Summary
Overview
Work History
Skills
Timeline
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Michael Adrian Pena

Summary

Driven Treasury Implementation Manager committed to reengineering and delivering consistent and strategic end-to-end business process solutions. Analytical professional well-versed in coordinating and prioritizing project tasks, managing timelines and maintaining project plans to communicate status to clients and senior management. Offering 8 years of vast experience in sales, consulting and acquisitions and mergers. Communicative leader with proven track record of proactively identifying and resolving problems with creative solutions.

Overview

9
9
years of professional experience

Work History

Treasury Implementation Manager

JPMorgan Chase
06.2022 - 09.2023
  • Establish relationships with customers and community to establish long-term business growth.
  • Plan, designed, and scheduled phases for large projects.
  • Lead implementation projects for mid-market businesses.
  • Subject matter expert in ACH's, Wire Files, Positive Pay, BAI 1 & 2 files and image cash letters.
  • Experience in implementations with third party ERP systems such as NetSuite Oracle, Blackline, FIS, Fiserv and Q2.
  • Maintained open communication by presenting regular updates on project status to clients.
  • Held one-on-one meetings with sales team management to identify selling hurdles and offered insight into best remedy.

Treasury Management Specialist

Happy State Bank
01.2015 - 06.2022
  • Managed several commercial portfolios for various Treasury services.
  • Implemented systems and procedures to increase sales.
  • Prepared sales pitch presentation for customers with portfolio sizes of 100 to 500 million dollars.
  • Provided trouble shooting tactics to existing clients with issues regarding ACH, Positive Pay files, Wires or their Online Banking Platform.
  • Team lead in 13 bank acquisitions and mergers for retail and treasury management department.
  • Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.

Skills

  • Client Partnerships
  • Acquisition and Merger lead
  • New Product Introduction Strategies
  • Project Planning
  • Beginning to end implementation
  • Sales Expertise
  • Sales Team Leadership

Timeline

Treasury Implementation Manager

JPMorgan Chase
06.2022 - 09.2023

Treasury Management Specialist

Happy State Bank
01.2015 - 06.2022

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Michael Adrian Pena