BENJAMIN QUARSHIE
McKinney,USA
Summary
Experienced [Desired Position] with a proven track record in optimizing process efficiency and implementing strategic improvements. Successfully leads cross-functional teams to drive operational excellence and streamline workflows. Demonstrates expertise in project management and process reengineering, as well as experience in process optimization and strategic planning. Utilizes project management skills to enhance operational efficiency, fostering team collaboration and achieving impactful results.
Overview
6
6
years of professional experience
Work History
SENIOR PROCESS MANAGER – TREASURY OPERATIONS
Capital One
01.2021 - Current
- Company Overview: An American bank holding company specializing in banking, checking and savings accounts, credit cards, and auto-loans headquartered in McLean, Virginia with operations primarily in the United States
- Ensured all process activities and procedures are clearly defined and communicated to reduce ambiguity
- Managed the end-to-end implementation process for Treasury Management accounts and provide product implementation support and training to clients
- Responsible for implementing and directing all aspects of Treasury Management products and related service set-up for new and existing clients of Treasury Management Offerings
- Worked closely with the client, Treasury Management Sales Officers, Client Service Teams, and business partners to drive revenue generation by improving client experience and increasing client retention rate through effective management of client implementations
- Re-engineered existing processes and/or technical writing, Including facilitation of organizational change and performance measures
- Develop a customized plan for each client and direct junior resources and required internal partners (i.e., product, operations, technology, and risk) to ensure delivery of products and services is completed within agreed upon timeframes, with full ownership of end-to-end process from client commitment to revenue generation
- Root cause analysis, mapping of current processes or systems, iterative problem definition and hypothesized improvement opportunities
- Review and validate current documented processes annually to ensure accuracy, relevance and overall adherence
- Asses newly proposed/amended processes to identify gaps and opportunities for improved efficiencies
- Leverage Subject Matter Experts (SMEs) from within and outside WKO to ensure current processes are accurate, relevant, and efficient
- Collaborate with Client Office teams and Business Partners to prioritize the client's experience while completing KYC
- Be an active participant in the Global Change Management process by providing feedback on proposed changes, approving procedural updates and communicating implemented changes
- An American bank holding company specializing in banking, checking and savings accounts, credit cards, and auto-loans headquartered in McLean, Virginia with operations primarily in the United States
Project Manager - Onboarding & Implementations
Independent Financial
01.2019 - 01.2021
- Company Overview: Multibillion-dollar, community centric financial institution which provides relationship driven banking products & services in Texas & Colorado
- Manage the implementation of Treasury Management products, including system set up, coordination of resources, and monitoring process to ensure completion within established 2-day deadline, as well as troubleshoot and rectify challenges for all Treasury Management products, working longer hours daily to complete 30% of all the implementations team's tasks (team of 8)
- Worked with upper management to improve implementation processes by updating and implementing treasury services implementations procedures to streamline treasury setups and maintenance, leading to a reduction in errors by 30% and a 60% decrease in SLA violations after the first month of usage
- Managed wide variety of customer support service and administrative tasks to resolve customer issues quickly and efficiently, increasing our customer service rating to an all-time high
- Used strong analytical and problem-solving skills to reduce number of required exhibits/documents needed to implement services from 17 to 8
- This sped up document processing from the customer to the sales officer
- Evaluate and continuously monitor performance of treasury service setups at the product and customer level
- Assist in the preparation of monthly and quarterly Treasury Implementation Reports, detailing team performance and completed ad hoc projects for upper management
- Work collaboratively with sales team and treasury operations compliance team, using reports from power BI and cognos, as well as reviewing client credit history and financial statement, to identify and implement client limit increases and decreases on treasury services to minimize overall bank risk
- Participate in client meetings to provide insight to onboarding process and train clients on how to use services
- Multibillion-dollar, community centric financial institution which provides relationship driven banking products & services in Texas & Colorado
Education
MBA - Accounting & Finance
Jacksonville University
Jacksonville, FL01.2017
BSc - Biology & Finance
Jacksonville University
Jacksonville, FL01.2016
Skills
- Project Management
- Effective oral & written skills
- Very Organized
- Adaptability
- Excel (V Lookup & pivot tables)
- Treasury products
- Strong attention to detail
- Decision Making
- Problem Solver
- Strong Analytical Skills
- Leader
- Auditing
- Risk Management
- Datadog
- Time Management
- Willingness to learn & improve
- Customer satisfaction
- Relationship building
- Strong work ethic
- Research and Analytics
- Banking Policies
- Presentation
- Strong interpersonal skills
- Python
- Data Analysis & Reports (Cognos, Tableau, Power BI)
Training
- Project Management (PMP), 2024
- Business Operations Cert – Penn State, 2024
- Scrum Master, 2024
- Management skills, 2024
Timeline
SENIOR PROCESS MANAGER – TREASURY OPERATIONS
Capital One
01.2021 - Current
Project Manager - Onboarding & Implementations
Independent Financial
01.2019 - 01.2021
BSc - Biology & Finance
Jacksonville University
MBA - Accounting & Finance
Jacksonville University
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