Jeffrey E. Bancroft
Arvada
Summary
- Project Manager with 30+ years experience
- Managing USD paper cash letter for foreign bank clients
- Managing contracts and doing sales for commercial, corporate and government clients making deposits using smart safe products
- Managing government clients from paper check processing to image check processing
- Managing government contracts for state tax processing
- Managing systems development projects for trust, mutual fund, brokerage and state tax processing businesses
- Managing systems conversions; active participation in seven conversions (brokerage, family office, bank, investment advisor, and internal due to corporate merger) each averaging 500 to 2,500 accounts and valued between $500 million and $5 billion
- Top performance in wide-ranging areas, e.g., data mapping, business process analysis, project/milestone tracking, user acceptance testing, training and development, and staffing/facilities moves
- Managing systems/procedures/policy conversions for trust, mutual fund and brokerage accounts from one systems platform to another, working extensively with internal and external clients
- Managing trust operations, including processing (fee, check, proxy, statement and report), account opening/closing, probate accounting, and regulatory/internal compliance
- Experience with large/complex project management using varying disciplines and techniques
- Experience in status reporting (project status, risks, issues, change controls, action items)
- Excellent leadership, negotiation, conflict-resolution, motivation and communication skills
- Working knowledge of Microsoft Project, Excel, and Power Point
- Strong analytical skills with strong attention to detail
- Ability to multi-task
- Ability to bridge communication with business, operations, and technology
- Ability to work with cross-functional teams and interact with all staff levels
- Ability to be flexible, follow tight deadlines, organize and prioritize work in order to support concurrent projects
- Understanding of the business units effected by assigned projects Working knowledge of leading software projects with the use of the Capability Maturity Model (CMM) for a Level three shop. Acquainted with the Project Management Book of Knowledge (PMBOK)
Overview
50
50
years of professional experience
Work History
Customer Service Associate - Seasonal Part-Time
Crate and Barrel
10.2024 - 12.2024
- Performed Point of Sale (POS) activities
- Maintained a clean and organized workspace, promoting a welcoming environment for customers
- Handled high-pressure situations calmly, maintaining composure during busy periods or difficult interactions
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor
- Efficiently restocked shelves with merchandise, ensuring products were visually appealing and easily accessible for customers
- Answered phone inquiries
Customer Service Associate, Seasonal Part-time
Catamount Ski Resort
11.2022 - 08.2024
- Sold ski lift tickets, seasons passes and ski rentals during winter season; sold zip line tours and adventure park tours during summer season
- Answered phone calls, emails and customer inquiries via web portal.
- Handled 'Lost and Found' inquiries
- Enhanced customer satisfaction by effectively addressing inquiries and resolving issues
- Streamlined communication with clients for improved service experiences and increased loyalty
- Maintained a high level of product knowledge, providing accurate information to customers
- Handled customer complaints professionally, resulting in satisfactory outcomes and positive feedback
Customer Service Associate, Seasonal Part-time
Ward's Nursery & Garden Center
03.2022 - 08.2024
- Performed Point of Sale (POS) activities
- Resolved customer complaints and maintained clean and tidy checkout area
- Enabled customers to feel welcomed, important and appreciated by answering questions about products sold throughout store
- Answered phone inquiries
- Efficiently restocked shelves with merchandise, ensuring products were visually appealing and easily accessible for customers
Product Manager
Bank Of America, N.A.
01.2016 - 10.2018
- Managed commercial safe deposit vault contracts for commercial, corporate and government clients
- Participated in monthly billing and daily client issues for safe deposit vaults
- Participated in Sales calls as subject matter expert to help explain product to perspective clients
Product Manager
Bank Of America, N.A.
01.2013 - 01.2016
- Managed all compliance, risk, on-boarding of foreign banks clearing USD checks through bank
- Managed daily issues, any counterfeit checks and completed monthly management reporting
- Participated in Sales calls as subject matter expert to help explain product to perspective clients
Product Manager
Bank Of America, N.A.
09.2004 - 01.2013
Vice President, Project Manager
Dreyfus Corporation
01.1998 - 01.2004
Assistant Vice President
Boston Safe Deposit & Trust Company
02.1981 - 01.1998
Sale Clerk
Lord & Taylor LLC
10.1980 - 05.1985
Bank Teller
Westfield Bank
08.1979 - 07.1980
Hotel Front Desk Clerk
Sheraton Corporation
01.1979 - 06.1979
Grocery Bagger Part-Time
ShopRite Of Connecticut
04.1975 - 08.1980
Education
A.A.S - Business Management
Newbury College
Brookline, MA1986
Skills
- Banking
- Billing
- Business Analysis
- Change Management
- Contract Management
- Customer Service
- Management reporting
- Product Development/Management
- Retail sales
Timeline
Customer Service Associate - Seasonal Part-Time
Crate and Barrel
10.2024 - 12.2024
Customer Service Associate, Seasonal Part-time
Catamount Ski Resort
11.2022 - 08.2024
Customer Service Associate, Seasonal Part-time
Ward's Nursery & Garden Center
03.2022 - 08.2024
Product Manager
Bank Of America, N.A.
01.2016 - 10.2018
Product Manager
Bank Of America, N.A.
01.2013 - 01.2016
Product Manager
Bank Of America, N.A.
09.2004 - 01.2013
Vice President, Project Manager
Dreyfus Corporation
01.1998 - 01.2004
Assistant Vice President
Boston Safe Deposit & Trust Company
02.1981 - 01.1998
Sale Clerk
Lord & Taylor LLC
10.1980 - 05.1985
Bank Teller
Westfield Bank
08.1979 - 07.1980
Hotel Front Desk Clerk
Sheraton Corporation
01.1979 - 06.1979
Grocery Bagger Part-Time
ShopRite Of Connecticut
04.1975 - 08.1980
A.A.S - Business Management
Newbury College
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