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
04.2022 - 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
02.2020 - 04.2022
- 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
04.2014 - 02.2020
- 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
06.2006 - 04.2014
- 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.
04.2022 - Current
SVP, Director TM & Dep. Admin. and Comm. Products
Heartland Financial (HTLF)
02.2020 - 04.2022
SVP, Director of Treasury Services
Rabobank N.A. | Mechanics Bank
04.2014 - 02.2020
Product Manager
Banco Popular North America
06.2006 - 04.2014
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)
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