Bobby C. Email & Phone Number

Remote

Manage consumer deposit, consumer lending, and online banking products. Conduct product analysis, present recommendations, lead implementation projects, stay knowledgeable and train staff on upcoming system features.Accomplishments include:Leading projects to update disclosures.Conducted market analysis for consumer and business checking and presented findings and recommendations.Conducted a deep dive into our online account opening system UX. Presented findings and implemented recommendations.Launch new products via online account opening.Submit 30 UX/UI improvement ideas to our system vendor.Launch new eStatement featuresLaunch new online account opening features that have eliminated fraudulent account openings.Submitted revenue generating ideas totaling up to $1.5M+.Submitted cost savings ideas totaling $68,000+.Attend core system’s annual conference.

Boston, Massachusetts, United States

Led implementation for Retail sales and referral system. Identified 100+ issues.Develop programmatic email campaigns designed to increase cross sales and account utilization.Recommend sales and marketing initiatives to Retail & Business Banking Director and Marketing Director.Assisted with customer communication for two bank acquisitions.Identify premium accounts for which customers are no longer eligible for.

Boston, Massachusetts, United States

Maintain and distribute branch performance reports to senior management and branch staff.Led implementation for Marketing Customer Information database.Administer sales incentive programs for all Retail staff.Create customer target lists for marketing initiatives, analyze results, and present to senior management.Initiated through auditing of sales results resulting in company savings of more than $6,000 in first quarter.Identified more than 700 customers whose debit cards were incorrectly coded and receiving premium benefits.

Boston, Massachusetts, United States

Designed 40+ SQL reports using JHAKnow and IBM Query.Reconciled 10+ loan servicing general ledgers.Ran participation, investor, and Small Business Administration loan reports and submitted remittances.Coordinated data conversion project to migrate onto new vendor platform.

Benicia, California, United States

Coordinated, analyzed, and communicated the progress of agency performance to management.Analyzed agencies receiving unearned elevated commissions and identified 47 saving the company $20,000+.Collected and analyzed data from multiple sources to analyze agency performance and profitability.Ensured data integrity in sales management software.

Walnut Creek, California, United States

Assisted Portfolio Managers and Operations Manager with trade preparation, account management, and Beneficiary and Required Minimum Distribution projects.Maintained model portfolio to ensure consistency of portfolio weights across client accounts.Researched stocks within the company’s Universe and Class Actions suits.Edited and distributed quarterly client portfolios and weekly newsletters.Bookkeeping with QuickBooks.

Greenbrae, California, United States

Updated Excel spreadsheets for company quarterly earnings releases.Indexed and archived monthly client statements for over 3,000 accounts. Updated portfolio management software for new activity.Reconciled monthly client statements.Initiated new ideas to increase efficiency and customer service.

Responsible for safeguarding swimmers at private parties and at a public community pool. Monitored and maintained correct chemical levels.

Master Of Business Administration (M.B.A.), Corporate Finance, Investments, Mutual Fund Management

Activities and Societies: Member and manager of student-led endowment fund, 360 Huntington Fund.I am a MBA/MSF graduate. My concentrations.

High School Diploma

Activities and Societies: Varsity Swimming and Water Polo.

Bachelor Of Arts - Ba, Accounting And Finance; Finance

Activities and Societies: Club Water Polo - Co-Captain Junior and Senior years. All-American Junior and Senior years. Varsity Swimming.