Jose F Daley
Essington,PA
Summary
Experienced people manager with in-depth knowledge of CitiConnect for Files, CitiConnect for Swift, and CitiDirect. Expanded expertise in Citi account opening and maintenance processes. Proficient in supporting Citi's Core Payments by managing Product Implementation Managers. Enjoys client-facing responsibilities and serving as a trusted consultant/advisor. Willing to travel to nurture client relationships. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Demonstrates willingness to take on added responsibilities to meet team goals.
Overview
25
25
years of professional experience
Work History
Onboarding Section Manager – FI
Citi
01.2020 - Current
- Currently manage team of 9 individuals, roles including Onboarding Managers, Implementation Product Managers and Account Opening specialist
- My team supports 150 Full-Service Model clients end to end, from account opening through to Payable and Receivable product implementation
- Key member of management team coordinating successful role out of OBM / Onboarding Manager role
- Partner with Client Executive team, Service and Sales to provide a cohesive client experience
- Managed Technical Implementation Managers until 2022 which is when that role moved to a separate vertical organization
Team Manager
CitiConnect for Files
01.2014 - 01.2020
- Managed a team of 8 technical implementation managers in support of both Corp and FI clients.
Team
CitiConnect for Files
01.2008 - 01.2014
- Implemented both pass-through and full-service files for CFX product and also implemented and supported Citi Swift Exchange which is Citi’s Centralized BIC MT101 payment and MT9XX statements platform.
- Experienced with all of the supported full-service file formats as well as all Citi supported transmission protocols and encryption options.
- Experienced using CitiDirect, both as back end to CFX as well as an application on its own.
- Key in developing complex solutions for many Citi clients including Dell, Microsoft, ITT and P&G
- Became dedicated Technical IM for many Platinum clients including Exxon Mobil, Chevron, P&G and Microsoft
- Participated in client visits with State Street clients, Exxon Mobil, Microsoft, AIRBNB and Barrick Gold amongst others
Implementation Manager
Citi State Street White Label Project
10.2007 - 02.2008
- Key member of State Street Cash Manager Migration team which involved migrating State Street bank clients from legacy State Street cash management application to White labeled CitiDirect application.
- Conducted CitiDirect training for State Street clients in reporting, file import and exporting.
- Worked with CitiDirect entitlement team to prepare CitiDirect White label set-ups in preparation of client going live, providing ongoing client support after going live.
Technology Project Manager
JPMCHASE
02.2006 - 10.2007
- Managed datacenter locations in Newark and Wilimgtion Delaware and Elgin, Illinois
Technology Site Lead
JPMCHASE
01.2005 - 02.2006
- Managed BAU activities for 2000 users in Card Services site from a Desktop Services and Distributed Computing perspective.
Regional Desktop Operations Manager
JPMCHASE
12.2002 - 01.2005
- Supervised all desktop support staff in the Mid-Atlantic region, which included sites in Massachusetts, Pennsylvania, New York and Delaware.
LAN Manager
JPMCHASE
10.2001 - 12.2002
- Responsible for maintaining local server environment of 18 Novell servers, 20 NT servers and 40 Citrix servers.
Server / Desktop Technician
JPMCHASE
09.2000 - 10.2001
- Supported 2,000 user call center
Skills
- Staff leadership
- Troubleshooting skills
- Organizational skills
- Team collaboration
- Effective communication
Timeline
Onboarding Section Manager – FI
Citi
01.2020 - Current
Team Manager
CitiConnect for Files
01.2014 - 01.2020
Team
CitiConnect for Files
01.2008 - 01.2014
Implementation Manager
Citi State Street White Label Project
10.2007 - 02.2008
Technology Project Manager
JPMCHASE
02.2006 - 10.2007
Technology Site Lead
JPMCHASE
01.2005 - 02.2006
Regional Desktop Operations Manager
JPMCHASE
12.2002 - 01.2005
LAN Manager
JPMCHASE
10.2001 - 12.2002
Server / Desktop Technician
JPMCHASE
09.2000 - 10.2001
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