Wes Walton, Ctp Email & Phone Number

Seattle, Wa, Us

Spokane, Washington, United States

Spokane, Washington, United States

Tukwila, Wa

Serve as the product manager of the business product portfolio at BECU including deposit products, credit products, and cash management solutions. Additionally, responsible for setting the strategy for business banking at BECU. Responsibilities also include maintaining a robust development roadmap, building new business solutions including a new business online banking platform, developing and launching a suite of cash management and digital payment solutions designed to make managing money easier for business members. Serve as a project manager in an agile environment, including leading a team of analysts and developers, writing user stories, building a project plan for both technical and organizational readiness for projects that maintain and enhance BECU’s business banking capabilities. Write and provide training for internal support and sales teams as well as promotional and informational documentation for members including FAQs, user guides, and product information for new and existing services. Create, run, and analyze scheduled or ad-hoc reports and metrics to inform project decisions and track product success. Provide a high level of expertise on business banking, payments, and digital solutions and serve as SME and internal top-tier support on all business banking and business compliance topics.Key Accomplishments:• Launched cash management services at BECU designed to make it easier for business members to manage their business finances• Instrumental in the project to build a new business online banking platform at BECU• Developed a business member assistance program designed to help business members navigate the COVID-19 crisis

Responsibilities include serving as a product manager for Umpqua's consumer digital product set, focusing mainly on originations and payments. Also serving as project manager and participating in multiple project activities in an agile environment, building a project plan for both technical and organizational readiness, creating and tracking project tasks, identifying and addressing potential issues and risks, testing and validating new and existing systems and products end-to-end, and analyzing system requirements as part of the bank’s online and digital product team. Work closely with other departments to train internal support teams and provide information to customers. Create and maintain documentation, FAQs, user guides, and product information for new and existing digital products. Create, run, and analyze scheduled or ad-hoc reports to inform project decisions and track product success. Provide a high level of expertise around assigned product and projects and serve as SME and internal top-tier support for designated products.Key Accomplishments:• Successfully launched a new online account origination service for the bank, generating over $6MM in new deposits within the first 6 months.

Greater Seattle Area

Responsibilities include serving as product manager for a new suite of treasury management products for business customers of the bank called Retail Business Solutions which includes developing, implementing, pricing, and providing training on those products as well as managing the vendors providing those services. Also serving as project manager and participating in multiple project activities in an agile environment, building a project plan for both technical and organizational readiness, creating and tracking project tasks, identifying and addressing potential issues and risks, testing and validating new and existing systems and products end-to-end, and analyzing system requirements as part of the bank’s online and digital product team. Work closely with other departments to train internal support teams and provide information to customers. Create and maintain documentation, FAQs, user guides, and product information for new and existing digital products. Create, run, and analyze scheduled or ad-hoc reports to inform project decisions and track product success. Provide a high level of expertise around assigned product and projects and serve as SME and internal top-tier support for designated products.Key Accomplishments:• Successfully created a new suite of basic treasury management products, including online banking, ACH, and wires for our business banking customers.• Project lead on the successful implementation of a new payroll service for business customers.• Integral team member on the integration of two banks of roughly $10 billion in assets into the largest community bank on the west coast.

Seattle, Washington

Responsibilities include developing new business and consumer digital products for the bank, leading and participating in multiple project activities in an agile environment, building a project plan for both technical and organizational readiness, creating and tracking project tasks, identifying and addressing potential issues and risks, testing and validating new and existing systems and products end-to-end, and analyzing system requirements as part of the bank’s online and digital product team. Work closely with other departments to train internal support teams and provide information to customers. Create and maintain documentation, FAQs, user guides, and product information for new and existing digital products. Create, run, and analyze scheduled or ad-hoc reports to inform project decisions and track product success. Provide a high level of expertise around assigned product and projects and serve as SME and internal top-tier support for designated products.Key Accomplishments:• Lead on the successful implementation of a new suite of mobile banking products, including mobile deposit, for both consumer and business customers.• Project lead on the successful implementation of a new payroll service for business customers.• Integral team member on several successful customer conversions relating to acquisition and divestiture activities.

Greater Seattle Area

Provided quality sales support and assistance to assigned sales consultants and their respective internal and external customers. Performed pro forma pricing analysis and cost/benefit analysis for both prospective and current customers. Served as a liaison between customers and all business line partners and departments. Provided training on treasury management products with Retail and Commercial bankers as well as their customers. In this role, I also worked with the Corporate Product Management department on the development and testing of a new business online banking platform for the bank and provided training on that platform for bankers and bank customers.Key Accomplishments:Received Sapphire Award for service excellence and “going above and beyond” in 2012.Worked with Sterling University to create a training program for a pilot program called “Small Business Solutions.”

Founding member of the treasury management sales team for small business at Washington Mutual. Collaborated with premier business clients and relationship managers across the nation to assess individual financial situations and develop strategic treasury solutions to fit their needs. Led training for all business bankers and managers on the cash management options offered at the bank. Drove sales and deposit growth by holding monthly conference calls with area managers and their teams. Worked with executives at the bank to develop policies and procedures to help build and maintain the newly created department. Constantly sought ways to streamline our sales process and identified gaps in product information and development to eliminate errors and improve customer satisfaction.Key Accomplishments:Consistently exceeded all sales goals and brought in over $70MM in new deposits to the bank.Developed a pro forma analysis template for use in sales presentations and reports to help monitor sales.Worked directly with WaMu training staff to develop a comprehensive TMS training program for the bank.

Prospected the area surrounding my assigned banking center for new small business customers up to $20MM in annual revenue. Responsible for managing the banking center’s small business client portfolio. Cross-sold treasury management, merchant services and other business products to help retain business, grow deposits and increase fee income. Key Accomplishment:Named “South Sound Top Seller” every quarter for having the best sales results in my market.

Opened and serviced all consumer and small business deposit products. Drove both new consumer and business account sales through the “Bank of America at Work” program. Excelled at cross-selling investment and credit products. Demonstrated great knowledge of credit and lending procedures for both business and consumer clients.Key Accomplishments:“South Sound Top Seller” recipient every quarter.Received Bank of America “Award of Excellence” for being in the top 1% of all sales associates in the nation.

Served in the banking center as both a sales and operations specialist. Opened new consumer and business deposit accounts as well as lines of credit. Performed daily opening and closing procedures for the banking center. Responsible for all cash and supply ordering, ATM maintenance, vault audits and periodical teller audits. Achieved higher customer satisfaction and sales referral results from the teller line through coaching and leadership.Key Accomplishment:Consistently exceeded customer service, operations, and sales goals.

Education record

Education record

Bachelor Of Arts - Ba