Amy Jones

Amy Jones

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location of Amy JonesGilbertsville, Pennsylvania, United States

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  • Timeline

  • About me

    VP, CSM, Lead Project Manager/Delivery Lead @ Wells Fargo Bank

  • Education

    • PennWest Clarion

      1987 - 1991
      BA Speech Comm & Spanish
  • Experience

    • Wachovia, A Wells Fargo Company

      Oct 2003 - Mar 2006

      Assistant Vice President, Wachovia Connection Product Manager – Platform Transition TeamExecuted customer transitions and mergers for Wachovia Connection product teamHandled merger activities for online treasury management and ACH customers, including creating conversion plans, oversight of cross-functional conversion processes and developing training strategies for the converting customer base.Assisted with the transition of the Wachovia Connection customer base to a new authentication process via our commercial platform portal to provide customers with a single sign-on experience.Developed customer transition communication plans, materials and tools to assist external and internal customers with transition initiatives. Show less

      • Treasury Services Product Manager - Wachovia Connection Product Manager – Platform Transition Team

        Oct 2003 - Mar 2006
      • Product Manager, Wachovia Connection

        Oct 2003 - Jan 2006
    • Wells Fargo Bank

      Mar 2006 - now

      Business Project Managemet of multiple Trade project initiatives, primarily focusing on the Global Receivables and Trade online products.Commercial Portfolio Delivery project and process consultant for trade business partners.Responsible for executing medium and large scale internal trade projects and client implementation projects.Fosters project forums to create an open and productive environment in order to quickly address and resolve project concerns and issues.Facilitating issue resolution in order to keep projects within scope and on targetBuild and develop an effective project teams between Trade Product Management, Wholesale Testing and Technology along with other lines of business, in addition to external clients, to foster a foundation of communication and team buildingWorking with core and partner applications to develop release management plansResponsible for working with partner teams to ensure we have appropriate staffing resources to execute trade projectsManagement of multiple project budgets which includes working with our Technology PMO partners to ensure holistic financial project management Show less Business line liaison for Wells Fargo’s Treasury Management Wholesale Implementation and Service teams.Primary support products are Wachovia Connection, ACH Management, Autolink, Sweep, Third Party Drafts, TIR, Wires and ACH Payments.Effectively manages multiple projects and priorities while partnering with cross functional teams and management to represent our implementation and servicing interests.Acted as the primary Treasury Management Service and Implementations SME in the development for several Treasury Management online product initiativesResponsible for creating communications, system and operational procedure documents and new implementation processes for system/product changes related to the products that I support. Show less

      • VP, CSM, Lead Project Manager/Delivery Lead-Commercial Banking Change Mgmt- Distribution Finance

        Jan 2011 - now
      • Project Manager, VP - Treasury Management Client Delivery

        Mar 2006 - Aug 2011
  • Licenses & Certifications

    • Certified ScrumMaster (CSM)

      Scrum Alliance
      Dec 2020