James Lapointe Email & Phone Number

New Castle, De

I returned to Citi's Commercial Card Client Executive team in October of 2018 with an initial focus on clients within our State & Local Government, Higher Education, and Non-Governmental Organization (NGO) portfolio. My clients included the State of New York which covered 75 state agencies, 20 agencies of New York City, plus 250 political subdivisions (such as school districts, police and fire departments, etc.), Harvard University, the United Nations, and the World Bank. For each of these groups, I worked to ensure our card products continued to meet the needs of their employees both domestically and globally while also introducing new solutions. Since the first quarter of 2022, my primary focus has been Cit's global relationship with General Electric because of their decision to split into three independent companies named GE HealthCare, GE Vernova, and GE Aerospace. As a result, have worked in partnership with the different client and Citi teams to define the unique requirements of the spin-offs in order to transition each entity to an independent card program with all having greater than 30,000 credit cards issued globally. The transition has required the daily coordination of multitude internal departments such as Legal, Risk, Product Management, Pricing, Onboarding, and Client Operations to ensure all teams are aware of the project complexities and can opine on the challenges. Regardless of the client, in my role as a Client Executive, I work to understand the nuances of their organization and the importance that our Commercial Cards products play to support their travel and entertainment and procurement needs. Our goal is to help streamline services to drive improved efficiency, reduce costs, and to help budgets stretch further. At the same time, I work to achieve Citi's objectives regarding revenue and profitability.

Conshohocken, Pa

As a team lead, I manage a team of five Client Account Specialist who serve as the primary resource for client communications, file processing, invoicing, and financial reporting. On a daily basis, provide direction on client related concerns and serve as an escalation point for major incidents. Liaise daily with Production Support, Capabilities, Vendor Management, Risk, and other interdepartmental teams to ensure enterprise wide operational concerns are being resolved. Represents team in business wide projects and defect management prioritization. As part of our integration into Wirecard systems, working to define and implement process improvements.

Conshohocken, Pa

As a Key Account Executive for Wirecard North America, I managed a portfolio of 25 Prepaid clients whose collective North American annual net revenue surpasses $20,000,000. In this role, I conducted quarterly meetings with clients to review program performance, address any outstanding concerns and develop plans for future program growth. In addition to these broader initiatives, I played an active role in the daily resolution of client concerns by engaging with internal stakeholders within Operations, Customer Service, Sales, Operations, and Product to ensure continued client satisfaction.

Conshohocken, Pa

I managed a portfolio of Travel & Entertainment Card and/or Purchasing Card accounts with annual revenue of approximately $10,000,000. I worked with each client to uncover opportunities to expand existing programs thus increasing their organization’s overall efficiency while also increasing the revenue earned from the programs. I negotiated global contracts with clients and take an active role in the implementation of program enhancements and expansions. Conducted quarterly meetings with clients to review program performance and address any outstanding concerns and develop plans for future program growth. Communicated daily with various internal departments such as Client Delivery, Product Management, Risk, and Legal to ensure client goals are achieved.

For two school years, I worked in partnership with a Special Education Teacher to create engaging, standards-based lessons for a class of 25+ students - a third of which had been diagnosed with various learning difficulties. I taught all subjects: Reading, Writing, Math, Science, and Social Studies.

Wilmington, De

Same description as provided above.

Wilmington, De

I supported the efforts of Sales Specialists through the written completion of all requests for proposals (RFPs) for Citi’s Commercial Card offering. I completed approximately 175 RFPs during my time in this role.

Philadelphia, Pennsylvania, United States

I was responsible for the development and publication of college-level textbooks from initial outline to final product. I facilitated market research to understand trends in the mathematics curriculum and ensured authors addressed within their textbooks. In this role, served as the Developmental Editor for Contemporary Precalculus: A Graphing Approach, 3rd edition by T. Hungerford, Modern Differential Equations , 2nd edition by M. Bell & J. Braselton, and A First Course in Algebra: An Interactive Approach, 1st edition by A. Warr, C. Curtis, and P. Slingerland.

Newark, De

I addressed account holder complaints that had been brought to the attention of MBNA’s senior management. I provided a verbal and written response to each account holder summarizing previous conversations and our agreed upon solution.

Camden And Belfast, Me

I managed and motivated a team of 12 to 15 telephone representatives who individually handled an average of 125 phone calls a day. I provided daily feedback to representatives on their performance.

Newark, Delaware, United States

Handled between 100 and 120 customer phone calls each day and answered questions related to their person al credit card accounts. At this time, customers were unable to access account details via the Internet and contacting the bank by phone was the primary manner they obtain information about their accounts.

Bachelor Of Arts (B.A.), History

Masters Of Elementary Education, Elementary Education And Teaching

College Preparatory, College/University Preparatory And Advanced High School/Secondary Diploma Program