After more than 30 years working in Financial Services I am at a point in my life where I am looking for something where I am able to make a difference and help others. I have proven problem-solving, product and project management skills; with a strong ability to lead, mentor, coach and influence others through effective relationship management and communication practices.
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Digital Ai Product Owner Manager, Strategy, Digital And InnovationWells Fargo Jan 2020 - Jun 2024Charlotte, North Carolina, United StatesI Managed a team of 11 digital product owners leading 8 to 10 scrum teams to launch a new virtual assistant in less than 14 months. Virtual assistance was first Financial Services AI launched in partnership with Google, led to growth in adoption, enhanced client satisfaction and raised institution’s JD Power ranking from 3rd to 2nd.• Closely collaborated with technology leadership to develop strategy and technical solutions and enabled teams with right tools, processes and routines to improve speed to market.• 21.3M total interactions within first 9 months of production, now app satisfaction is ranking higher than Amazon app. -
Mobile Banking Digital ManagerWells Fargo Apr 2020 - Dec 2021Charlotte, North Carolina, United StatesManaged a team of 7 digital product owners leading 7 scrum teams focusing on relaunching a completely new native mobile experience in less than a year.• Improved customer satisfactions scores by 35% within first year of launching.• Partnered with Program lead to coordinate cross platform dependencies and sequencing of work.• Drove mobile application innovation and revenue growth through new targeted marketing opportunities.• Partnered with technology leadership and program lead to move from monthly releases to 3-week releases. -
Digital Manager, Virtual ChannelsWells Fargo Mar 2017 - Mar 2021Charlotte, North Carolina AreaManaged a team of 8 digital product managers and 11 scrum teams with focus across mobile, tablet and desktop and secure site governance.• Led an agile value stream of 11 scrum teams focusing on secure site experience for all product accounts and servicing functionality. Led secure site rollout of agile within institutions Virtual Channels, pioneering value streams, implementing 3-week releases and new user story documentation.• Successfully implemented customization, enabling customers’ ability to set online banking page preferences. • Continually review and monitor customer feedback from all channels and set strategy across numerous scrum teams. • Successfully led implementation of a new device agnostic platform including complete redesign for 26MM customers.• Partnered with technology leadership and program lead to move from quarterly releases to monthly. -
Digital Product Manager, Digital Channels GroupWells Fargo Oct 2011 - Mar 2017Charlotte, North Carolina AreaLaunched a new tablet redesign that will carry over to desktop. Effort will also consolidate all iPad and Android Tablets app users to one platform supporting responsive design.• Led and completed a 3-month POC focusing on an aligned tablet and desktop redesign effort with customer experience, technology, and product management, finalizing a new design pattern while confirming technical feasibility.• Accessibility Business Proponent assigned to manage remediation of over 300+ cross platform accessibility level defects within 6 months. Implemented a new processes ensuring WEB accessibility standards are adhered to in all new platform and design implementations and documented accordingly. • Successfully implemented Spanish in-language disclosures across all secure and public site platforms in 60 days, including identifying all scope and document translation. -
Internet Services Group – Merger Communications Program Team ManagerWells Fargo Jul 2009 - Oct 2011Charlotte, North Carolina, United StatesManaged a team of 11 communications managers utilizing multi-channel communications.• Led merger communications program including strategy development, governance, file requirements and coordination; budget and execution for consumer, wholesale and small business online services to over 7 million customers. • 31.64% unique open rate, over double 2009 Wachovia average of 15.8%. • 14.01% of customers click on online messaging (CTR significantly above service-related average of 3.58% CTR).• Successfully completed communications, data management and reporting for 19 conversion events.• Partnered with Online Banking product management to develop and implement Streamlined Enrollment and Departure pages moving customers from wachovia.com to wellsfargo.com.• Created, launched, and maintained an integration micro-site to support multiple state conversions. -
Online Sales Credit & Debit Card LeaderWachovia Corp Jun 2008 - Jul 2009Charlotte, North Carolina, United States• Conversion business lead for the online credit card servicing and online acquisition of Wells Fargo cards throughout wachovia.com.• Successfully launched a new College Credit card resulting in 51,045 new college cards being opened online within the first 6 months.• Successfully aligned all debit, credit, rewards, and gift card public space content on wachovia.com. • Managed and facilitated online sales planning with line of business partners ensuring prioritization for online sales and service initiatives. -
Marketing -Online Services Marketing LeaderWachovia Corp Jan 2000 - Jun 2008Charlotte, North Carolina, United States• Served as eMarketing lead on the following initiatives which included acting as a key stakeholder in decisions relating to implementation approaches, pooling process, and overall customer experience: Supported the launch of a new online bill pay and banking platform and conversion for 4+ million customers. Transitioned the online services credential issuance process. Led the transformation of the online enrollment process from paper to online- a $1.5-2MM annual savings. Managed consumer and small business online services merger communications to 4+ million customers for multiple mergers. • Led the creation and implementation of a new process to streamline questions relating to the online banking sales referral bonus program from financial center sales force resulting in a 75% reduction of inquiries. Participated in 2007 Annual CheckFree Conference Marketing Panel, sharing best practices for bill pay and ebill marketing. -
Executive Assistant To Sr. Vice President Online MarketingFirst Union Oct 1998 - Jan 2000• Maintained employee sales referral bonus program and fielded sales incentive-related calls from internal sales force. • Gathered and prepared marketing and competitor’s research for presentations • Developed and managed fulfillment of financial management software requests from customers for upgrades and conversions • Daily management of co-marketing partnership with MindSpring -
Executive Assistant To Chief Compliance OfficerBank Of America Aug 1997 - Oct 1998• Prepared and distributed the eligible and ineligible securities lists to comply with Federal Reserve operating standards for Section 20 companies by researching through Bloomberg new securities deals made daily. -
Business Office - Deputy To The TreasurerLansing Central School District Dec 1993 - May 1997• Developed an access database to house all employment information including salary, teaching certifications, years of services and much more. Resulted in moving all employment records from paper to online.• Managed special payroll for all non-salaried personnel.
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Financial Center - Assistant Branch ManagerCitizens Savings Bank Feb 1993 - Dec 1993
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Collections Team ManagerCitizens Savings Bank Dec 1988 - Feb 1993
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