Angie Austin
Scottsdale,AZ
Summary
Dynamic Product Analyst with a proven track record at HTLF/UMB, excelling in market analysis and ERP integration. Adept at managing complex implementations and vendor relationships, leveraging strong problem-solving skills to drive successful project outcomes. Recognized for creating impactful business cases and enhancing user experiences through strategic insights.
Overview
15
15
years of professional experience
Work History
Product Analyst
HTLF/UMB
12.2023 - Current
- Conduct product analysis to determine market trends for product success
- Perform user research to understand new and emerging product enhancements for online banking
- Develop product analysis for ERP integration, Positive Pay, and Integrated Payables
- Create business case and business requirements for BAI Prior Day reporting
- Create Business case and business requirements for new ACH prefunding solution
- Work with Project Manager on RFP for new online banking platform
- Review vendor proposals (online banking platform) and create comparison analysis
- Create process flow for new ACH prefunding solution
Technical Implementation Analyst
Western Alliance Bank
05.2019 - 12.2023
- Complex implementations Treasury Management Receivables/Payables
- Create project plan, lead, manage and oversee execution of complex project from start to finish
- Works with Project Management, IT, Vendors, Treasury Management sales team and the client
- Proficient in API’s, SFTP, Data exchange, Prior Day BAI, Lockbox, and Bulk Payments setups
- Provide technical support, troubleshoot issues, and offer problem resolution to ensure smooth transition into Production environment
- Works with IT, Vendors, and the client on implementation UAT testing
- Works as a liaison between internal teams, IT partners, TM Sales and end users to manage and coordinate implementation activities
- Plans, schedules weekly meetings with Product management, launch team and the client
- Update current practices, and procedures to align with product and business updates
- Train and onboard new hires
- Create and present monthly team meeting deck and announcements and project updates to senior leadership
- Create, publish, and update Standardized Procedures for complex setups
Business Consultant
NORTHERN TRUST
06.2015 - 05.2019
- Responsible for creating, submitting, and managing system change requests, supporting required system maintenance, and maintaining knowledge documentation
- Participate in business continuity and disaster recovery planning and testing
- Perform regular reporting on project status and business process improvement initiatives to senior and executive management
- Worked closely with FIS on special projects
- Identify best practices and recommend new workflows and procedures
- Provide maintenance support for project teams and assist in determining implementation strategy
- Perform complex administrative, transactional, and operational support tasks
- Provide subject matter expertise and interpretation of new procedures to operation team
- Develop procedures and training plans
- Created Project task list for automation processes
- Provide clear talking points, explanations, and next steps to co-workers that have the most advisor facing interaction
Universal Banker
US BANK
11.2014 - 09.2015
- Excels in strategy development and relationship management
- Ability to prioritize and multi-task at a fast pace with accuracy
- Houses an in-depth understanding of US BANK products, programs, sales methodology, and licensing
- Provides ongoing intimate relationship servicing with current clients to maintain goodwill and gain additional business
- Evaluates needs of potential customers and offers appropriate financial products and services
- Oversee and provide support for service team as needed including: morning huddles, goal setting, development planning, accuracy, training and sales coaching
- Assist Branch Manager with all sales related goals, planning, calls, sourcing, and networking efforts
- Conduct team building and training relative to all operational and sales policies and procedures, problem solving and sensitive customer relations
- Support bank management with administration of branch operations including: completion of audits, maintaining dual control and processing of confidential internal affairs
- Risk management such as: Regulatory compliance, overdraft authority and BSA, directives and procedures, cash supply and oversee vault security and teller alarm equipment
- Unwavering ability to meet and exceed goals
Personal Banker
Wells Fargo Bank
08.2010 - 11.2014
- Exceed challenging sales and referral goals by proactively selling products and services to customers and referring customers to other areas of the bank
- Manage customer portfolio, service relationships and cross-sell all products and services
- Provide broad base of financial and credit services with the goal of acquiring 100% of the customers' business
- Develop and maintain relationships with Wells Fargo partners to maximize sales opportunities and achieve minimum sales standards
- Use profiling analysis tools to identify cross sell opportunities and make outbound sales calls typically by phone to increase product per customer ratio
- Provide exceptional customer service while building lasting client relationships
Education
COMPUTER SCIENCE -
ARIZONA STATE UNIVERSITY
ScottsdaleAssociates - General Studies
Scottsdale Community College
Skills
- Project management
- Process flow creation
- ERP integration
- Technical support
- Implementation coordination
- Vendor management
- Software implementation
- API integration
- Market analysis
- User research
- Regulatory compliance
- Problem solving
- Data analytics
- Product issue resolution
- Product management
- Competitive analysis
- Data mapping
- Product roadmapping
- Troubleshooting
- ISO standards expertise
Professional Achievements And Certifications
- Worked on special projects pertaining to banking operation automation.
- Received outstanding spotlight employee of the month award in 06/2021.
- Prior Member of Business Resource Group Women in Leadership.
Timeline
Product Analyst
HTLF/UMB
12.2023 - Current
Technical Implementation Analyst
Western Alliance Bank
05.2019 - 12.2023
Business Consultant
NORTHERN TRUST
06.2015 - 05.2019
Universal Banker
US BANK
11.2014 - 09.2015
Personal Banker
Wells Fargo Bank
08.2010 - 11.2014
COMPUTER SCIENCE -
ARIZONA STATE UNIVERSITY
Associates - General Studies
Scottsdale Community College
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