Ethan Cox

Ethan Cox Email and Phone Number

Bank Relationship Manager @ Treasury Prime
Charlotte, NC, US
Ethan Cox's Location
Charlotte, North Carolina, United States, United States
Ethan Cox's Contact Details

Ethan Cox personal email

n/a
About Ethan Cox

I'm a member of the Global Payment Services (GPS) team at Wells Fargo. My team is an institutional (FI, NBFI, Central Bank, and Supranational) payments delivery practice within Corporate & Investment Banking. We are focused on customer experience, transparency and thought leadership and offer a broad spectrum of transaction banking services to Financial Institutions in the US and around the world. As a Payments Specialist I'm responsible for enhancing Wells Fargo’s position in the Digital Payments space by providing leadership for individual product and feature concentration areas as the payment market evolves. This means being involved in cutting edge payment industry topics such as the SWIFT Customer Security Program, IS0 20022 Industry implementation, Payment Systems Modernization efforts globally and Wells Fargo Payments Transformation Initiatives. I'm focused on contributing to the success of my team through effective communication, diligent research, careful analysis, paying attention to the details, and working hard everyday. If you enjoy discussing topics emerging in the industry (AI, APIs, DLT, CBDCs, etc.), feel free to reach out for a chat!

Ethan Cox's Current Company Details
Treasury Prime

Treasury Prime

View
Bank Relationship Manager
Charlotte, NC, US
Employees:
56
Ethan Cox Work Experience Details
  • Treasury Prime
    Bank Relationship Manager
    Treasury Prime
    Charlotte, Nc, Us
  • Treasury Prime
    Customer Success Manager
    Treasury Prime Apr 2022 - Present
    Charlotte, North Carolina, United States
  • Wells Fargo
    Gps Market Consultant - Payments Specialist
    Wells Fargo Aug 2020 - Apr 2022
    Charlotte, North Carolina, United States
    Responsibilities include:-Exercising a deep expertise in emerging payment solutions such as ISO 20022, SWIFT Transaction Manager, and various digital payment instruments-Developing a broad knowledge of the systems, processes, and procedures used to manage core payment services in GPS-Tracking and understanding market trends, including industry, competitive, and technology trends related to digital commerce. Identifying incremental opportunities that GPS leadership should pursue-Supporting new initiatives and assisting in the development of business cases and leading them through intake and approval processes-Facilitating cross-functional coordination with partners in line of business, operations, technology, analytics, control functions, and other areas to understand the business process impacting our customer journey-Helping the organization evolve existing customer engagement programs such as GPAG into the digital space-Designing and monitoring the execution of customer surveys to gain deeper customer insight-Identifying and facilitating efficiency & effectiveness initiatives that stream-line processes and improve GPS cost base
  • Wells Fargo
    Leadership Pipeline Program Associate
    Wells Fargo Aug 2019 - Aug 2020
    Charlotte, North Carolina
    Within the Global Payments Services team, I was able to join in on several projects and initiatives, including the following:-Collaborated on strategy for Dodd-Frank Section 1073 A compliance and created a workbook that could be automatically updated as we reviewed the coverage of our solution-Created interactive 3D heatmaps to be used by our Client Consulting teams when discussing market insights with our clients-Created a training document to be used by Customer Service teams following the migration of a new internal tool for balance monitoring-Provided QA for a larger remediation project related to Terms & Conditions-Developed and presented a refresh/update to our Client Awards program-Developed a Target Operating Model for a newly formed Business Initiatives Team within International Funds Transfer-Provided a business case and conducted risk analysis for a proposal to create an internal dashboard for our customer service teamsAs one of ten participants in the Leadership Pipeline Program (LPP) I had the opportunity to:-Participate in development sessions focused on creating goals, working in teams, and understanding your strengths-Lead a project team that would present our findings on Digital Cash Capabilities in Correspondent Banking to senior business leaders-Deliver table topics speeches within Toastmasters (and serve as Jokemaster on occassion)-Act as a buddy for Wealth & Investment Management summer interns and coordinate virtual coffee chats for them to network across Wells Fargo business lines-Voted by class to serve as Class Speaker at program graduation
  • Woodforest National Bank
    Retail Banker
    Woodforest National Bank Aug 2018 - May 2019
    Chapel Hill, North Carolina
    My primary responsibilities as a Retail Banker included:-Understanding, explaining, and recommending traditional banking products that met the needs of our customers-Processing a variety of money transfer instruments (Paper Checks, Money Orders, Cashier's Checks, Western Union transfers, & Cash Advances)-Assisting customers with a variety of account openings (Checking, Saving, Sweep, etc.)-Ensuring proper sanctions screening and AML / fraud combat procedures were followed when processing transactions or setting up new customer accounts-Resolving customer disputes, issues, or fraudulent activity claims according to operating procedures
  • Wells Fargo
    Leadership Pipeline Program | Summer Intern
    Wells Fargo Jun 2018 - Aug 2018
    Charlotte, North Carolina Area
    My responsibilities as an intern for the Global Payment Services (GPS) team included:-Creating a central data storage location for the Customer Experience team within SharePoint and migrating various processes and artifacts into the new team site-Gathering, collating, and producing a standard template that unified our approach to AI, API, and Blockchain innovation in the payments industry-Developing strategies for reaching an underbanked community and then presenting my team’s action plan to our line of business leaders -Creating, preparing, and presenting the Earnings Analysis and Source of Repayment sections of a Full Credit Report for a Financial Institution
  • Sageworks
    Quality Assurance Associate | Bank Information & Credit Analysis
    Sageworks Oct 2017 - May 2018
    Raleigh, North Carolina
    My role with the Credit Analysis team was primarily focused in writing and executing product testing plans for software that provided financial solutions to banks and accounting firms. My responsibilities included:-Testing the functionality and performance of software that calculates lending exposure positions-Verifying correct updates were being implemented and functioning properly for tax return software-Building test plans to verify intake forms for nonprofit financial financial data were properly handling data for use in benchmarking metrics and calculations used to assist decision-makingMy previous roles have included the following responsibilities:-Collecting, verifying, and analyzing executive-level contact data. -Researching and collaborating with marketing to determine the size and type of customer base before launching new products into the market-Researching clients that fulfill various criteria to build a list of potential customers for the sales team to connect with
  • Bojangles'​ Restaurants, Inc.
    Shift Manager
    Bojangles'​ Restaurants, Inc. Jul 2015 - Jul 2017
    Southport, Nc
    Serving up fresh hot chicken with made-from-scratch biscuits, legendary sweet iced tea, and world famous fixin's all day long.Responsibilities included:-Understanding the operational, financial, and service priorities for each shift (Opening, Mid-Day, & Closing)-Coordinating food production levels, timing restocking and facilities cleaning throughout the shift-Planning with and training team members to further develop expertise in their current roles or expand their skill set to new roles

Ethan Cox Skills

Customer Relationship Management Time Management Team Leadership Teamwork Microsoft Office Public Speaking Public Relations Team Management Public Safety Finance Management Crisis Management Coaching Office Administration Data Presentation Professional Communication Operational Planning Editing Inventory Management Public Health

Frequently Asked Questions about Ethan Cox

What company does Ethan Cox work for?

Ethan Cox works for Treasury Prime

What is Ethan Cox's role at the current company?

Ethan Cox's current role is Bank Relationship Manager.

What is Ethan Cox's email address?

Ethan Cox's email address is et****@****rgo.com

What schools did Ethan Cox attend?

Ethan Cox attended Unc Kenan-Flagler Business School, University Of North Carolina At Chapel Hill, Brunswick Community College.

What skills is Ethan Cox known for?

Ethan Cox has skills like Customer Relationship Management, Time Management, Team Leadership, Teamwork, Microsoft Office, Public Speaking, Public Relations, Team Management, Public Safety, Finance Management, Crisis Management, Coaching.

Who are Ethan Cox's colleagues?

Ethan Cox's colleagues are Rob Hunter, Elliot Courant, Mashih Prakash, Brad Petersen, Pe, Se, Shaun Bai, Hunter Betz, Majangito Mwakibete.

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