Shannon Precht
Edmonton,AB
Summary
Forward-thinking Senior Manager skilled at planning, implementing and overseeing key improvements to drive business growth and efficiency. Excellent in empathizing with clients, product management, problem solving and process improvement. Documented strengths in building and maintaining relationships with diverse range of stakeholders in dynamic, fast-paced settings.
Overview
39
39
years of professional experience
Work History
Senior Manager, Products - Deposits & Investments
ATB Financial
07.2023 - Current
- Managed a team of 2 Principal Product Managers and 1 Senior Product Manager responsible for ATB's Deposits and Investments for Business, Retail and Private Banking.
- Established performance goals for employees and provided feedback on methods for reaching those milestones.
- Onboarded new employees with training and new hire documentation.
- Launched new products and services with thorough market research, leading to increased revenue growth including FHSA Account and GIC, new Business Accounts.
Senior Manager, Products, Deposits & Insurance
ATB Financial
06.2021 - 07.2023
- Managed a team of 5 Product Managers and 4 Product Operations team members
- Responsible for managing the life cycle for Business, Retail and Private Banking Products
- Worked with external consultants to complete Product Optimization for all ATB's Banking Products
- Established team priorities, maintained schedules and monitored performance.
- Recruited, interviewed and hired a Principal Product Manager. a Senior Product Manager and 2 Product Operations Managers
Senior Manager- Everyday Core Banking Products
ATB Financial
04.2020 - 06.2021
- Managed team of 6 Product Managers for Everyday Core Banking Products for Deposits, Investments, Loans and Insurance
- Completed Process Life Cycle and Rationalization of Retail Products
- Led EFS Credit Relief program and delivered Deferral Calculator for Lump Sum Payments and new Pre-approval process for LOC increases.
Senior Product Manager- Transformation
ATB Financial
04.2017 - 04.2020
- Senior Product Manager for Onboarding Express, Business Onboarding, Auto Adjudicated Lending, Debit Card Maintenance, ATB Unleashed and RM Unleashed
- Led 3 squads of developers
- Led 2 Product Managers
- Rolled out applications and iPads to all Retail front line team members and Business and Agriculture sales team
- Responsible for training and communications
- Conducted 5 pilots and worked directly with front line team members
- Leveraged Agile methodologies for efficient project management and rapid iteration cycles.
- Managed product roadmaps, aligning with company goals and ensuring timely delivery of key features.
- Drove go-to-market plans for product releases, coordinating marketing efforts to raise brand awareness and generate leads.
Senior Product Manager, CRM
ATB Financial
07.2016 - 04.2017
- Product Manager for CRM and Account Origination
- Managed all CRM and AO inquires
- Leveraged data and analytics to make informed decisions and drive business improvements.
CRM Business Specialist - Strategy & Operations
ATB Financial
03.2015 - 07.2016
- Subject Matter Expert for CRM and Account Origination (AO)
- Led Quick Wins for CRM and AO
- Launched new processes providing detailed technical and operational direction. Created Customer Profile on the Fiori platform Creating and Editing Compliant Business Partners
- Conducted research and Discovery for the ATB 360 Project which resulted in the foundation of RM Unleashed
- Led CRM Steering Committee
- Developed strong relationships with stakeholders through regular communication updates, fostering trust and confidence in the team''s ability to deliver results.
Innovation Catalyst- Exponential Burst
ATB Financial
09.2014 - 03.2015
- Led Design Thinking Workshops
- Led discovery work for ATB 360 initial prototype
- Led discovery work for the Idea Platform
- Initiated contact with vendors and built solid working relationships.
Senior Business Analyst, BPM
ATB Financial
08.2012 - 09.2014
- Business Analyst for Compliance Projects- Inactives, Unclaimed Items, FATCA, CRS, CASL, BP Reporting, Self Dealing Report
- Helped create and implement Prioritization tool for ATB Processes
- Worked closely with Legal, Privacy, Compliance and AML teams
- Managed stakeholder expectations through transparent communication and timely status updates, ensuring alignment between project deliverables and business objectives.
- Facilitated requirement gathering workshops, resulting in clear project objectives and deliverables.
Manager- Process Improvement
ATB Financial
04.2011 - 08.2012
- Manager of Forms Officer
- Manager of Operations Analysts - Operating Guide Writers
- Applied customer feedback to develop process improvements and support long-term business needs
- Managed and motivated employees to be productive and engaged in work.
System Business Analyst- CORE Transformation
ATB Financial
01.2009 - 03.2011
- Updated the RFS Operating Guide to align to new SAP system
- Process Improvement for numerous processes
- Reduced the number of AML forms by introducing new fields and adding automation in SAP
- Developed strong knowledge of FINTRAC and AML regulations
- Created plans and communicated deadlines to ensure projects were completed on time
- Worked closely with SAP team to understand new processes
Operations Senior Process Analyst
ATB Financial
04.2008 - 01.2009
- Enhanced the policies and processes for Deceased Customers and Estates.
- Traveled Alberta and educated CRMs and Branch Managers on how to manage Estates and work with families when a client dies.
- Created Quick Application to open retail accounts. Conducted pilot with 3 branches prior to implementation
- Performed root-cause analysis on recurring issues, developing long-term solutions that reduced occurrence rates significantly.
Policy & Process Analyst
ATB Financial
04.2005 - 04.2008
- Updated policy and process in the Operating Guide.
- Increased efficiency and team performance by implementing actionable process improvements.
- Redesigned the Operating Guide to include Policy, Business Rules, Process and Knowledge. Worked to move the Operating Guide to a new Platform
- Produced documentation for all CSA processes for team members to follow when using the new teller management system.
Operations Officer
ATB Financial
03.2003 - 04.2005
- Operational Support Help Desk- answered CSM and Branch Manager questions for all of Alberta
- Supported LoanCenter, CIF and ATB View
- Worked closely with Compliance Team and Regional Operation Managers
- Assisted with CSM Residency Program
Senior Customer Service Representative
ATB Financial
05.2002 - 04.2003
- Provided high quality service to customers- opened new accounts for retail and business customers
- Managed CSRs- training and scheduling
- Maintained Individual Cash system, ABM, CDU and Night Deposit
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
Senior Customer Service Representative- Investment
ATB Financial
04.1999 - 02.2001
- Provided high quality service to customers- Opened new accounts, sold investments - RSPs, RIFs, FDDs, RESPs
- Licensed to sell Mutual Funds
- Responsible for all Estate files and working with families of deceased customers
Customer Service Representative
ATB Financial
04.1998 - 04.1999
- Total Service Teller with Central Cash system
- Worked in Deposit Services providing primary customer support with everyday banking needs.
- Responsible for Wires and Collections
- Maintained and balanced ABM, CDU and Night Deposit
- Worked on Proof Desk
Customer Service Representative
ATB Financial
08.1994 - 04.1998
- Provided primary customer support to customers in fast-paced environment.
- Alternate TST in Central Cash System
- Cross trained in Discounts, Proof and Deposit Accounts
- Responsible for all Safe Deposit Boxes
Head Cashier
Totem Building Supplies
05.1990 - 03.1994
- Educated employees on all job tasks, including register use, merchandising and customer service
- Responsible for scheduling and training cashiers
- Data entry and credit checks
- Balanced cash and completed bank deposits
Cashier
Revelstoke Home Centres Ltd
04.1988 - 05.1990
- Operated cash register for cash, cheque and credit card transactions
- Provided primary customer support customers in fast-paced environment.
- Worked refund counter, trained new employees
Salesperson
Shipley Photo Services Ltd
03.1985 - 04.1988
- Monitored sales floor and merchandise displays for presentable condition, taking corrective action such as restocking or reorganizing products.
- Responsible for opening and closing store
- Assisted customers with purchasing cameras, photofinishing, passport photos and customer service.
- Operated cash register for cash, cheque and credit card transactions
Education
Certified Product Manager
AIPMM
05.2022
AICB Designation
Associate, Institute of Canadian Bankers (AICB)
Personal Financial Counselling Diploma
The Institute of Canadian Bankers
Education And Science
University of Alberta
Edmonton, ABHigh School Diploma -
J Percy Page High School
Edmonton, ABSkills
- Natural tendency to be positive, creative and curious
- Ability to support and influence others
- Ability to implement initiatives and deliver outcomes
- Digital banking products and services
- Collaborating with designers, engineers and other key stakeholders
- Ability to empathize with customers and team members
- Utilize data to uncover opportunities, present ideas and frame outcomes
- Investment banking services
- Relationship management skills
- Teamwork and Collaboration
- Project Planning
Accomplishments
- ATB's President League Winner - 2019
- Top Transformer- Q2 - 2019
Courses
- Art of Conversation - December 2023
- Situational Leadership - September 2023
- Product Management with 280 Group - May 2021
- Acumen/Ideo.org Introduction to Human Centered Design - November 2019
Timeline
Senior Manager, Products - Deposits & Investments
ATB Financial
07.2023 - Current
Senior Manager, Products, Deposits & Insurance
ATB Financial
06.2021 - 07.2023
Senior Manager- Everyday Core Banking Products
ATB Financial
04.2020 - 06.2021
Senior Product Manager- Transformation
ATB Financial
04.2017 - 04.2020
Senior Product Manager, CRM
ATB Financial
07.2016 - 04.2017
CRM Business Specialist - Strategy & Operations
ATB Financial
03.2015 - 07.2016
Innovation Catalyst- Exponential Burst
ATB Financial
09.2014 - 03.2015
Senior Business Analyst, BPM
ATB Financial
08.2012 - 09.2014
Manager- Process Improvement
ATB Financial
04.2011 - 08.2012
System Business Analyst- CORE Transformation
ATB Financial
01.2009 - 03.2011
Operations Senior Process Analyst
ATB Financial
04.2008 - 01.2009
Policy & Process Analyst
ATB Financial
04.2005 - 04.2008
Operations Officer
ATB Financial
03.2003 - 04.2005
Senior Customer Service Representative
ATB Financial
05.2002 - 04.2003
Senior Customer Service Representative- Investment
ATB Financial
04.1999 - 02.2001
Customer Service Representative
ATB Financial
04.1998 - 04.1999
Customer Service Representative
ATB Financial
08.1994 - 04.1998
Head Cashier
Totem Building Supplies
05.1990 - 03.1994
Cashier
Revelstoke Home Centres Ltd
04.1988 - 05.1990
Salesperson
Shipley Photo Services Ltd
03.1985 - 04.1988
Certified Product Manager
AIPMM
AICB Designation
Associate, Institute of Canadian Bankers (AICB)
Personal Financial Counselling Diploma
The Institute of Canadian Bankers
Education And Science
University of Alberta
High School Diploma -
J Percy Page High School
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