Find Unlimited Emails.For Free.

Discover prospects, find their business emails, and build your pipeline with Unifers.

Start for Free

Steven Teller

Data Strategy & Operating Model @City National Bank

Wilmington, DE, US
MOBILE NUMBERS
+13•••••••09

Signup · Get unlimited contacts

WORK HISTORY

Jul 2024 — Present

Data Strategy & Operating Model @City National Bank

Wilmington, DE, US

Develop strategic roadmap for Operational Metrics across Client Contact Center, Client Servicing, Fraud Strategy & Operations, and Operations• Designed end to end Process workflow for all Data Reporting Requests: Request Intake, Project Development, QC Code Reviews, Data Dictionary, and Critical Report Tracking• Act as Scrum Master to oversee and triage requests for Data Quality, Metrics, and Reporting across Banking and Investment Services• Assist with development and standardization for KPI metrics, Tableau Dashboards, SharePoint workflows, and Snowflake (SQL) best practices to ensure consistency across Data Strategy Team• Develop and document Data Strategy Procedures and controls oversight for active monitoring• Assist with Consent Order requirements for developing, documenting, and providing evidence for over 100 Operational Procedures across Banking and Investment Services

EDUCATION

2011 — 2015

Wilmington University

Master of Business Administration (MBA), Finance, General

2017

Delaware Technical Community College

Classes/Certifications, Business Administration and Management, General

2005 — 2008

Wilmington University

Marketing, Business, Management, Marketing, and Related Support Services

2002 — 2005

University of Delaware

Bachelors of Science in Marketing, Business Administration and Management, General

SKILLS

Asset AllocationBlackrock Query LanguageRisk ManagementPortfolio ManagementData AcquisitionAccounts ReceivableEquitiesTradingBondsCustomer ServiceBillingReport GenerationMicrosoft OfficeDerivativesMiddle OfficeSqlDeveloping Client RelationshipsInvoice ProcessingCollateral ManagementFuturesCorporate ActionsFund AccountingTrading SystemsFx OptionsForwardsTotal Return SwapsEtfsMicrosoft ExcelEquity TradingCredit DerivativesFinancial ServicesClient ServicesAccount ReconciliationCredit CardsSystem Integration TestingFinanceTrade RoutingOptionsSecuritiesOperational Due Diligence

ABOUT STEVEN TELLER

Profession Summary: · Detail-oriented…

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.