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Skills

  • Excellent communication skills
  • NCR Cash recycler
  • Internal auditing
  • MS Office proficient
  • Sales expertise
  • Customer satisfaction
  • Bilingual in French
  • Territory Sales Experience
  • Financial modeling
  • Comparable company analysis

Work Experiences

  • In-store marketing displays were put together by me.
  • Balanced the teller drawers and the cash in the ATM.
  • Created a leveraged buy-out model to arrive at a proposed valuation of l>15% of equity.
  • Recommendation
  • Opened new customer accounts such as checking, savings, credit lines, and loans.
  • Devised strategies to develop and expand service sales to existing customers, resulting in an increase in annual revenue of 10%.
  • Created accounts with a 9 product cross-sell ratio.
  • Reorganized my online banking files and deleted any that were no longer in use.
  • Received a regional branch recognition award for outstanding customer service.
  • Provided high-level customer service through a friendly approach, strong professionalism, and timely assistance with customer transactions.

Summaries

  • Aggressive investment banker with a track record of closing deals and bringing in new clients.
  • Senior Banker was responsible for ensuring that the company's objectives were met on a consistent basis in order to maintain client satisfaction and loyalty.
  • Dependable
  • Strengths in performance reporting and workflow optimization backed up by Banking and Financial Services training.
  • Seasoned
  • Dedicated to cultivating and deepening fruitful customer relationships.
  • Motivated individual.
  • Motivated
  • Articulate
  • Excellent at meeting and exceeding several months objectives.

Accomplishments

  • Collaborated with the CFO and treasury team to implement advanced cash flow management strategies, reducing idle funds by $14 and increasing liquidity.
  • Formulated and executed a tailored financial solution for corporate clients, leading to a 46% rise in loan applications.
  • Led recurring training programs for 17 relationship managers with a focus on compliance, resulting in a 85% reduction in procedural errors.
  • Implemented internal control procedures governing underwriting, improving compliance by 66% during audits.
  • Increased sales 13% over 18 months.
  • Collaborated with credit risk officers to improve credit approval process efficiency, reducing the turnaround time by 24%.
  • Collaborated with team of 18 in the development of category.
  • Successfully trained 18 new tellers over a 15 month time period.
  • Earned system Award in 2017.
  • Formally honored by the Investment Banking Institute for professional acumen.

Affiliations

  • Rotary International
  • Association of Information Technology Professionals
  • Project Management Institute
  • International Association of Credit Portfolio Managers (IACPM)
  • Chartered Institute of Bankers (CIB)
  • Urban Financial Services Coalition (UFSC)
  • Institute of International Bankers (IIB)
  • The CFA Institute
  • Association for Computing Machinery
  • Society of Corporate Secretaries and Governance Professionals

Certifications

  • Salesforce
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Treasury Professional (CTP)
  • Certified Bank Auditor (CBA)
  • Certificate in Derivatives Market Strategies
  • Chartered Banker MBA
  • Heads of Finance Certification (HoF)
  • Certified International Wealth Manager (CIWM)
  • Certified Protection Officer (CPO)
  • Cisco Certified Internetwork Expert (CCIE)

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