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Richard J. Roesch, Jr.

4955 N. Wolcott Avenue (312) 550-8779


Chicago, Illinois 60640
PROFILE: EXPERIENCE: Banking Product Manager who has managed existing products a
nd P&L, led projects to launch new products, and worked closely with sales to un
derstand and satisfy clients' changing needs.
INDUSTRY KNOWLEDGE: Focused professional who combines expertise in banking opera
tions/lockbox with an understanding of new technology and commitment to customer
service.
TEAM BUILDING: Client-centered manager who collaborates with internal partners,
including sales, and vendors to maximize sales and enhance quality.
EXPERIENCE: NATIONAL CITY BANK Cleveland, Ohio 2008 to Present
VP, SENIOR PRODUCT MANAGER II
TREASURY MANAGEMENT PRODUCT GROUP
Product Management & Development: Enhanced Corporate Remote Capture products to
address clients' concerns. Manage P&L statements. Leads all stages of projects t
o develop and roll out new products. Collaborated with vendors to design and map
processes. Tested prototypes with in-house clients to ensure ease of use. Evalu
ated clients' processes and how they can be enhanced with new products.
* Collaborating with vendor to develop new product features to position product
for future needs. Lead project with participants from IT, sales, vendor relation
s and legal.
* Serve as a Subject Matter Expert, accompanying sales on calls to demonstrate p
roducts and their benefits.
Operations: Collaborated with Sales Managers when expectations are not met, dete
rmine source of the problem, and implemented solutions. Tracked expenses, especi
ally labor and service needed to meet goals for quality. Generated quality contr
ol reports on a monthly basis.
BANK OF AMERICA Chicago, Illinois 1994-2007
VP, SENIOR LOCKBOX PRODUCT MANAGER II (2001-2007)
GLOBAL PRODUCT MANAGEMENT
Product Management & Development: Enhanced lockbox products to address clients'
concerns. Managed P&L statements. Led all stages of projects to develop and roll
out new products. Collaborated with vendors to design and map processes. Tested
prototypes with in-house clients to ensure ease of use. Evaluated clients' proc
esses and how they can be enhanced with new products.
* Developed and rolled out an image scannable wholesale lockbox product, leading
project from start to finish. Results included: Opening an account with total r
evenue of $12 million, reducing costs for operations/labor, reducing error, and
enhancing matched rate.
* Served as a Subject Matter Expert, accompanying sales on calls to demonstrate
products and their benefits.
* Took on new roles during downsizing.
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Operations: Collaborated with Sales Managers when expectations were not met, det
ermined source of the problem, and implemented solutions. Tracked expenses, espe
cially labor and service needed to meet goals for quality. Generated quality con
trol reports on a monthly basis.
* Selected to shut down the intercept lockbox process. Worked closely with clien
ts and vendors (including the Post Office) to communicate service transitions, p
roject deadlines, and benefits of the change.
* Played a key role in closing several retail accounts, including one worth $9 m
illion annual ($5 million lockbox).
LOCKBOX NETWORK IMPLEMENTATION MANAGER (1996-2001)
WHOLESALE LOCKBOX SERVICES
Promoted to a new position with responsibility to enhance communication between
systems, operations, and clients. Developed/tested all data transmissions, creat
ed processing/data entry instructions, set up client lockbox systems, and traine
d associates on new set-ups. Implemented new programs working closely with Lockb
ox Management, Product Management, and Sales. Trained clients on new platforms a
nd features. Met vendors to understand how new releases would affect capabilitie
s and deliverables. Built strong working relationships with Site Managers. Worke
d with customers to improve auto cash application hit rates. Traveled extensivel
y, partnering with sales to assess clients' processes and offer appropriate prod
ucts/services.
* Improved customer satisfaction ratings by making service more accessible and e
asier for clients, especially in transfer of services.
* Built team that grew to 55 employees, each of whom was a subject expert in dif
ferent fields.
* Selected for special assignments with Lockbox Product Management.
* Received Chairman Award from GE for best banking practices.
LOCKBOX CLIENT FOCUS MANAGER (1994-1996)
WHOLESALE LOCKBOX SERVICES
Supervised 245 employees that included 3 processing teams, data entry, and encod
ing. Ensured work was completed on deadline according to service level agreement
s. Maintained quality control, working with managers to improve performance and
conducting employee training. Collaborated with sales staff, persuading them to
observe and understand lockbox operations. Built relationships that motivated em
ployees to work more efficiently.
* Earned employee loyalty while holding high standards for performance.
* Recognized employees who improved and limited errors during potluck dinners.
* Improved production and reduced errors while increasing employee satisfaction.
RELATED
EXPERIENCE: Developed broad understand of retail banking as Regional Customer Se
rvice Manager and Branch Manager (Citibank).
EDUCATION &: * Extensive professional development in wholesale & retail banking
PROFESSIONAL
DEVELOPMENT SIENA HEIGHTS COLLEGE Adrian, Michigan
1978
COMPUTER
SKILLS: Excel, Word, and banking software systems for lockbox processing, mortga
ge underwriting, and tellers
References Available upon Request

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