Joseph Pena Email and Phone Number
As a Senior Solution Consultant at Deluxe, I help financial institutions optimize their Treasury Management processes and systems. I have over 15 years of experience in Treasury Management Solutions Consulting, working with leading banks such as BBVA, Cadence Bank and Regions. I have a strong proficiency in Treasury Management products and software, and I conduct technical discovery sessions to understand the needs and challenges of each client. I also leverage my past experience as a Lockbox site manager to provide insights and best practices on Account Receivables processing and reconciliation. My core competencies include communication, collaboration, problem-solving, and customer satisfaction. I am passionate about delivering innovative and tailored solutions that enhance the efficiency and performance of treasury solutions to corporate clients.
First Citizens Bank
View- Website:
- firstcitizens.com
- Employees:
- 6304
-
Sr Business Analyst (Treasury)First Citizens Bank Nov 2023 - Present -
Senior Solution ConsultantDeluxe Jan 2022 - Sep 2023Gardendale, Alabama, United StatesIn collaboration with the Sales Executive the main role is to serve as the Subject Matter Expert for Digital Payments and Receivables solutions to Financial Institutions and Corporate clients. Responsibilities include preparing presentations, provide demos of products, answer technical questions, collaborate in the RFP process, participate in the implementation process and provide product feedback to Product Managers. -
Treasury Product ManagerBbva Apr 2019 - Jan 2022Birmingham, Alabama, United StatesDevelop and manage a suite of information reporting products and services for Treasury Management clients, including new features and enhancements.Stay informed about industry trends, competitor offerings, and client needs to ensure that the product remains competitive and relevant.Work closely with clients and internal stakeholders to gather feedback, understand their needs, and incorporate their input into product development.Develop a clear product strategy and roadmap that… Show more Develop and manage a suite of information reporting products and services for Treasury Management clients, including new features and enhancements.Stay informed about industry trends, competitor offerings, and client needs to ensure that the product remains competitive and relevant.Work closely with clients and internal stakeholders to gather feedback, understand their needs, and incorporate their input into product development.Develop a clear product strategy and roadmap that aligns with the organization's overall Treasury Management objectives.Oversee the product enhancements development lifecycle, from concept to launch, ensuring that projects are completed on time and within budget.Ensure that the information reporting products complies with relevant BAI2, MT940 and MT942 standards and mitigate risks associated with product development and deployment.Update user guides, product manuals, and technical specifications materials to help clients and internal teams understand how to use the information reporting products effectively.Provide training to internal teams, such as sales and customer support, to ensure they can effectively sell and support the product.Collaborate with cross-functional teams, including sales, marketing, technology, and customer support, to ensure a coordinated effort in product development and launch.When applicable, work with third-party vendors or partners to integrate their solutions into the information reporting products.Stay up to date with industry best practices, emerging technologies, and regulatory changes that may impact the treasury management information reporting landscape. Show less -
Treasury Management - Product Solutions ConsultantBbva Mar 2015 - Apr 2019Birmingham, Alabama, United StatesPlay a critical role in driving the development and delivery of strategic solutions that align with our organization's goals and objectives. In collaboration with the Sales Executive the main role is to serve as the Subject Matter Expert for multiple Treasury Management products. Products Suite included Payment origination, Payment files and channels, Account Reconciliation files and channels, Information Reporting files and channel's, Wire, ACH and SWIFT networks and FTP, SWIFT FIN and FileAct… Show more Play a critical role in driving the development and delivery of strategic solutions that align with our organization's goals and objectives. In collaboration with the Sales Executive the main role is to serve as the Subject Matter Expert for multiple Treasury Management products. Products Suite included Payment origination, Payment files and channels, Account Reconciliation files and channels, Information Reporting files and channel's, Wire, ACH and SWIFT networks and FTP, SWIFT FIN and FileAct protocols. Responsibilities include preparing presentations, provide demos of products, answer technical questions, collaborate in the RFP process, participate in the implementation process and provide product feedback to Product Managers. Show less -
Lockbox Site Manager, VpCadence Bank, N.A. Jan 2005 - Feb 2015 -
Treasury Management Project ManagerAmsouth Bancorporation Feb 2002 - Aug 2005Birmingham, Alabama, United StatesResponsible for leading and Managing projects from initiation to completion. Worked closely with cross-functional teams, steak holder and clients to define project objectives, scope, and deliverables and then create detailed project plans to guide the project to success. -
Lockbox Operations ManagerAmsouth Bancorporation Apr 1994 - Feb 2002Birmingham, Alabama, United StatesAs the head of Lockbox Operations, my role was overseeing and managing the Lockbox processing Operations within a financial institution or a company's finance department. It involved the collection, processing, and depositing of incoming payments, such as checks and electronic payments, on behalf of clients or customers. I managed a 27/7 365 days a year operation that consisted of 188 staff members processing millions of Lockbox payment using manual and automated software and technology.
Frequently Asked Questions about Joseph Pena
What company does Joseph Pena work for?
Joseph Pena works for First Citizens Bank
What is Joseph Pena's role at the current company?
Joseph Pena's current role is Treasury Management Business Analyst.
Who are Joseph Pena's colleagues?
Joseph Pena's colleagues are Sagar S., Carmon Teachey, Latori Helms, Baku Daruwalla, John George, Crystal Hudson, Bradford Clarkson.
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