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Marketing Manager Resume Example

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MARKETING MANAGER
Summary
10 years analytical experience in financial services industry with RBC Royal Bank (Canada), Ernst & Young (US) and Capital One (US)
Focuses: Marketing & Analysis (M&A) (8 years), Anti-Money Laundering (AML) (2 years)
Solid knowledge in analytical tools: SQL, SAS, Oracle, Microsoft Office Excel, Word, PowerPoint and Visio
Experience
Marketing Manager
January 2011 to March 2016Company Name － City, State
  • Completed 5 annual consulting contracts consecutively
  • As the team lead/project lead, successfully led and concluded various marketing projects in retail banking, covering different banking products and client services
  • The projects included: marketing potential analysis, gap analysis, attrition analysis, marketing strategy and campaign design, marketing campaign execution, post execution analysis and reporting, process design/ implementation/validation, contact strategies The marketing campaigns included: triggers, client treatments, credit acquisition, lending renewals, investment maturing, life events, cross-sell, client contact information gathering
  • Maintained and managed the marketing tools, participated to build the SAS coding standards and the SAS infrastructure within the department
  • Trained team members on the marketing tool application, the marketing business standards and business rules
  • Mentored team members.
Sr. Consultant
January 2010 to January 2011Company Name － City, State
  • Financial Advisory Services
  • Project: CITI E-Check Transaction Anti-Money Laundering Monitoring
  • As the team lead, developed the Anti-Money Laundering scenarios and the transaction detecting system for Electronic Check Deposit (ECD) and International Cash Letter Services (ICLS)
  • Led the team to code the scenario logics and build up an AML detecting system
  • Generated reports to monitor the alert generation, investigation and the SAR filing
  • Project: DTCC (Depository Trust & Clearing Corporation) Norkom AML Program Auditing
  • Led the system and technology portion of this project Through extensive interactions with different levels of staff, reviewed and verified their scenario choices against the AML risk assessment and the gap assessments
  • Reviewed and verified the logic configurations in the data feed scripts, the business scenarios, the threshold setting and the supporting data analysis
  • Made recommendations to the senior management on the system improvements
  • Project: CITI AML Oracle Mantas Program Global Segmentation
  • Upon reviewing and analyzing the retail banking portfolio, proposed segmentation model to improve the global AML program within CITI bank As the team lead, led the AML scenario threshold setting and tuning project.
Business Analyst
January 2006 to January 2010Company Name － City, State
  • Marketing & Analysis Small Business Banking (SBB)
  • Analyzed the current customer portfolio and the prospect pool to explore the potential market share in both loan and deposit, made marketing recommendations to the senior management both in wallet deepening of the existing customers and acquisition of the new customers
  • As the lead analyst, in a customer segmentation project, analyzed branch managed customers to pick up the high potential group for the cross-sell campaigns
  • Designed and conducted tests in the cross-sell acquisition campaigns of the direct mail channel targeting at low-end business customers Marketing & Analysis US card Up-market acquisition
  • Using the Credit Risk Models, projected the performances of the potential customers in multiple acquisition campaigns, and recommended different credit card products for different levels of the potential customers; monitored the existing customers' performances to adjust the key indicators in the models to keep the acquisitions in line with the expectations Managed a customer focus research project.
  • Through onsite conversations with customers in multiple cities, learned customers' financial need and preferences, made product strategy recommendations to the senior management.
  • Conducted the asset expansion analysis to understand the impact of an unexpected large amount of customers booked in one campaign.
  • Through risk assessment and cash flow evaluation, confirmed the healthiness of the up-market customer portfolio Compliance, Risk Management Anti-Money Laundering
  • Worked with the team to build an in-house AML detecting system to monitor the credit card transactions Based on the analysis of credit card transactions, created AML scenarios and set thresholds Initiated the AML detecting system tuning project.
  • Introduced a methodology and successfully reduced 35 % to 40% of the case volume of false positives, saved the company more than $1 million annually in manpower
  • Introduced new indicators in the Anti-Money Laundering system to fill the detection gap, reduced the company's operational risk exposed to the external examiners.
Education
Masters of Science : Electrical EngineeringUniversity of Minnesota － City, StateElectrical Engineering
Masters of Science : PhysicsPeking University － City, ChinaPhysics
Bachelor of Science : Electrical EngineeringUniversity of Science and Technology － City, ChinaElectrical Engineering
Interests
Big Brother Big Sister Association, Youth Mentor Toronto Weekend Adventurers Meetup Group, Event Organizer
Skills
acquisitions, analyst, Auditing, banking, cash flow, consulting, contracts, credit, Credit Risk, client, data analysis, direct mail, senior management, filing, Financial, focus, team lead, logic, Marketing & Analysis, marketing strategy, marketing, market, Money, Oracle, pick, process design, coding, project lead, reporting, research, retail, risk assessment, Risk Management, SAS, scripts, strategy, validation
Additional Information
  • Volunteer Experiences: Big Brother Big Sister Association, Youth Mentor Toronto Weekend Adventurers Meetup Group, Event Organizer
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Resume Overview

School Attended

  • University of Minnesota
  • Peking University
  • University of Science and Technology

Job Titles Held:

  • Marketing Manager
  • Sr. Consultant
  • Business Analyst

Degrees

  • Masters of Science : Electrical Engineering
    Masters of Science : Physics
    Bachelor of Science : Electrical Engineering

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