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 outcomes• 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• Manage the project governance process, reporting out and presenting on project status to senior stakeholders

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 solutions* This role requires a versatile skill set while working through the entire life cycle of merchant activity.* Providing for operational support for the implementation, boarding, integration, and ongoing servicing of pilot clients including:* Client onboarding and ongoing maintenance* Support of technical integration and testing support* Ongoing servicing for day-to-day client inquiries* Supporting ad hoc high priority initiatives* Perform effective process management and accountability structure to ensure required controls are maintained

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.• Participate in process improvement or product development/enhancement activities, and provides guidance to lessexperienced team members.

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•Provide support to Specialized Industries team with customer workload as need arises

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