Jose A. Pena Email and Phone Number
Jose A. Pena work email
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Jose A. Pena personal email
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I am a passionate sales professional with 15 years of experience driving growth in technology, finance, and digital payments. Dedicated to building strong customer relationships and exceeding expectations. Expertise in global payments, embedded payments, and money movement, with a proven track record of success in B2B, B2C, enterprise, and SMB markets.Self-directed and driven sales leader with comprehensive accomplishments leading business development, contract management, legacy system transformation, implementation, and cross-functional teams to ensure success and achieve goals. Known as an innovative thinker with solid experience selling to Corporates, Fintechs, and Financial Institutions. ExpertiseEnterprise Sales, SaaS, BaaS, Global & Domestic Payments, Foreign Exchange Markets, Cross-Border Payments, Merchant Acquiring, Bin Sponsorship, Crypto, Business Development, Payment Solution Selling, Channel Partners, Managed Services, Account Management, Sales Management, People Management, System Integration, APIs, and White Label Solutions.
Fifth Third Bank
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Vice President, Relationship ManagerFifth Third Bank Nov 2024 - PresentCincinnati, Ohio, UsNewline™ by Fifth Third is a modern embedded payments platform built for growth and designed for software companies, fintechs, and businesses looking to enhance their existing value proposition by integrating financial services. Our platform offers:• Direct access to financial infrastructure: Clients have direct access to financial infrastructure without unnecessary layers of software.• Flexibility and control: Use our platform or bring your own. With no vendor lock-in, we're here to help you build the best product, whether that's on our stack or yours.• World-class solutions: We combine world-class banking, risk management, and technology solutions with developer tools and managed services.
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Senior Business Development LeadCross River Jul 2022 - Nov 2024Fort Lee, Nj, UsCross River provides technology infrastructure powering the future of financial services. Leveraging a proprietary real-time banking core, Cross River delivers innovative and scalable embedded payments, cards, lending, and crypto solutions to millions of consumers and businesses. Cross River’s all-in-one platform provides a host of payment offerings through a suite of services aimed at helping Partners grow their businesses and manage their risk. Fintech Banking at Cross River consists of these primary offerings: Payments - the movement of money via ACH, Wire, or RTP® Banking - checking accounts, savings accounts, wallets, and debit cards. Acquiring - Push-to-Card (P2C), traditional card acceptance at merchants. Issuing - Debit card, charge card, and credit card. We are a fast-growing financial services organization that merges the forward-thinking offerings of a technology company with the established expertise and traditional services of a bank. -
Director Of Business DevelopmentMastercard Jul 2019 - Jul 2022Purchase, Ny, UsMastercard Cross-Border Services enable non-bank financial institution to send international payments seamlessly and securely. Financial institutions can expand into new and hard-to-reach markets with ease and send money internationally with more choice and optionality for their customers. Online marketplaces, advertising and affiliate networks and other business with an international workforce can now deliver efficient overseas payments with Mastercard. Our services enable digital corporate partners to deliver international payment service that strengthens loyalty and drives long-term growth. Our borderless payment solutions help financial institutions to facilitate international transfers – providing expansive global reach, multiple payout options, and enhanced security via a single connection point. Together we can enable international workers and small businesses to send money overseas with confidence. -
Account Relationship ManagerTransfermate Global Payments 2018 - 2019Kilkenny, IeTransferMate is a Fintech company globally regulated, B2B payments technology, which greatly improves the international payments process for banks, companies, educational institutes & software partners. It's an easy to use online payment solution specifically tailored to the educational sector, we offer a secure and fast way to make and receive international payments around the world. By removing the process of international bank transfers we save our students, agents and colleges time and money. The key element of the service is a system which allows international payments to be made and received via local banking networks. This is supported by an online system where payment information and history are recorded and users can access current foreign exchange rates, instructions and bank account details for our banks around the world. -
Senior Client Relationship ManagerUnfcu 2013 - 2018Long Island City, Ny, UsA trusted advisor to members by presenting the features and benefits of UNFCU’s products and services that will best satisfy their current and future needs. Initiate outbound calls from warm leads. Use the consultative sales process to assess financial needs and provide education on product and service features and benefits based on unique member needs. Engage members and motivate them to accomplish their personal goals. Maintain an in-depth knowledge of financial products/services and recommend appropriate solutions using UNFCU’s value proposition. -
Corporate Account ManagerAfex 2011 - 2013Los Angeles, Ca, UsBuy/Sell foreign currency for corporate clients throughout North America. Relationships with a diverse range of businesses and institutions from private clients, small businesses, importers and exporters, to educational and financial institutions and multinational corporations. We lay out optimal ways on how to handle their Foreign Exposure for CEOs, CFOs, Controllers, Accountants, Operations Managers and Treasurers. Build and manage my own business client portfolio, with the purpose of analyzing and executing tailored risk management solutions through the use of FX Spot, Forward and Option products, as well as our online platform AFEXDirect. Develop a concrete understanding of the global foreign exchange market and our value proposition to SME’s and the corporate and treasury market. -
Senior Relationship BankerJpmorgan Chase & Co. 2008 - Jun 2011New York, Ny, UsFocused on $5MM+ net worth and covering clients independently. Responsible for advising families on building, preserving and managing their wealth. Used my knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and drive new client acquisition. Partnered with internal specialists to provide interdisciplinary expertise to clients when needed. -
Business BankerCiti 2004 - 2008New York, New York, UsDeveloped a Center of Influence (COI) network by engaging in business networking and community activities. Represented Citibank in business communities, generate business leads and closed business opportunities. Through extensive involvement, created local community awareness that the bank is critically focused on partnering in the community and providing multi-product banking solutions to the small business community. Maintained frequent interaction with COIs, diverse industry segments, community leaders and senior business contacts. Proactively managed portfolio of assigned high value clients. Expand business banking customer relationships by identifying needs and maximizing opportunities. Ensured customer satisfaction and retention. Sourced and provided credit solutions for prospects and clients. Worked with Branch staff and customer on preparing proper credit structure and credit package. Delivered client satisfaction and relationship profitability.
Jose A. Pena Skills
Jose A. Pena Education Details
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Palm Beach State CollegeGeneral
Frequently Asked Questions about Jose A. Pena
What company does Jose A. Pena work for?
Jose A. Pena works for Fifth Third Bank
What is Jose A. Pena's role at the current company?
Jose A. Pena's current role is Building the Future of Finance: Payments & Innovation | Passionate about Payments & Fintech | Connecting Businesses & Opportunities | FX & Fintech Strategist: Driving Growth & Partnerships.
What is Jose A. Pena's email address?
Jose A. Pena's email address is jp****@****hoo.com
What schools did Jose A. Pena attend?
Jose A. Pena attended Palm Beach State College.
What are some of Jose A. Pena's interests?
Jose A. Pena has interest in Exercise, Investing, Traveling, Cycling, Basketball, Management Training, New Technologies.
What skills is Jose A. Pena known for?
Jose A. Pena has skills like Sales, Banking, Mortgage Lending, Customer Service, Finance, Loans, Crm, Marketing, Sales Management, Credit, Strategic Planning, Fha.
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