Treasury Product Manager Resume Sample
Flavio Kautzer
49008 Ernie Drive,
San Francisco,
CA
+1 (555) 999 8227
Work Experience
Treasury Product Manager
05/2018
-
PRESENT
Dallas, TX
- Work closely with Corporate Treasury, Risk and operational and technology partners to implement the corporate framework for intraday liquidity management aligned to business and key stakeholder interests and ensure they address the business and risk requirements
- Monitor key liquidity and credit reports and metrics and ensure they are fit for purpose across currencies
- Mobilise resources to respond to senior management or regulatory requests for intraday liquidity related data (volumes, values, liquidity profiles, firm-wide, client level) or credit data ensuring data is accurate and to a high standard of quality
- Define the long term strategy and investment needs for Intraday Liquidity management within TS (taking into account the support provided to other areas of the business) including factors such as liquidity charging, expense management recovery, risk mitigation and monitoring and tracking tools
- Work alongside business partners to deliver against the BIS and the Bank’s Intraday Liquidity Framework
- Develop intraday liquidity solutions e.g. facilitating reporting and liquidity control, which can be provided to our clients to generate additional revenue, reduce risk and support the broader Clearing proposition
- Work closely with other Product Managers within the Global Clearing team on deals involving intraday liquidity usage/credit risk to provide expertise and support
- Oversee the production of reporting and dashboards to enhance visibility or respond to managing/external requests for volume, value, utilisation, timeline and other such data
- Understand and develop the capabilities of our data repositories and systems to quickly respond to new or anticipated requirements
Treasury Solutions Senior Product Manager
12/2010
-
11/2017
Boston, MA
- Partner with other teams outside of the treasury team including Liquidity, FX, and WSS Securities Clearance
- Strong understanding and successful execution of product management processes
- “LIVE” the Bank’s Mission Statement and “Practice” the Bank’s Corporate Strategy
- Responsible for the regional Treasury Services FX Product and the assigned P&L segment
- Manage the roll out of regional Treasury Services FX services across APAC branches and ensuring local regulatory guidelines are met
- Understand and analyze industry trends with FX payments & Cash Management, Risk & Regulatory developments and Competitive Landscape
- Ensure that the appropriate risk controls are in place and adhered to for the TS-FX product suite
- Understand the revenue and volume drivers and develop programs and campaigns to deepen wallet share
CIB Treasury Services Regional FX Product Manager
12/2005
-
10/2010
San Francisco, CA
- Work directly with the Sales to identify key client opportunities and help drive the sales effort on complex transactions
- Identify near-term growth opportunities that can be leveraged with existing capabilities
- Analyze opportunities to integrate the product with other TS and Markets’ products to improve the customer experience and drive revenues
- Lead Steering Committee of key Partners (Sales, Product, Tech, Ops, Compliance, Risk, Legal, etc.)
- Support meeting the product’s financial commitments including forecasts of volume and revenue trends, volume drivers, profitability and the components of product costs
- Participate in and drive industry dialogue on pertinent payment topics to ensure BAML’s and our clients’ interests are appropriately represented
- Manage to achieve 2017-19 revenue and profit goals
Education
St. Lawrence University
2000 - 2004
Bachelor's Degree in Business
Professional Skills
- Solid knowledge and functional understanding of GTS product set and it’s economic contribution to the firm and benefits to clients in various industry segments and erevenue size
- Excellent collaborative and relationship-building skills
- Excellent verbal and written communication skills including
- Strong quantitative and qualitative analytical skills including business case creation
- Strong personal presence and communication skills (verbal and written) are needed to partner with, establish credibility with and influence senior executives
- Outstanding organizational and effective time management skills and a high level of organization required
- Outstanding organizational and effective time management skills required and highly organized
How to write Treasury Product Manager Resume
Treasury Product Manager role is responsible for organizational, finance, training, database, marketing, analysis, reporting, design, research, digital.
To write great resume for treasury product manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Treasury Product Manager Resume
The section contact information is important in your treasury product manager resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Treasury Product Manager Resume
The section work experience is an essential part of your treasury product manager resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous treasury product manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular treasury product manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Treasury Product Manager resume experience can include:
- Define global and U.S. product strategies and road maps for ACH and Real Time Payments. Collaborate with Disbursements and Sales on paper-to-electronic strategy
- Prior experience in payments systems, banking product development and/or banking product management
- Demonstrated client-facing experience with internal and external clients
- Strong background in understanding and implementing regulatory guidelines
- Solid foundation in managing banking products
- Demonstrated functional knowledge of SQL, data sourcing techniques, data blending tools, enterprise databases, and analytics architectures
Education on a Treasury Product Manager Resume
Make sure to make education a priority on your treasury product manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your treasury product manager experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Treasury Product Manager Resume
When listing skills on your treasury product manager resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical treasury product manager skills:
- Detail Oriented self-starter, sense of urgency and strong and effective leadership skills
- Present to clients, business partners and executives, demonstrating good communication skills
- Strong skills in Tableau and dashboard creation
- Strong organizational skills, and ability to work/research independently
- Demonstrated product management skills
- Strong written and verbal communication skills with focus on attention to detail
List of Typical Experience For a Treasury Product Manager Resume
1
Experience For Treasury Solutions Senior Product Manager Resume
- Manage standalone pricing tool as well pricing tool/proforma within nCino (automated onboarding platform)
- Develop and execute ongoing training and support for Treasury Sales and Relationship Managers
- Responsible for tracking P&L by product and by market and identifying areas for cross sell and upsell and associated execution plans
- Partner with Account Analysis to help build out tools and capabilities (reporting, volume capture, etc)
- Partner with Product Management to develop pricing for new and enhanced capabilities
- Develop and establish positive working relationships across the organization required
2
Experience For Treasury Management Senior Product Manager Resume
- Development and management of the Treasury payables strategy – strategy development, proactive and on-going communication, end to end project execution
- Management of Commercial Card Core Platforms mailbox – answering sales, THD, and client questions about platform functionality and features
- To work together with internal stakeholders (such as Relationship Managers) to develop strategies to drive FX and DCA revenue
- Familiar with financial analysis
- Establish pricing committee for significant deal review and partner with TSOs/TSAs to review and approve pricing proformas (deal review outside of pricing committee thresholds)
- Obtain, analyze and synthesize information from multiple sources required
- Proactive management and SME of core payment treasury solutions – ACH, Wire/SWIFT, Check Disbursement, Fraud Protection Services, Controlled Disbursement
3
Experience For Treasury Product Manager Global Wholesale Banknotes Resume
- Provide proactive insights and market intelligence on key payables products / competitors
- Partner with internal constituents to synthesize a coherent online bill presentment and payment product strategy and execution plan
- Build a portfolio of client-tested ideas and lead the process for business case generation and resource prioritization to appropriately execute against such ideas
- Foster and promote an optimistic, entrepreneurial culture and drive the innovation cycle
- Articulate leader with a passion for innovation and ability to influence people at all levels across a broad variety of job functions
4
Experience For CIB Treasury Services Regional FX Product Manager Resume
- A strategic thinker, who sees opportunities, builds and defends compelling business cases, finds and leads the right talent to build, launch, evaluate and adapt new concepts quickly
- Partner with product and other partners on requirements definition, solution discussion, development and implementation of new features/functionality on TSYS
- Flexible work schedule to support global partners
- Collaborate across the full spectrum of partner functions (eg, sales, ops, servicing, legal, risk, compliance, etc.) to grow Digital Disbursement and Global Digital Disbursement revenue while maintaining full compliance, risk management, and service and operating standards
- Actively participate in committee meetings with EWS and be a strong advocate into the bank about EWS policies, changes, etc, as well as being a strong advocate for the bank’s priorities to EWS
5
Experience For Cib-usd Treasury Clearing Product Manager Resume
- Coordinate E2E global risk review monthly, including calculating key risk metrics, identifying relevant topics for executive level discussions, and partnering with teams to ensure Payment related risks are proactively identified and mitigated
- Includes close partnership with Global Risk, GTS Risk, Compliance and Business Controls partners to ensure transparency into risk related items impacting the product set
- Own payments fraud mitigation strategy and drive correlating investment program
- Proficient in GTS-BI
List of Typical Skills For a Treasury Product Manager Resume
1
Skills For Treasury Solutions Senior Product Manager Resume
- Strategic Thinker & Tactical Execution skillset
- Strong Product Management, Business Management, financial acumen or related experience
- Demonstrated product management experience
- A comprehensive to expert knowledge of the assigned business line and technical marketing skills
- Strong knowledge/experience with TSYS TS2 system
- Experience working in an Agile delivery framework
2
Skills For Treasury Management Senior Product Manager Resume
- Experience in business case development and bringing together cross functional teams
- Delivery of product enhancements, extending from client needs identification through strategy / prioritization, business case and execution
- Experience in launching campaigns/promotions
- Identify opportunity areas based on client needs and pain points to streamline payments and reporting experiences
- International Product Management experience
- Treasury Management experience, specifically in Payments
- Experience with data analytics such as GTS-BI
- Experience in the development of business requirements and data visualizations
3
Skills For Treasury Product Manager Global Wholesale Banknotes Resume
- Proven ability to derive and articulate insights from data across all levels of an organization
- To ensure solid end-to-end process flow, constant communication to the front liners
- Strong proficiency in the use of MS Word, PowerPoint, Excel
- Supporting the Real Time Payments team broadly on strategic planning, initiatives, day-to-day performance, management reporting, etc
- Recognizing key issues and risks, leading teams to solution or escalation
- Understanding of FTP and deposit valuation, importance to the firm’s balance sheet
- Working knowledge of PowerPoint, Word, Excel
- Developing business cases (revenue/cost reduction/market share) to invest in product enhancements/product extensions
4
Skills For CIB Treasury Services Regional FX Product Manager Resume
- Managing functional partners to deliver the NBIA for new product launch and ensure all risk, legal, compliance and regulatory standards are met
- Supporting post-conversion activity to ensure smooth transition to BAU; post implementation evaluation
- Troubleshooting of any platform issues
- Comfortable dealing with ambiguity, in-depth probing, independent investigation and presenting conclusions to management
- To drive FX revenue (including system enhancement, optimizing operational efficiency, and launching campaigns/promotions)
- Responsible for developing portfolio and client analytics, ad hoc reporting, revenue realization management and deal level tracking (won, lost)
5
Skills For Cib-usd Treasury Clearing Product Manager Resume
- Manage and utilize pricing benchmarking data for pricing impacts and maintain database of treasury proformas
- Assemble and deploy all elements of a new product or service including pricing, sales, target market definition, marketing, customer support model, etc
- A self-starter with a passion for championing and collaborating with stakeholders to solve client challenges
- To drive Dual Currency Accounts revenue (including product features enhancement, new hires training, and sales process improvement)
- Market calling efforts focused on key client opportunities for payables solutions (excluding card)
- Partner with Pricing Product Manager to develop pricing for new and enhanced capabilities
- Develop and execute ongoing payment product training and support for Treasury Sales and Relationship Managers
- Understands the fast-evolving world of Payments and Collections and the underlying regulatory landscape
- Primary LOB subject matter expert for CentreSuite, TSYS’ cardholder facing corporate card billing and payment tool
6
Skills For CIB Treasury Services Virtual Accounts Product Manager Resume
- Able to query, manage, analyze and draw conclusions from large amounts of data, using Excel
- A thorough understanding of Corporate Treasury functions and how clients interact with FX payments’ products
- Highly motivated and tenacious; perseverance and resilient in pursuing objectives despite challenges
- Lead product development, including GTS-side of Real Time efforts, US Same Day ACH 2, NACHA TPS Registration, BRD for Same Day ACH Phase 3
- Refine risk management programs to continuously improve, including detailed engagement in LRR refresh and compliance sustainability
- Comprehensive risk management, including coordination of partners across Technology, Operations, Compliance and Risk
- Management of the overall Treasury pricing strategy – strategy and guideline development, communication, project execution
- Definition and execution of periodic pricing events
7
Skills For Treasury Management Associate Product Manager Resume
- Management of all outbound communications to sales, operations, and other partners regarding platform issues/escalations
- Parnter with product and tech on enabling new features/functionality on the platform
- Understanidng of product management, revenue management, and/or strategic development
- Familiarity with Treasury Services/Global Transaction Services
- Drives E2E Risk Management
8
Skills For Senior Product Manager, Treasury Resume
- Recognize the appropriate level of detail required to make informed decisions while applying strategic thinking skills and maintaining a focus on overarching objectives
- Organized, detail oriented and able to work independently
- Able to work under pressure, in a fast-paced, cross-functional environment
- Basic knowledge of data science techniques
- Communication of business and architectural concepts/designs in a business-friendly fashion
- The ability to lead development-based projects from start through finish; build and socialize requirements, partner across various product and technology teams, create and execute project plans
- Corporate Treasury and Cash Management Practices
9
Skills For Senior Treasury Product Manager Resume
- Manage both the tactical and strategic direction of the bank’s receivable products
- Lead the development of the strategy and tactics for RTP with focus on C2B and B2B receivables flows
- Collaborating with business partners in GTS and Consumer Change Management, Technology, Product and Operations to develop and manage a US-based Request for Pay functionality, and a broader global request for pay solution
- Engaging sales teams to identify target customer segments for RfP; gather voice-of-the-client feedback about market dynamics and receivables flows to define and evaluate use cases and product enhancements that drive client adoption
- Coordinating cross-functional teams inclusive of marketing, strategic solutions delivery, and training to create market differentiating support solutions that drive client and end-user adoption of new products
- Representating the bank and/or the GTS business in RTP/RFP industry groups sponsored by The Clearing House and others to track market trends and competitive data, and to evaluate rules changes and other issues impacting Bank of America, and advocating accordingly
- Coordinating with regional partners to track RfP adoption across markets and develop appropriate expansion strategies and related business cases for RfP solutions, and
- Identify alternative technology solutions to meet client’s real-time receivables needs, including vendor and fintech solutions
10
Skills For CIB Treasury Services Deposits & Investments Product Manager Associate Resume
- Related experience, e.g., product management, product development, product marketing or sales in Treasury Management, Payments or Financial Services industries
- Navigate the organization quickly; ability to work in a fast paced, cross-functional environment
- Possess mature business judgment and be proactive, well organized and results-oriented
- See multiple commercial angles within a relationship and drive the best value for the bank, our clients and our shareholders
- Develop and deliver presentations to all levels of management
- To manage and develop cross currency payment platforms such as Citibank Global Transfer, Telegraphic Transfers, eFX, and FX Orderwatch
- To ensure compliance in all internal and external dealings (such as Foreign Exchange Administration rules (FEA)
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