Scott Willson
Sioux Falls,SD
Summary
A highly meticulous and results-driven leader with a wealth of experience in leadership and management roles. Skilled in overseeing cross-functional teams, meeting tight deadlines, and achieving superior performance. Offers expertise in relationship and project management, customer service, client success operations, sales, and retail banking.
Overview
25
25
years of professional experience
Work History
Department Director, Client Success
Pathward (formerly Meta Payment Systems)
03.2020 - Current
- Successfully manage a remote BaaS team comprising three exempt and five non-exempt employees, supporting pre-paid Visa/MasterCard card issuance programs across 1200 financial institutions in the continental USA
- Handle a yearly department operating budget of $1.1MM and $15MM NIBT revenue goal, achieving a 10.4% favorable variance from the budget for FY2023
- Collaborate with Client Success team, internal stakeholders, and external vendors to execute strategic initiatives
- Partner with the marketing team to devise yearly campaigns for organic and net-new growth
- Ensure departmental governance, controls, audits, and procedures compliance
- Develop and implement documented team and individual strategic plans, achieving load volume, sales, retention, support, and client relation goals
- Manage individual and team performance through regular reviews and establish development plans
- Provide comprehensive performance reports to senior management
- Conduct contract negotiations for net-new and renewal clients
- Embrace the role of a servant leader to foster a positive team environment.
Sales Director, Client Success
Pathward (formerly Meta Payment Systems)
02.2018 - 03.2020
- Achieved 103% of the $20,000,000 YoY growth goal by devising and executing effective sales strategies
- Managed an exempt sales team while also handling an individual sales pipeline
- Collaborated with EVP of MetaBank Payments to forecast sales and opportunities for new and existing lines of business
- Successfully represented the company at trade shows
- Developed and executed lead acquisition strategies in collaboration with the Marketing department
- Regularly reported to senior management on progress toward sales goals
- Conducted contract negotiations aligned with legal guidance and budgeted growth
- Continuously improved sales processes through iterative enhancements.
Project Lead Senior Analyst (Vice President)
Citi Bank, Global Cards
11.2015 - 04.2018
- Served as the primary liaison for Brands Cards Customer Service and Retail Bank, ensuring seamless coordination of credit card sales offer initiatives
- Facilitated the flow of information among cross-functional project teams, internal departments, and external partners
- Developed strong alliances and relationships across functions and organizations to achieve common goals
- Managed multiple complex projects with strategic impact and revenue implications
- Utilized project management methodologies to drive large, complex system projects
- Supported various channels within Citi Brands, including Customer Service Palette, Retention, and Express Test Center, and Citi Retail Services.
Ops Support Senior Manager (Vice President)
Citi Bank, Global Cards
05.2012 - 11.2015
- Partnered with Directors and Operation Managers to influence palette revenue goals of $30mm per month and exceed 90% compliance targets
- Monitored all sales drivers for South Dakota, Maryland and Kansas City Customer Service Associates; create and execute action plans in conjunction with directs and local/remote operations team to achieve desired results
- Acted as sales solution process and compliance subject matter expert
- Provided sales support for 400+ Phone Center Associates, 20 Unit Managers, 5 Operations Managers, and 2 site Directors
- Reviewed and analyzed daily, weekly, monthly metrics and communicated opportunities to the local and division management team
- Delivered projects, product, and program communications to the site according to business requirements
- Performed divisional studies and focus groups to gain feedback on specific releases, pilots or projects
- Partnered with direct reports to achieve mutual/individual business and personal career objectives.
Business Development
Midco Connections
06.2011 - 05.2012
Risk Management Officer
First PREMIER Bank LLC
01.2008 - 06.2011
Sales Manager, Marketing
Total Card Incorporated
10.2005 - 01.2008
Unit Manager, Deposit Services
First PREMIER Bank LLC
01.2002 - 10.2005
Unit Manager, Collections
Household International
01.1999 - 01.2002
Education
General Courses -
University Of South Dakota
Business Administration Courses -
National Business College
Skills
- Safety Planning
- Staff Development
- Program Implementation
- Risk Mitigation
- Customer Relationship Management
- Project Management
- Policy Development
- Performance Management
- Staff Management including Hiring and Retention
- Problem-Solving
- Sales Expertise and Business Development
- Operations Planning and Organization
- QA and Regulatory Standards
- Conflict de-escalation
- Motivational Leadership
- Vendor Relationship Management
- Cross Functional Consensus Building
- Customer Engagement
- Strategies and Goals
- Budget Management and Revenue Forecasting
- Documentation and reporting
- Task Delegation
- Professional Demeanor
- Time management abilities
- Excellent Communication oral and written
- Business Planning
- Decision-Making
- Positive Attitude
- Idea Development and BrainstormingSafety Planning
- Staff Development
- Program Implementation
- Risk Mitigation
- Customer Relationship Management
- Project Management
- Policy Development
- Performance Management
- Staff Management including Hiring and Retention
- Sales Expertise and Business Development
- Operations Planning and Organization
- Conflict De-Escalation
- Motivational Leadership
- Vendor Relationship Management
- Strategies and Goals
- Budget Management and Revenue Forecasting
- Documentation and Reporting
- Task Delegation
- Professional Demeanor
- Time Management
- Excellent Communication Oral and Written
- Business Planning
- Team Collaboration
- Decision-Making
- Positive Attitude
- Idea Development and Brainstorming
Community Service
- United Way, Committee Member(Citi), 2012
- Meals On Wheels, Active volunteer at local food banquet, 2000, Present
- Habitat for Humanity, Volunteer, 2005, 2023
Timeline
Department Director, Client Success
Pathward (formerly Meta Payment Systems)
03.2020 - Current
Sales Director, Client Success
Pathward (formerly Meta Payment Systems)
02.2018 - 03.2020
Project Lead Senior Analyst (Vice President)
Citi Bank, Global Cards
11.2015 - 04.2018
Ops Support Senior Manager (Vice President)
Citi Bank, Global Cards
05.2012 - 11.2015
Business Development
Midco Connections
06.2011 - 05.2012
Risk Management Officer
First PREMIER Bank LLC
01.2008 - 06.2011
Sales Manager, Marketing
Total Card Incorporated
10.2005 - 01.2008
Unit Manager, Deposit Services
First PREMIER Bank LLC
01.2002 - 10.2005
Unit Manager, Collections
Household International
01.1999 - 01.2002
General Courses -
University Of South Dakota
Business Administration Courses -
National Business College
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