Summary
Overview
Work History
Education
Skills
Timeline
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Lipi Jena

Charlotte,NC

Summary

Performance driven professional with 18 years' experience in banking product management, project delivery, with sound knowledge about banking customer journey starting from Customer Onboarding,services ,payments to Customer exit. Proven track record to create strategies and meticulously executing strategies to result.

Overview

20
20
years of professional experience

Work History

VP Agile Feature Lead/Financial Center Technology

Bank Of America
11.2017 - Current
    • Onboarded 2.5 Million business customer to Digital Wallet to help client pay online using virtual cards.
    • Implemented customer search engine for banking and contact center channel which helps serve 3 million customers /month
    • Delivered capabilities like customer identification ,onboard, digital account opening, maintenance, account closure,Fund transfer for making next-gen financial center for providing self-service platform to customers to improve client experience,eliminate manual process,minimize operational risk,free associates capacity there by significantly reducing manual people process and saving 1.3 million /year.
    • Digitization of FTRA and RTR in wire transfer.
    • Implemented associate and transaction monitoring solutions for account opening and fulfillments to identify and track anomalous behavior in regard to associate visibility of NPI there by minimizing risk.
    • Complied with established internal controls and policies.
    • Managed audit issue to mitigate risk by collaborating with various compliance,risk legal and audit partners.
    • Creating product road maps ,prioritize and maintain backlogs
    • Facilitate Programe increment, grooming sessions, sprint planning, retrospectives, sprint demo
    • Report generation and presentation to senior leadership
    • Interviewed, hired and trained employees .
    • Oversaw financial center product deployments from vision and creation to rollout and delivery.
    • Collaborated with project owners and team members to set ambitious but achievable goals.
    • Produced reports each sprint, updating customers and senior leaders on progress and roadblocks.
    • Prioritized roadmap in order to achieve product goals and metrics.
    • Documented user stories, specifications and product features into detailed work order to communicate across teams and build mandatory requirements.
    • Monitored market trends and competitor performance and analyzed gaps to update promotional strategies and maximize sales.

VP Service Delivery Consultant

Bank Of America
05.2013 - 10.2017
    • Managed region based rollout of ATM/ATA product which is industry first ATM machine that supported key transactions that are done by tellers.
    • Facilitate requirement gathering session,come up with testing ,Project risk identification ,issue prioritization .
    • Managed production issues,defect trend analysis to prevent recurring issues root cause analysis,application resiliency and performance for ATA/VTM.
    • Implemented fraud mitigation initiative to make ATM and ATA less fraud prone from skimming devices, online fraud detection solution that reduced check deposit fraud to almost 40%.
    • Vendor management-Acted as liaison between ATM vendor and bank of america project team
    • Deployed monitoring dashboard to track overall performance of ATM/FC implementations.
    • Developed project management roadmap to define project objectives, timelines and milestones.
    • Organized and detail-oriented with strong work ethic

VP Team Manager-RDS Data Services Team

Bank Of America
11.2010 - 05.2013
    • Managed data Sourcing/migration efforts for multiple large bank merger such as : Bank data merger of deposit banks, Mortgage leader Country Wide, large Credit card and Brokerage data.
    • Analyzed Data and prepared design documents for data migration efforts and channel/services roll outs
    • Managed delivery of customer data hub creation and account hub creation effort which was holding all account products and was servicing 80+ channel applications.
    • Led business requirement document creation efforts.
    • Led Data Quality identification, reporting and synch bridge creation effort with 40+ different banking data applications
    • Led multiple AML KYC projects, providing subject matter expertise of customer data and creating platform or detecting KYC data anomalies, in addition to correction.
    • Managed large cross geography team 30+ team members.
    • Administered reviews to direct reports and set clear and measurable goals, action plans and follow-up procedures.
    • Team management ,forecasting estimation tracking,staffing.

Senior Business Analyst

TCSL
06.2004 - 10.2010
    • Leading design discussion and preparation of high level design document , preparation of business use case
    • Conducting requirement gathering session with project team
    • Performed product demo ,supporting production deployments

Education

Bachelor of Computer Science - Bachelor of Computer Science And Engineering

Utkal University
India

Skills

    • Certified Scrum master/Product owner
    • Agile SAFE certified
    • Cross functional team management
    • Subject matter expert of Customer/Account Data, KYC, Customer Due Diligence(CDD), AML Transaction
    • Customer Onboarding ,products,services
    • Sound knowledge about Digital wallet payment,ACH,
    • Wires (SWIFT, CHIP, FED), RTP
    • network
    • Led several large-scale regulatory mitigations ie consent order projects
      • Experienced in managing banking projects,managed projects with $21Mbudget
      • Quality Control,KPI metrics tracking
      • User experience design
      • Ms suits,JIRA,RALLY,PPRT,Nexus,Tableau
      • Product and market gap analysis
      • Stakeholder management

Timeline

VP Agile Feature Lead/Financial Center Technology

Bank Of America
11.2017 - Current

VP Service Delivery Consultant

Bank Of America
05.2013 - 10.2017

VP Team Manager-RDS Data Services Team

Bank Of America
11.2010 - 05.2013

Senior Business Analyst

TCSL
06.2004 - 10.2010

Bachelor of Computer Science - Bachelor of Computer Science And Engineering

Utkal University

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Lipi Jena