John Powell
Chicago,IL
Summary
Seasoned leader and project manager with over 30 years of expertise in banking, finance, and customer service across Australia, Asia, and the US. Dedicated to delivering exceptional client experiences by fostering strong relationships and driving team success. Committed to creating an environment where team members feel valued and empowered to achieve professional goals. Proven track record of enhancing operational efficiency and spearheading strategic initiatives that align with organizational objectives.
Overview
33
33
years of professional experience
Work History
Corporate & Investment Banking Client Service Team Manager
JP Morgan Chase
Chicago, IL
09.2022 - Current
- Directed and mentored a global team of client service account managers overseeing substantial portfolios of corporate and institutional clients.
- Analyzed client requirements and matched them with appropriate banking solutions, ensuring value-added service delivery.
- Led client service quality reviews to enhance client satisfaction. Oversaw in-person engagement in client banking mandates to strengthen relationships.
- Managed global projects aimed at optimizing client interactions through AI-driven insights and solutions.
- Oversaw daily team operations to ensure alignment with organizational goals.
- Implemented process improvements that enhanced workflow efficiency across departments.
- Spearheaded training programs to enhance team capabilities and operational effectiveness.
- Facilitated team engagement, resulting in 100% score on employee opinion survey.
Commercial Banking Middle Office Learning Academy Program Manager
JP Morgan Chase
Chicago, IL
09.2021 - 09.2022
- Coordinated and delivered targeted training sessions for new hires, focusing on client implementation processes and middle office functions.
- Collaborated with clients to develop and improve tailored training and learning initiatives.
- Developed and designed comprehensive training and development plans for middle office clients.
- Facilitated training programs for over 100 employees across global locations.
Commercial Banking Client Implementations Team Manager
JP Morgan Chase
Chicago, IL
09.2019 - 09.2021
- Facilitated team leadership and motivation to enhance project management effectiveness for U.S. domestic treasury products.
- Led training, mentoring, and coaching initiatives to enhance team performance in delivering high-quality customer service.
- Analyzed project workflows to identify efficiency opportunities, enhancing cycle times and client satisfaction.
- Analyzed and refined allocation processes to enhance speed and responsiveness for client project delivery.
- Cultivated and sustained robust partnerships with business associates.
- Developed strategic initiatives to improve operational efficiency and reduce costs across departments.
International On-boarding Lead
JP Morgan Chase
Chicago, IL
03.2017 - 09.2019
- Oversaw multiple client implementations and facilitated onboarding processes for new banking clients.
- Created structured meeting agendas and supportive tools to streamline client project workflows and deliver exceptional service.
- Spearheaded initiatives to develop a comprehensive training program for incoming staff members.
Client Implementation Manager
ANZ Bank
Brisbane, Australia
03.2015 - 03.2017
- Facilitated onboarding of new banking clients and implemented commercial banking products and channels for existing clients across Australia, America, Canada, and Asia.
- Established comprehensive training standards, methodologies, templates, and guidelines for implementation teams.
- Developed and executed project plans, ensuring alignment with organizational goals and timelines.
Project Implementation Manager
ANZ Bank
Melbourne, Australia
03.2014 - 03.2015
- Collaborated on various compliance and remediation projects to enhance operational integrity and risk management.
- Facilitated integration of business technology and stakeholder needs into a streamlined implementation strategy for internal and external customer delivery.
- Coordinated project timelines and resource allocation to ensure timely completion of initiatives.
Senior Business Assurance Manager, Global Transaction Banking
ANZ Bank
Melbourne, Australia
03.2013 - 03.2014
- Analyzed and reported on operational risk factors impacting commercial bank client internet banking portals to ensure compliance and safety.
- Formulated and sustained comprehensive risk management strategies for program oversight.
Business Analyst, Loan Administration Services
ME Bank
03.1993 - 08.2013
Senior Customer Service Supervisor
ME Bank
03.1993 - 08.2013
Loan Administration Officer, Lending Client Service
ME Bank
03.1993 - 08.2013
Teller
WBC
03.1993 - 08.2013
Credit Card New Business Officer
ANZ
03.1993 - 08.2013
Customer Migration Manager
ANZ
Melbourne, Australia
03.2010 - 03.2013
- Achieved successful transition and training for approximately 100 institutional corporate and commercial clients to a new banking platform.
- Delivered exceptional management of multiple client accounts, resulting in consistent achievement of monthly targets.
- Enhanced client operations through targeted re-training and consulting, maximizing the effectiveness of the banking platform.
Senior Client Relationship Manager
Ultradata
Melbourne, Australia
03.2008 - 03.2010
- Oversaw a portfolio of 20 clients, including banks, credit unions, and law firms, across Australia, New Zealand, and Papua New Guinea.
- Directed a team of 2 client relationship managers, ensuring effective communication and support for client needs.
- Developed comprehensive RFPs to streamline vendor selection processes.
- Analyzed client workflows to propose tailored products and services for enhanced efficiency.
- Facilitated onsite training sessions and provided expert consulting to support operational efficiency.
Training Consultant
Ultradata
Melbourne, Australia
03.2005 - 03.2008
- Delivered comprehensive training and ongoing support to ensure seamless client migration to new banking platform.
- Facilitated comprehensive training for clients across banking sectors, including teller operations, lending, client maintenance, and law firm banking requirements.
- Assisted teams with on-site support during launch of new banking platform, addressing issues and enhancing user experience.
- Facilitated internal training sessions for new hires at Ultradata.
- Facilitated client training on modules and delivered tailored training sessions.
Senior Customer Service Supervisor
ME Bank
Melbourne, Australia
03.2000 - 03.2005
- Oversaw team of 5 staff to facilitate the launch of bank account services.
- Designed comprehensive processes and checklists to ensure consistency and accuracy in task execution.
- Facilitated professional growth of staff by providing targeted coaching and mentorship.
- Coordinated with stakeholders to ensure seamless integration and operational success of new team.
Education
Certificate IV - Project Management
Master of Education and Training - undefined
Diploma - People Management
Bachelor of Business - Banking and Finance, minor in Law and International Business
Skills
- Team Leadership
- Project management expertise
- Management of treasury teams in banking
- Team engagement initiatives
- Stakeholder relationship management
- Simultaneous task management
- Strong organizational abilities
- Detail-oriented focus
- Operational enhancements
- Employee training
- Staff development
- Customer focus
Languages
Spanish
Limited Working
Timeline
Corporate & Investment Banking Client Service Team Manager
JP Morgan Chase
09.2022 - Current
Commercial Banking Middle Office Learning Academy Program Manager
JP Morgan Chase
09.2021 - 09.2022
Commercial Banking Client Implementations Team Manager
JP Morgan Chase
09.2019 - 09.2021
International On-boarding Lead
JP Morgan Chase
03.2017 - 09.2019
Client Implementation Manager
ANZ Bank
03.2015 - 03.2017
Project Implementation Manager
ANZ Bank
03.2014 - 03.2015
Senior Business Assurance Manager, Global Transaction Banking
ANZ Bank
03.2013 - 03.2014
Customer Migration Manager
ANZ
03.2010 - 03.2013
Senior Client Relationship Manager
Ultradata
03.2008 - 03.2010
Training Consultant
Ultradata
03.2005 - 03.2008
Senior Customer Service Supervisor
ME Bank
03.2000 - 03.2005
Business Analyst, Loan Administration Services
ME Bank
03.1993 - 08.2013
Senior Customer Service Supervisor
ME Bank
03.1993 - 08.2013
Loan Administration Officer, Lending Client Service
ME Bank
03.1993 - 08.2013
Teller
WBC
03.1993 - 08.2013
Credit Card New Business Officer
ANZ
03.1993 - 08.2013