10323 Dugas • San Antonio, TX 78245 • 210-294-2946 • firstname.lastname@example.org
OBJECTIVE A management professional offering top rated talents directing complex, multi-site programs and project initiatives,
seeking new career challenges.
SUMMARY •. Proven critical thinking and analytical talents as a product owner and senior project manager on behalf of
Global Account Opening as well as technical and business technology roll-outs.
Extensive knowledge with Waterfall and Agile project methodology. Coordinated, scheduled and facilitated
multiple agile sprint sessions covering userstory development, design documentation, testing,and
implementation. Agile sessions were completed both remotely as well as face to face with groups of 20-40
Delivers critical deliverables and facilitates project completion in an expedited manner using SME (Subject
Matter Expert) knowledge and relationship strengths.Consistently rated in the top percentile as “Highly
• Achieves substantial productivity and quality improvements through well-managed, on-time projects. SME
knowledge pertinent to Customer View components,including Liability and Asset Account Opening, Financial
Planning, Customer Maintenance, SystemNavigation, Account Servicing, Customer Greeting tools, etc.
• Credited with designing and developing critical templates and best practices used as a foundation for all
project and systemupdates worldwide.
• Team lead for global, remote, and on-site all-day workshops with partnered teams. Developed Train-the-
Trainer material for up to 50 Trainers, Testers, and Personal Bankers. Manage foreign team hospitality
arrangements, resources,and training sessions.
• Polished abilities to translate complex data into understandable project goals pertinent to both
foreign and domestic teams. Available to travel worldwide on a scheduled and unscheduled basis.
Currently working on PMP Level 1 Certification. BluePrint, RTC, MS Project, MS Office (Outlook, Word,
Excel, PowerPoint) , Sharepoint, WebEx, MS Live Meeting, MS Visio, Snag It, PRT Tool, SharePoint
Tracking. Additional upon request.
EXPERIENCE Senior Product Owner, Citibank, San Antonio, Texas
2013 to Present – Account Opening Product Owner
Currently serve as a Global Product Owner for Citibank Retail/Consumer Account Opening. Lead business
representative for the development of Citi’s global account opening tool affecting organizational-worldwide
Overall Lead for the CBNA (Citibank North America) Delivery Team on the Single Account Opening (SAO)
module for the Eclipse/Rainbow project.
Led Consumer and Retirement teams to complete multi-tasks and milestones pertinent to the SAO work stream
supporting Consumer Retail and Retirement Plan account opening for all channels and touch points.
Capture Global Common SAO Business Requirements and document all initiatives using key resources from
Mexico, Brazil, Japan, Russia, Great Britain, and Poland. Co-developed and drafted the template used to
capture all Consumer Retail and Commercial Small Business Requirements.
Consistently exceeded expectations regarding multiple updates to the SAO and Rainbow program. Managed
changes to support United States legal/regulatory updates,the retention of the Citi global common model, and
global data repository system.
Credited with developing Citibank’s Global Account Opening flow and system.
Traveled to New York, San Francisco, St Louis, Jacksonville, Barcelona, Singapore and Mexico City to
participate in comprehensive design sessions on behalfof the Eclipse SAO module.
Exceeded all deliverables/key objectives and obtained all business CBNA Technology and GCTO Global
Technical infrastructure approvals.
Assisted multiple business partners to prepare for testing by addressing design questions and clarification issues
raised by the testing team. Also provided Operations and training/testing teams assistance by recommending
changes on training material and testing scenarios.
Recipient of commendations from team leaders located worldwide (names upon request) for project assistance
2006 to 2013 - Senior Project Manager
Tasked with ongoing execution of complex business and technological projectadvancements. Projects
integrate areas thatincluded Credit Products,Citi Bank Private Bank (Affluent Customer Base), International
PrivateBank, and numerous other divisions.
Life-Cycle ProjectManager accountablefor evolving pilotprograms,projectscope creep, budgets, risk
assessments,functional/technical specifications,projectteams,cross-functional communications,
quality/performancetesting, and customer/employee trainingcriteria.
Author and deliver executive briefings and status reports on an ongoingbasis.
Review and authorize Business Requirement Documentation (BRD), functional specifications , test plans,and
post-implementation criteria. Track cost codes for all projects, as well as expense accounts.
2004 to 2006 Operations Support/Business Analyst
Served as a key business analystpertinent to all new products and processes impactingboth Secured Credit
Co-team member tasked with recommending “best practice”methodologies and changes to accomplish goals
by the projected implementation date. Department expertise integrated back officeprocessing,special
projects,troubleshooting, tracking,and processingof multi-million dollaraccountactions.
Liaison between the financial center and the USCC group tasked with ensuringstreamlined communications to
reinforcethe collaborativeeffort between units.
Revamped procedures to accomplish a user-friendly production tool for Financial Associates.
Established an effective communication platformintegrating MessageCenter Bulletins to inform Financial
Associates on all newchanges.
Completed projects includingThank You Rewards Program; FirstAmerican Bank Acquisition;FACT Act;
Selected over peers to represent operations at management meetings. Recognized for impeccable abilities to
summarize, track, and coordinate highly detailed information.
Served as a senior customer resolution specialist. Successfully minimized customer conflict and preserved the
valued relationship between the customer and business unit.
Selected out of a highly competitive candidate pool of 36 professionals. Rated as a “CitiStar” member (top 1%)
2003 to 2004 Remote Service and Sales Integration Specialist
Authored and facilitated trainingmaterialsto assistassociates on recognizing sales opportunities in both
Citibusinessand Citiphonecampaigns,and to avoid regulation failures duringcontactservicecalls.
2002 to 2003 Success For All - Lead SME (returned with CBOL knowledge to help drive customers online)
2000 to 2002 CBOL Internet Service Financial Associate
Provided 1st and 2nd level technical supportfor Citibank Onlinecustomers (also supported Business Access and
the Primerica websiteapplication).
Promoted to a SME position. Delivered job training,coaching,and monitoringof employees to meet and
exceed quality,performance, and sales goals. Trained in one-on-one and group presentations.
1999 to 2000 Quality Control Expert – form validations
1998 to 1999 Success For All - Lead SME
Tasked with ongoing trainingfor new hires. Coached, monitored, and provided feedback to associates to
ensure quality performance and sales goals
Supported Citibank’s Bill PaymentService. Enrolled customers, added merchants, scheduled payments, and
placed investigations to resolvecustomer issues.
1997 to 1998 Citiphone Financial Associate Lead SME
Provided customer servicefor consumer bankingaccounts i.e. balances,transactions,and fee inquiries.
Performed accountmaintenance such as address changes,checkbook orders,and card re-orders.
EDUCATION Extensive Technical, Corporate and Project Management Training, Citicorp.
Graduate, Homes High School, San Antonio,Texas
ACTIVITIES Volunteer, Habitat For Humanity, Meals on Wheels, & Food Bank. Landscaping/Gardening Enthusiast
10323 Dugas • San Antonio, TX 78245 • 210-294-2946 • email@example.com
To Whom It May Concern:
I am interested in a Lead Management position which will utilize my technical proficiencies and senior level contributions to support
your project goals. Enclosed is my résumé for yourreview and consideration.
My expertise incorporates broad based success planning,designing,and implementing projects affecting worldwide business
operations.I am experienced leading peer-professionals in full project controls integrating both domestic and international teams.
As a project professional, I am passionate about quality goals and customer satisfaction. I offer a record of increased efficiency,
productivity, and profitability through automation and process improvement.
From designing and implementing technical guidelines, to advanced troubleshooting and training contributions,my record portrays
the abilities to manage time-critical and highly technical projects to successfulcompletion.
I am looking forward to continued field contributions with a company offering new career challenges.I am available for an in terview
at your earliest convenience.