High performing individual seeking to apply my skills in a new career focused more being an individual contributer with a focus on office or administrative support.
Overview
36
36
years of professional experience
Work History
Digital AI Product Owner Manager
WELLS FARGO
Charlotte
01.2020 - 06.2024
Closely collaborated with technology leadership to develop strategy and technical solutions, and enabled my teams with the right tools, processes, and routines to improve speed to market.
21.3M total interactions within the first nine months of production, and now app satisfaction is ranking higher than the Amazon app.
Prioritized and managed product backlog to maximize value and align with stakeholder expectations.
Provided guidance on best practices in Agile software development processes.
Oversaw team resources and allocated assignments.
Identified risks associated with product initiatives and proposed mitigation strategies.
Assessed projects against budgets and timelines, keeping team and assignments on task.
Created and delivered presentations to communicate product strategy and progress to senior management and external partners.
Managed risks and resolved issues that affected product scope, schedule, and quality.
Facilitated communication between engineering teams and stakeholders to ensure clear understanding of product requirements.
Partnered with software development team to design custom applications and trackers to meet client needs.
Mobile Banking Product Owner Manager
WELLS FARGO
Charlotte
02.2018 - 12.2019
Manage a team of seven digital product owners, leading seven scrum teams, focusing on relaunching a completely new native mobile experience in less than a year.
Improved customer satisfaction scores by 35% within the first year of launch.
Facilitated communication between engineering teams and stakeholders to ensure clear understanding of product requirements.
Ensured compliance with regulatory standards related to the product portfolio.
Created and delivered presentations to communicate product strategy and progress to senior management and external partners.
Cultivated business partnerships to build lasting relationships with internal and external parties.
Championed Agile and Scrum methodologies to promote a culture of rapid iteration and feedback.
Digital Manager
WELLS FARGO
Charlotte
08.2014 - 01.2018
Led an agile value stream of eleven Scrum teams, focusing on secure site experience for all product accounts and servicing functionality.
Led the secure site rollout of Agile, pioneering value streams, implementing 3-week releases, and new user story documentation.
Successfully led the implementation of a new device-agnostic platform redesign for 26 million customers.
Collaborated with developmental teams to resolve usability issues and improve website functionality.
Provided technical support for digital initiatives, including troubleshooting issues with website functionality.
Assisted in developing budget plans for all digital projects, ensuring they are within allocated resources and timelines.
Digital Product Manager
WELLS FARGO
Charlotte
10.2011 - 08.2014
Led and completed a 3-month POC focusing on aligning tablet and desktop redesign efforts with customer experience, technology, and product management, finalizing a new design pattern while confirming technical feasibility.
An accessibility lead has been assigned to manage the remediation of over 300 cross-platform accessibility-level defects within six months.
Implemented new processes, ensuring WEB accessibility standards were adhered to in all new platform and design implementations, and documented accordingly.
Successfully implemented Spanish in-language disclosures across all secure and public site platforms in 60 days, including identifying all scope and document translation.
Merger Communications Team Manager
WELLS FARGO
Charlotte
07.2009 - 10.2011
Managed a team of eleven communications managers, utilizing multi-channel communications.
Led the merger communications program, including strategy development, governance, file requirements, and coordination; budget and execution for consumer, wholesale, and small business online services to over 7 million customers over nineteen conversion events.
Partnered with Online Banking product management to develop and implement streamlined enrollment and departure pages, moving customers from wachovia.com to wellsfargo.com.
Created, launched, and maintained an integration micro-site to support multiple state conversions.
Planned and led team meetings to review business results and communicate new and ongoing priorities.
Online Sales Credit & Debit Card Leader
WACHOVIA
Charlotte
06.2008 - 07.2009
Conversion business lead for online credit card servicing and online acquisition of Wells Fargo cards throughout Wachovia.com.
Successfully launched a new college credit card, resulting in 51,045 new college cards being opened online within the first 6 months.
Successfully aligned all debit, credit, rewards, and gift card public space content on Wachovia.com.
Managed and facilitated online sales planning with line-of-business partners, ensuring prioritization for online sales and service initiatives.
Managed budget for department, ensuring all expenses stayed within allocated funds.
Online Services Marketing Team Leader
WACHOVIA
Charlotte
09.2005 - 06.2008
Managed a team of seven marketing managers utilizing multi-channel integration marketing: direct mail, email, online advertising, search, online demos, ATM, statement messaging, merchandising, and employee sales tools.
Oversaw online services marketing, new product launches, mergers, and change communications.
Including strategy development, communication plans, project management, and budget deliverables, while maintaining customer satisfaction levels.
Led strategy and execution for mobile banking marketing partnerships with AT&T and Verizon Wireless.
I spoke at the 2008 Annual Card Forum regarding mobile banking implementation experiences and best practices.
Managed e-bill marketing partnerships with external billers such as Verizon Wireless, AT&T, BellSouth, and Comcast.
Enterprise Online Statements marketing lead for turbocharging retail, small business, brokerage, and dealer services online statement adoption.
Participated in the 2007 Annual CheckFree Conference Marketing Panel, sharing best practices for bill pay and e-bill marketing.
Presented reporting to management, executive leadership, and fielded questions to help refine strategies.
Maintained accurate records of expenses related to marketing initiatives and campaigns.
eMarketing Manager
WACHOVIA/First Union
Charlotte
01.2000 - 09.2005
Served as marketing lead on the following initiatives, which included acting as a key stakeholder in decisions relating to implementation approaches, pooling processes, and overall customer experience: launched a new online bill pay and banking platform and conversion for 4 million customers; transitioned the online services credential issuance process; transformed the online enrollment process from paper to online—a $1.5–2 million annual savings; consumer and small business online services merger communications to over 4 million customers for multiple mergers.
Led the creation and implementation of a new process to streamline questions relating to the online banking sales referral bonus program from the financial center sales force, resulting in a 75% reduction of inquiries.
Oversaw the company's online marketing budget.
Executive Assistant
First Union
10.1998 - 01.2000
Screened phone calls for executives to instantly identify priority clients and filter out spam calls.
Designed PowerPoint presentations for monthly divisional meetings with top-level executives.
Coordinated meeting and work schedules for staff teams and executives.
Scheduled and arranged travel and hotel reservations for meetings, conferences and seminars.
Ordered catering or restaurant delivery to offer food and beverages to meeting and conference attendees.
Executive Assistant
BANK OF AMERICA
Charlotte
08.1997 - 10.1998
Screened phone calls for executives to instantly identify priority clients and filter out spam calls.
Scheduled and arranged travel and hotel reservations for meetings, conferences and seminars.
Ordered catering or restaurant delivery to offer food and beverages to meeting and conference attendees.
Prepared and distributed the eligible and ineligible securities lists to comply with Federal Reserve operating standards for Section 20 companies by researching Bloomberg's new securities deals made daily.
Asst Treasurer / Asst to the Bus. Administrator
LANSING CENTRAL SCHOOL DISTRICT
Lansing
12.1993 - 05.1997
Developed an access database to house all employment information, including salary, teaching certifications, years of service, and much more.
Managed special payrolls for all non-salaried personnel.
Assisted with the preparation of annual budget reports and forecasts.
Assistant Branch Manager
CITIZENS SAVINGS BANK
Cortland
02.1993 - 12.1993
Supervised teller duties including balancing cash drawers and verifying accuracy of transactions.
Reviewed applications against established parameters to determine approval, rejection, or modification requirements.
Maintained a positive relationship with customers by responding promptly to inquiries or complaints.
Collections Team Manager
CITIZENS SAVINGS BANK
Cortland
12.1993 - 02.1993
Ensured compliance with all applicable laws, regulations and company policies related to collections activity.
Negotiated settlements with customers having difficulty meeting their obligations.
Worked closely with legal department when necessary to pursue litigation against delinquent customers.
Generated reports summarizing delinquency trends and other pertinent data points.
Guided employees in handling difficult or complex problems.
Teller
NORSTAR BANK, N.A.
Ithaca
01.1988 - 12.1988
Provided exceptional customer service while accurately processing routine transactions.
Entered customer transactions into computers to record transactions and issue computer-generated receipts.
Education
Some College (No Degree) - Business Administration
Tompkins Cortland Community College
Dryden
Skills
Strong attention to detail
Budget management
Cross-functional collaboration
Strong communication and interpersonal skills
Meeting coordination
Timeline
Digital AI Product Owner Manager
WELLS FARGO
01.2020 - 06.2024
Mobile Banking Product Owner Manager
WELLS FARGO
02.2018 - 12.2019
Digital Manager
WELLS FARGO
08.2014 - 01.2018
Digital Product Manager
WELLS FARGO
10.2011 - 08.2014
Merger Communications Team Manager
WELLS FARGO
07.2009 - 10.2011
Online Sales Credit & Debit Card Leader
WACHOVIA
06.2008 - 07.2009
Online Services Marketing Team Leader
WACHOVIA
09.2005 - 06.2008
eMarketing Manager
WACHOVIA/First Union
01.2000 - 09.2005
Executive Assistant
First Union
10.1998 - 01.2000
Executive Assistant
BANK OF AMERICA
08.1997 - 10.1998
Asst Treasurer / Asst to the Bus. Administrator
LANSING CENTRAL SCHOOL DISTRICT
12.1993 - 05.1997
Collections Team Manager
CITIZENS SAVINGS BANK
12.1993 - 02.1993
Assistant Branch Manager
CITIZENS SAVINGS BANK
02.1993 - 12.1993
Teller
NORSTAR BANK, N.A.
01.1988 - 12.1988
Some College (No Degree) - Business Administration
Tompkins Cortland Community College
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