With almost 40 years of financial services experience, John has led major projects and consulted in national and international financial institutions ranging in size from the community bank market and credit unions to a US$1 trillion international financial institution. In his roles as project manager and senior consultant, John has led and implemented projects encompassing backroom operations, retail and corporate services, lending, trust, data processing, and telecommunications. He has significant hands-on experience in implementing organizational change, process redesign, product design, merger and consolidation efforts, information technology, and other types of business transformation in the retail banking, bank operations, commercial and trust organizations of financial institutions.
- Managed, designed, and implemented processes at Southeast financial institution to improve service quality within the retail banking sector and bank operations. This included changes in processing, organization structure, and strategic direction.
- Managed overall project while assisting on many aspects of the engagement resulting in identified and implemented annualized savings of $20 million. Areas addressed included all aspects of operations, retail banking, contact center, lending, and administration. In addition, reviewed various corporate contracts for improvement in terms.
- Improved trust fee revenue for a financial institution through competitive pricing methodologies and improved collection practices. Extensive administrative account-by-account review to uncover missed fees as well as incorrect fee structures.
- Directed engagement for a $1 billion financial institution resulting in approximately $2.6 million in opportunity encompassing all facets of the credit union including retail, operations, lending, technology, administrative areas, risk management, and fee income. Directed the internal Retail and Operations Credit Union teams to identify and implement comprehensive process improvements to enhance member service quality and retention and increase technology utilization. Performed organization and staffing evaluation, and modeling for effective alignment of strategic business units and executive management structure.