Jaime Davila work email
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I am a client-obsessed global FinTech leader with a passion for delivering best-in-class experiences and strategic results. I bring proven expertise in payments, Banking as a Service (BaaS), client success, consulting, onboarding, and cross-vertical leadership, collaborating effectively with internal and external stakeholders. I have over 20 years of B2B business transformation experience across global and North American companies, working on both the client and supplier sides. My expertise spans global payments, cash management, treasury, and banking, with a deep understanding of international regulatory requirements. I thrive in both large corporates and FinTech startups, fostering inclusive and diverse cultures where team members of all levels can excel. I am fluent in both Spanish and English.#fintech #baas #bankingasaservice #banking #payments #onboarding #clientsuccess #relationshipmanagement #partnership #transformation #strategy #global #corporates #b2b #consulting #regulatory #spanish #diversity #crossverticalteams #gotomarket
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Head Of Relationship Management - Cards/BaasCross River Jun 2022 - PresentFort Lee, Nj, Us• Leadership role within the Cards & BaaS organization. Focused on bringing new products and services to market with Fintech partners.• I lead a team of 3 Relationship Managers consulting and onboarding Cards & Banking as a Service (BaaS) solutions. • Focus on client onboarding through due diligence, technical, and business implementation. • Partner with Regulatory Compliance, BSA/AML, Credit Risk, and Fair Lending teams to ensure regulations are met. • Work cross-functionally with Operations, Legal, Marketing, and Finance to successfully take clients through the product development lifecycle.• Collaborate with Product on strategy, planning, and new product development.• Partnership with Visa and Mastercard, as well as with processors like Marqeta and i2c, on the technical configuration for BIN sponsorship of CRB Partners. • Grow and maintain revenue through strategic plan creation, consultative selling and up-sell opportunities. -
Global Lead, Enterprise Client Services & ExperiencePayoneer Feb 2021 - May 2022New York, Ny, Us• I was promoted to lead the global team of Managers and Analysts in New York, Palo Alto, Tel Aviv, and Hong Kong.• Customer Experience strategy, leveraging client insights and internal analysis to continuously improve experiences globally.• Push and pull payment oversight, partnering with networks and bank partners.• Identify areas for process improvement and experience enhancement through workflow trend and issue analysis.• Cross-functional initiative leadership, from identification through implementation.• Oversight of Enterprise clients such as eBay, Airbnb, Upwork, and Uber.• Management of client escalations and large issues.• Platform demonstrations for clients and training for internal team members. -
Americas Enterprise Client Services Team LeadPayoneer Oct 2018 - Feb 2021New York, Ny, Us• Managed and mentored a team of four Client Services Managers in New York & Palo Alto.• Oversaw the team's pre- and post-sales support, client training, and account management of Enterprise clients like Airbnb, Upwork, and Uber.• Designed enhancements to accommodate new business needs, automation, and company growth while reducing manual processes.• Developed new interfaces, reports, and utilities, such as a new Salesforce workflow that improved Service Level Agreements (SLAs) to a 98% success rate.• Served as a liaison between clients and all internal teams, including compliance, risk, operations, and development.
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Team Leader - Client ServicesIon Apr 2017 - Oct 2018London, Gb• Oversaw a team of six business-technical consultants who focused on issue resolution and root cause analysis for Ion clients.• Managed the customer success and relationship management of 30+ Fortune 500 clients across a broad suite of treasury solutions and platforms. • Led internal communication between Client Services, Professional Services, Research & Development, and Account Management.• Project-managed a new business intelligence platform to deliver sophisticated client insights and analysis.• Launched a new JIRA workflow tool, leveraging Kanban Agile methodology, to increase team output by 30%. -
Business Consultant - Client ServicesIon Jan 2014 - Apr 2017London, Gb• Provided technical support to clients experiencing issues with Wallstreet Systems Cash Management, Transaction/Risk Management, and Accounting solutions.• Investigated and analyzed reported issues, recreating them within a controlled environment when applicable.• Prepared and processed test cases, implementation instructions, and other required documentation.• Cooperated with Research & Development on the resolution of issues.• Responsible for training internal and external stakeholders on the Cash Management Module.
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Professional DevelopmentCareer Break Oct 2012 - Jan 2015Completed Masters in Cultural Management from the CETT - Universitat de Barcelona
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Business Consultant - Professional ServicesIon Aug 2008 - Oct 2012London, Gb• Led the implementation of Wallstreet Treasury solutions for onboarding Fortune 500 companies like IBM.• Supported clients with accounting and cash management configuration, including preparing gap analyses and suggesting product enhancements (if applicable).• Prepared implementation instructions and other required documentation.• Coordinated and documented testing execution of new and existing functionalities.• Programmed and trained internal and external stakeholders on the Wallstreet Suite application.• Collaborated and contributed to pre-sales, scoping, and requirement specification programs.
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Treasury AnalystNcr Corporation Aug 2005 - Aug 2008Atlanta, Georgia, Us• Managed cash management duties including payment processing, short-term investing, and FX trading for NCR business units across the US, Canada, Latin America, and Europe.• Oversaw bank relationships by managing relationships with FX traders and relationship managers.• Performed cash flow forecasting and analysis.• Coordinated inter-company current account and netting calculations/payments on a monthly basis.Identified cost-saving opportunities by eliminating services or restructuring bank accounts.• Communicated with the accounting department to ensure accurate reporting of cash balances.• Worked on Sarbanes-Oxley compliance and maintained strong internal controls. -
Accounting AnalystNcr Corporation Feb 2002 - Aug 2005Atlanta, Georgia, Us• Calculated sales commissions (or specific bonus type) for the Latin America, Asia, and Middle East Africa sales force.• Processed accruals and reconciled accounting entries in Oracle software for various NCR employee bonuses in the Caribbean and Latin America.• Provided support to employees with inquiries and questions about their compensation.• Managed payroll accounting for NCR in South America, including preparing funding, accruals, and account reconciliations.• Managed Travel & Expense (T&E) payments and accountability for NCR subsidiaries in Latin America.• Assisted NCR employees with their T&E and payroll questions.
Jaime Davila Skills
Jaime Davila Education Details
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Wright State UniversityGeneral -
Cett-Universitat De BarcelonaCultural Management
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Miami Dade CollegeInternational Relations And Affairs
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Hialeah Senior High SchoolHigh School Diploma
Frequently Asked Questions about Jaime Davila
What company does Jaime Davila work for?
Jaime Davila works for Cross River
What is Jaime Davila's role at the current company?
Jaime Davila's current role is Head of Relationship Management.
What is Jaime Davila's email address?
Jaime Davila's email address is ja****@****eer.com
What is Jaime Davila's direct phone number?
Jaime Davila's direct phone number is +191756*****
What schools did Jaime Davila attend?
Jaime Davila attended Wright State University, Cett-Universitat De Barcelona, Miami Dade College, Hialeah Senior High School.
What are some of Jaime Davila's interests?
Jaime Davila has interest in Culture, Equality, Minority Empowerment, Civil Rights And Social Action, Social Rights, Cultures, Arts And Culture.
What skills is Jaime Davila known for?
Jaime Davila has skills like Management, Business Analysis, Process Improvement, Cash Management, Microsoft Office, Strategic Planning, Project Management, Leadership, Risk Management, Treasury, Sql, Stakeholder Engagement.
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