Executive Project Manager & Financial Services Leader

CAREER SUMMARY

• Executive Project Manager with *0+ years of experience leading cross-functional teams, driving enterprise-wide initiatives, and delivering complex projects on time and within budget across financial services and technology sectors.

• Implement a targeted prospecting strategy that resulted in a 230% growth in high-net-worth clients over 3 years by identifying, cultivating, and converting qualified leads.

• Build trusted financial relationships within immigrant communities by engaging through volunteer work and local outreach, offering culturally responsive financial guidance tailored to newcomers.

• Spearheaded the seamless transition to a new banking system by identifying operational inefficiencies, resulting in a 30% improvement in transaction processing and streamlined bank operations.

• Directed a 10-member team to achieve a 95% audit compliance rate through meticulous oversight of documentation, regulatory adherence, and recordkeeping procedures.

• Collaborated with business owners to assess strategic priorities and deliver customized financial solutions, generating $5M in revenue and leading a 15-member team to execute targeted growth initiatives.

• Onboarded new clients and guided them through E-channel registration processes, increasing digital banking adoption by 25% within the 1st month of account activation. PROFESSIONAL WORK EXPERIENCE

BANK OF AMERICA – TACOMA, WA

Project Manager, Relationship Banker 2020 – Current

• Leverage deep subject matter expertise to lead complex projects from initiation to completion, ensuring alignment with business objectives, stakeholder expectations, and delivery timelines.

• Implement a targeted prospecting strategy that resulted in a 230% growth in high-net-worth clients over 3 years by identifying, cultivating, and converting qualified leads.

• Lead a high-performing team of 10 to achieve a 95% audit compliance rate through rigorous documentation protocols, operational consistency, and proactive oversight.

• Ensure seamless Scrum project execution by eliminating barriers, fostering transparent communication, and promoting a collaborative team culture.

• Develop and monitor key performance indicators and establish a proactive risk management framework that aligns with corporate standards and project needs.

• Collaborate with 13+ internal stakeholders to align cross-functional efforts, streamline project workflows, and meet strict deadlines with precision.

• Drive strategic cross-selling initiatives that significantly increased customer acquisition and product utilization across loans, investments, and deposit accounts.

• Build trusted financial relationships within immigrant communities by engaging through volunteer work and local outreach, offering culturally responsive financial guidance tailored to newcomers.

• Bridge American banking practices with the cultural values of diverse populations to enhance trust, accessibility, and relevance of financial services.

• Facilitate strategic partnerships between clients and community organizations to align long-term financial planning with broader support resources and opportunities.

BARCLAYS BANK – NAIROBI, KENYA

Project Manager 2013 – 2015

• Spearheaded the seamless transition to a new banking system by identifying operational inefficiencies, resulting in a 30% improvement in transaction processing and streamlined bank operations.

• Partnered with executive leadership and special interest groups to manage a $500K system conversion budget, negotiate implementation terms, and align technology upgrades with enterprise goals. Esther Wangu Mwangi, MBA

Tacoma, WA 253- 257- 5945 ******.******@*****.*** www.linkedin.com/in/esther- mwangipmp

Full Life Cycle Project Management

Agile & Waterfall Methodology Scrum

Change Management

Business Process Improvement

Software Development Life Cycle

Strategic Planning & Execution

Resource Management

Budgeting

Data Analysis

Cross-Functional Team Leadership

Vendor Discovery & Oversight

Stakeholder Engagement

Communication

Coaching & Mentoring

Relationship Building

People Development & Management

CORE COMPETENCIES

• Directed a 10-member team to achieve a 95% audit compliance rate through meticulous oversight of documentation, regulatory adherence, and recordkeeping procedures.

• Generated a 20% uplift in personal and business loan approvals by recognizing customer needs at the enquiries desk and channeling high-value referrals to the lending team.

• Improved operational accuracy and reduced return-to-sender (RTS) rates by 40% by leading and optimizing the performance of an 8-person branch operations team.

• Led compliance training for 5 alternate branch staff, maintaining a 98% system proficiency rate and ensuring consistent adherence to updated banking protocols.

• Facilitated a seamless leadership handover by training a compliance successor on new systems and regulatory requirements, achieving a 100% training rate within a $50K budget.

BARCLAYS BANK OF KENYA – NAIROBI, KENYA

Relationship Manager 2007 – 2013

• Collaborated with business owners to assess strategic priorities and deliver customized financial solutions, generating $5M in revenue and leading a 15-member team to execute targeted growth initiatives.

• Supported the sales team by facilitating account openings, mandating changes, and documenting credit cards and loans, achieving a 95% accuracy rate and improving operational efficiency.

• Onboarded new clients and guided them through E-channel registration processes, increasing digital banking adoption by 25% within the 1st month of account activation.

• Identified and followed up on soft sales leads to support the sales pipeline, resulting in a 15% increase in conversion rates and enhanced revenue opportunities.

• Collected service-related bank revenue through processing of statement fees, opinion letters, and additional client services, contributing to a sustained 10% increase in monthly revenue.

• Processed high-value customer payment instructions, including Telegraphic Transfers and RTGS transactions, with 98% accuracy while meeting stringent turnaround time benchmarks.

• Verified and authenticated client instructions for financial documents such as statements and opinion letters, maintaining 100% compliance and reducing errors by 20% through enhanced verification protocols. EDUCATION & CERTIFICATIONS

Master of Business Administration – Strayer University Bachelor of Business Administration – Maseno University Project Management Institute, Project Management Professional (PMP) Certification (In progress) Vision College, CPA Section 3

Business Information Technology, Strathmore University

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