Sherry Chen

Sherry Chen Email and Phone Number

Team Lead, Sales Application and Analytics @ Scotiabank
Toronto, ON, CA
Sherry Chen's Location
Greater Toronto Area, Canada, Canada
Sherry Chen's Contact Details

Sherry Chen personal email

n/a
About Sherry Chen

• The biggest achievement is the implementation of the first-ever BI platform (SBP 360) for the entire Small Business sales force. • Best of the best winner of Scotiabank Canadian banking in 2020; Best of the Best - 2023 Top Team• 5+ years’ experience of BI and analytics tools, such as Tableau, Power BI, SAS, SQL, R, Python, etc.• Taking on multiple roles outside of what a traditional Analytics Manager would do, including video production, graphic design, branding, and end-users training.

Sherry Chen's Current Company Details
Scotiabank

Scotiabank

View
Team Lead, Sales Application and Analytics
Toronto, ON, CA
Website:
scotiabank.com
Employees:
95207
Sherry Chen Work Experience Details
  • Scotiabank
    Team Lead, Sales Application And Analytics
    Scotiabank
    Toronto, On, Ca
  • Scotiabank
    Team Lead, Sales Application & Analytics
    Scotiabank Nov 2024 - Present
    Toronto, Ontario, Canada
  • Scotiabank
    Manager Business Intelligence, Gtb And Business Banking
    Scotiabank May 2022 - Nov 2024
    Toronto, Ontario, Canada
    • Spearheaded the development of an integrated BI platform (Customer 360) that delivers targeted analytics to Global Transaction Banking shareholders (15+ teams, 300+ users), facilitating strategic planning, customer portfolio management, pipeline optimization, leads generation, and cost efficiency. • Developed and managed data models in the BI platform to deliver real-time analytics, reducing operational risks by upgrading a 4-day reporting system to real-time response for high-risk money transfers and critical wire transactions.• Created business intelligence strategies for cross-border wire transactions, incorporating report automation and completing 20+ analytics initiatives, which provided client behavioral insights to identify revenue opportunities and mitigate risks.• Collaborated with operations teams to develop executive-level KPIs and scorecard dashboards for wire repair rates, informing coaching strategies that led to a 5% reduction in manual repair rates.• Managed the Global Transaction Banking customers data infrastructure, standardizing the data quality process, and conducting monitoring reports to ensure data accuracy, and meet stakeholder data requests.• Led the data infrastructure migration project, ensuring a seamless data transition to Google Cloud Platform, and automating MIS reporting through Google Composer and Big Query for enhanced operational efficiency.
  • Scotiabank
    Manager, Portfolio Analytics
    Scotiabank Sep 2018 - May 2022
    Toronto, Ontario, Canada
    • Took complete ownership of the end-to-end process of developing and implementing SBP 360. It reduced 90% of time and effort for the sales force to understand customer needs, control risks and find prospects. Successfully onboarded 2000+ users and the total views of the report rank 1st (out of 19000 reports) in the bank since 2018.• Consistently improved data infrastructure to improve the user experience of SBP 360. Collaborated with Microsoft teams to build a new SQL database, optimize the data model, and boost the launch of Chrome for the sales force. This improved the platform performance by 500%.• Constantly enriched SBP 360 by working with different business lines (GBP, Insurance, Compliance, etc.) to integrate more data sources, and commutating with end users through multiple channels to collect feedback. Completed 50+ enhancements per year.• Worked with Specialty Business Banking, Virtual Advice team (VAT), and Agriculture Specialists to customize SBP 360 platforms with targeted campaigns. E.g. Provided cash management leads to VAT which has a 20% successful rate (compared to a bank average of 2%) • Developed training and communication strategies to increase user adoption and engagement for SBP 360. Presented hundreds of demos through GTB calls, Toronto SBA conference, national BM conference, and branch visits. • Reduced regulatory risks for Small Business by delivering compliance management dashboards, including qualified requirements for clients to enroll Canada Emergency Business Account (CEBA) program throughout the pandemic.• Fully controlled the User Role Level Security in SBP 360 to protect customer information. Collaborated with both IT and SalesBuilder teams to ensure the real-time and consistency of user access.
  • Scotiabank
    Small Business Analyst Co-Op
    Scotiabank Jan 2018 - Aug 2018
    Toronto, Canada Area
    • Designed and developed a portfolio management tool using Power BI for the executive leadership team and product managers within Small Business to drive key strategies for the Business banking deposit products.• Used advanced analytics techniques in SAS and R to determine Scotiabank’s retail customers with a Small Business Banking relationship at other Financial Institution. This led to the development and deployment of a successful hidden prospects campaign with a success rate of 80%.• Automated 30% of reports generated monthly for the executives, thus saving time and effort for the Analytics team.
  • Amazon Web Services
    Sales Operations Intern
    Amazon Web Services Apr 2016 - Jun 2016
    Beijing City, China
    • Improved customer satisfaction and reduced customer waiting time by communicating with both customers and supervisor to solve problems.• Enhanced operation efficiency by using technical skills to integrate, upload the status of operational progress and solved any problems that may have occurred during the progress.• Utilized exemplary organizational skills to manage multiple projects in a short period of time, increasing overall efficiency.• Enhanced application volumes by actively discovering new platform for the job posting. This resulted in an average increase of 30 applications every day.

Sherry Chen Education Details

Frequently Asked Questions about Sherry Chen

What company does Sherry Chen work for?

Sherry Chen works for Scotiabank

What is Sherry Chen's role at the current company?

Sherry Chen's current role is Team Lead, Sales Application and Analytics.

What is Sherry Chen's email address?

Sherry Chen's email address is yu****@****ank.com

What schools did Sherry Chen attend?

Sherry Chen attended Brock University, Capital University Of Economics And Business.

Who are Sherry Chen's colleagues?

Sherry Chen's colleagues are Dany Aybar Vicioso, Julio Alejandro Zamora Rodriguez, Linda Cichon, Pedro Aguado, Nathalia Chicuasuque Lemus, Tomas Avila, Roberto Garza Cantu.

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