Richard C. Email & Phone Number

Weymouth, Ma, Us

As head of technology and chairman of the IT Steering Committee, responsible for leading the institutions technical direction and alignment to the bank’s overall strategic goals. Manage the bank's Information Technology department including technical support, hardware, software management and hosted telecommunications. Responsible for 3rd party IT vendor management including core processing, technical service providers and the banks internal and external networks. Remain current on IT Security trends and security notifications.Oversee the bank’s Disaster Recovery plan and ensure a workable Business Continuity plan is available for technology and non-IT departments.As enterprise risk management subject matter expert, lead project teams in technology and non-IT related risk assessments.Remain current in IT trends and emerging financial technologies to help the institution provide the best solutions to both end-users and customers alike.

Providence, Rhode Island, Us

Collaborated with internal audit to gain efficiency and automate evidence collection in MSSQLPerformed a pre-deployment risk review of an enterprise Database Protection platform to ensure collectors gather adequate intelligence in critical database activityPerformed controls testing including analyzing design, adequacy and effectiveness of stated controls.Utilized subject matter expertise in Mainframe and Databases to assist business lines in documenting security build guidelines and standardsContributed to the master controls library in both legacy and enterprise GRC systemsPerformed peer review of controls testing and provided guidance in storage and encryption technologies

Rockland, Massachusetts, Us

Provided expertise in the FIS / Miser Banking Core, including in-house management of both primary and secondary Unisys Clearpath MCP servers.Automated 70% of daily operations tasks utilizing the B & L Sched MCP / Windows scheduling tool and complex scripts including file moves, data conversions and file transmission. Advanced expertise in other Microsoft SQL tools such as SSIS, T-SQL scripting to better gather information not readily available in report models provided by FIS / Miser. I was able to develop new functionality within and on top of the current system and offered creative solutions to organizational-wide reporting issues.Implemented the WolfPAC Integrated Risk Management Solution including product selection, project management, end-user training and overseeing the initial assessment organization-wide. Lead multiple Disaster Recovery tests consisting of bank core components and ensuring both the applications and infastructure teams were able to migrate host and VMWare SRM production servers between our primary and secondary datacenters.Primary point of contact and vendor manager for bank core applications including FIS / Miser, Unisys, Fiserv, WolfPAC Risk Management and Bankers Toolbox BSA / AML.

Boston, Ma, Us

Primary administrator and manager of an in-house and partially hosted Fidelity / MISER core running the Unisys Clearpath MCP including workflow design, automated backup, task automation and application integration.Database Administrator utilizing Microsoft SQL, SSRS, SSAS, Fidelity MISER BI, and Touche' Analyzer. As the host subject matter expert and DBA, I was able to provide on the fly ad-hoc reporting and implemented a number of automated scripts and data extracts to give the enterprise a deeper dive into the client base.Implemented and managed some of the latest technologies including VMWare, Blackberry Enterprise Server, EMC Clariion SAN, DocStar Document Imaging and Datamotion Email Policy Management.Responsible for the help desk function supporting internal customers across multiple sites in three states.

Boston, Ma, Us

Lead and mentored a financial sales and service team responsible for the servicing and retention of a $37MM deposit portfolio.Reduced average speed of answer 70% to improve wait times and meet a personal goal of a 20 second ASA.Improved abandoned call rate by 60% through proper programming and staff scheduling.Personally responsible for maintenance and growth of a brokered CD portfolio totaling $7-$10MM in deposit dollars, including rate negotiation, portfolio management and fostering relationships to secure large blocks of term deposits to manage liquidity needs.Cross-sell culture developed on a needs based method to foster retention and max accounts per household. Member of the banks Asset and Liability Committee (ALCO) to ensure proper liquidity levels.Assisted commercial and municipal calling officers on site visits to customers and prospects to provide expertise in the existing product line and recommendations for maximizing customer contact.Developed and managed all outbound sales and service campaigns including data mining, list development and do-not-call compliance.

Us

As a leader in an escalation group, I was responsible for top-level problem resolution of customer concerns with a careful balance of customer retention and minimizing risk exposure.

Us

Recruit, train and coach a team of 15 to 25 Small Business Sales and Service specialists in a high-volume call center. Mentor the group through individual coaching, classroom training and supporting teamwork in small business sales and service sprints, small business lending, wealth management referrals, maximizing customer satisfaction and providing top level problem resolution.

Certificate, Banking Studies

Electronic Engineering Technology