Senior Strategic Project Manager | Northeast Business Banking Group
Summit, Nj
Member of management team for banking sector covering CT, NY, NJ, PA and DE. Led strategic projects and marketing for a region comprised of 120 bankers and 250 employees. Significant contributions included:• Advisory Panel. Initiated and managed leadership development program that created a structure to strategize and identify solutions for improving sales and internal processes. Recent project resulted in 30% improvement in credit application accuracy.• “Partner Power”… Show more Member of management team for banking sector covering CT, NY, NJ, PA and DE. Led strategic projects and marketing for a region comprised of 120 bankers and 250 employees. Significant contributions included:• Advisory Panel. Initiated and managed leadership development program that created a structure to strategize and identify solutions for improving sales and internal processes. Recent project resulted in 30% improvement in credit application accuracy.• “Partner Power” Initiative. Designed and coordinated new matrix reporting system, delivering monthly results and referral information to management and leaders from 10 key partner teams. Directed quarterly calls with senior leadership to foster accountability and drive results across all partners. Achieved record partner sales for the Region in 2013, and ranked #1 or #2 nationally with 7 of the 10 partners.• BA (Business Associates) Leadership. Directed and coordinated all communication and training efforts for the Region’s 60 Business Associates. Hosted monthly call and quarterly in-person meetings. Focused on sales and efficiency. Efforts led to a 25% improvement in BA sales referrals in 2013.• Foreign Owned Entity (FOE) Project. Key member of national task force that enabled Foreign Exchange and International Treasury Management product sales to FOEs. Collaborated with Compliance, Operations, and senior product and line management. Approved nationally in 11/2013.• Merger/Conversion. Primary responsibility for all Northeast Regional Wachovia to Wells Fargo Integration projects, including systems conversion, employee/team member training, adopting new credit underwriting procedures, and re-mapping nearly 10,000 accounts to better serve clients. Selected as Conversion Hub Lead for Charleston, SC (9/2011) and Wilmington, NC (10/2011).• Marketing. Led and coordinated all regional marketing campaigns for Northeast Business Banking Group (BBG). Show less