Joe Leal

Joe Leal Email and Phone Number

Strategic Partnerships Manager at First Electronic Bank @ First Electronic Bank
Joe Leal's Location
Bangor, Maine, United States, United States
Joe Leal's Contact Details
About Joe Leal

Joe Leal is a Strategic Partnerships Manager at First Electronic Bank at First Electronic Bank. He possess expertise in banking, crm, risk management, debit cards, management and 21 more skills. Colleagues describe him as "Joe was always wonderful to work with always maintained a very professional and positive outlook on all of the projects that we were working together on...I always look forward to working with him on my projects."

Joe Leal's Current Company Details
First Electronic Bank

First Electronic Bank

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Strategic Partnerships Manager at First Electronic Bank
Joe Leal Work Experience Details
  • First Electronic Bank
    Strategic Partnerships Manager
    First Electronic Bank Jun 2021 - Present
    Us
    A dynamic position requiring the ability to lead and/or participate in a broad range of third-party management activities, including due diligence, implementation and ongoing oversight and requires strong interpersonal and risk management skills, critical and strategic thinking, and the ability to understand a broad range of topics in a team environment.
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  • Axos Bank
    Vp, Strategic Partnerships
    Axos Bank Oct 2018 - May 2021
    San Diego, California, Us
    Responsible for project management, implementation, and relationship management for the line of businesses, prepaid, credit, and debit card programs as well as Commercial and Consumer Fintech lending programs. Represented relationship team and communicated relationship status during project reviews with management and project stakeholders. Lead all projects to implement and onboard new relationships while building mutually beneficial relationships across the organization in lending, business banking, credit. compliance, and operations.
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  • Bofi Federal Bank
    Account Executive
    Bofi Federal Bank Jan 2013 - Oct 2018
    Manage all facets of the prepaid card implementation program serving as the key implementation contact while on-boarding new clientsResponsible for overall relationship management of assigned customers inclusive of all related correspondence and tracking of service related correspondence and accurate records regarding the servicesPublish and maintain project documentation including project requirements, implementation schedules, issues lists, deliverables, status updates, and other project componentsResponsible to work directly with all departments to provide communication of new services and productsRepresent team and communicate project status during project reviews with management and project stakeholdersManage the requirements and change management process associated with assigned projectsResponsible for filing, keeping accurate copies of addendums and contracts related to the services Responsible for direct oversight and approval of program marketing materials, terms and conditions and privacy policy Responsible for heading department specific projects and tasks, with support from assigned staffOperational responsibility for maintaining the product line’s procedures and maintaining all appropriate documentation in alignment with the procedures Underwriting of program affiliates based on established parametersProvide exceptional customer service to internal and external customers
  • First California Bank
    Prepaid Client Relationship Manager
    First California Bank Apr 2011 - Feb 2013
    Manage all facets of the prepaid card implementation program serving as the key implementation contact while on-boarding new clientsPublish and maintain project documentation including project requirements, implementation schedules, issues lists, deliverables, status updates, and other project componentsEngage cross-departmentally with other team members to implement successful prepaid programsRepresent team and communicate project status during project reviews with management and project stakeholdersManage the requirements and change management process associated with assigned projectsMonitor fulfillment: review of first invoice, ensuring fulfillment files reconcile and are sent to processor, overseeing audit process and other fulfillment related activitiesMonitors reorder points of prepaid collateral and other inventory related tasksMonitors in-bound calls in an effort to improve upon the consumer education pieces that accompany a prepaid card as well as assist with ongoing customer care representative trainingAssist with the review and distribution of prepaid reportsResponsible for composing and updating new policies and procedures in accordance with Stored Value, ATM Sponsorship, and Merchant Acquiring new accounts and funds flow process Assist in reconciling prepaid programs based on structured reporting from multiple processors
  • Palm Desert National Bank
    Client Relationship And New Accounts Manager
    Palm Desert National Bank Jul 2007 - Apr 2011
    Us
    Manage all facets of the prepaid card implementation program serving as the key implementation contact while on-boarding new clientsPublish and maintain project documentation including project requirements, implementation schedules, issues lists, deliverables, status updates, and other project componentsEngage cross-departmentally with other team members to implement successful prepaid programsRepresent team and communicate project status during project reviews with management and project stakeholdersManage the requirements and change management process associated with assigned projectsMonitor fulfillment: review of first invoice, ensuring fulfillment files reconcile and are sent to processor, overseeing audit process and other fulfillment related activitiesMonitors reorder points of prepaid collateral and other inventory related tasksMonitors in-bound calls in an effort to improve upon the consumer education pieces that accompany a prepaid card as well as assist with ongoing customer care representative trainingAssist with the review and distribution of prepaid reportsResponsible for composing and updating new policies and procedures in accordance with Stored Value, ATM Sponsorship, and Merchant Acquiring new accounts and funds flow process Assist in reconciling prepaid programs based on structured reporting from various processors
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  • Guaranty Bank
    Personal Banker
    Guaranty Bank Apr 2006 - Jul 2007
    Austin, Tx, Us
    Proactively sourced and acquired new client relationships while deepening existing relationshipsOffered alternative solutions to customers whom may have financial protection needs using Life Agent and Series 6 and 63 licensingSupported and incorporated key bank initiatives into the sales process
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  • Citbank
    Personal Banker
    Citbank May 2000 - Apr 2006
    Proactively sourced and acquired new client relationships while deepening existing relationshipsProvided full needs assessment solutions utilizing a financial needs analysis toolOffered alternative solutions to customers whom may have financial protection needs using Life Agent and Series 6 and 63 licensingReferred additional investment, mortgage and business sales to the appropriate sales specialist for fulfillmentSupported and incorporated key bank initiatives into the sales process

Joe Leal Skills

Banking Crm Risk Management Debit Cards Management Cards Payments Program Management Electronic Payments Customer Service New Business Development Vendor Management Team Leadership Training Retail Banking Payment Card Processing Product Development Internet Banking Risk Assessment Payment Solutions Operations Management Change Management Customer Relations Cross Functional Team Leadership Relationship Management Business Development

Joe Leal Education Details

  • University Of Phoenix
    University Of Phoenix
    Business

Frequently Asked Questions about Joe Leal

What company does Joe Leal work for?

Joe Leal works for First Electronic Bank

What is Joe Leal's role at the current company?

Joe Leal's current role is Strategic Partnerships Manager at First Electronic Bank.

What is Joe Leal's email address?

Joe Leal's email address is jl****@****ank.com

What is Joe Leal's direct phone number?

Joe Leal's direct phone number is +185864*****

What schools did Joe Leal attend?

Joe Leal attended University Of Phoenix.

What are some of Joe Leal's interests?

Joe Leal has interest in Human Rights, Animal Welfare, Children, Science And Technology.

What skills is Joe Leal known for?

Joe Leal has skills like Banking, Crm, Risk Management, Debit Cards, Management, Cards, Payments, Program Management, Electronic Payments, Customer Service, New Business Development, Vendor Management.

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