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Yyyyyy x. yyyyyy

- 1724 Berkeley Ave.Ÿ Xxxxxx, XXXXXX xxxxxx ( (xxx-xxx-xxxx *


Mxxxxxxketing Portfolio Management (Financial Services)


Qualifications Profile


    Highly self-motivated and results-driven management professional with more than 16 yexxxxxxs providing high-performance mxxxxxxketing & sales, account management, customer service, product development, and operations support in the banking and financial services industry.

    Detail-oriented without losing sight of the big picture, analytical and methodical with critical thinking to strategize solutions in addressing work issues even under stressful work conditions.

    Well-organized with multitasking and prioritization skills that optimize resources to achieve outstanding results from concurrent engagements.

    Decisive leadership, strong people management, and exceptional interpersonal communication skills that inspire confidence while forging teamwork synergies with colleagues and subordinates across diverse ethnicities and demographics.


Key Expertise

Mxxxxxxketing & Sales (Trad. & Online)

    Business Development

    Commercial/Retail Banking Sales Management

    Product Development

    Product Lifecycle Management (PLM)

    Product Branding & Positioning

    Mxxxxxxketing Communications Support

    Multiple Account Management

    B2B/B2C Sales Management

    Customer Service Management

    Relationship Management (Customers, Stakeholders, Employees, Suppliers, & the Public)

    Customer Loyalty/Retention Management

Business Management

    Strategic Planning & Execution

    Service Quality Management

    Process/Workflow Improvement

    Cross-functional Inter-Office Coordination

    Negotiations & Diplomacy

    Policies & Regulatory Compliance

    Concurrent Full-Cycle Program/Project Management

    Program Evaluation and Review

    Staff Motivation & Development

Financial Management

    Banking Services Portfolio Management

    Profitability Management

    Fiscal & Budget Management

    Financial Risk Management


Professional Experience


First Data Inc. Ÿ Xxxxxxville, XXXXXX

Director, Prepaid Programs (Closed Loop) Aug 2013 Present

    Serve as primxxxxxxy liaison between First Data and Wal-Mxxxxxxt in developing and mxxxxxxketing the Gift Cxxxxxxd Prepaid program across 14 countries.

    Manage the implementation of the Wal-Mxxxxxxt Closed Loop contract and compliance with SLA requirements

    Manage and supervise 5 direct reports in providing client service, mxxxxxxketing and creative services, project management, cxxxxxxd production, and analytics.

    Provide strategic direction in business prioritization, compliance, P&L management, and sales goal fulfillment for all closed loop products.

    Oversee production of quxxxxxxterly business reviews and recommendations on program growth such as new service features, merchandising, and promotional opportunities within the closed loop program.

    Lead in integrating Wal-Mxxxxxxt and Frist Data cross-functional teams to deliver new business in health cxxxxxxe, restricted gift cxxxxxxds, and B2B Wal-Mxxxxxxt China gift cxxxxxxd services

    Ensure compliance with client specification, focusing on technical features of prepaid platforms to guxxxxxxantee high performance.

Director, Prepaid Programs (Open Loop) Jun 2009 Aug 2013

    Launched and Led account management support for the new US Wal-Mxxxxxxt Associate Pay Debit Cxxxxxxd and the Wal-Mxxxxxxt Puerto Rico MoneyCxxxxxxd program (GPR). Led the implementation of the Wal-Mxxxxxxt Open Loop contract and SLA requirements

    Executed and managed product development and project paths for all service features of the Pay Debit Cxxxxxxd program (i.e. checking account functionality, debit cxxxxxxd, checks, pay stubs, and customer service touch points).

    Ensured program growth through managed acquisition and lifecycle mxxxxxxketing programs.

    Led cross-functional group sessions in solving issues and planning to ensure successful program implementation and seamless execution.






Yyyyyy x. yyyyyy

- 1724 Berkeley Ave.Ÿ Xxxxxx, XXXXXX xxxxxx ( (xxx-xxx-xxxx *


Professional Experience (continued)


Washington Mutual Bank Cxxxxxxd Services Ÿ San Francisco, CA

VP, Mxxxxxxketing Services Business Relationship Manager Jan 2008 Feb 2009

    Managed multiple concurrent projects with lxxxxxxge resource commitments and business impact (i.e. fee based products in-branch billing ($6M annual incremental revenue) & Threshold Billing ($10M incremental annual revenue).

    Prioritized and managed projects ensuring effective team cohesiveness in executing product development strategies, credit pricing, and several product lines within Cxxxxxxd Services (i.e. enhancement services (fee based products).

    Provided strategic planning and direction for the 2009 mxxxxxxketing plans with Lines of Business (development of Mxxxxxxketing IT resources/budget & mxxxxxxketing program planning) and served as mxxxxxxketing advisor.

    Developed and mentored junior management (project managers & line of business mxxxxxxketing managers) on effective project management, stakeholder engagement, and solution development.


Capital One Bank Ÿ Dallas, TX

Sr. Mxxxxxxketing Manager, Product Development Jun 2006 Jan 2008

    Led mxxxxxxketing of B2B products, providing full-cycle project management of mxxxxxxketing campaigns using multiple communication channels.

    Served as a mxxxxxxketing/advertising consultant to the Capital One Merchant Services senior managers, overseeing all mxxxxxxketing initiatives in payment processing, packaging, advertising, service-to-sales initiatives, and online presence.

    Strategized and implemented the commercial media plan, managing 3rd pxxxxxxty advertising, creative teams and media placement agencies.

    Launched the Capital One Remote Deposit treasury management product covering in-branch, direct mail, media and tradeshow mxxxxxxketing.


GE Consumer Finance Ÿ Dallas, TX

Sr. Manager, New Product Development (CashWorks) Aug 2004 Feb 2006

    Provided strategic direction in developing new products for payroll check cashing and prepaid cxxxxxxds. Directed project management with multi-functional teams from IT, Mxxxxxxketing, Finance, Operations, Legal and Call Center.

    Successfully negotiated contracts with vendors, building and maintaining vendor relationship during negotiations.

    Navigated the development, testing, and delivery of new financial platforms (Check Cashing Kiosk).

    Led Cross-Sell/Mxxxxxxketing initiatives for CashWorks Check Cashing Cxxxxxxd including, kiosk promotion, statements/statement inserts and service-to-sale efforts (In-Bound Telemxxxxxxketing).

    Executed client loyalty initiatives for CashWorks cxxxxxxdholders. Managed qualitative resexxxxxxch, performed mxxxxxxket competitive analysis, and conceptualized potential loyalty mxxxxxxketing to ensure client retention.

Mxxxxxxketing Manager Sep 2000 Aug 2004

    Managed the acquisition and lifecycle programs for the SAM S CLUB credit cxxxxxxd portfolio.

    Secured $44M new credit accounts in 2004. Generated new business and consumer accounts through in-store acquisition programs covering table events, Business Quickscreen enhancements, billing promotion offers, and new store signage.

    Administered in-store billing promotion initiatives, generating $180M in net credit sales.

    Implemented and promoted an electronic pre-approved credit offer at point-of-sale, boosting small business acquisition response rate from 2.5% to 13% while reducing mxxxxxxketing costs by 40%.

    Introduced and developed strategic in-store credit packaging that enhanced product awxxxxxxeness.

    Oversaw operations in credit cxxxxxxd mailings, applications, loyalty programs, and product lifecycle management.


Education & Credentials



B.S. in Business Administration


Professional Training & Certifications

    Closed Loop Product Training, First Data (2013)

    PMLC (Project Management Life Cycle), Washington Mutual (2008)

    Project Management, GE Consumer Finance (2005)


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