Looking for a leadership opportunity to grow and retain customer base and to digitally transform processes in the finance sector.
Domain Expertise: Deep understanding of retail, wealth, commercial, investment, etc. financial instruments. Subject matter expert on customer, product, services, account, contract, legal entities, securities, NAICS, SOC, etc. datasets.
Data Privacy and Regulations: Familiarity with PII and PCI data and regulatory frameworks / bodies such as BSA, AML, DFA, CFPB, OCC, FINRA, FDIC, FRB, etc.
Operationalizing Programs: Proven ability in breaking down operational silos, aligning technology landscape with CxO roadmaps, developing technology prototypes, fostering change management.
Increased Customer base by adding 10K customers for the retail deposits & everyday banking portfolios through data-driven campaigns in US and Canadian markets.
Reduced reliance on external vendors such as FIS and FISERV by building enterprise platforms generating a savings of $60K in vendor consulting costs per engagement.
Improved customer experience by aligning product definition and hierarchy between marketing & product systems, onboarding and servicing systems, to provide consistent definition of retail and wealth products across the Bank.
Managed data evidence program for sales effectiveness and product & service governance OCC regulations.
Reduced marketing costs by 35% by streamlining outbound communication by uniquely identifying households in prospect/customer data in CRM.Â
Improved call center efficiency for a collections company by providing near real time and historical recovery metrics.
Setup CIP-customer information platform for KYC-know your customer processes as a part of AML efforts.