Werner Pauliks Email & Phone Number

New York, United States

• Collaborated regularly with large, multi-faceted accounts to design solutions and strategies for digesting regulatory information; Primary CSM for 21 accounts consisting of 152 data users; Achieved a deep understanding of the client’s challenges and focused on the Client’s needs and becoming a true partner.• Managed day-to-day relationships and coordinated activities between marketing, sales, sourcing including webinars, newsletters, and other creative and bold ideas.• Focused on the… Show more • Collaborated regularly with large, multi-faceted accounts to design solutions and strategies for digesting regulatory information; Primary CSM for 21 accounts consisting of 152 data users; Achieved a deep understanding of the client’s challenges and focused on the Client’s needs and becoming a true partner.• Managed day-to-day relationships and coordinated activities between marketing, sales, sourcing including webinars, newsletters, and other creative and bold ideas.• Focused on the customer experience working to ensure successful renewals and expansion of usage; Provided timely response and resolution to all client inquiries and issues; successfully onboarded clients and provided frequent trainings and touchpoints resulting in more client satisfaction and loyalty.• Developed and implemented client focused company initiatives in coordination with others to ensure the commitment to our customers; Analyzed and reported on user statistics to better understand use cases and our client’s experience. Worked to implement user statistics to present customer health to leadership team.• Successfully articulated client feedback, trends and necessary product improvements to development team and stakeholders Show less

New York, Ny

New York, Ny

• Managed the IHC’s funding cost forecasting model for the Comprehensive Capital Analysis and Review (CCAR) stress test; analyzed results and facilitated sensitivity analysis; identified problems and worked with stakeholders to resolve; communicated with risk committees, auditors, regulators, and senior mgmt regarding model results and impact; evaluated model assumptions and weaknesses; developed internal controls; and prepared documentation on overlays, processes & procedures, methodology &… Show more • Managed the IHC’s funding cost forecasting model for the Comprehensive Capital Analysis and Review (CCAR) stress test; analyzed results and facilitated sensitivity analysis; identified problems and worked with stakeholders to resolve; communicated with risk committees, auditors, regulators, and senior mgmt regarding model results and impact; evaluated model assumptions and weaknesses; developed internal controls; and prepared documentation on overlays, processes & procedures, methodology & results, and management judgments. • Expedited the issuance of U.S. inter-company guarantees by providing capital impact analysis to senior mgmt; assisted in drafting legal documentation; facilitated the approval process through five levels of mgmt; and instructed group finance and product control on bookings.• Coordinated the re-routing of USD 40bn of funding from CS AG parent through the IHC in an effort to reduce FINMA inter-company large exposure by over USD 20bn; Performed analysis and research engaging groups including Risk, Corp. Secretary, Group Finance, Basel Reporting, and Tax; instructed Cash Mgmt, Money Market Operations, and Money Market trading desk on bookings. • Oversaw and resolved issues with intercompany lending and ensured compliance with internal policies and local branch regulatory requirements; led investigations and implemented solutions including intercompany re-balancing; teamed up with legal to draft loan agreements; and provided guidance on Regulation W lending, NYB lending limits, FINMA Large Exposure usage, and Indirect Financing rules.• Identified excess capital in US subsidiaries and developed repatriation plans to improve CS Parent capitalization partnering with Group Finance, Corp. Secretary, Cash Mgmt, Operations, and Tax.• Coordinated over USD 20bn in debt to equity conversion of the IHC to fulfill risk-based capital rules collaborating with New Business, Liquidity, Group Finance, Operations, Risk, Legal, Tax, and Corp. Secretary. Show less

• Acquired, authenticated and organized performance data for weekly, monthly, and quarterly research publications pertaining to Non-Agency Residential Mortgage Backed Securities (RMBS), Asset-Backed Securities (ABS) such as Autos, Credit Cards, Home Equity, Equipment, and Student Loans.• Generated and distributed daily, weekly, monthly and quarterly reports to internal and external clients.• Interfaced with traders to collect timely market data for ongoing research• Designed… Show more • Acquired, authenticated and organized performance data for weekly, monthly, and quarterly research publications pertaining to Non-Agency Residential Mortgage Backed Securities (RMBS), Asset-Backed Securities (ABS) such as Autos, Credit Cards, Home Equity, Equipment, and Student Loans.• Generated and distributed daily, weekly, monthly and quarterly reports to internal and external clients.• Interfaced with traders to collect timely market data for ongoing research• Designed, developed and maintained reporting tools and databases to assist analysts in interpreting performance metrics.• Maintained and developed ABS Issuance database and reported pricing details to internal and external clients.• Supervised and implemented outsourcing staff initiatives. Show less

• Developed and implemented outbound referral tracking process that allowed senior management to gather, analyze and report on outbound referrals from the Private Bank to Premier, Middle-Market Banking, Small Business, BAI, and Consumer Lines of Business.• Designed and developed a lead generation customer referral form and database allowing Private Bank Private Client Advisors to obtain and track leads from existing clients.• Oversaw lead generation tracking database allowing senior… Show more • Developed and implemented outbound referral tracking process that allowed senior management to gather, analyze and report on outbound referrals from the Private Bank to Premier, Middle-Market Banking, Small Business, BAI, and Consumer Lines of Business.• Designed and developed a lead generation customer referral form and database allowing Private Bank Private Client Advisors to obtain and track leads from existing clients.• Oversaw lead generation tracking database allowing senior management to analyze and report on leads received from current initiatives.• Distributed rewards and maintained formal and informal recognition database for over 180 associates.• Assisted in the preparation of extensive presentations on Client Acquisition business strategy and referral partnership programs between the Private Bank and Premier, Middle-Market Banking, Small Business, BAI, and Consumer Lines of Business. • Initiated internal transfers within the organization changing cost centers, job codes, hierarchies, titles, and miscellaneous personnel related tasks. Show less

• Researched/monitored leases, acted as liaison between property managers, landlords and eighteen (18) regional offices regarding lease payments, taxes, inquiries, approvals, notices, and other lease-related issues.• Organized and maintained all seller insurance data, and corresponded daily with brokers, clients, art departments, and the insurance team.• Spearheaded the facilities property repair system in collaboration with carpenters, vendors, departments, and risk management… Show more • Researched/monitored leases, acted as liaison between property managers, landlords and eighteen (18) regional offices regarding lease payments, taxes, inquiries, approvals, notices, and other lease-related issues.• Organized and maintained all seller insurance data, and corresponded daily with brokers, clients, art departments, and the insurance team.• Spearheaded the facilities property repair system in collaboration with carpenters, vendors, departments, and risk management teams.• Initiated purchase order numbers, processed invoices, reported on budgets, and maintained the operating plans for security and risk management departments.• Utilized SAP to report on over $3 Million dollars in capital costs for North America.• Prepared data for presentations, general ledger reports, cost comparisons, options, expense evaluations, company announcements, and management proposals. Show less

• Facilitated clearance of air and ocean import shipments through ABI• Interfaced with piers, steamship lines, airlines, trucking companies, Customs, FDA, and internal departments to help expedite the transportation of medical supplies, devices, laboratory instruments, antibodies, reagents and diagnostic products.• Processed international freight bills and freight claims