Rick Mcclure Email & Phone Number

Davidson, Nc, Us

Charlotte, North Carolina, United States

Responsible for process and data analysis and reporting including development and maintenance of Tableau and Power BI reports that make information more quickly available to applicable team members and leaders. Developed Power Apps applications and forms that resulted in more efficient and higher quality capture of manually tracked data, moving the CAG away from disparate use of Excel worksheets. Implemented a new SharePoint structure based on hub and Teams sites that has resulted in an intranet-like, easier to navigate user experience for CAG team members and leaders.Administrative oversight of CAG's 90+ offshore TCS contingent workforce including onboarding and offboarding team members, monitoring production volume and quality of assignments, reviewing, and implementing process improvements associated with TCS assigned tasks, and serving as TCS primary point of contact in the CAG when issues arise.Operational leader in charge of the CAG's role associated with fee comparison reporting, an important input to the company's suitability and recommendation process. The CAG's role in this process includes adding external source account data from client account statements, manually updating account data within the fee reporting application and managing the fee comparison support mailbox. The CAG team members participating in these duties include roughly 25+ of the offshore TCS team and up to 2 onshore CAG employees, as needed.

Charlotte, North Carolina, United States

Served as part of the team managing the Incident Loss Management program within Enterprise Risk Management / Operational Risk. Also responsible for developing and maintaining Tableau dashboards and other reports across multiple Operational Risk programs.

Chalotte, Nc

Provided project leadership for the insurance division’s acquisition and integration of an insurance company purchased from another regional financial institution. Major accomplishments included identifying and implementing required infrastructure and data conversion of major business applications.

Charlotte, Nc

In a business management role, transforming how performance metrics are used by establishing greater access and transparency to operational data and converting the most frequently used reports into published Tableau Desktop dashboards. Partnering with Central Advice Group (CAG) managers in the design and implementation of operational process changes required as part of the implementation of a new financial planning platform.Restructured the CAG Sharepoint site as the primary storage location for departmental material and utilized the Common Content tool to build an easy-to-navigate CAG playbook. Facilitated discussions with CAG leadership to update financial planning practice standards and operational job aids.

Raleigh-Durham, North Carolina Area

Provided program leadership for the insurance division merger efforts, including rationalization and conversion of data centers, voice and data networks and business applications.Provided project management for a retail banking division acquisition. Focus was on data retention, non-branch facility decommission activities and interim transition services.

Charlotte, Nc

Quality & Change Delivery, Senior ManagerManaged 12 change managers and process engineers, supporting consumer segments, corporate real estate and corporate security strategic initiatives. Led process management efforts for information foundation and correspondent mortgage programs, and provided process and analytical support for the Universal Bank program.Corporate Real Estate, Senior ManagerKey leadership role on the retail banking store program. Oversaw site acquisitions, purchase and lease negotiations, and construction of new retail stores. Worked closely with internal partners such as technology, banking operations, personnel, supply chain management and marketing. Corporate Real Estate, Quality & Productivity, Process EngineerComprehensively reviewed de novo project management process and identified improvement opportunity in initial planning and approval activities and due diligence phase of construction. Led Six Sigma project to improve due diligence phase of new banking store development; enabled bank to target opening retail stores 300 days or less following site acquisition.Supply Chain Management, Technology Procurement, Senior ManagerLed team responsible for negotiating contracts to procure technology products and services. Defined standard terms and conditions, established client service level expectations and implemented target pricing strategies. Worked with clients to consolidate agreements and pursue service and pricing improvements as part of acquisitions of Boatmen’s, Barnett and BankAmerica. Contracts and Standards, Project LeaderSupervised team in collecting information regarding existing processes, evaluating strengths and opportunities, development and implementation of improvements. Gathered critical-to-quality requirements from supply chain management associates, internal clients and external suppliers.

Charlotte, Nc

Oak Ridge, Tn

Education record

Financial Planning, Cfp Course Series