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Experienced Digital Product leader with a demonstrated history of success in the financial services industry. Skilled in developing product strategies, scaling early stage cloud based products, and shaping human centered business strategies. Proven professional helping teams build more profitable, sustainable, effective and efficient businesses.
Capital One
View- Website:
- capitalone.com
- Employees:
- 63917
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Director Of Product ManagementCapital OneWashington, Dc, Us -
Director Product Operations, Business Cards & PaymentsCapital One Jan 2024 - PresentMclean, Virginia -
Head Of Product Operations, Commercial CardCapital One Sep 2019 - Jan 2024Mclean, VirginiaLead a team of product associates focused on ensuring several early stage digital virtual card products meet client expectations. -Developed initial Product Operations strategy -Built team of product experts supporting products producing $10 billion in annualized purchase volume-Developed processes to aggregate client insights, conduct initial hypothesis analysis, and develop early stage business cases for product enhancements and potential new features-Accountable for overall product stability strategy-Developed Integrated readiness framework to ensure alignment across Product, Tech, Sales, and Ops to ensure seamless releases of new product features and enhancements -
Sales Technology Enablement Lead, Commercial CardCapital One Apr 2018 - Sep 2019Mclean, VaServe as intent owner for Digital Sales tools for the Commercial Card division. Scan the marketplace for best-in-class and innovative new technology. Gather, influence and help prioritize business requirements in collaboration with agile teams across Commercial Card and translate sales teams needs into intent. Partner with Product and Technology to deliver enhancements to Salesforce.com and other tools. Enable Field Sales team's use of technology partnering with Sales Performance, Communications and Development agile teams.
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Practice Management ConsultantCapital One Jan 2013 - Mar 2018Mclean, VirginiaServe as business lead for Full Service Digital and Marketing cross-functional teams. Work with Product Managers to develop and prioritize product road maps. Gather feedback from end users and make recommendations for further product enhancement and development. Serve as strategy consultant as part of top performing Mid-Atlantic regional leadership team. Develop, monitor, and recommend ongoing course corrections throughout fiscal year. Responsible for execution of enterprise level strategic initiatives across the Mid-Atlantic region. -
Assistant Vice President, Branch Relationship ManagerEaglebank Mar 2012 - Jan 2013Rockville, MdResponsible for the acquisition, retention, and expansion of relationships within the Shady Grove Market and upper Montgomery County. Serve as the primary business development officer for companies generating up to $5 million in revenue. Collaborate with a team of commercial lenders, and treasury management officers to ensure I meet all of my clients’ potential needs. Utilize a focused relationship development process centered on gaining a full understanding of a clients Business and Financial Operations. Responsible for retention and expansion of existing client base totaling over $140 million in deposits. Serve as the banks primary liaison within the community through active involvement in service based organizations -
Store Manager, Assistant Vice PresidentWachovia, A Wells Fargo Company Sep 2009 - Mar 2012Oversee sales, service, and operational performance of a financial center exceeding 20,000 transactions per month. Engage in proactive business development activities to acquire additional households and grow branch deposit, loan, small business, and investment books of business. Cultivate strong relationships with internal business partners. Leverage bank’s extensive financial solutions to meet financial needs of clients. Deepen and enhance current client relationships through proactive relationship management. Coach and develop team of 20 bankers and tellers to achieve aggressive sales and service goals. Ensure branch adheres to regulatory requirements and Wells Fargo’s operational procedures. Identify opportunities to expand Wells Fargo’s presence in the local community. -
Licensed Financial SpecialistWachovia, A Wells Fargo Company Mar 2007 - Sep 2009Grew branch deposit, loan, small business, and investment books of business. Exceeded individual production goals in all key sales metrics. Developed strong internal partner relationships to leverage bank’s resources to meet financial needs of clients. Established and nurtured relationships with external centers of influence to expand my personal book of business. Proactively managed client relationships. -
Branch ManagerEnterprise Rent-A-Car Oct 1998 - Feb 2007
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Frequently Asked Questions about Phil Klein
What company does Phil Klein work for?
Phil Klein works for Capital One
What is Phil Klein's role at the current company?
Phil Klein's current role is Director of Product Management.
What is Phil Klein's email address?
Phil Klein's email address is ph****@****ail.com
What is Phil Klein's direct phone number?
Phil Klein's direct phone number is +124028*****
What schools did Phil Klein attend?
Phil Klein attended University Of Pittsburgh.
What skills is Phil Klein known for?
Phil Klein has skills like Business Development, Sales Management, Sales Process, Retail Banking, Investment Advisory Services, Small Business Lending, Deposit Growth, Coaching Staff, Business Banking, Private Client Services, Commercial Banking, Crm.
Who are Phil Klein's colleagues?
Phil Klein's colleagues are Will French, Michelle Greatens, Sai Teja Reddy, Mason Maldonado, Latrice Boone, Misty Hernandez, Carter Gwon.
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Phil Klein
Greater Seattle Area7sia-partners.com, penpixel.com, facebook.com, microsoft.com, aspirationtech.org, gatesfoundation.org, tedxrainier.com5 +120678XXXXX
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