Joe Grewe

About Joe Grewe

With over 20+ years of experience in product and services management, payments, risk, and operations in the banking and financial services industry, I am a seasoned leader and problem solver who thrives on delivering innovative solutions and enhancing operational capabilities. As the VP CORE Banking Services Manager at Sunwest Bank, I manage the entire core provider relationship and seek out new products to accommodate the bank\'s future direction. I also assist all areas of the bank\'s operations teams in troubleshooting and escalations. Previously, I managed payment flows for over clients at Americor, a startup debt consolidation company, and created processes to monitor and prevent online fraud and risk at Banc of California. I have a strong background in treasury cash management, BSA/OFAC/FINCEN, API, and loss prevention, as well as an MBA in Finance. My goal is to leverage my skills and experience to drive product innovation and efficiency at Sunwest Bank and beyond.

Experience

1. VP Core Banking Services Manager

   Sunwest Bank

   Aug 2022 — Present · Irvine, CA, US

   Overview Lead the strategy, implementation, and optimization of core banking systems and client‑facing digital services. Oversee third‑party technology solutions, vendor relationships, and system performance to ensure seamless delivery of products and services across the bank.Key ResponsibilitiesManage and develop a team of up to six professionals through coaching, mentoring, and performance leadership.Oversee implementation, support, and enhancement of core banking products and related services, ensuring alignment with client needs and bank objectives.Analyze system functionality, recommend improvements, and present business cases to senior leadership.Drive core system transformations, including requirements gathering, testing, documentation, and frontline training.Maintain product/service manuals, core specifications, and operational procedures.Manage vendor relationships, SOW processes, escalations, and service-level performance.Oversee year‑end processing, data cleanup, retention routines, and technical training for system users.Coordinate release reviews, licensing, updates, and communication with business partners and frontline teams.Monitor client‑facing services such as Online & Mobile Banking, account statements, treasury analytics, and fraud‑monitoring solutions.Serve as primary point of contact for vendors, project committees, and internal stakeholders.Participate in user groups, vendor conferences, and ongoing training to ensure best practices and continuous improvement.

Education

• University of Phoenix

  BS Finance, Finance

• University of Phoenix

  MBA, Business Administration and Management, General

• Rock Valley College

  Associate of Arts - AA

Skills

• Mergers & Acquisitions
• Business Analysis
• Budgeting
• Management
• Team Building
• Payment Systems
• Fiserv Precision
• Cash Management
• Executive Management
• Problem Solving
• Business Planning
• Operations Management
• Project Management
• Microsoft Office
• Bank Secrecy Act
• Training
• Retail Banking
• Compliance
• Fiserv Director
• Payments
• Treasury Management
• Financial Services
• Ofac/Fincen Reporting
• Customer Service
• Credit Unions
• Microsoft Excel
• Payroll
• Analysis
• Banking
• Risk Management
• Excel
• Internet Banking
• Credit
• Portfolio Management
• Loans
• Cost Accounting
• Process Improvement
• Leadership
• Microsoft Word
• Adjustments