William Masters
Naperville, IL
Financial Services professional with proven thought leadership and strategic planning expertise in treasury management and proven ability to identify and recommend process improvement opportunities. A successful record of managing change, forecasting, enhancing quality and service to the customer, improving operational efficiency, and increasing profitability. Strong consultative communication skill set, combined with creative problem solving skills in both strategic and tactical areas. Partners with internal leaders to facilitate and design implementation plans to streamline or centralize business processes at the client support level. Serves as a communicator, trainer, and at times provides technical expertise for the non-technical clients.
Work Experience
Vice President/Senior Product and Marketing Manager
2004 to 2011
Responsible for the development, implementation and support of electronic funds transfer and securities safekeeping products. Key deliverables in Global Treasury Management were creation of a 3-year product strategy with the goal to grow revenue and improve productivity. Focused on operational efficiencies and developed processes to implement them, meet competitive pressures and address regulatory requirements. Accountable for all stages of the product lifecycle while minimizing payment risk while growing revenue and ensuring profitability. Managed vendor and bank resources to meet tactical and strategic goals.
• Developed and implemented a comprehensive ACH client intake and monitoring process and an on-going education program. Achieved a favorable outcome and positive citation for the initial electronic payments exam by federal regulators.
• Developed and implemented processes to map and migrate client file transfer services to third-party vendor, supporting existing processes while also offering new technologies. Project was completed on time and within budget.
• Created a sales toolkit that provided a comprehensive guide to features, benefits, competition and development plans that gave the sales team confidence in discussing the product with clients. Generated a first-year increase in revenues of 15%.
• Created an on-line ACH training program and provided user-focused training sessions resulting in more timely resolution of client questions and issues and a 30% reduction of calls escalated to product management. A center of competence was also created in client services to address technical issues.
Vice President/Senior Manager, Implementation
2002 to 2004
Lead a team of specialists implementing global treasury management services for North American clients. Responsible for talent acquisition and performance reviews as well as soliciting and tracking client feedback in a formalized process to identify opportunities for improvement.
• Migration of set-up function to Chicago to improve lines of communication between client services, sales and operations. Led to increased client satisfaction and improved implementation times by up to 30%.
• Managed departmental reorganization that automated workflows and created a team with direct responsibility to clients for service implementations and changes. Improved accuracy with a 50% increase in per-person workload.
Asst. Vice President, Application Infrastructure Mgr, Client Server Support
2000 to 2002
Responsible for improving service availability and performance of server and desktop software and hardware. Led a team that managed over 500 file servers and 1000 applications across the U.S.
• Leveraged technology to reduce staff by 25% while increasing overall productivity
• Designed business contingency and disaster recovery programs bringing consistency to the testing process and clarifying management expectations.
• Developed procurement criteria for all application and file server needs across the organization resulting in a streamlined purchasing process and simplified support.
• Developed a Change Management Program that included a media library to eliminate lost software and to centralize installation and configuration documentation.
Asst. Vice President, Manager Community Banks, Client Server Support
1997 to 2000
and Arizona. Responsible for talent acquisition and performance monitoring. Worked with lines of business to coordinate application testing, rollouts and hardware upgrades.
• Leadership role in implementation of Y2K enhancements
• Project management for integration of 150 new locations as part of an acquisition
Asst. Vice President, Systems
1991 to 1997
Responsible for overall development and maintenance of systems. Support of fileservers and desktops. Representative and deposit systems support with service provider
• Created and expanded network to three locations; user training in network and applications software; transfer functionality of legacy systems to new environment
Commercial Loan Officer
1988 to 1991
Assistant to Officer
1985 to 1988
Education
Bachelor of Science in Finance
Certifications
Certified Treasury Professional with Mastery of Canadian Treasury Management (CTP +CN)
June 2005 to June 2011
CTP demonstrates mastery of knowledge and skills required by treasury professionals to execute critical functions related to corporate liquidity, capital and risk management.
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