Years of professional experience in the payments industry
Pedro Ferrer
Rocklin
Summary
Performance driven and strategic-thinking professional with over 15 years of experience driving business growth to exceed expectations. Passionate about Treasury Management and with deep knowledge of the payments industry, commercial banking product & advanced operational practices, seeking an opportunity to join a solid and growing organization to collaborate and solve upcoming challenges to best enhance the organizational brand.
Overview
16
16
5
5
Professional Certifications
Work History
Senior Principal
Green Towers Consulting, LLC.
Sacramento, CA
2022.04 - Current
- Lead Payment Transformation engagements to enable clients to improve market position and gain access to new markets or segments.
- Improved efficiencies through digitization of Treasury Management Operations functions.
- Delivered outstanding service to clients to maintain and extend relationship for future business opportunities.
- Liaised with customers, management, and internal teams to better understand customer needs and recommend appropriate solutions.
- Supported clients with business analysis, documentation and data modeling.
- Developed service plans in consultation with clients, performed follow-ups assessing quantity and quality of services, and executed deliverables in accordance with service plan.
- Created detailed roadmaps of action items and project goals and generated reports to inform budgeting and planning.
- Developed strategic component development plans to support future projects.
- Boosted operational success of client's organization by improving performance, motivation, job satisfaction, hiring practices, training programs and management systems.
- Updated stakeholders on key milestones for projects.
- Developed comprehensive business cases to analyze costs, benefits, ROI and TCO of proposed solutions.
- Saved considerable costs by renegotiating outsourcing contracts.
- Improved clients overall Treasury Management journey by automating the on-boarding process.
SVP, Director TM & Dep. Admin. and Comm. Products
Heartland Financial (HTLF)
Denver
2020.02 - 2022.04
- Manage organization with 120+ direct and indirect reports ultimately responsible for day-to-day customer experience associated with all deposit and TM products offered across our 11 member banks.
- Responsible for the overall, enterprise-wide, product & operational strategy for deposit, payments and receivable solutions.
- Focused teams on developing innovative and cutting-edge approaches with effective resource allocation and strategic planning.
- Created annual budget and developed comprehensive plan to accomplish company objectives while staying within budget.
- Directed work of realigning responsibilities across multiple teams to coordinate efficient production operations.
- Developed, coached and provided feedback to top-performing teams using strong leadership and analytical thinking skills.
- Led restructuring and turnaround through development of new leadership team and introduction of new processes.
- Responsible for the Commercial Product and Operational processes standardization during an 11 charter consolidation.
- Developed and implemented new strategies and policies to establish long-term business objectives and provide strong and sustainable organizational leadership
- Demonstrated proficient leadership skills to motivate employees and build competent teams.
- Monitored industry trends, keeping current on latest changes and competition in industry
SVP, Director of Treasury Services
Rabobank N.A. | Mechanics Bank
Roseville
2014.04 - 2020.02
- Responsible for the TM Sales, Product and Operations teams.
- Drove strategic sales, operational and company procedural improvements resulting in 53% increase in profit.
- Hired and trained commercial team to drive new business for company, recruiting, training and implementing internal sales team to identify and close opportunities within the SB segment.
- Evaluated product development strategies and prepared alternative approaches to goal achievement.
- Developed and implemented new strategies and policies to establish long-term business objectives and provide strong and sustainable organizational leadership.
- Oversaw contract compliance and conducted periodic vendor reviews.
- Led the development and management of the wholesale and Treasury Management product suite, including Trade and FX.
- Developed measurement tools, dashboards and reports to track metrics on adoption and effectiveness of initiatives
- Resolved issues and recommended actions based on production and compliance reports.
- Spearheaded cross-functional initiatives across departments to achieve business goals for bottom-line profits.
- Led operational team in development, rollout and management of new product lines.
- Mitigated regulatory risks by overseeing adherence to insurance and safety regulations.
- Clarified roles, responsibilities and expectations of staff.
- Attended trade shows and client meetings, promoting brand and building rapport with prospects.
Product Manager
Banco Popular North America
Chicago
2006.06 - 2014.04
- Conceptualized and deployed enhanced Treasury Management product features and optimized implementation for use in marketing strategies.
- Established criteria for each milestone within product roadmap as means to measure developmental progress.
- Spearheaded collaborative efforts to bring products to market. Thrived in fast-paced, highly-adept team to develop and prioritize product features and build product roadmap.
- Compiled product and customer data to generate informed profit projections.
- Supported marketing teams, creating, deploying and optimizing campaigns for clients.
- Coordinated project planning and execution with team members and team leads.
- Developed product documentation to communicate upcoming features and products to internal teams.
- Supported the sales team, as product subject matter expert, during sales/prospect visits.
- Analyzed metrics to measure product performance.
Education
Masters in Banking - Banking
Pacific Coast Banking School (PCBS)
Seattle, WA09.2019
MBA - Financial Analysis
DePaul University
Chicago, IL06.2006
Bachelor of Science - Economics
Universidad Illes Balears (UIB)
Palma De Mallorca (Spain)02.2002
Skills
- Strategic Thinking
- Process Improvement
- Project Management
- Product Development
- Goal Minded
- Detail-Oriented
- Team Development
- Teamwork
- Vendor Management
Certification
- CTP, Certified Treasury Professional (AFP)
- APRP, Accredited Payments Risk Professional (NACHA)
- NCP, National Check Professional (ECCHO)
- SWIFT Certified Expert (SWIFT)
- CSPO, Certified Scrum Product Owner (Scrum Alliance)
Languages
Spanish
Native or Bilingual
Timeline
Senior Principal
Green Towers Consulting, LLC.
2022.04 - Current
SVP, Director TM & Dep. Admin. and Comm. Products
Heartland Financial (HTLF)
2020.02 - 2022.04
SVP, Director of Treasury Services
Rabobank N.A. | Mechanics Bank
2014.04 - 2020.02
Product Manager
Banco Popular North America
2006.06 - 2014.04
Masters in Banking - Banking
Pacific Coast Banking School (PCBS)
MBA - Financial Analysis
DePaul University
Bachelor of Science - Economics
Universidad Illes Balears (UIB)
- CTP, Certified Treasury Professional (AFP)
- APRP, Accredited Payments Risk Professional (NACHA)
- NCP, National Check Professional (ECCHO)
- SWIFT Certified Expert (SWIFT)
- CSPO, Certified Scrum Product Owner (Scrum Alliance)
Similar Profiles
Tara GreenTara Green
Company Owner at Tara Green Consulting LLCCompany Owner at Tara Green Consulting LLC
Christopher RutkowskiChristopher Rutkowski
Landlord at Russell Towers LLCLandlord at Russell Towers LLC
Giordani CrawfordGiordani Crawford
Owner at Green Collar ConsultingOwner at Green Collar Consulting