Martin Chavez Email & Phone Number

Frankfurt Am Main, Hessen, De

Frankfurt Am Main, Hessen, De

• Manage USD Check products and Services development for bank’s transaction banking and ensure ongoing enhancements and improvements of the products. • Act as a project manager to coordinate product development projects to ensure all of the key factors are properly executed and manage the products and services post launch.• Ensure Disbursements, Receivables and ARP gateways are working as expected.• Prepare and document business requirements for new products and platforms or for enhancements to existing products and processes.• Interpret business requirements and assist IT department in understanding requirements.• Support and coordinate with IT and Operations department to conduct relevant systems and user testing.• Coordinate and maintain relative Risk, Compliance, Legal and Audit adherence. • Roll out products to relevant offices in the region.• Coordinate with product department to bring global common products to Americas and launch the products with localization adjustment to fit into the Americas market demand.• Ensuring successful product implementation and post technical improvement.• Responsible for managing product pricing, marketing and training for internal staff.• Support sales officers to provide transaction banking solution to corporate clients including manage RFP’s, provide technical alternative solutions, and assist with customer implementation and training.• Manage to minimize gaps between client demands and product capabilities.• Other administrative duties as deemed necessary by Head of Cash Products and Head of Americas.

• Senior product manager role supporting the Cash Management product team on Receivables products which include Lockbox, Cash Vault, Image Solutions, Remote Deposit Capture, Electronic Bill Pay and Presentment and Integrated Receivables products.• Assist with executing product strategies and roadmaps which include process optimization, risk and compliance remediation, developing and updating product collateral, product enhancements.• Establish a framework for customer support and implementations teams.• Vendor management

Tokyo, Japan, Jp

Primary Responsibilities:Deliver best-in-class transaction banking products such as cash management, treasury management and trade financing products services to meet clients and business needs in Americas* Manage product development for bank’s transaction banking products and also look into ongoing enhancements and improvements of the products.* Implement and maintain local cash management products as well as global products. * Act as a project manager to coordinate product development project to make sure all the key factors are properly conducted until the product launches.* Well understand Home Office product development policy and extend continuous efforts for * Prepare and document business requirements for new products and platforms or for enhancements to existing products and processes.* Interpret business requirements and assist IT department in understanding requirements.* Support and coordinate IT department and Operation department to conduct relevant system and user test.* Handle UAT as a product management department.* Roll out the product to relevant offices in the region.* Working with HO product department to bring global common product to Americas and launch the products with localization adjustment to fit into Americas market demand.* Responsible for successful product roll outs to the market.* Ensuring successful product implementation and post technical improvement.* Support sales officers to provide transaction banking solution to corporate clients including manage RFP, provide technical alternative solution, and customer implementation.* Manage to minimize gaps between client demands and product capabilities.* Define functional requirements with intensive communications with clients and front officers.* Other administrative duties as deemed necessary by Head of Cash Products and Head of Americas.

Responsibilities:• Coordinate, facilitate and lead project meetings with client financial institutions.• Manage projects throughout the project life cycle and effectively interact with multiple stakeholders (Product Managers, Subject Matter Experts (SMEs), Operations, Legal and Technology teams).• Challenge and drive the business team to make decisions on business requirements.• Create and maintain the project schedule/project plan by working with the core team members to provide input on key tasks, milestones, and dependencies.• Create and maintain a consolidated list of issues and risks and review with project team on a recurring basis to help drive to closure and escalate items as appropriate.• Schedule and lead meaningful project status meetings including previous accomplishments, upcoming activities, issues/risks, financial information, and any change requests and highlight risks to delivery.• Conduct effective facilitation sessions with multiple stakeholders.• Document and manage the change control process. • Participate in testing strategy, execution, scripts, reporting defects, and defect reviews.• Participate in creation and execution of check out steps in the production launch run book to verify functionality is properly released into production.

Zurich, Ch

Responsibilities:• Lead projects throughout the project life cycle and effectively interact with multiple stakeholders (Product Managers, Subject Matter Experts (SMEs), Operations, Legal and Technology teams).• Transform client needs into well-defined business requirements that the technical team can fully understand and leverage to create functional design requirements.• Challenge and drive the business team to make decisions on business requirements.• Create and maintain the project schedule/project plan by working with the core team members to provide input on key tasks, milestones, and dependencies.• Create and maintain a consolidated list of issues and risks and review with project team on a recurring basis to help drive to closure. • Escalate issues as appropriate.• Schedule and lead meaningful project status meetings including previous accomplishments, upcoming activities, issues/risks, financial information, and any change requests; highlight risks to delivery.• Conduct effective facilitation sessions with multiple stakeholders.• Understand complex topics and translate them into diagrams and documentation using standard tools (i.e. Word, Visio, Excel, etc.). • Document and manage the change control process. • Participate in testing strategy, execution, scripts, reporting defects, and defect reviews.• Participate in creation and execution of check out steps in the production launch run book to verify functionality is properly released into production.

Tralee, Kerry, Ie

• Manage the Online Cash Management application for The Sumitomo Mitsui Banking Corporation.• Prioritize business and security initiatives across all regions which include U.S., Brazil and Canada markets.• Determine work effort, cost and schedule to implement. • Manage the cash management application: gather requirements from all stakeholders, prioritize tasks, allocate resources and confirm appropriate quality assurance (QA) testing has been performed in order to ensure the successful implementation of projects for the Cash Management Applications. • Interface with our internal customers to define what needs to be accomplished via the requirement gathering and management process, work with Finance to calculate the cost of development and support and obtain necessary financial approvals, work with the QA resource manager to ensure proper resources are available and proper QA tests are performed, work with the development manager to ensure the correct items are being worked on and unit tested and the right resources are in place, work with Build Managers to ensure that the scheduled build timelines are met.• Act as the primary contact for our internal customers - maintain the relationship and keep the communication flow alive. • Understand the overall strategy of bank's Cash Management business and align the IT work in the right direction. Determine the application roadmap balancing the customer needs with application architecture vision.

• Serve as liaison for Cash Management Services from vendor selection to implementation for regional financial institutions with assets from 200MM to over 3B. • Product demonstrations at Trade Shows, Webex and On-site at client locations• ASP Cash Management vendor relationship management. • Services include but not limited to - ACH, Wire Transfer, Check and ACH Positive Pay, Account Analysis Systems, Remote Deposit Capture and Lockbox for both Wholesale and Retail needs.

Deliver strategic and tactical leadership for online banking sites for both commercial and consumer sites. Hold additional responsibility for sales, technical support, and vendor management. Develop and conduct presentations for high-potential business prospects. Establish sales goals for staff. Prepare and present reports on cash management activities.• Sales Performance. Increased fee revenue by $100,000 annually through sales of cash management products and services.• Strategic Initiative. Met customer expectations by introducing services typically offered by larger banks, including Lockbox and ACH.• Marketing Campaigns. Conceptualized and executed programs and promotions for cash management products including Bill Pay, ACH, Wire Transfers, Account Analysis, Sweeps, Account Reconciliation, Positive Pay, and Lockbox.• Team Development. Guided sales presentations by participating on calls with commercial lenders and branch managers.• Product Development. Leveraged understanding of competitor products and customer needs to propose new cash management products and enhanced features on existing products.• Relationship Management. Strengthen connections with existing clients through regular meetings and communication and by swiftly resolving issues and troubleshooting technical problems.

Headed commercial and consumer online banking services. Performed relationship management and cash/treasury management product sales. Provided technical support for all consumer and commercial online banking products.• Conceptualized and implemented projects and programs for cash management products including Wire Transfers, Deposit and Investment Sweeps, Bill Pay, ACH Account Reconciliation, Positive Pay, Remote Deposit Capture (RDC) and Lockbox • Management. Improved the customer experience for commercial and consumer accounts by implementing and testing online banking services. Implemented electronic transaction processing, including payroll origination via ACH, account reconciliation, positive pay and bill pay and presentment and Remote Deposit Capture.• Performance Improvement. Created new sales techniques and trained staff. Developed marketing campaigns to promote online banking products.• Implementation. Developed processes and procedures to transition existing and new clients to online banking system.

Charlotte, Nc, Us

Advanced bank’s growth goals by delivering presentations to commercial clients on banking services including Deposit Accounts, Loans/Lines, and Online Banking. Served as Resident Small Business Banker for multiple branches charged with supporting and educating branch managers and staff in best practices for relationship management of commercial accounts.• Special Project. Selected for pilot program to shape new business banking program subsequently rolled out nationwide after one year. • Sales Performance. Succeeded in increasing revenues through consistent sales of deposit accounts, mortgages, term loans, and lines of credit including SBA loans.• Business Development. Partnered with cross-functional teams on joint calls, including members of Business Banking, Private Banking, Merchant Services, and Payroll Services.

Certificate Of Achievement, Certified Treasury Professional Course

Telecommunications, Telecommunications