Scott F. Santorelli

Woodbridge, NJ ***** ad3hfl@r.postjobfree.com https://www.linkedin.com/in/scott-santorelli-97b7228/ 732-***-****

CLIENT RELATIONSHIP EXPERT FINANCIAL SERVICES PROFESSIONAL PROJECT MANAGER

Expert account and project management executive with 20+ years of experience applying analytical, planning, and implementation aptitude to consistently drive results for high-level clients and businesses. Possesses a comprehensive understanding of diverse products within financial services, account management, banking, and brokerage. Applies exceptional interpersonal, relationship building, and client service skills to communicate effectively with technology, executive, and business audiences; maintains high levels of client satisfaction.

Core Competencies

Account Management • Financial Services • Banking • Project Management • Relationship Management

Client Satisfaction • Lifecycle Management • Cross-functional Collaboration • Team Leadership & Motivation

Strategic Planning • Influencing • Stakeholder Engagement • Revenue Generation • Onboarding • Communication

PROFESSIONAL EXPERIENCE

SELF-EMPLOYED 08/2020–Present

Contractor Woodbridge, NJ

Provides home improvement services for residential customers, maintaining a 100% satisfaction rate through consistent communication, gaining a proper understanding of goals and needs, and meeting all expectations.

A-WAGS LLC 01/2018–Present

Scheduling Coordinator (PT) Remote

Schedules appointments and promptly responds to customer inquiries and pricing requests, confirming that all billing invoices are completed. Improved client database accuracy 30% by ensuring accuracy and consistency of data.

Career Break-Primary Care Provider 06/2019–02/2020

Served as a full-time care provider to parent experiencing a serious health crisis now resolved.

JPMORGAN CHASE 2005–2017

Client Relationship Manager (12/2014–11/2017) New York, NY

Oversaw a portfolio consisting of 25 top-tier commercial real estate clients with annual revenue of up to $500M.

Built and cultivated lasting C-suite business relationships as a dedicated client advocate and consistent achiever of company goals.

Managed and mentored a team of 10 client service representatives on resolving complex inquiries and issues. Resolved 90% of customer complaints by responding to billing, onboarding and product inquiries.

Conducted in-depth client reviews, including account analysis, complex billing arrangements, Know Your Customer (KYC), and negotiation of legal documents.

Established and upheld a 94% client satisfaction rate through exceptional levels of service, providing education on product offerings, and maintaining consistent communication.

Expanded client relationships by promoting products and services through consultative selling and negotiation.

Utilized new technology and eliminated redundant account opening steps to streamline the onboarding process reducing the timeframe by 25%.

Coordinated, prioritized, and influenced all aspects of the onboarding process in collaboration with various departments and stakeholders to meet client expectations and hard dates.

Scott Santorelli, Page 2

PROFESSIONAL EXPERIENCE, continued

JPMORGAN CHASE, continued

Senior Implementation Project Manager (12/2005–12/2014)

Oversaw the complex installation of treasury cash management products, including automated clearing house (ACH), disbursements, liquidity, reporting, funds transfer, lockbox, SWIFT, and legal documentation.

Served as a primary liaison with accountability for escalation, client project oversight and implementation, account plan activity execution, relationship building, and client loyalty process coordination.

Directed all aspects of the BONY merger conversion for 15 highly sensitive clients with complete oversight of multiple complex product implementations.

Consistently achieved excellent client survey scores and business partner feedback OF 90% YOY.

Collaborated with cross-functional departments within a matrixed organization to effectively complete projects.

Provided client support for strategic initiatives, ensuring comprehensiveness of planning processes through regular meetings.

Facilitated quarterly department audits for 12 implementation consultants. These efforts boosted efficiency and reduced rework rate by 20%.

Implemented over 2200 treasury products as an implementation consultant with an unprecedented 0% rework rate.

FOREVER GREEN 12/2004-12/2005

Account Manager Sayreville, NJ

Led all aspects of account management, retention, business development, and strategic planning efforts.

UBS FINANCIAL SERVICES 05/2000–11/2004

Senior Project Manager AVP Secaucus, NJ

Directed all aspects of 30+ medium to large scale complex multiple product equity plan project implementations, including ESOP, ESPP, and restricted stock. Consistently fulfilled deliverable requirements on schedule and in alignment with agreed specifications.

Supervised, trained, and motivated multiple teams and matrix levels, including 3 project managers, while leading RFP, client kick-off meetings and conference calls, scheduling tasks, allocating resources, coordinating lifecycle testing, and maintaining procedure documentation.

Pioneered the launch of Fortune 500 corporate clients onto the equity plan product platform with direct oversight of request for proposal (RFP) implementation from inception to completion.

Managed the conversion of 20 clients from Equity Edge to Transcentive data software within a rapid timeframe.

Spearheaded the rollout of the new look and logo change website enhancement project.

Administered 12 asset transfers valued at over $100M.

EDUCATION

Bachelor of Arts in economics, East Stroudsburg University, East Stroudsburg, PA

ADDITIONAL INFORMATION

Volunteerism: Royal Governor’s Mansion Historical Society former trustee; Volunteer Match; Vitalant

Technical Skills: Microsoft Office suite

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