Jerry Diaz
Barclays Corporate Bank
Scotch Plains,NJ
1
Certification
8
years of professional experience
Digital implementation and financial services professional with 6+ years of experience delivering digital banking solutions and managing complex platform implementations. Experienced in product delivery, UAT, business analysis, process optimization, and cross-functional stakeholder management. Recognized for leveraging generative AI and Microsoft Copilot to improve business workflows, including winning a firmwide Barclays AI prompt challenge. Proven track record translating business needs into actionable requirements and delivering solutions in complex enterprise environments.
Work History
Client Implementation Analyst
2 Years 6 Months- Lead digital banking implementations for corporate clients, providing client presentations and onboarding support across iPortal, payments, reporting, deposits, and Trade & Working Capital solutions.
- Manage 10–12 concurrent client implementations, achieving a 99% on-time delivery rate while coordinating complex requirements and competing priorities.
- Execute UAT in Salesforce, testing workflows and functionality, identifying defects, and providing actionable feedback to Technology and Product teams.
- Partner with Product, Technology, Sales, Operations, KYC, Client Services, and Legal to resolve implementation barriers, streamline onboarding workflows, and improve the client experience.
- Won Barclays’ Microsoft Copilot Prompt Challenge among approximately 3,000 participants, developing a generative AI solution subsequently utilized by leadership
Relationship Banker
5 Years- Managed a portfolio of 200+ clients, delivering tailored financial solutions that strengthened client retention and increased product adoption.
- Educated customers on digital banking tools, increasing technology adoption by 30% and reducing in-branch transaction volume.
- Partnered with Mortgage and Wealth Management teams to deliver comprehensive financial solutions, contributing to $20M+ in annual portfolio growth.
Sales Associate
7 Months- Built strong client relationships through consultative vehicle sales, identifying customer needs and delivering a personalized buying experience.
- Negotiated and closed high-value vehicle sales while consistently working toward individual and dealership sales targets.
Education
Bachelor of Science - Business Administration/Management
Skills
Leadership
Product Delivery
Problem-solving
Business Analysis
Digital Platform Implementation
Process Optimization
Generative AI / Microsoft Copilot
Stakeholder Management
Client Relationship Management
Bilingual: English & Spanish
Certification
- FINRA - SIE Securities Industry Essentials
- FINRA Series 6 - Investment Co. & Variable Contracts Products
- Series 63 - Uniform Securities Agent State Law
Timeline
Client Implementation Analyst
Barclays Corporate Bank
04.2024 - CurrentRead More
Relationship Banker
JPMorgan Chase
04.2019 - 04.2024Read More
Sales Associate
Audi Hawthorne
10.2018 - 05.2019Read More
Mercy University
Bachelor of Science from Business Administration/Management
Read More