Renate Martl-Wallem
Details
Primary Bank
SVP/Chief Operations Officer|Information Security Officer
Managed Risk Management & Compliance, Enterprise Technology & Applications, Deposit & Retail Banking Operations, Customer Care Center, Security, and Corporate Services & Facilities.
• Instrumental in bank achieving business objectives, coordinating and communicating with other areas towards shared goals.
• Managed successful service delivery and implementation of all bank-wide operations special initiatives aimed at improving efficiency and operations.
• As a member of Admirals Bank’s senior management team assisted with developing the Bank’s strategic plan and implementing initiatives to support the strategic plan.
• Instituted and served as Chair of the Vendor Management and Risk Management committees. Served as chair of the Information Technology Steering Committee. As Information Security Officer, presented proposals to improve infrastructure and to maintain security at the highest level.
2011 : 2014
Admirals Bank
SVP/Director of Operations and Information Security Officer
A franchise boutique wine-making storefront, where customers experience wine making from initial tasting to delivery of the final product.
• Effectively managed all operations including profit and loss, marketing, inventory, management, cash flow and sales.
• Developed a business plan to support operations and annual sales projections.
• Built the business from startup including redesigning the storefront to a successful operation with $150,000 in annual sales.
• Scheduled, planned, and assisted customers with wine tasting to the production of their custom wines, including construction, fermentation, bottling, and graphic design for application of customer’s unique wine label.
• Organized and held numerous successful community outreach programs to support sales projections.
2008 : 2011
Vintner's Cellar of Bedford
Owner/Entrepreneur
Senior Vice President and Director of Risk Management (2003 to 2007)
• Implemented a brand-new, comprehensive Risk Management Program.
• Developed and maintained company-wide policies, procedures and controls to mitigate operational, market, reputation, and compliance risk.
• Served as key leader completing ongoing risk assessments throughout the bank to identify areas for improvement.
• Served as an advisor while working with all bank departments to identify and assess risk and implement corrective actions.
• Served as key internal and external liaison for the bank’s insurance program.
• Implemented and managed the bank’s vendor management, business continuity, and security programs.
• Managed a staff of five with a total of 15 staff.
Vice President and Director of Deposit Services (1997 to 2003)
• Contributed to daily operations of the Deposit Services Department, Retail Banking division, Deposit Operations, and the bank’s Wire Room.
• Directed and developed a management team of four.
• Developed stringent operational policies and procedures for the Operations department, the retail banking branches, Wire Room, and bank-wide security program to ensure security was at or above regulatory requirements.
1997 : 2007
Capital Crossing, a division of Lehman Brothers Bank
SVP/Director of Risk Management
• Assumed a newly created position to lead development of new consumer banking products for the Retail Banking division to increase fee income.
• Conducted market research, financial analysis, and evaluation of new consumer banking products.
• Served as point person managing the Retail Banking’s customer retention program.
1994 : 1997
First Essex Bank
Product Development and Customer Retention Manager
About
I am an executive with significant operational and risk management experience in the financial industry. Progressive management career increasing operational efficiency, developing and implementing change, building relationships and increasing teamwork at all organization levels. Wide knowledge of risk management includes operational, information security, business continuity, market, reputation, and compliance risks. Solid business, organizational, problem-solving and multitasking skills. A versatile, flexible leader who identifies issues, researches solutions and makes effective decisions. Resourceful, intuitive communicator who readily establishes trusting rapport with colleagues and customers.
Key Areas Of Competence: Policy Development, Cost-Benefit Analysis, Operational Risk Management, Operational Efficiency, Budgeting, Resilient, Optimistic, Energetic, Interpersonal Skills, Decision Making, Creative Thinking, Results Orientation, Self-motivation, Honesty and Integrity, Leadership/Mentoring, Vision and Strategy, Able to Deal with Complexity
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