Jamal White Email & Phone Number

New York, NY, US

• Represent Solutions Design in Product launch and change readiness activities, leading CS&l business readiness, influencing product design, and advocating on behalf of the business and the client to ensure optimal.
• Translate business requirements into detailed procedures
• Manage the full life cycle of pilot client implementations, including setup and testing, ensuring a successful end-to-end client experience during treasury product implementations of varied complexity
• Support the Solutions Design Product Pipeline based on identified errors/friction for new products in pilot stage and enhancements to products in general availability
• Assist with the planning and delivery of the strategic product roadmap through collaboration with various stakeholders across different functions (e.g., Product, CS&I SMEs, Operations, Technology)
• Manage internal partner expectations with consultative advice regarding technical aspects of treasury solutions

New York, NY, US

* Partner with Global team members to ensure consistent application of procedures and policies* Complete Quality Assurance and Quality Control activities* Identify and implement improvements to existing training and quality materials and processes* Effectively and accurately communicate the status of the process, including key risks, issues, and potential.

San Francisco, California, US

• Responsible for directing implementations for complex treasury management products and services.
• Consults with clients, serving as a point of coordination throughout the customer life cycle and providing installation and training expertise as needed.
• Ensures customer implementation data is accurately captured/recorded, and systems are correctly installed.
• Facilitates complex implementations of Autolink software, APIs, Webhooks and new vendor solutions, establishing timelines and tracking ongoing projects to ensure successful delivery
• Acts as a liaison between the client, sales officers, vendors, Relationship Managers and other internal partners todeliver quality services that meet client needs.
• Presents training options to clients as needed, and performs post implementation analysis.

San Francisco, California, US

• Identifying and resolving client issues by having a dynamic customer service attitude through telephone and email
• Responding, completing, and interacting through Microsoft Outlook and Lync communication channels with internal and external customers
• Acting as a liaison between the client and bank operations, sales officers, vendors and relationship managers to ensure the delivery of quality services to meet the client’s needs
• Responsible for accurately creating, monitoring, and managing requests to meet and exceed expectations
• Assist clients with product training and walk through of Treasury Management services
• Participate in assigned special projects

San Francisco, California, US

• Rotate between five core departments of Treasury Management (Sales, Implementation, Product, Risk Management, Client Services)
• Conduct extensive research for the Divisional Sales Manager’s team of Sales Consultants, to locate possible room for improvement
• Attend Northeastern BBG Bi-Weekly Sales Support Team Meetings to understand the strategies and inner workings of the Sales Support organization
• Network with key treasury leaders to understand their units

New York, NY, US

• Second in Brand Credit Cards (BCC) enrollment during the 2015-2016 fiscal year
• Implement moves, markdowns, and replenishment throughout the store
• Help shipment team process inventory
• Cashier trained to assist customers and handle transactions

Zionsville, IN, US

• Provide comprehensive technological home improvement solutions to homeowner clients in the residential real estate market
• Analyze prospect information stored in residential real estate records management system (Loupe) to identify sales opportunities
• Implement and manage a unique marketing strategy (flip-side) to increase cross selling and identify alternative product and service solutions
• Troubleshoot client’s issues and educate them on products and services to mitigate environmental and household risk

Charlotte, NC, US

• Organized and attended workshops to build student knowledge and understanding of professionalism
• Held the position of Director of Strategic Partnerships, responsible for networking with an array of professionals and corporations to gain sponsorships for the organization
• Recruited 20 new members to the organization and represented the University at the National Student Leadership and Diversity Conference

Los Angeles, CA, US

New York City, New York, US

• Generated over $3000 in sales during one day
• Cashier trained to assist customers and handle transactions
• Brief and valuable management knowledge
• Commission based hourly rate

Bachelor Of Business Administration (B.B.A.), Marketing

High School Diploma