Project Consultant – Assistant Vice President -Team Lead
Charlotte, Nc, Us
Effectively trained, motivated, mentored, and supervised 17 bank associates and consultants on-site and virtual, implementing treasury products, services, payments, and receivables. Monitored the execution process and project documentation for the assigned consultants to achieve project goalsDesigned and documented standard operating procedures to streamline and increase efficiency, productivity, and effectiveness during client migrations, conducted virtual training sessions, and customized onsite one-on-one training sessions, resulting in over 500 clients trained to manage treasury services, payments, and receivablesCollaborated in a high-profile transition, successfully converting hundreds of clients from the legacy Bank of America Direct Online Application to the Bank of America CashPro Online Application, demonstrating adaptability and promoting the seamless adoption of new technology.Independently resolved client escalations and collaborated with internal business partners and cross-functional teams to implement effective solutions, significantly enhancing the overall client experience. Successfully guided client lists of 50+ through multiple simultaneous initiatives and complex changes in treasury services, showcasing strong organizational and leadership skills to ensure seamless transitions and client satisfaction.Efficiently delivered project updates, organized information by creating folders, and generated comprehensive reports for team meetings, utilizing SharePoint to enhance collaboration and streamline communication