Zachary A. Miller
Westfield,IN
Summary
Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success. Accomplished Finance & Business Manager with progressive industry background and decisive leadership style. Offers strategic planning abilities, background in change management and forward-thinking mindset. Ready for challenges and focused on meeting future demands.
Overview
15
15
years of professional experience
Work History
Vice President/Business & Finance Manager
JPMorgan Chase Commercial Bank
09.2021 - Current
- Acts as strategic partner to senior leadership and managers for Commercial Bank Middle Office, leveraging operational experience, data and analytical insights to define overall performance objectives and assist with the development and execution of business and financial plans
- Collaborates across finance and business management (F&BM) and other functional areas to understand and communicate results, execute strategic initiatives, and monitor outcomes
- Works closely with the financial planning and analytics function to assess business performance, define drivers of outcomes, document areas of opportunity, and execution plans to drive change
- Identifies areas for continued process improvement and efficiency by generating innovative ideas and solutions
- Preparations of executive level preparation including EMRs, QBRs and Monthly Business Forums
Vice President/Sr. Client Service Manager
Chase Commercial Service
10.2017 - 09.2021
- Manages a team that supports and services clients in the 20-100MM sales size
- Used critical thinking skills to solve complex issues and to devise solutions for internal partners and clients
- Managed existing and developed new client relationships, identifying risk and growth opportunities.
- Liaised with leadership team to support strategic opportunities and align cross-functional resources with delivery.
- Trained, led and developed client services team and instilled knowledge and skills to execute business strategies and deliver maximum customer satisfaction to maintain profitability.
Sr. Client Service Manager
Commercial Bank International Service
05.2014 - 10.2017
- Managed a team that serviced all US based clients with international accounts in EMEA, APAC, Canada and Latin American
- Responsible for understanding and complying with each country requirements for the four regions that we covered
- Worked and trained extensively on complex international treasury products for all regions of the world
- Used critical thinking skills to solve complex issues and to devise solutions for internal partners and clients
- Managed existing and developed new client relationships, identifying risk and growth opportunities.
- Liaised with leadership team to support strategic opportunities and align cross-functional resources with delivery.
Assistant Client Service Manager
Chase Commercial Service Center
02.2012 - 05.2014
- Managed a group that processes all manual transactions within Commercial Banking
- Used critical thinking skills to solve complex situations and to devise solutions for internal partners and clients
- Serve as a primary contact for internal partners regarding wire transactions
- Managed multiple assignments and projects at the same time
- Developed policies and procedures to mitigate risk and to comply with audit requirements
- Created a precise audit procedure to decrease the fail rate within the group
- Responsible for creating and submitting a variety of monthly reports to all levels of management
Customer Service Professional/Team Lead
Chase Commercial Service Center
09.2008 - 02.2012
- Worked on the phones with clients to alleviate problems or issues with their accounts or services
- Extensive experience in customer service as well as operations
- Worked extensively in the Operations area, working with eServe, Service Portal, iVault, Client Central, CKC and Customer Assist
- Created and wrote procedures for the Service Center’s Operations Area
- Worked on issues of officer and cost center changes, also I have written procedures on the handling of these changes
- Provided various reports to multiple levels of management
Education
B.A. - Finance, Economics
Indiana University, Kelley School of Business
Indianapolis Indianapolis, Indianapolis, IN2010
Skills
- Advanced Communication
- Emotional Intelligence
- Problem Solving
- Strategic Thinking
- Microsoft Excel, PowerPoint and MS Teams
- Presentations and Decks
- Financial and Economic Data
- Statistical Analysis
Timeline
Vice President/Business & Finance Manager
JPMorgan Chase Commercial Bank
09.2021 - Current
Vice President/Sr. Client Service Manager
Chase Commercial Service
10.2017 - 09.2021
Sr. Client Service Manager
Commercial Bank International Service
05.2014 - 10.2017
Assistant Client Service Manager
Chase Commercial Service Center
02.2012 - 05.2014
Customer Service Professional/Team Lead
Chase Commercial Service Center
09.2008 - 02.2012
B.A. - Finance, Economics
Indiana University, Kelley School of Business
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