by 20% via partnership withOptimost to perform multivariate testing on financial planning and productrecommendation tools to boost tool start, complete, and conversion rates. -
Senior Business ConsultantHsbc 2004 - 2007London, GbLed business planning for website analytics, online application reporting and analysis, mortgageindustry benchmark reporting, executive dashboard creation, and business case development.Analyzed and reported online application KPIs against annual plan. Managed e-commerceprojects to automate executive management reports using Actuate and Cognos. Developed andmanaged interactive executive dashboards to track key online performance metrics acrossbranches.Selected Achievements: Created and presented business case for proposed $3 million automated onlineunderwriting tool for mortgage brokers.
Brian Koch Skills
Brian Koch Education Details
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Virginia TechReal Estate Management -
Virginia TechBusiness Administration (Concentration: Finance)
Frequently Asked Questions about Brian Koch
What company does Brian Koch work for?
Brian Koch works for First Citizens Bank
What is Brian Koch's role at the current company?
Brian Koch's current role is Sr. Product Manager.
What is Brian Koch's email address?
Brian Koch's email address is mo****@****aol.com
What is Brian Koch's direct phone number?
Brian Koch's direct phone number is +140823*****
What schools did Brian Koch attend?
Brian Koch attended Virginia Tech, Virginia Tech.
What skills is Brian Koch known for?
Brian Koch has skills like Analytics, E Commerce, Web Analytics, Leadership, Management, Product Management, Vendor Management, Business Analysis, User Experience, Mobile Devices, Project Management, Forecasting.
Who are Brian Koch's colleagues?
Brian Koch's colleagues are Rebecca Christ, Christy Kenney, Karan Gill, Anthony Mosley, Penny Blake, Karen Alcala, Marie Howard.
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