Jason Miller
Implementation Manager for Treasury Solutions currently with Citizens Private Bank. I have a proven track record in leadership, problem solving, and client management with over 8 years of experience in FinTech.
- Role
- Strategic Implementation Manager - Treasury Services at Citizens Financial Group, Inc
- Location
- Pittsburgh, PA, US
- LinkedIn followers
- 500 followers
About Jason Miller
Experienced Manager with a demonstrated history of working in the financial services industry. Skilled in Banking, Retail, Customer Satisfaction, Interpersonal Skills, and Time Management. Strong finance professional with a Master of Business Administration - MBA focused in Business Analytics from California University of Pennsylvania. Designed, implemented, and oversaw several workflow improvement projects.
Experience
Strategic Implementation Manager - Treasury Services
Oct 2024 — Present
I manage a portfolio of Private Bank Clients that include complex account structures and affiliated relationships. As a senior point of contact, I liaise with Clients, Front Office (Sales/Relationship Managers), Portfolio Managers, Credit, Legal, Compliance, Risk, Operations, Audit, and other teams as necessary as part of the on-boarding, account maintenance and the AML/KYC processPackage Treasury Solutions:Perform data quality review of AML/KYC for completeness, including ensuring all appropriate information is contained in the proprietary system(s) to meet all regulatory, legal, bank and audit requirementsApply and enforce risk mitigation controlsEscalate any exceptions to leadership and other concerned partiesComplete AML/KYC onboarding for new and existing customers by reviewing client documentation, internal & vendor applications, and data entered in proprietary system(s).Project Management:Identify bottleneck opportunities to increase efficiencies in day to day operationsLeveraged and fine tuned existing Salesforce reporting to show a more holistic view of operationsCreated a best practice grid to ensure data integrity for complex issues
Education
PennWest California
Master of Business Administration - MBA, Business Analytics
Skills
- Customer Service
- Loans
- Retail
- Sales
- Loss Prevention
- Mortgage Lending
- Leadership
- Inventory Management
- Inventory Control
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