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Most Recommended Bank Relationship Management Experts

Bank relationship management is a critical component of corporate financial strategy in today's complex banking environment. Featured.com's expert directory showcases top professionals who excel in navigating the intricacies of bank partnerships, credit facilities, and treasury operations. These seasoned experts, frequently quoted in leading financial publications, offer invaluable insights on optimizing banking relationships for business growth and stability. For publishers and journalists, our directory provides quick access to authoritative sources on topics ranging from cash management to loan negotiations. Meanwhile, finance professionals can leverage this platform to enhance their visibility and share their expertise with a wider audience. Whether you're seeking expert commentary for an article or looking to elevate your professional profile, our bank relationship management directory is your gateway to trusted industry knowledge. Explore our curated list of experts below to connect with leading voices in bank relationship management.

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Jack Maddock

Product Manager at Rho

Agile Methodologies
Banking
Business Development
+2 more

Senior Digital Product Manager learning everyday and wanting to be part of bringing great experiences to customers

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Govind Ramachandran

IT Analyst

Thiruvananthapuram, Kerala, India
Cloud
IT Operations
Management
+1 more

Influencer | Featured on Times of India | 4x World Record Holder | 10x Microsoft & Azure Certified Expert | ITIL® 4 Specialist Certified | 44x IBM & Design Thinking Certified | SNOW | NOC/IMS/CIS Specialist | Digital & Social Media Marketer | Brand Promoter & Lead Generator

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Mr. Shiv Pravesh

Managing Director & CEO at Vexil Infotech Private Limited

Lucknow, Uttar Pradesh, India
Software Development

Seasoned entrepreneur with over 16 years of dynamic leadership in the software industry, specializing in Next-Gen Fintech solutions. Proven track record of delivering innovative products that revolutionize financial services. Passionate about driving technological advancements and empowering businesses to thrive in the digital era. Committed to fostering strategic partnerships and delivering unparalleled value to clients worldwide. Let's connect and explore opportunities to shape the future of finance together.

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James McField

Branch Director | Assistant Vice President at Robert Half

Creativity
Editing
Enthusiasm To Learn
+2 more

Contact:james.mcfield@roberthalf.comO: (202) 626-0130C: (443) 858-6805Founded in 1948, Robert Half is the first and leading specialized staffing firm. Whether you're a large corporation, small enterprise or a midsize business, our offices offer employment solutions tailored to your needs. We can help you attract for all your accounting and finance, technology, and office needs. Company Accolades: * Robert Half once again was named first in our industry on Fortune magazine’s list of “World's Most Admired Companies.” (March 1, 2017) * Robert Half was named #1 on Forbes’ List of America’s Best Professional Search Firms. (May 3, 2017)

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MUHAMMAD ZUBAIR HAROON

ACCOUNT MANAGER at Cystal Crown Ent LLC

Muscat, Oman

I am Muhammad Zubair Haroon, Senior Accounts Manager at Crystal Crown Ent LLC in Masqaṭ, Oman, specializing in dynamic financial oversight within the high-stakes airline and travel services industry. My tenure has been focused on driving financial integrity, maximizing operational efficiency, and ensuring stringent compliance. My expertise is built on comprehensive accounting experience, culminating in a focused approach on three critical financial pillars relevant to media commentary and expert features: 1. Mastery in Airline Portal Reconciliation & Revenue Assurance My primary achievement is implementing reconciliation frameworks that have virtually eliminated revenue leakage between GDS/Airline portals and final bank settlements. This involved: Daily Reconciliation Protocol: Establishing a zero-discrepancy protocol for high-volume ticket sales to mitigate financial risk daily. Profit Analysis: Providing granular, ticket-level profit analysis, enabling management to make data-driven decisions on route profitability and commission structures, directly impacting the bottom line. 2. Specialized VAT & Tax Audit Compliance in the GCC Operating in the Gulf region, I possess verifiable competence in navigating the complexities of cross-border financial and tax regulations, a crucial requirement for international travel agencies. VAT Audit Readiness: Consistently ensuring the company remains in a perpetual state of audit readiness for VAT returns and international tax filings. Compliance Strategy: Developing and managing financial compliance strategies that align local Omani regulations with international transaction standards, minimizing penalty risks. 3. Strategic Financial Reporting & Operational Efficiency My role extends beyond mere reporting; I am a strategic partner who translates complex financial data into clear, actionable business strategies. Reporting Excellence: Producing accurate and timely daily, monthly, and quarterly financial reports that serve as the foundation for executive decision-making. Fast-Paced Environment: Thriving in a high-pressure environment to ensure financial accuracy is maintained without compromising the speed of business transactions. Contribution to Growth: My ability to provide clear financial oversight directly supports the organization's growth initiatives and ensures fiscal health

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Rahulkumar Chawda

Product Manager

AI
Digital Payments
Digital Transactions
+5 more

I'm Rahulkumar (Rahul) Chawda, a global product leader with over 20 years of experience in building secure, scalable, and future-ready digital payment systems. At Mastercard, I lead the global strategy, development, and commercialization of Payment Account Reference (PAR)—a foundational element in tokenized transactions and digital identity ecosystems. I’m passionate about shaping the next generation of trusted commerce—where security, intelligence, and user empowerment converge through technologies like Digital payments, tokenization and AI. My thought leadership has been published in The Financial Brand, DigitalCxO, TechStrong AI, and Global Banking & Finance Review, among others. One article I’m especially proud of is “Toward Financial Inclusion: The Benefits and Challenges of Ethical AI”, where I explore how responsibly designed AI can advance access to financial services for underserved communities. It's a topic I care deeply about—ensuring that as we scale new technologies, we do so ethically and inclusively. I'm also a mentor and a judge for many awards, and I enjoy working with cross-disciplinary teams to solve complex payment problems. I believe the future of finance is composable, intelligent, and secure—and I’m excited to help build it. Connect with me on LinkedIn: www.linkedin.com/in/rahulkchawda

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Michael Collins

Business Development Mgr at cryptoflowzone

business analysis
Cryptocurencies
Crypto Education
+2 more

Michael Collins s a qualified engineer with a Master’s degree in Finance. He is a 30-year veteran financial analyst who has worked with traditional finance, equities, bonds, and alternative assets. He writes about strategic macro trends and takes readers through the emerging digital asset universe. He is the founder of https://cryptoflowzone.com , a platform dedicated to empowering crypto investors through strategic insights and AI-driven tools. Passionate about the intersection of data science, blockchain, and AI, Michael writes to inspire innovation and foster growth in emerging technology spaces.

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Jeffery Hartman

Director of Portfolio Liquidity & Asset Disposition at Fitzgerald Advisors

Toledo, OH, USA
AI-Driven Collections & Recovery Intelligence
Banking & Credit Union Portfolio Management
Debt Sale Advisory & Receivables Liquidity Events
+4 more

I am an Institutional Debt Market Architect with more than 17 years of experience designing the valuation, liquidity, and recovery protocols that banks, credit unions, fintech lenders, and private credit funds rely on to make high-stakes decisions. I’ve advised on, analyzed, or helped broker over $100 billion in performing and non-performing receivables across consumer, commercial, auto, BNPL, mortgage, and specialty finance asset classes. My work sits at the intersection of portfolio valuation, lending risk, distressed-asset strategy, and AI-driven recovery intelligence. I help institutions understand the true condition of their receivables, uncover hidden risk, and translate complex credit dynamics into clear, actionable decisions. When lenders need to determine whether to hold, recover, restructure, or sell an asset, I’m the person they call. As Director of Portfolio Liquidity & Asset Disposition at Fitzgerald Advisors, I architect and execute loan-sale strategies, oversee due diligence, and structure NPL and charged-off debt transactions that maximize proceeds while maintaining regulatory integrity. I also build the technology that powers modern receivables strategy. I created Debt Catalyst, an AI-driven valuation and liquidation-curve engine used by professional debt buyers and investors. I developed Bank Watch Pro, a real-time intelligence platform that interprets FDIC and NCUA call-report data to identify institutional credit risk, NPL trends, charge-off exposure, and early-warning indicators. Across my ventures, I focus on one mission: turning distressed receivables, delinquency, and charge-offs into liquidity, clarity, and competitive advantage for financial institutions. I provide expert commentary on: Distressed portfolio valuation & credit-risk analysis NPL and charged-off debt sales Fintech lending trends & BNPL credit performance Bank & credit union financial health (FDIC/NCUA analytics) AI in collections, segmentation, and liquidation modeling Regulatory and compliance implications in debt markets I don’t follow the debt markets — I architect them. And I use that experience to help lenders, investors, and agencies make smarter, faster, and more profitable decisions.

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James Brouillet

Business Process Architect at Artismas LLC

Gardner, MA, USA
Change Management & Organizational Excellence
Digital Transformation & Business Process Management
Small Business Incubation & Growth Strategy
+2 more

James Brouillet is a Business Process Architect and digital-transformation leader who builds practical systems that scale. In financial services, he has managed complex software integrations and core/ancillary conversions, ensuring resilient cutovers, clean data migration, and tight vendor coordination. He designs and operates online banking ecosystems end-to-end—aligning digital channels with core, card, payments, fraud/AML, and CRM systems—while hardening governance, SLAs, and user experience. At A Federal Credit Union, James has played a central role in standing up a BPM program grounded in APQC and the 7 Tenets—mapping cross-functional work in BPMN 2.0 and automating with Nintex Process Manager, Power Automate, SharePoint, and Microsoft 365. Earlier, he led Application Support (vendor vetting, risk, testing, change, audit) and drove meaningful cost savings via licensing rationalization and utilization improvements. Beyond the CU, he incubates small businesses—bridging strategy, tooling, and process to achieve measurable growth. His north star: anticipate needs, exceed expectations, and make excellence a habit. Areas of Expertise Integrations & Conversions: Core/ancillary conversions, API & SSO, data migration, UAT/cutover planning Digital Channels: Online/mobile banking ops, payments, fraud/AML, CRM, compliance alignment Telephony & Automation: Contact center design, IVR trees, voice/chatbots, call-flow analytics, deflection Access Governance: Least-privileged administration, RBAC/SoD, audit readiness across 50+ apps BPM & Automation: BPMN 2.0, process lifecycle, Nintex Process Manager, Power Automate, SharePoint Change & Excellence: APQC, 7 Tenets, Prosci, Baldrige (ADLI/LeTCi), Lean/Six Sigma (DMAIC), A3, 5 Whys, BABOK SMB Incubation: Go-to-market, e-commerce ops, vendor management, cost optimization Representative Results Led multi-system integrations & conversions, delivering clean data migration, stable cutovers, and on-time launches. Online banking program leadership: improved reliability/UX while aligning with core, payments, fraud/AML, and CRM. Telephony & IVR redesign: implemented skills routing and bot deflection to lift CSAT and reduce handle time. Least-privileged access at scale: engineered RBAC for 50+ banking apps; strengthened controls and audit posture. Drove significant licensing savings via vendor negotiation and utilization improvements.

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Tapos Kumar

Founder at Finance Ideas

Dhaka, Bangladesh
Crypto
Panic-Proof Investing
Personal Finance
+1 more

I am a U.S.-focused finance professional with over 10 years of experience in investment analysis, personal finance strategy, and accounting. I founded FinanceIdeas.org, where I publish real-world guides that help individuals and families solve complex financial problems; from retirement anxiety to market panic. My background blends academia, corporate finance, and consulting. I have served as a lecturer in accounting and as a financial analyst supporting strategic decisions in the investment sector. Today, I share my research-backed financial strategies in global media outlets and academic platforms like SSRN and ResearchGate. I specialize in topics such as investment psychology, risk-adjusted portfolio strategies, crypto investing, and behavior-driven financial planning. My goal is to translate timeless financial wisdom into actionable steps anyone can use to build long-term wealth. Need expert insights on crypto, investing, Accounting or financial panic-proofing? Contact me via FinanceIdeas.org or just e-mail me directly at kumartaposbanarjee@gmail.com

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Karthikeyan Ramdass

Cybersecurity Lead Member of Technical Staff

Atlanta, GA, USA
AI Security
Application Security
Cybersecurity
+8 more

Karthikeyan Ramdass a seasoned cybersecurity professional with over 18 years of experience securing mission-critical systems for leading Fortune 500 companies across industries including aviation, finance, automotive, and technology. I have played a pivotal role in protecting organizations such as Southwest Airlines, Wells Fargo, Morgan Stanley, Toyota Motors North America, AIG, Cognizant, Salesforce, and Deluxe Corporation. Specializing in application security, vulnerability management, secure architecture, and supply chain defense, led the design and implementation of enterprise-scale security frameworks, CI/CD pipelines, and advanced security testing solutions. Extensive experience in SAST, DAST, SCA, zero-day vulnerability management, and penetration testing, ensuring compliance with global standards such as NIST CSF, PCI DSS, and OWASP Top 10.

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Manny Oloyede

Branch Manager at Green Lending - Akron Branch

Finance
Mortgage Lending

Manny Oloyede is the Branch Manager of Green Lending – Akron, with nearly a decade of experience helping families and investors navigate the mortgage process. Known for his transparent communication, fast closings, and creative financing strategies, Manny takes a personalized, goal-oriented approach to every loan. NMLS #1824463.

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BJRC Recruiting

Manager at BJRC Recruiting

Toronto, ON, Canada
Executive Recruiting
Recruitment Agency Toronto
Recruitment Consultants

BJRC Recruiting is a boutique search firm dedicated to placing top-tier Executive, Legal & Compliance and Finance & Accounting professionals. Our service offers targeted placements for executives and mid-to-senior level professionals. Our team is comprised of former practicing lawyers, CPAs and management consultants, and as a result, we know how to find the top talent in the marketplace. We have first-hand industry knowledge, which enables us to provide in-depth insights into current market trends and up-to-date salary specifics.

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Percy Grunwald

Co-founder at Compare Banks

Amazon Cloudfront
Amazon Ec2
Amazon S3
+2 more

I build and maintain performant distributed software systems, and teach others to do the same.

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Joel Shackleton

Portfolio Manager at Shackleton Wealth Management

Asset Management
Business Planning
Customer Service
+2 more

With over 8 years of experience in the financial industry, I am a passionate and driven portfolio manager and podcast co-host. I specialize in family wealth management, financial planning, and investments, helping clients achieve their financial goals and dreams. I currently work as a portfolio manager at RBC Dominion Securities, one of Canada's leading full-service investment firms. I am proud to be part of a team that provides comprehensive wealth management solutions to individuals, families, and businesses across the country. In addition to my role at RBC, I also co-host a podcast called Reformed Millennials, where I share my insights and opinions on the latest trends and topics that matter to millennials and investors. I enjoy engaging with our listeners and community, and exploring the opportunities and challenges that our generation faces in the changing world. Through my podcast, I aim to educate, inspire, and empower millennials to make informed and smart decisions about their money and their future.

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Connie Glover

General Manager - Product & Market Development at Bfx

Account Management
Direct Import
Furniture
+2 more

Design, Innovation and Partnerships Lead assists in the development of new and progressive products and services for BFX Furniture. New opportunities and increased brand awareness are also an integral part of this role as well as building social, community and professional partnerships.

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Raj karan Gunukula

Group Technical Program Manager at Coinbase

Seattle, WA, USA
AI/ML
Business Strategy
Digital Transformation
+7 more

Raj Karan Gunukula is a seasoned technology leader with 14+ years of experience driving large-scale AI, machine learning, and data infrastructure programs across fintech and commerce. He currently serves as Group Technical Program Manager at Coinbase, where he leads AI adoption across the software development lifecycle. Previously at Amazon, Raj rose to Principal TPM, founding and leading a team of TPMs supporting XXX+ engineers, scientists, and analysts to deliver flagship Generative AI and intelligent advisor solutions that scaled to over one million sellers worldwide. His career blends deep technical grounding from his B.Tech. in Electrical Engineering at IIT Dhanbad (Silver Medalist) with hands-on leadership in AI innovation, product scaling, and business transformation.

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Maurice Shabazz

Chief Executive Officer at ScoreBuilder, Inc.

San Francisco, CA, USA
AI Automation
Blogging
Business Advisor
+8 more

I’m Maurice A. Shabazz, a Certified Financial Education Instructor and long-time entrepreneur who builds brands, systems, and scalable digital platforms at the intersection of marketing, business development, and financial empowerment. For more than two decades, I’ve helped ideas become organized businesses by turning strategy into execution, from positioning and messaging to SEO-driven blogging, funnel design, AI automation, and conversion-focused customer journeys. My work is grounded in practical marketing that produces measurable outcomes: clarifying an offer, identifying the right audience, building authority through content, and deploying a repeatable acquisition system that can scale. I specialize in growth strategy, content ecosystems (blogs, lead magnets, email and SMS nurturing), local and organic SEO, and automation stacks that reduce manual work while improving lead quality and follow-up. I frequently build and optimize workflows using tools like GoHighLevel, Builder.io, and AI-assisted content and support systems. Over the years, I’ve developed and led multiple ventures and initiatives across finance, education, media, and creative services, including Dispute AI™, E-Fix Credit Solutions (E-FIX CREDIT, INC.), Black Concrete, Inc., Scale Remote, Inc., Financial Labs™, Grandmaster Outreach, Inc., and mission-driven community work through organizations such as Financial State of Minds, Inc., and Grandmaster Outreach Inc., along with additional business entities including organizations such as Prodigy (www.prodigys.org). My focus is simple: build credibility, build systems, and build momentum. I’m best suited for questions on marketing strategy, business growth, SEO and blogging for authority, offer positioning, funnel optimization, automation, and how to develop a brand that can earn trust and convert consistently.

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Pallavi Goyal

AGM-BD and Ops at SilverPeople

Business Development
Business Strategy
Client Relations
+2 more

Experienced VP Operations with a demonstrated history of excelling in the staffing and recruiting industry. Strong management and team making skills in E-commerce, Retail, Digital, AI, Analytics, Mobile Applications and things new age ! Extensively working with cos. setting up GCC/ Global technology center in India to help hire top talent for them .Having worked with founders, CXO level people and various team members of high growth startups, I'm passionate about everything that involves problem-solving, brand building, engaging community and technology that acts as a catalyst to scale a business. Have worked extensively with seed funded , series A, Series B and further invested ventures, Well established brands, MNC cos looking to set their India ops , et all !.

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Dimitri Masin

Co-Founder and CEO at Gradient Labs

London, Велика Британія
AI
Banking
Customer experience
+3 more

Previously, served as Sales Finance Analyst at Google and VP Data Science, Financial Crime and Fraud at Monzo (UK’s Venmo Bank), joining as one of the early employees and scaling a 120+ person team. With a background in financial engineering and AI, he specializes in risk-compliant automation for regulated industries.

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Showing 20 of 440 experts

What is Bank Relationship Management and why is it important?

Bank Relationship Management (BRM) is the strategic approach to developing and maintaining mutually beneficial partnerships between financial institutions and their clients. It's crucial for optimizing banking services, improving customer satisfaction, and driving long-term growth. Effective BRM helps businesses secure better terms, access tailored financial solutions, and navigate complex financial landscapes, while banks benefit from increased customer loyalty and expanded business opportunities.

How can publishers benefit from featuring Bank Relationship Management experts?

Publishers can enhance their content's credibility and depth by featuring insights from Bank Relationship Management experts. These professionals offer valuable perspectives on industry trends, regulatory changes, and best practices in financial relationships. By incorporating expert quotes and analysis, publishers can create more engaging, authoritative content that resonates with their audience, potentially increasing readership and establishing themselves as go-to sources for banking and finance information.

How can Bank Relationship Management experts increase their visibility through Featured.com?

Bank Relationship Management experts can boost their visibility on Featured.com by creating comprehensive profiles highlighting their specific areas of expertise, industry experience, and notable achievements. Regularly contributing insights, participating in Q&A sessions, and sharing thought leadership content can increase their chances of being featured in high-profile publications. This exposure can lead to new opportunities, including speaking engagements, consulting roles, and establishing themselves as recognized authorities in the field of Bank Relationship Management.

What types of topics do Bank Relationship Management experts typically cover?

Bank Relationship Management experts cover a wide range of topics, including treasury management, cash flow optimization, risk mitigation strategies, digital banking innovations, and regulatory compliance. They can provide insights on negotiating banking terms, leveraging financial products effectively, and maintaining strong partnerships with financial institutions. These experts also address emerging trends like open banking, fintech collaborations, and sustainable finance practices within the context of bank-client relationships.

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