Kevin Banas

Customer Experience & Service Operations | Reimagining the role of (and orchestration across) digital, agent / advisor, and contact center channels in financial services

Role
Workplace Solutions Senior Manager, Service Operations & Transformation at Vanguard
Location
Charlotte, NC, US
LinkedIn followers
500 followers

About Kevin Banas

Leads cross-functional teams to transform customer experience and service operations for financial services providers. Integrates intuitive self-service, compassionate personalized human advice, and emerging technology and analytics so companies can foster their customers’ financial wellbeing at lower operating costs

Experience

  1. Workplace Solutions Senior Manager, Service Operations & Transformation

    Vanguard

    May 2025 — Present

Education

  • The University of North Carolina at Chapel Hill

    BSBA, Business Administration, Sociology

    2004 — 2008

  • University of Virginia Darden School of Business

    Master of Business Administration (MBA)

    2012 — 2014

Skills

  • Customer Segmentation
  • Financial Modeling
  • Customer Retention
  • Segmentation
  • Financial Analysis
  • Program Management
  • Telematics
  • Business Analysis
  • Business Strategy
  • Mergers & Acquisitions
  • Customer Acquisition
  • Market Research
  • M&a Experience
  • Management Consulting
  • Customer Experience

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Kevin Banas — Workplace Solutions Senior Manager, Service Operations & Transformation at Vanguard in Charlotte, NC, US | Unifers