Danielle E. Smith

Danielle E. Smith Email and Phone Number

Agile Product Owner @ FIS
Lake Elsinore, CA, US
Danielle E. Smith's Location
Lake Elsinore, California, United States, United States
Danielle E. Smith's Contact Details

Danielle E. Smith work email

Danielle E. Smith personal email

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About Danielle E. Smith

Seasoned banking professional with 15+ years of experience servicing client financial needs. Possesses extensive knowledge of customer service, client retention, account analysis, portfolio management, software adaptation, and third-party vendor management.

Danielle E. Smith's Current Company Details
FIS

Fis

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Agile Product Owner
Lake Elsinore, CA, US
Danielle E. Smith Work Experience Details
  • Fis
    Agile Product Owner
    Fis
    Lake Elsinore, Ca, Us
    View
  • First Republic
    Product Owner, Deposit Statements & Notices
    First Republic Dec 2021 - Jul 2024
    San Francisco, Ca, Us
    Manages requests from business teams to enhance existing, or build new, deposit statements and notices. Documents within scope include savings/checking/money market /certain securities monthly statements, IRA distribution notices, excessive money market notices, safe deposit box notices, NSF, address change, etc.• Performs data analysis and process design by analyzing data in CSV, excel, and XML formats to extrapolate key pieces of information needed to execute project expectations• Coordinates the efforts of technical/non-technical staff and key business users• Works with business teams to design and implement solutions for process and product improvements• Engages business partners and subject matter experts to identify priorities and scope for business problems• Collaborates with business teams to ensure timely and successful resolution to project issues• Coordinates and facilitates meetings and working sessions• Performs business analysis such as documenting business requirements, creating user stories (Jira, and spearheads efforts required to develop those documents
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  • Nano Banc
    Vice President/ Deposit Operations Analyst
    Nano Banc Oct 2018 - Dec 2021
    Irvine, California, Us
    Directed a bank wide overhaul of the analysis process, fully automating statement generation. Assessed and implemented the pricing strategy for all client industries. Built and manage the Extended Account Analysis platform for the bank. • Performed overall review of analysis process to identify business risks, areas needing reform, cost reduction opportunities, and income potential • Led a company-wide project that identified, built and implemented cross functional pricing strategies for all client industries • Integrated finance, wire room, core deposits and treasury management data to forge a centralized feedback loop• Implemented a software platform to communicate real-time data to multiple audiences• Transitioned analysis statements from manual to 100% automated bank-wide• Worked with Banker’s Compliance Group and Chief Compliance Officer to create third-party payment customer and vendor agreements• Managed day-to-day analysis tasks and functions (third party invoice and agreement facilitation and management, analysis modifications, analysis statements, etc.)
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  • Citizens Business Bank
    Vp, Operations Officer
    Citizens Business Bank Aug 2008 - Oct 2018
    Ontario, Ca, Us
    Managed the virtual escrow product, with a portfolio of over 125 clients, centralizing and streamlining the new account process for this client base. Worked with Product and Sales Department to automate 250+ Specialty Banking clients. Managed all invoices and third-party agreements for Specialty Banking Department.• Managed end-to-end set up and monthly account analysis process for all department analyzed title, escrow, virtual escrow and property management clients• Led account management for more than 125 accounts • Facilitated the centralized preparation and account management process for new account packages and documents for the virtual escrow product• Analyzed and monitored over 25 monthly and quarterly core reports, presenting findings and recommendations to Senior Management • Guided 6 sales staff members in identifying and implementing key strategies to enhance the client services experience• Managed third party vendor operations that resulted in streamlined payment processes, improving productivity by 50%
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  • Mellon 1St Business Bank
    Business Analyst
    Mellon 1St Business Bank Aug 2005 - Aug 2008
    Facilitated client calls and problem resolution with colleague collaboration in various banking departments (treasury management, check verification, branch operations, etc.) Managed account analysis process for Specialty Banking Group.• Managed daily account maintenance functions with various internal departments • Compiled, maintained and disseminated bank reports to colleagues and clients• Conducted account research to facilitate the new account document preparation
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  • Union Bank
    Administrative Assistant
    Union Bank Oct 2002 - Aug 2005
    San Francisco, Ca, Us
    Supported the Vault Operations Manager with scheduling, travel planning, and office administration functions. • Maintained Manager’s schedule by arranging meetings, appointments and travel plans • Performed daily, weekly and monthly reporting tasks that facilitated smooth vault operations
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  • Union Bank Of California (Uboc)
    Cash Vault Teller
    Union Bank Of California (Uboc) Oct 2002 - Sep 2003
    New York, Us
    Worked in the shipping department processing orders for large chain clients.• Processed, verified and shipped over 250 assigned cash orders daily, and prepared end-of-day balance total reports for shipping area• Supported the Central Vault with daily vault cash balancing functions for all areas end of shift totals (shipping, receiving, and coin room)• Facilitated cash order pick-up and drop-off schedule with armored carrier providers
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Danielle E. Smith Education Details

  • Pitzer College
    Pitzer College
    Bachelor Of Arts - Ba

Frequently Asked Questions about Danielle E. Smith

What company does Danielle E. Smith work for?

Danielle E. Smith works for Fis

What is Danielle E. Smith's role at the current company?

Danielle E. Smith's current role is Agile Product Owner.

What is Danielle E. Smith's email address?

Danielle E. Smith's email address is ds****@****lic.com

What is Danielle E. Smith's direct phone number?

Danielle E. Smith's direct phone number is (415)-392*****

What schools did Danielle E. Smith attend?

Danielle E. Smith attended Pitzer College.

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