Bruce Charles work email
- Valid
- Valid
Bruce Charles personal email
Bruce Charles phone numbers
With over 20 years of financial services industry experience, I am an executive managing director and founder of BC Consulting, a firm that provides project and product consulting services to clients in the commercial banking sector. I am also a district liaison volunteer at AARP California, where I advocate for the interests and needs of older adults.As a certified treasury professional (CTP) and scrum product owner (CSPO), I have a proven track record of transforming business strategies into profitable and client-centric products and services. I have extensive experience and knowledge in treasury management services, especially in the area of payments products, where I have led the development and implementation of faster payments strategic plans for real-time and future FedNow services. I am a savvy risk manager and turnaround expert, who can identify and resolve underperforming projects and products. I have excellent communication skills and an inclusive leadership style, which enable me to build trust and collaboration across all enterprise levels and external relationships. I am passionate about quality, service, and ethics, and committed to continuous improvement and innovation.
-
VideographerSelf-EmployedOntario, Ca, Us
-
Executive Managing Director, FounderBc Consulting Jan 2021 - PresentSource, engage, and deliver project and product consulting services. Leveraging expert level experiences, attained knowledge and developed skills to provide value-added benefits to clients and their clients needs.
-
District Liaison VolunteerAarp California May 2016 - PresentSacramento, Ca, Us -
Senior Vice PresidentCity National Bank Mar 2017 - Jan 2021Los Angeles, Ca, Us►Role: Payments Products Group ManagerMr. Charles was selected for the role at City National Bank’s Treasury Management Product Management Department, due to his extensive experience and knowledge & success with treasury management services. In this role, Mr. Charles manages a team of senior product managers charged with the responsibilities of client satisfaction, profitability, security & soundness, regulatory compliance, marketing, & sales support. Payment Products are the combination of receivables & payables treasury management products. Products currently managed are:►Faster payments strategic plans for Real time payments and the future FedNow service; includes payments hub technology assessments ►Lockbox Services – Wholesale Lockbox (Commercial) , Remit Advantage (HOA Property Management)►E-Deposit (Remote Deposit Capture)►Merchant Services►Cash Vault, Armored Transportation, Remote Cash Vault Services►Image Delivery of Paid Checks and Account Statements Services►ACH►Controlled Disbursement Accounts►Account Reconciliation Services►Fraud Prevention Services►Remote Check Express►Payroll ServicesRecent accomplishments have been: the E-Deposit platform replacement & client migration project, the Wholesale Lockbox platform upgrade & client migration project, & the launch of Remit Scan (Lockbox RDC), an enhancement to Remit Advantage. -
Senior Treasury Management ConsultantThe Rwc Group Aug 2015 - Mar 2017Fort Worth, Tx, Us -
Senior Vice President | Treasury Management | Product Management ManagerCadence Bank, N.A. Mar 2012 - Mar 2015Tupelo, Ms, UsMr. Charles has responsibility for product management of Account Reconcilement, ACH Positive Pay, Controlled Disbursement, Image Services, Lockbox, Outsourced Disbursements, Payables Lockbox, and Positive Pay. He continues to leverage his expertise in product development, system analysis, product profitability, vendor management, and systems integration. -
Treasury Management ConsultantThe Rwc Group Jun 2011 - Mar 2012Fort Worth, Tx, UsMr. Charles is working on contract projects and providing treasury management consultation. Currently engaged in a project for a client who has acquired another financial institution to merge treasury operations and to build a new lockbox processing center. Managing product and project management activities for installation of processing platform; developing user requirements; advising on vendor selection and contract negotiations; developing floor plans and site build-out requirements; and project plans for training and testing. In addition, providing design concepts for online delivery of service reporting to clients. Plus product management services, such as product descriptions for printed and online media, service implementation documents, and account analysis setup.A project assignment completed for a bank resolved post-launch issues with their healthcare lockbox product. Results achieved were:◊ Onsite analysis of the current situation & development of a recommended action plan◊ Received executive management approval for the recommendations ◊ Working remotely, successfully delivered work product: extensive revisions to service agreement; product enrollment documents; documented the enrollment procedures; marketing materials; sales training video presentation; pre-sale product presentation
-
CaregivingCareer Break Oct 2008 - May 2011
-
Vp - Sr. Product ManagerUnion Bank Of California, N.A. Nov 2000 - Oct 2008San Francisco, Ca, UsManaged all Lockbox products, 9 products for 8 market segments. Fully responsible for product development & management, compliance, risk management, sales support, & marketing. Cross-functional competent and experienced working with all levels of management. Excellent presentation skills in client, conference, proposal, training, & webinar settings. A high performance record of product development and innovation. Chief design architect & project leader of Lockbox Online (demo at http://tinyurl.com/4t3dup4 ) a fully-featured web portal enabling business customers, online access, to lockbox reports and images of daily account receivables (AR) payments processed by the bank for its business customer base. Primary project leader for the instant expansion of the Lockbox product to 5 strategic locations in key markets which were critical to clients' needs. Enhancement included leading innovation in National Lockbox, clients received all reporting through existing delivery channels. Began product development for Healthcare Lockbox and National Homeowners Association Lockbox services. Lead the team to HIPAA certification and identified a strategic vendor partner for seamless integration of their nationwide services into the existing UB Homeowners Association Lockbox delivery channels. Successfully implemented other major product development projects that included innovative technological solutions. -
Vp- Sr. Product ManagerSanwa Bank California Dec 1994 - Nov 2000Managed 5 major treasury management products, account/deposit reconcilement, controlled disbursement, image delivery, lockbox (CA & national), & positive pay. Collaborated with inside attorney on service terms & conditions, with marketing officers on product brochures, wrote project requirements for major product development initiatives.
-
Vice PresidentBank Of America 1992 - 1994Charlotte, Nc, UsHeld challenging and exciting roles in newly merged bank between Bank of America and Security Pacific National Bank. Served as Customer Relations Officer a member in the Office of Integration Coordinator. Monitoring integration activities and reporting progress to management, sales, customer service, and operations groups. Promoted to operations manager in Account Reconcilement and successfully integrated customer accounts from SPNB to BOFA platforms. Assumed additional responsibilities for Customer Service for Account Reconcilement Services. Managed staff non-exempt and exempt officers, of 30 FTE. -
Vice PresidentSecurity Pacific National Bank 1988 - 1992UsProduct manager for paper-based products offered by the International Banking Department to international correspondent banks. Successfully implemented an automation project enabling the automatic input of cash deposits to the accounting system. Benefits included batch processing for deposits, deposit availability, end-point float management, & billable unit reporting to account analysis. Products managed were international cash letter service, cash vault services, international money orders, USD drafts, foreign cash letters, & foreign currency (bank notes).
Bruce Charles Skills
Bruce Charles Education Details
-
University Of PhoenixBusiness - Ebusiness
Frequently Asked Questions about Bruce Charles
What company does Bruce Charles work for?
Bruce Charles works for Self-Employed
What is Bruce Charles's role at the current company?
Bruce Charles's current role is Videographer.
What is Bruce Charles's email address?
Bruce Charles's email address is br****@****zon.net
What is Bruce Charles's direct phone number?
Bruce Charles's direct phone number is +183269*****
What schools did Bruce Charles attend?
Bruce Charles attended University Of Phoenix.
What skills is Bruce Charles known for?
Bruce Charles has skills like Treasury Management, Product Management, Cash Management, Project Management, Payments, Strategy, Financial Analysis, Ach, Commercial Banking, Product Development, Risk Management, Vendor Management.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial