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Corporate Leadership Experience
- Vice president and division director at Bank of America, managing as many as 350 employees
- National accounts sales manager at Integrated Information Systems
- Executive director of the Innovative Thinking Conference
- Co-developing the mission statement and success-measurement tools used by the Arizona Attorney General's office, and conducting team-building, leadership, and management skills training for hundreds of attorneys and employees
- Developing the national service strategy for two of the top ten U.S. retail banks
- Instituting systems that retained more than $200 million in consumer deposits in one year for a national bank
- Designing employee service and incentive programs that increased staff retention by 10 percent in one year
- Led a process improvement and data integrity project in support of an HRMS implementation
- Developed the workflow process for a complex audit initiative
- Facilitated a series of leadership symposia
- Developed the marketing strategy for the launch of a new service line
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Project Management
- Conducted a multi-phase Finance Division organization assessment for a Fortune 500 bank, including strategic planning, executive coaching and implementation of redesign
- Managed a project team of 40 contractors conducting an extensive BSA/AML Transaction Review for a large commercial bank; developed workflow for the same
- Managed a project team comprising 45 line and staff managers (VP level), whose mission was to develop a service management process to introduce service into sales culture and effect measurable change
- Developed the strategy, tactics, management processes, internal campaign, training and HR materials for a national sales and service initiative of a Fortune 100 company
- Managed a cross-divisional project team of 30 people dedicated to creating an inbound and outbound call center from the ground, up. This included representatives from Vendor Management, HR, Construction, MIS, Legal, Operations, Contingency Planning, Communications, Retail, and Audit, among others
- Chaired multiple event planning teams that coordinated business grand openings, sweepstakes, and POS promotions for Bank of America, Bank One, First Bank of Beverly Hills, and the City of Phoenix
- Led executive teams to develop strategic goals an related measurements
- Facilitated ongoing executive planning sessions to achieve quarterly goals
- Co-chaired an HR project team dedicated to shifting 30% of a company's resources to non-benefit, part-time
- Process improvement, analysis and redesign for bank Proof Department
- Analysis and revision of all telephone processes, technology and protocol for a 3,000 person corporation
- Managed a team comprising multiple diverse initiatives AND diverse levels of personnel (non-officer up to SVP):
- Operational process redesign,
- Job function redesign: evaluation, analysis, hiring criteria, etc.,
- "Just-in-time" staffing (peak time scheduling,"
- Expense reduction, and
- Improved employee engagement
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