Melvin Cruz
About Melvin Cruz
Melvin Cruz is the Vice President at Peapack-Gladstone Bank Private Banking, with over 17 years of experience in developing CRM and Deal Management platforms. He has held various roles in project management and business analysis across multiple financial institutions in North America and Japan.
Work at Peapack-Gladstone Bank
Melvin Cruz has served as Vice President at Peapack-Gladstone Bank since 2017. In this role, he contributes to the bank's private banking services, which have been established since 1921. His responsibilities include managing client relationships and overseeing various banking operations. His extensive background in project management and business analysis supports his efforts in enhancing service delivery and client satisfaction.
Education and Expertise
Melvin Cruz earned a Bachelor of Science degree from Syracuse University, studying at Uitca College from 1991 to 1995. His educational background provides a strong foundation for his career in finance and technology. He possesses detailed knowledge of Salesforce and Microsoft CRM, which are essential tools in customer relationship management and deal management platforms.
Background
Cruz has over 17 years of experience in the financial services sector, focusing on developing CRM and Deal Management platforms. His career includes various roles in project management and business analysis across multiple organizations. He has worked in diverse locations, including Zurich, Japan, and Toronto, which has contributed to his global perspective in the banking industry.
Previous Employment History
Before joining Peapack-Gladstone Bank, Melvin Cruz held several significant positions. He worked at Idb Bank as Vice President from 2013 to 2017 and at Infinity Info Systems as Senior Solutions Consultant from 2012 to 2013. His earlier roles include Project Manager at Credit Suisse, Bank of America, and Oppenheimer & Co. Inc., as well as Senior Business Analyst at Tokio Marine Nichido Systems Co., Ltd. and Project Manager at Cibc World Markets.
Professional Skills
Melvin Cruz has a strong ability to apply technical and business process knowledge to re-engineer legacy business processes. He is recognized for his exceptional interpersonal communication skills, enabling him to effectively liaise with business clients at all levels of an organization. His expertise in workflow-driven processes enhances operational efficiency within the organizations he has worked for.