Katie Koenes Email & Phone Number

Grand Rapids Metropolitan Area

As a Digital Banking solutions consultant, I support the Digital Channels sales teams for both new and existing clients by performing product demonstrations, answering detailed product questions for clients and internal teams, finding solutions for clients’ business problems, responding to RFPs, and documenting the overall deal package for handover to the implementation team. This work keeps me connected with the Product, Implementations, Professional Services, Client Support, Sales… Show more As a Digital Banking solutions consultant, I support the Digital Channels sales teams for both new and existing clients by performing product demonstrations, answering detailed product questions for clients and internal teams, finding solutions for clients’ business problems, responding to RFPs, and documenting the overall deal package for handover to the implementation team. This work keeps me connected with the Product, Implementations, Professional Services, Client Support, Sales, Relationship Management, and Development teams for Digital Banking as well as with similar teams across the company for products that are or will be integrated in the platform.Special Projects:- Streamlined, rebuilt, and partially automated the scope documentation template utilized by the Solution Consulting, Finance, Business Systems Analyst and Implementation teams throughout the sales and implementation cycle. This document is an Excel workbook with Macros.- Collaborated with the team that implemented a new Professional Services estimation tool to ensure the scope documentation template remained in alignment.- Participated in commercialization activities led by the Product Management team to document communication and release strategies for new features.- Planned and recorded product webinars in collaboration with the Marketing team. Show less

West Lafayette, In

As the Web Applications Administrator, I am tasked with the maintenance of and enhancements for online banking, mobile banking, and their associated self-service functionalities. My role also includes creating documentation as needed for project requirements, training, update information and internal communication.- Implement new ideas to improve the overall user experience within the credit union's electronic services. - Develop and manage vendor relationships.- Coordinate regular… Show more As the Web Applications Administrator, I am tasked with the maintenance of and enhancements for online banking, mobile banking, and their associated self-service functionalities. My role also includes creating documentation as needed for project requirements, training, update information and internal communication.- Implement new ideas to improve the overall user experience within the credit union's electronic services. - Develop and manage vendor relationships.- Coordinate regular product updates with vendors as needed to receive included bug fixes and minor enhancements and maintain a supported environment.- Follow or create a plan for user acceptance testing for new electronic services and updates to existing services.- Coordinate communication as needed for new products or product enhancements.- Create step-by-step guides in both print and online forms for product usage to aid in the effort to encourage self-education by employees.- Create documents detailing the purpose and basic functionality of both standard and custom-built tools for historical documentation.- Compile monthly usage data into a single report to update the board and management team on the progress of the strategies and metrics for the year.- Provide technical assistance with computers, tablets, and applications through the IT help desk.- Maintain the confidentiality and security of member and employee information- Create project charters, detailing the business need and scope of the project.- Remain the main point of contact for the selected vendor for the duration of the project, including: scheduling meetings, gathering requested and required data and information, organizing user acceptance testing, conducting or coordinating user and administrator training.- Managed or co-managed several projects that involved multiple departments across the organization.- Completed 35 hours of formal project management training. Show less