Travis T. Email & Phone Number

St Louis, Missouri, United States

• Strategize, design, and implement process improvement by transforming processes and procedures, leveraging in-depth business strategies, and leading large-scale initiatives to optimize branch infrastructure operations.
• Spearhead a cross-functional team to streamline the onboarding process, reducing processing time by 10 mins.
• Collaborated with product and compliance teams to develop and launch a new banking product, enhancing client experience and driving cross-selling opportunities between brokerage and bank lines.
• Lead monthly steering committee meetings, presentation data-driven recommendations and influencing key stakeholder's decisions.
• Utilize Tableau to analyze adoption to digital products, uncovering key insights and creating reports to target branches that is below the national average.
• Partner with leadership to transform branch operations, achieving a 15% reduction in processing time.

• Led communications, organizational structure changes, and program management for the director of field Support, impacting 5, 000 Client Associates and 1, 000 Branch Associates nationwide.
• Advised senior management on business solutions regarding staffing support, performance strategies, and key initiatives.
• Analyzed survey data, identified regional performance gaps, and developed recommendations for managers to address issues.
• Collaborated with cross-functional team to identify operational inefficiencies in the account maintenance process, increasing accuracy by 30%.
• Crafted strategic communication materials, including executive presentations, reports, and change management plans to support organizational alignments, and targeting process improvement initiatives.
• Drove the accountability for streamlining the notary approval process, reducing risk exposure by 20% and increased operational efficiency by 10%.

St Louis, Missouri, United States

• Drove efficiency gains through system enhancements and process improvements, while overseeing department budget, training, and a geographically diverse team.
• Oversaw financial planning providing an in depth look for Finance, decreasing department overhead by 20%.
• Participated in cross-functional team to improve money movement capabilities, eliminating manual intervention.
• Partnered with HR to create Operations Talent and Onboarding program, training over 200 new associates on systems; setup shadowing of operational departments; and established a career coach for the first two years.
• Reduced processing time by 30% by leveraging automation; shaving 7 minutes off the average 12-minute process for recharacterizing misallocated funds.
• Solved Operational inefficiencies by analyzing data, presenting findings to stakeholders, and securing automation, resulting in a 99% error reduction in asset movement.

St Louis, Missouri, United States

• Managed offshore resources to ensure processing Service Level Agreements were met. Served as department business SME to IT regarding process improvement/system enhancement projects for brokerage operations.
• Applied strong analytical skills and critical thinking to enhance the manual IRA Recharacterization process. Automated process resulting a 30% time saving.
• Implemented Business Continuity Planning transitioning jobs offshore without interruption to business, saving the company 1.5M.
• Managed offshore resources regarding IRA processing.
• Played a pivotal role in identifying workflow issues and business requirements needed to automate, streamline, and improve time-intensive processes.
• Prioritized multiple tasks within the department to drive consistency and similarities amongst teams.

St Louis, Missouri, United States

• Handle critical production or escalation issues.
• Acted as liaison to other internal departments, including technology groups and external sources.
• Provided department level reporting using multiple sources; Created and/or maintain databases.
• Define user requirements and contributed to production and workflow improvements; and created/revise departmental procedures.
• Lead and participated in department projects.
• Addressed compliance and corporate governance issues for the department.