Customer Service Management

J OH N ANGLE, CTP

G lendale, CA ***** 213-***-****

w ww.linkedin.com/in/johnangle1

***********@*****.***

SUMMARY

Banking executive seeking opportunity with proven progressive management experience in driving innovative

investments and savings solutions. Diverse experience in treasury services and Money Desk activities. Established

reputation for working on the forefront of payment development within the financial industry. Recognized for

creating long-term client relationships and fostering networking across the industry. Instrumental in creating and

managing new payment processes. Confident leader able to effectively communicate clearly and persuasively in

order to build productive relationships.

Strong background in:

• • •

Payment Systems Product Development Project Management

• • •

Client Management Program Development Program Implementation

• • •

Risk Management Process Improvement Analytical Research

• • •

Technology Evaluations Innovation Compliance

• •

Leadership Analytical Writing

PROFESSIONAL EXPERIENCE

Bank of the West 2001 – July 2014

Vice President

Worked with senior management to improve cost allocation efficiency by managing checks in the process of

collection. Re-engineered cost allocation process for non-earning assets. Subject matter expert on check and third

party banking relationships.

• Added $250 million in liquidity through re-design and development of segmented customer float tables and

bank float tiers.

• Achieved $2 million annual decrease in non-interest expenses transitioning the bank from paper to image

processing of checks.

• Lowered internal cost allocations by $150 million by accelerating the collection of checks.

• Established and monitored customer float guidelines and policies within check processing function to ensure

compliance with Federal and State regulations.

• Managed transit endpoints and Correspondent Bank relationships to improve customer service.

• Chaired the Float Committee and Payments Forum.

• Designed and implemented reporting tools for bank float.

• Provided support to all areas of the bank as the subject matter expert on payments.

• Managed and performed work improvement projects throughout the bank.

• Worked with Product Development group on RFP’s and strategies for new products and pricing proposals.

JOHN ANGLE PAGE 2

Carreker 2000 – 2001

Senior Consultant

• Led Check Processing and “Day Two Operations” project teams supporting the merger of First Commerce

Bank in Nashville, TN.

• Analyzed and created project plans and workflow models to achieve efficient and effective resolutions.

• Interfaced with CFO, G/L Accounting and Production teams to provide support and timely project updates.

1999 - 2000

RWC Consulting

Cash Management Consultant

• Led Lockbox and Facilities Management project teams supporting the consolidation and merger of Sovereign

Bank in Boston, MA.

• Partnered with CFO to enhance integration of in-house lockbox strategy for Cash Management and Bank

Operations organizations.

• Created workflow reports to maximize departmental efficiencies and train in-house staff on Cash

Management products.

City National Bank 1998 – 1999

Vice President, Operations Manager: Cash Vault, Adjustments, Return Items and ACH

• Managed Cash Vault and Adjustment group with annual budget of $2.3M.

• Implemented new cash processing software, increasing efficiency by 35%.

• Oversaw 2 shifts and 40 staff members, including 3 bank officers, who supported 38 branches and various

internal departments.

EDUCATION

• B.A., Business Administration: Finance, California State University, Northridge, CA

• Graduate of Pacific Coast Banking School, September 2012

PROFESSIONAL CERTIFICATIONS

• Certified Treasury Professional (CTP), January 2014

• National Check Payments Certification (NCP), October 2013

TECHNICAL SKILLS

• Proficient in Microsoft Office Suite

Contact this candidate