Sergio Sandri Email & Phone Number

Chicago, Illinois, United States

Toronto, Ontario, Canada

Responsible for the implementation of Marketing Campaigns from conception to delivery. Including, customer communication, website changes, providing KPI’s to Senior Leaders, and keeping compliance controls.• Created product roadmaps, prioritizing the underlying initiatives to meet the objectives and address market problems and opportunities.• Worked as an Agile Business Owner working with cross-functional groups to oversee the implementation of the Minimal Viable Products (MVP) on time and Budget. • Led product implementations from testing to production maintaining thorough documentation, and ensuring the smooth functioning of the production environment. • Monitored performance metrics, KPI’s, and Customer engagement to generate recommendations for optimization opportunities and information for Senior management.• Lead weekly / Monthly cross-functional touchpoints for resolution of customer escalations with travel, merchandise, and gift card vendors.• Worked with Risk, Fraud, Compliance Contact Centers, and Digital channels to guarantee that customer escalations were responded quickly and effectively.

Toronto, Canada

• Responsible for the Retail Credit Card & Loyalty Program for Diners Club consumer and corporate clients.• Performed straightforward financial and competitive analysis working closely with cardholder marketing groups as well as team members from Decision Support Services, Cardholder Operations, Portfolio Risk Management, and Customer Service.• Monitored P&L, KPI’s, Customer engagement metrics, and forecast to generate recommendations for optimization opportunities and provide information for business decisions.• Managed Liability for the Loyalty Currency reporting to executives by providing monthly, quarterly and year to date view of product and rewards behavior and trends.• Delivered value-added services to customers by identifying, and evaluating profitability enhancing opportunities and strategies, internal process changes and cost savings opportunities.• Prepared profit and loss statements, summaries, financial management reports and cost-benefit analyses.• Develop and manage effective working relationships with executives, branch heads, and strategic partners and ensure buy-in of solutions and changes in processes and strategy.

Toronto, Canada Area

• Worked on the implementation of Google Pay for BMO Credit Cards, responsible for the overall customer experience providing guidance for Contact Centre procedures, printed and online Statements and, branch awareness. • Facilitated Transaction Testing for various projects, integration with BMO / TSYS TS2 systems making sure that information is available for the consumer in an easy to understand manner. • Worked in the implementation of two-way communication mobile for Fraud Prevention, Credit Limit Increase and, customer validation of card changes.• Developed new communication strategies using in-app alerts to foster customer engagement and, awareness of promotional campaigns. • Worked on improvements in the BMO Mobile Banking app using human-centric design.

Toronto, Canada Area

• Responsible for the Credit Card Loyalty Program for consumer and corporate clients with more than $40 MM in Travel, Gift Cards, Merchandise, and Cash Rewards fulfilled to members per year.• Controlled the Rewards Liability providing monthly and quarterly KPI’s for executive decision.• Developed new loyalty programs from concept to execution including business cases, strategic documents, presentations, and project plans. • Managed more than 20 different vendors in North America supporting the Diners Club Rewards credit card including Air travel, Merchandise, Gift cards, and Financial Redemptions.• Formulated the product strategy and executed campaigns directed towards both new and existing customers to support revenue growth, manage expense, and maximize profit.

• Implemented unique and personalized credit products to a customers base supply chain of the top 200 in South America• Prepared financial statements, summaries and financial management reports for the entire company with different cost benefit analyses • Developed action plans in response to client needs, and supported and advised project teams

• Increased the total amount of loans by 181% by designing and implementing the `Direct Electronic debit` Card System, the VISA Credit Card Project and the Private Brand Credit Card for a supermarket chain of more than 400,000 clients• Developed financial policies and procedures of the Credit Card Area. Implemented a new charge system and charging policy, resulting in a reduction of 76% of accounting losses and 75% of loan defaults for each given unit of credit.• Leaded the Credit Card department with 6 person team recruited, organized, trained and managed the staff

• Rotated among several areas of the bank, developing specific projects in each one to improve personal loans and control fraud.• Designed procedures specs, work flows and reports;• Developed Operational Manager support and controls;

Education record

Mba, Economic Project Management

Bachelor, Mechanical Engineering