Jay Bernstein

Jay Bernstein Email and Phone Number

Sr. Retail Banking Product Manager, VP @ Wintrust Financial Corporation
About Jay Bernstein

Jay Bernstein is a Sr. Retail Banking Product Manager, VP at Wintrust Financial Corporation. He possess expertise in project management, product management, product development, strategy, leadership and 16 more skills. Colleagues describe him as "Jay is an individual who can transform strategic vision into successful products to give any organizations a true competitive advantage. He posses all the skills needed to lead a business."

Jay Bernstein's Current Company Details
Wintrust Financial Corporation

Wintrust Financial Corporation

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Sr. Retail Banking Product Manager, VP
Jay Bernstein Work Experience Details
  • Wintrust Financial Corporation
    Sr. Retail Banking Product Manager, Vp
    Wintrust Financial Corporation Jul 2022 - Present
    Rosemont, Il, Us
    - Retail Banking product strategy and roadmap development- Competitive and market research and analysis- Product implementation and operations- Product management
  • First Midwest Bank
    Vp, Business Solutions Manager
    First Midwest Bank May 2016 - Jul 2022
    Chicago, Illinois, Us
    - Responsible for the development and approval of business cases for new strategies, products, and methods in support of recommended goals and activities- Manages the eCommerce & Payments Program Manager to ensure approved services and programs are implemented and managed successfully- Responsible for conducting and reviewing research and analysis to understand customer needs, monitor the client experience, and translate insights into actionable solutions- Prepare and analyze timely reports to evaluate progress to plans, success of initiatives and recommend enhancements/changes to products or strategies- Manages the Business Analyst in supporting the eCommerce & Payments team with timely and actionable reports and insights leading to improved business outcomes- Represent the Bank on outside panels and user groups advocating for the needs and perspectives of the Bank- Coordinate with cross-functional peer groups and create and manage timelines, documentation and communications in the support of implementation of approved plan and strategies within area of responsibility- Responsible for developing strategies and tactics to create a world class digital banking experience for First Midwest Bank clients- Ensures compliance with legal/regulatory requirements- Manage all aspects of vendor/partner relationships effectively interpreting contractual language, negotiate and track service definitions, and coordinate with Marketing on the execution of client facing campaigns and tactics
  • Walgreens
    Manager Of Financial Services
    Walgreens Jan 2013 - May 2016
    Deerfield, Il, Us
    Overall responsibilities include: - Developed and updated financial model to track progress against project pro-forma financial models. - Researched and recommended ways to improve the profitability of the financial services program, including program enhancements, process changes, marketing strategies, and vendor updates. - Stayed abreast of all related regulatory and legal matters. Seeks appropriate guidance from legal resources. - Assisted Senior Director in setting annual program goals and long term strategy - Ensured that vendors are compliant with the terms of their legal agreements - Served as escalation point for consumer relations issues related to financial services - Business owner of Balance Financial Prepaid MasterCard providing direction to multiple cross-functional teams across Walgreens and vendor partners to build a financial services platform - Completed use cases that served as the building block for the build of the program - Led the build efforts of the Walgreens financial services platform - Managed the overall relationship with card program manager - Responsible for generating and prioritizing ideas that expand services - Reviewed and approve marketing- Business owner of Western Union money transfer services at Walgreens - Helped to negotiate contract - Worked with Western Union to build and refine use cases - Worked with teams across Walgreens and within Western Union to build a unique money transfer service stage and pay model that utilizes existing photo kiosks within Walgreens stores - Managed the overall relationship with Western Union, from daily oversight of the program to troubleshooting to crisis intervention to contract negotiations- Business owner of ATMs at all Walgreens locations - Responsible for maintaining relationships with ATM vendors, meeting with them at conferences and Walgreens corporate campus to review the performance of the vendor as well as new programs and features
  • Walgreens
    Product Manager
    Walgreens Jun 2011 - Jan 2013
    Deerfield, Il, Us
  • Walgreens
    Manager, Wellness Card Programs
    Walgreens Aug 2007 - Jun 2011
    Deerfield, Il, Us
    Business Owner of the Walgreens Prescription Savings Club, Walgreens Wellness Benefit, Walgreens Bonus and the W Card platform. Reported to Senior Management, managed budgets, hired and managed staff, performed customer service, coordinated marketing efforts. Oversaw enrollments in the Prescription Savings Club from launch to more than 2 million members driving enrollment revenue of more than $40 million.Assisted with strategy in the early development of the Walgreens Rewards loyalty program, working with consultants to determine the strategy for the organization. Managed the Operations function prior to and during pilot launch. Assisted in selection and management of the pilot markets. Managed the communication with the pilot markets, from Market Vice Presidents down to cashiers at stores. Assisted with the development of and delivered the training for the pilot markets. Wrote and managed RFPs for data entry vendor as well as fulfillment vendor. Responsible for managing the relationships with the data entry and fulfillment vendors. Maintained budget for Operations area of Loyalty team.
  • Walgreens
    Project Manager
    Walgreens Dec 2005 - Aug 2007
    Deerfield, Il, Us
    Performed as Project Manager on multiple projects to build products across many different departments within the organization. Tasks included: Scheduling meetings with all levels of the organization, running meetings, keeping tasks on schedule, rolling out training, launching program, and coordinating marketing.
  • Walgreens
    Senior Lan Administrator
    Walgreens Mar 2004 - Dec 2005
    Deerfield, Il, Us
    Built Windows servers and handled network administrator duties in a Novell/Windows environment.
  • Walgreens
    Lan Administrator
    Walgreens Mar 2000 - Mar 2004
    Deerfield, Il, Us
    Network administrator for Novell/Windows network. Performed desktop support, server support, and first level telecom support.
  • Midwest Bank & Trust
    Assistant Vice President
    Midwest Bank & Trust Mar 1994 - Mar 2000
    Norfolk, Ne, Us
    Loan officer with portfolio responsibilities of around $10 million. Performed in-depth credit analysis, managed credit relationships, and made sales calls to prospective customers.
  • Norwest Financial
    Credit Analyst
    Norwest Financial Sep 1992 - Mar 1994
    Performed credit analysis for retail credit purchases.
  • Wpgu College Radio
    Dj & Sportscaster
    Wpgu College Radio 1991 - 1992

Jay Bernstein Skills

Project Management Product Management Product Development Strategy Leadership Program Management Loyalty Programs Management Training Process Improvement Cross Functional Team Leadership Network Administration Retail Credit Analysis Business Process Improvement Business Analysis Customer Loyalty Management Commercial Lending Consumer Lending Strategic Planning Debit Cards

Jay Bernstein Education Details

  • Gies College Of Business - University Of Illinois Urbana-Champaign
    Gies College Of Business - University Of Illinois Urbana-Champaign
    Finance

Frequently Asked Questions about Jay Bernstein

What company does Jay Bernstein work for?

Jay Bernstein works for Wintrust Financial Corporation

What is Jay Bernstein's role at the current company?

Jay Bernstein's current role is Sr. Retail Banking Product Manager, VP.

What is Jay Bernstein's email address?

Jay Bernstein's email address is ja****@****est.com

What is Jay Bernstein's direct phone number?

Jay Bernstein's direct phone number is +184787*****

What schools did Jay Bernstein attend?

Jay Bernstein attended Gies College Of Business - University Of Illinois Urbana-Champaign.

What are some of Jay Bernstein's interests?

Jay Bernstein has interest in Football, Collecting Antiques, Exercise, Sweepstakes, Home Improvement, Reading, Gourmet Cooking, Sports, Watching Basketball, The Arts.

What skills is Jay Bernstein known for?

Jay Bernstein has skills like Project Management, Product Management, Product Development, Strategy, Leadership, Program Management, Loyalty Programs, Management, Training, Process Improvement, Cross Functional Team Leadership, Network Administration.

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