Rebecca Jackson
Strassen
Summary
Accomplished financial sector leader with over 30 years of expertise in relationship management, sales, operations, and project/change management. Dedicated to driving growth and fostering enduring client relationships grounded in knowledge, respect, and effective solutions. Demonstrated success in facilitating business development strategies in highly regulated environments. Seeking a leadership opportunity to leverage extensive experience with a keen interest in regulatory compliance and risk management within a dynamic organization.
Overview
33
33
years of professional experience
Work History
Senior Business Development Manager
The Bank of New York Mellon SA/NV Luxembourg
04.2017 - 01.2024
- Facilitated business development strategies aligned with regulatory compliance for the EMEA region
- Facilitated cross-selling initiatives in collaboration with relationship managers, adhering to regulatory requirements
- Guided deal processes, managed pricing models, and ensured delivery excellence across various business lines, maintaining regulatory adherence
- Collaborated with cross-functional teams to develop comprehensive proposals for prospective clients.
- Enhanced customer satisfaction by resolving issues promptly and implementing feedback-driven improvements.
- Streamlined internal processes related to lead generation and prospecting tactics, reducing time spent on administrative tasks.
- Reached out to potential customers via telephone, email, and in-person inquiries.
- Kept meticulous client notes and updated account information in company databases.
- Established relationships with key decision-makers within customer's organization to promote growth and retention.
Service Director Key Clients
The Bank of New York Mellon
01.2016 - 04.2017
- Ensured high-quality service delivery covering Transfer Agency, Custody, Depositary, Fund Accounting, Regulatory Compliance, Risk, and Legal
- Established robust governance structures for client relationships, incorporating compliance and risk management considerations
- Elevated customer satisfaction by implementing streamlined service processes.
- Developed strategic plans for enhancing operational efficiency and service delivery.
- Designed service protocols to ensure consistent and high-quality customer interactions.
Business Change Client Manager
The Bank of New York Mellon
08.2009 - 12.2015
- Acted as the primary point of contact between clients and the bank for operational and technological changes ensuring adherence to regulatory compliance standards
- Oversaw change calendars, prepared estimates for non-standard change requests, and devised innovative solutions for complex processes within the compliance framework
- Enhanced client retention by maintaining strong relationships and providing tailored solutions.
- Cultivated client relationships, ensuring consistent and high-quality service delivery.
- Collaborated with internal teams to address client needs and improve service delivery.
- Improved client satisfaction by actively resolving issues and providing timely follow-up.
- Coordinated client communications to ensure clarity and alignment with expectations.
- Enhanced client loyalty by establishing trust and delivering consistent results.
- Facilitated implementation of client feedback, enhancing service offerings and client satisfaction.
- Built strong client relationships to support long-term business growth.
Member of the TA Management Team
J.P. Morgan Bank Luxembourg
11.1998 - 07.2009
- From November1998 to July2009, I worked at JP Morgan in Transfer Agency
- Throughout this period, I led crucial client onboarding projects, effectively managing business analysis and testing teams
- The role encompassed tasks such as crafting business specifications, conducting testing, performing gap analysis, and overseeing the conversion process
Transfer Agency Production Dealing Manager
RBS Trust Bank Luxembourg
08.1990 - 11.1998
- Managed Transfer Agency production dealing team of 8 people, ensuring compliance with regulatory standards
Education
High School level education -
Fallibroome County High School
Macclesfield, Cheshire, United Kingdon07.1988
Skills
- Leadership and Team Building
- Client Relationship Management
- Strategic Planning and Execution
- Business Development
- Operations Management
- Operations Oversight
- Project Management
- Risk and Compliance
- Financial Analysis and Forecasting
- Communication and Negotiation
Languages
English first language
Fluent spoken French
Basic Luxembourgish
Basic German
Additional key achievements
- Co-Chair of Womens Initiative Network Luxembourg
- Founded UiD ‘United in Diversity’ initiative with ANABL members
- Participated in BNY Mellon EMEA mentoring programme and lead a virtual team across EMEA
Timeline
Senior Business Development Manager
The Bank of New York Mellon SA/NV Luxembourg
04.2017 - 01.2024
Service Director Key Clients
The Bank of New York Mellon
01.2016 - 04.2017
Business Change Client Manager
The Bank of New York Mellon
08.2009 - 12.2015
Member of the TA Management Team
J.P. Morgan Bank Luxembourg
11.1998 - 07.2009
Transfer Agency Production Dealing Manager
RBS Trust Bank Luxembourg
08.1990 - 11.1998
High School level education -
Fallibroome County High School
Similar Profiles
Vishal TilwaniVishal Tilwani
Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)Associate, AML/Prevention/KYC Representative at BNY Mellon (Bank of New York Mellon)
Ramya VikramanRamya Vikraman
Intermediate Representative, Fund/Client Accounting at Bank of New York MellonIntermediate Representative, Fund/Client Accounting at Bank of New York Mellon
Hammad Salahudeen Meeran SahibHammad Salahudeen Meeran Sahib
Lead Analyst at Bank Of New York MellonLead Analyst at Bank Of New York Mellon