Greg Ko Email & Phone Number

San Francisco, CA, US

Jacksonville, FL, US

San Francisco, CA, US

• Supported business owners by working with stakeholders to recommend solutions to business problems.
• Reduced expenses by $500K by identifying and retiring an application that is no longer being used.
• Assumed full responsibility for supporting another application and Call Report while a coworker was on medical leave.
• Updated system settings and submitted vendor requests for system development efforts supporting new products and changes to existing products which met or exceeded deployment timelines.
• Ensured back-office processes dependent on file transfers and reports are not impacted from system conversions by performing validations.
• Identified opportunities to enhance existing processes and increase efficiency by 25%.

San Francisco, CA, US

• Led various departmental initiatives exploring opportunities to increase productivity, enhance customer service, reduced cost, and boosted fee revenue.
• Recovered over $360K due to over-billing and identification of defective hardware.
• Led negotiation for service contract resulting in 4-year plan at 50% discount totaling $25K.
• Implemented enterprise-wide application, ImageCentre, which expedited the processing of transactions, collection of funds and reduced risk associated with physical transportation of checks.
• Increased productivity and security by implementing online access of Brinks iCash reports.
• Tested and deployed the use of selective statement inserts to focus on various market segments.

San Francisco, CA, US

• Managed a staff of 18 comprising of four departments, Deposit Processing & Customer Service, Reconcilement, Legal & Research, and Exception Processing & Fraud Review.
• Implemented the first check fraud detection system which reduced risk exposure.
• Led successful audit with a satisfactory rating which is the highest rating available.

• Developed project plan to implement an enterprise-wide BCP Program for parent holding company and all its subsidiaries.
• Created awareness program and successfully implemented the first enterprise-wide online training program that heighten employee awareness and complied with OCC requirements.
• Developed Business Impact Analysis templates to document business processes, quantitative/qualitative metrics, interdependencies, resources, critical times, and vital records needed by business lines to resume.
• Reengineered RecoveryPlanner (RP), a data warehouse, to accurately reflect the hierarchy structure and lead the system conversion from RP4 to RPX.

US

• Oversee all departmental functions for two departments, Legal Processing (9 functions) and Account Reconcilement (over 1,000 internal and corresponding bank accounts).
• Reduced risk exposure for late reporting of unclaimed property from over $3 million in penalty to only $2,000 that involved over 600 COD/IRA accounts with combined balance of over $30 million.
• Lead vendor initiative to develop, implement, and train staff on a new application to track future escheatment of COD\IRA accounts and completed project on time and within budget.
• Centralized banking office functions for the monthly review of Regulation D and the daily processing of levies from three government agencies by building consensus with all parties involved; thus, increased operational.
• Reduced expenses by over $100,000 by streamlining procedures and eliminating redundancies.

US

• Oversee all departmental functions for three of the four regions, East Bay, North Bay, and San Jose with 30 staff members.
• Reduced annual expenses by over $900,000 by consolidating internal courier routes, renegotiated external courier service and vehicle pricing, and identified discount/rebate programs.
• Reduced risk exposures and ensured compliance by implementing over 1,000 Courier Client Agreements.
• Initiated the development and implemented procedures to establish internal control for the tracking of all company issued properties; thus, reduced risk exposures.

• Managed the day-to-day sales and operations goals for branch with over $96 million in deposits.
• Exceeded all operations and sales goal within three months.
• Improved audit awareness and received the highest level of audit review by providing training, enforcing procedures, and monitoring adherence to regulatory requirements.

Charlotte, NC, US

• Manage the daily product support for “My Bank of America” (MBOA) which is an account aggregation product with over 250,000 clients.
• Developed and implemented management reports that tracked the success of MBOA.
• Managed vendor relationships, deliverables and monitored service levels.

Charlotte, NC, US

• Working in a cross-functional team, represented the bankofamerica.com division on the Privacy Business Advisory Team to develop privacy guidelines that addressed regulatory requirements for Web development, online.
• Identified impacted line of businesses, assisted with implementation, monitored compliance, and communicated results to senior management.

Charlotte, NC, US

• Developed and implemented the first electronic wallet offered by any financial institution that enhanced consumer shopping experience on the Internet.
• Grew customer base for Bank of America’s eWallet to over 300,000 users within one year.
• Performed gap analysis between vendors and retailers offerings to the bank’s eWallet needs.
• Collaborated with both internal lines of business and external vendor throughout the development process.
• Designed and created HTML user interfaces for consumers and Customer Service Representatives.
• Developed test scripts and conducted UAT for all phases of the eWallet.

Charlotte, NC, US

• Managed and implemented the Deposit System Migration (DSM) Project to transition 4,000 relationships consisting of 20,000 accounts from Continental Bank to BofA’s national platform.
• Developed and facilitated training to establish hierarchy and billing for client relationships.
• Assisted Operations with automating several manual processes which resulted in increased efficiency.

Charlotte, NC, US

• Managed a staff of 12 employees overseeing enterprise-wide Account Analysis Applications.
• Consolidated three billing systems from Wholesale, Middle Market, and Retail Banking Divisions totaling over $20 million in receivables by collaborating with IT, Project Management, and Oracle on the development and.
• Increased annual revenue by $800,000 through the identification and subsequent implementation of fees for services previously provided to business clients but not charged.

Charlotte, NC, US

• Served as Subject Matter Expert to Retail Banking Division on Account Analysis and US Savings Bonds.
• Identified and developed solutions to business objectives.
• Consolidated two Account Analysis Systems into one system resulting in annual savings of $200,000.
• Initiated discussion with the US Treasury Department to centralize the purchase and redemption of US Savings Bond.

Charlotte, NC, US

• Lead conversion-related activities for assigned banking centers for the merger between Security Pacific National Bank and Bank of America.
• Provided management updates on all conversion related activities.
• Completed several enterprise-wide projects such as new Customer Service Telephone Kiosks, Online Teller Training Applications, and Centralized Cash Balancing.

Charlotte, NC, US

• Held various positions within Retail Banking in both Operations and Sales as Customer Service Representative, Utility, Operations Manager, Loan Officer, New Accounts Manager, Preferred Banker and Branch Manager.