Sam Bitar Email & Phone Number

Charlton, Ma, Us

Charlton, Ma, Us

United States

Leads a team of training advisors and business consultants who ensure customer satisfaction and good representation of Finastra and its products by providing high quality training, implementation, and professional services for Finastra products.• Conduct on-site and web-based product training for external clients• Demonstrate knowledge and application of standards, principles, theories, concepts, techniques, practices, and procedures in banking/credit union operations• Track external audience learning activities and measure their effectiveness• Maintain internal Training Databases• Verification of external training databases for Fusion Phoenix Conversions/Migrations• Oversee the additions and modifications of online (self-paced) training sessions and written training guides• Actively participates in team meetings• Recommend any changes or enhancements to products, processes, and services• Promotes and maintains positive customer relations• Manage travel schedules, ensuring compliance to policies

United States

ESG Site Leader for ~600 virtual employees based in the Unites States. In addition to my primary role in product management, lead ESG (Environmental, Social, Governance formerly Corporate Social Responsibility or CSR) initiatives for our fully remote employees. This role had been vacant, so I worked to form a volunteer committee with a goal of building awareness and engaging the workforce to participate in volunteer opportunities that align with Finastra’s ESG pillars of Financial Inclusion, Social Equity, and Environment Mission. Also serve as a member of the US Virtual Employees Site Leadership Team, which works to engage our workforce and keep them informed of company initiatives.

• Serves as the key contact for strategic vision and new product ideas for core banking offerings.• Provide direction and set priorities for product enhancements, including delivery of 1, 2, 3 year product road maps. Creates recommendations and feature definition based on research to address market opportunities.• Develops and recommends product/solutions positioning, packaging, and pricing strategy to produce the highest possible long-term success.• Gathers and aggregates business/market requirements to define why and what the product set should be doing.• Works with product marketing to develop effective communication activities and programs including advertising, events management, product positioning and collateral development.• Works with Development, Project management and other stakeholders on disciplined product launches for the entire product lifecycle.• Lead user conferences sessions on assigned product(s) and general industry topics.• Works with the Group Leader and PMO to identify continuous improvement opportunities for Product Management processes.• Assist other departments in the resolution of escalated customer problems when needed. • Provides appropriate guidance to the sales organization regarding pre-sales and sales efforts.

Auburn, Ma

Working independently under the supervision of the Senior Vice President, manages a team responsible for providing project management, business analysis and technical application expertise to the bank’s business units. Coordinates project planning, scheduling, testing and implementation of new and upgraded applications, products and services. Ensures that project scope and objectives align with business strategies. Manages selected applications and bank vendors to ensure software and services are meeting bank needs and contractual agreements.Prior to my current role, I held the position of business analyst in Operations as well as various positions within the branch network from teller to branch manager.

In addition to my primary responsibilities at Webster Five, I served as the Executive Director/Treasurer for the Webster Five Foundation, the charitable giving arm of the bank. The Webster Five Foundation reinforces the bank’s long-term initiative to give back to the community by supporting local organizations that are making a difference.

Oxford, Ma

I served a three-year term on the School Committee in Oxford, MA. During that time, I advocated for a fair and responsible budget, promoted rigorous instruction and course offerings at all grade levels, supported our dedicated staff, participated in contract negotiations with all of the district's collective bargaining units, and led the committee in participating in the MASC District Governance Program, which led to the creation of its Operating Protocols. During my term on the committee, the district went from a level 3 accountability rating to a level 2, and the high school went from a level 3 accountability rating to a level 1.

Master'S, Finance

Activities and Societies: Participant in the first year of the Student-Managed Investment Fund

Education record

The New England School for Financial Studies provides banking professionals with the tools needed to manage effectively in today's.

Bachelor'S, Business Administration - Management

Graduated magna cum laude