Architect - Salesforce
CurrentCitizens Financial Group offers a broad range of retail and commercial banking products and financial and wealth services to more than five million individuals, small businesses, mid-market companies, large corporations, and institutions. The wealth business operates with 1,000 branches. The company boasts $183 billion in assets, and over $147 billion in deposits.Role Summary: As an architect, rolled out an application built on Financial Service Cloud package for wealth advisors across 1000+ branches nationwide. Application encompasses real-time and batch integration for financial data and transaction across multiple sources and applications like Smart Lead, Money Guide Pro, Morning Star, Skience, Envestnet, SigFig , NFS , SailPoint, Data Lake and MDM. *Key Skills*: Application architecture, Object (Data) Modelling, Integration design and development, Apex, Triggers, Rest API *Highlights*: • Architected majority of business process from Lead to Client Acquisition and Client Servicing area; and integrations for access to data from financial institutions by Advisors.• Developed multiple Rest API service callouts, e.g. USPS Address Standardization API for standardizing millions of Client Address records, Files Integration with compliant servers within intranet.• Currently building an Experience Cloud (Community) for wealth clients to interface with the wealth and financial advisors. Implementing Lightning Scheduler for Territory Management and virtual meetings.