Analyst, Commercial Banking Resume Samples
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Analyst, Commercial Banking Resume Samples
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RD
R Dooley
Rhett
Dooley
15753 Rowe Circles
San Francisco
CA
+1 (555) 276 1779
15753 Rowe Circles
San Francisco
CA
Phone
p
+1 (555) 276 1779
Experience
Experience
Dallas, TX
Analyst, Commercial Banking
Dallas, TX
Koepp, Casper and Purdy
Dallas, TX
Analyst, Commercial Banking
- Work with the RM to relationship manage all relationships in the Business Banking Area
- The role holder will operate within the Bank’s risk and operational guidelines and is responsible for ensuring that organisational standards are maintained and that the Banks policies and procedures are adhered to throughout the CBC in order to mitigate risk
- An integral part of the CBC team, the Corporate Relationship Support Manager allows the S/CBMs to spend more time with customers
- The role is a key part of the CBC team and is responsible for supporting the S/CBMs in providing exceptional customer service whilst delivering income growth, improving efficiencies and embracing Corporate initiatives
- Knowledge of international business and various industry sectors
- Awareness of the changing economic, social and regulatory environment in Canada
- Broad knowledge of the Bank’s structures, products and services
Chicago, IL
Credit Analyst, Commercial Banking
Chicago, IL
Brakus, Funk and Abshire
Chicago, IL
Credit Analyst, Commercial Banking
- Work effectively in partnership with other Corporate/CMB teams and product providers to deepen customer relationships and support/diversify revenue streams
- A key part of the CBC team, the Assistant Corporate Relationship Support Associate allows the S/CBMs to spend more time with customers
- This will be achieved by ensuring all actions take account of the likelihood of operational risk occurring
- Ensure all Cross Border income is reported on HORIS
- Ensure Client Vision is used effectively
- Attend client meetings as necessary with S/CBMs
- The role is a part of the CBC team and is responsible for supporting the S/CBMs in providing exceptional customer service whilst delivering income growth, improving efficiencies and embracing Corporate initiatives
present
Phoenix, AZ
Onboarding Case Analyst, Commercial Banking
Phoenix, AZ
Lynch, Kilback and King
present
Phoenix, AZ
Onboarding Case Analyst, Commercial Banking
present
- Including Financial Crime Risk Review (FCRR) and Know Your Customer (KYC)
- Size of team to be completed at the local level once the Local CD Implementation Leads have performed capacity planning
- Coordinate the client onboarding cases from initiation to the point
- Review and check for completeness of CDD information and supporting documentation before submitting the case to CDD Operations for review and approval
- Act as a point of escalation for Service Delivery and escalate a case to the Relationship Manager if the client is not cooperating
- Ensure compliance of both general and anti-money laundering and anti-terrorist financing (AML/ATF) compliance controls as well as operational risk controls in accordance with HSBC or regulatory standards and policies; and optimize relations with regulators by addressing any issues
- The jobholder will ensure the fair treatment of our customers is at the heart of everything we do, both personally and as an organization
Education
Education
Undergraduate Degree in Business
Undergraduate Degree in Business
Iowa State University
Undergraduate Degree in Business
Skills
Skills
- Personal qualities of stability, maturity and authority and an ability to
- Personal qualities of stability, maturity and authority and an ability to work with staff at all levels
- Strong ‘team’ skills promoting an environment of co-operation and trust, overcoming resistance where encountered
- Excellent verbal and written communications skills
- Good analytical and financial skills
- Ability to make decisions
- Strong prioritising, organisational and time management abilities
- Good prioritizing, organizational and time management abilities
- Strong ‘team’ skills promoting an environment of co-operation and
- Good prioritising, organizational and time management abilities
9 Analyst, Commercial Banking resume templates
Read our complete resume writing guides
1
Analyst, Commercial Banking Resume Examples & Samples
- The role is a key part of the CBC team and is responsible for supporting the S/CBMs in providing exceptional customer service whilst delivering income growth, improving efficiencies and embracing Corporate initiatives
- Awareness of the changing economic, social and regulatory environment in Canada
- Knowledge of international business and various industry sectors
- BA in related discipline and 2-5 years of experience in related field OR MA and 1-3 years of experience in related field
- Proven track record in a client focussed environment
- Experience of working in a teamwork environment
- Good analytical and financial skills
- Strong prioritising, organisational and time management abilities
- Personal qualities of stability, maturity and authority and an ability to work with staff at all levels
2
Senior Washington Policy Analyst Commercial Banking Sector Resume Examples & Samples
- Identify, prioritize, research, and track key legislation and regulation for the Commercial Banking industry, particularly for issues relating to commercial banks, payment processors, real estate market participants and/or insurance providers
- Help build and maintain legislative and regulatory watch lists
- Facilitate research and analysis between all relevant Bloomberg analysts, including those at Bloomberg Intelligence, Bloomberg Government and Bloomberg BNA
- Author and co-author research on cross-industry and industry-specific legislation/regulation for use in the BI function and other functions on the Bloomberg terminal
- Engage in primary research, including regular dialogue with Congressional and agency staffers, companies and associations, and related participants
- Write research on a regular basis and communicate it to relevant Bloomberg terminal clients via phone calls, in-person meetings, and online chat
- Create and manage partnerships with key external market professionals, including clients and prospects, to identify additional commercial opportunities
- Identify, support and maintain critical policy-related data and functionality on the Bloomberg terminal
- 7+ years of progressively responsible experience in Federal Government policy analysis, specializing in the Commercial Banking sector
- Knowledge of the impact of government legislation, contracts, regulations, and litigation on industry, companies and financial markets
- Exceptional primary research and writing skills
- Experience interpreting financial statements and performing quantitative financial analysis
- Knowledge of advanced concepts, practices, and procedures of finance and accounting
- Marketing or business development experience
- Self-starter, independent thinker and collaborative team player
- Bachelor's degree in Business, Finance, Political Science or a related field, or equivalent experience
- CFA certification or MBA degree preferred
- Must be willing to travel to regional offices as needed
- Knowledge of the Bloomberg Terminal a plus
3
Analyst, Commercial Banking Resume Examples & Samples
- An integral part of the CBC team, the Corporate Relationship Support Manager allows the relationship managers to spend more time with customers
- Attend client meetings as necessary with relationship managers
- Preparation of all relevant pre and post customer documentation, collation /analysis of financial/non-financial information and coordination of products/solutions which suit customer needs
- Work effectively in partnership with other Commercial Banking teams and product providers to deepen customer relationships and support/diversify revenue streams
- Ensure all sales management systems are used effectively
- Ensure all Cross Border income is reported in relevant tracking systems
- The role is a key part of the CBC team and is responsible for supporting the relationship managers in providing exceptional customer service whilst delivering income growth, improving efficiencies and embracing Corporate initiatives
4
High Risk Analyst, Commercial Banking Resume Examples & Samples
- Two-year college degree or equivalent work experience is required. Four-year college degree in Business, Finance, Accounting, International Studies, Criminal Justice, or related field would be preferred
- Two or more years of experience in commercial cash product management, retail banking, or corporate operations in an analytical, investigative and/or liaison capacity is required. Knowledge of the internal structure of a bank and elements of bank operations and services is preferred
- Knowledge and ability to explain laws applicable to money laundering, including CIP, BSA/AML and OFAC regulations (Patriot Act, U.S. Treasury and FinCEN BSA/AML guidelines, OFAC requirements and Suspicious Activity Reporting requirements) is required
- Working knowledge of banking and investment related concepts and terms are required
- Must be able to demonstrate proficiency with the following skills
5
Analyst, Commercial Banking Resume Examples & Samples
- The role is a part of the front office team and is responsible for supporting the RMs in providing exceptional customer service whilst delivering income growth, improving efficiencies and embracing Corporate initiatives
- The role holder will operate within the Bank’s risk and operational guidelines and is responsible for ensuring that organizational standards are maintained and that the Banks policies and procedures are adhered to throughout CMB in order to mitigate risk
- Appreciation of a client focused environment
- Good prioritizing, organizational and time management abilities
6
Senior Client Solutions Analyst Commercial Banking Resume Examples & Samples
- Contributes to Commercial loan portfolio growth and profitability by
- Supporting the Director in client presentation and negotiations
- Completing risk assessments and developing recommendations as to the appropriate course of action
- Analyzing and processing amendment requests
- Ensuring client files are complete and up to date
- Ensures sound and timely credit analysis conforming to Bank policies and procedures by
- Ensuring credit are properly and accurately investigated, evaluated and documented by utilizing the MFA output in addition to any further investigation or trend analysis from financial statements such as inventory, receivable and payable listings and analysis of other customer / prospect information
- Intermediate credit skills (must be able to write up complex deals, spread financials, assess risk and draw conclusion)
- Intermediate accounting and financial statement analysis
- Excellent Interpersonal skills to effectively interface with customers and basic and developing sales skills
- Flexibility in adapting to heavy work volumes and tight deadlines, and a constantly changing work environment
- Degree in business, commerce, finance or accounting related discipline (or work equivalency)
7
Client Solutions Analyst Commercial Banking Resume Examples & Samples
- Performing structuring and analytic functions, along with other due diligence activities on deals
- Assisting with the execution of transactions (deal write up and data analysis)
- Researching credit and bank service requirements of existing and prospective clients
- Basic credit skills (must be able to write up deals, spread financials, assess risk and draw conclusion)
- Strong attention to details
- Highly organized, results-oriented and analytical
- Strong communication skills (oral and written)
- Excellent interpersonal skills to effectively interface with customers and basic and developing sales skills
8
Client Portfolio Analyst Commercial Banking Resume Examples & Samples
- Provide superior service and support to Commercial Banking Clients and internal business line partners by
- Developing and maintaining a sound knowledge and understanding of Commercial products and services for all market segments
- Responding promptly and effectively to requests, concerns and complaints from clients, Client Relationship Group, and Credit Solutions Group
- Assist in ensuring the Bank’s risk profile is mitigated by
- Ensuring offside conditions as specified by the Bank’s adjudicating, auditing, and compliance organizations are identified, investigated and escalated to the appropriate Bank Officers
- Continually monitoring accounts / products to ensure the criteria laid down by the Bank’s adjudicating, auditing, and compliance organizations are met
- Completing any returns / reporting requirements accurately and submitting to the appropriate authority in a timely manner
- For annual reviews completed by internal business partners, preparing/completing financial spreads in Moodys Financial Analysis
- Escalating potential problem loan situations to the Client Portfolio Manager, and follow instructions given by the Manager Special Accounts as appropriate
- Conducting analysis of client transaction activity
- Strong accounting and financial analysis skills
9
Credit Analyst, Commercial Banking Resume Examples & Samples
- Knowledge and use of HORIS and Client Vision systems (including reporting) and complex MI
- Good prioritising, organisational and time management abilities
- Ability to make decisions
10
Client Solutions Analyst Commercial Banking Moncton Resume Examples & Samples
- Builds and manages beneficial relationships with Commercial business customers
- Provides fast turnaround times
- Existing intermediate level Accounting and Financial statement analysis skills, acquired through either work experience or education. Work experience a strong asset
- Highly organized, analytical
11
Client Solutions Analyst Commercial Banking Resume Examples & Samples
- Assisting with the execution of transactions ie deal write up, analysis activities
- Researching credit and bank service requirements of existing and prospective clients; and,
- Ensures sound and timely credit analysis by conforming to Bank policies and procedures by
- Ensuring credit are properly and accurately investigated, evaluated and documented in addition to any further investigation or trend analysis from financial statements such as inventory, receivable and payable listings and analysis of other customer or prospect information
- Basic credit skills (must be able to write up deals, spread financials, assess risk and draw conclusions)
- Good communication skills (written and oral)
- Strong interpersonal and teamwork skills
12
Client Solutions Analyst Commercial Banking Resume Examples & Samples
- Aligns workload with objectives and manages competing priorities
- Existing intermediate level Accounting and Financial statement analysis skills, acquired through either work experience or education. Work experience is a strong asset
- Existing basic credit skills (must be able to write up deals, spread financials, assess risk and draw conclusions)
13
Client Solutions Analyst Commercial Banking Resume Examples & Samples
- Support the annual review process and preparation of credit correspondence by preparing/completing spreads of annual financial statements and projections
- Support Client Relationship Managers, Senior Client Relationship Managers and Senior Credit Solutions Managers, as required, in the preparation of the write up of credit applications, which may include financial modelling and due diligence
- Good accounting and financial statement analysis skills
- Strong attention to detail and good excel skills needed to update borrowing base trend sheets
- Ability to align workload with objectives and manage competing priorities
14
Analyst Commercial Banking Resume Examples & Samples
- The role will typically deal with clients with turnover in excess of $250MM per annum
- The role works within a global context on a regular basis
- The role is expected to contribute to syndicated deals on a regular basis
- Bachelor of Commerce and/or CA/CGA/CMA or equivalent with one to three years of commercial banking experience
- Excellent financial and analytical capability and modeling skills with familiarity with related software
- Superior Microsoft Office suite (excel, word, PowerPoint) with aptitude to learn new software skills
- Strong attention to detail/data integrity and able to effectively deal with pressure from deadlines
- Developing good client relationship and business development capabilities
15
Analyst, Commercial Banking Resume Examples & Samples
- Against an increasing competitive backdrop, the Business Banking segment of CMB seeks to grow value, through the acquisition of quality customers, retention of quality customers and by improving the average return per customer
- The Group has a strategic objective to be the ‘Leading International Business’ which builds on our global network, recognizes the increasing globalization of the world’s economy and the increased value of international customers. Our group capabilities, coupled with our understanding of local markets and cultures worldwide, help us deliver innovative solutions to our clients
- The incumbent will work closely with the RM and their complex BB customers by providing an exemplary relationship management service
16
Client Solutions Analyst Commercial Banking Resume Examples & Samples
- Good accounting and
- Basic credit skills
- Ability to
- Established
- Undergraduate
17
Analyst Commercial Banking Customer Experience Resume Examples & Samples
- Must be able to juggle changing priorities in a fast-paced, high-pressure environment. Given the tight timelines, well-honed time management skills and the ability to act with a sense of urgency, while remaining calm under pressure are also a requirement
- Strong verbal, writing and interpersonal skills
- Flexible and willing to take on new challenges as they present themselves
- Great team player and ability to work well with others, at all levels across the organization
- Strong knowledge of Mircosoft Office Suite, particularly Word, Excel and PowerPoint
- Post-secondary degree/diploma in related field
18
Credit Analyst, Commercial Banking Resume Examples & Samples
- 1 year of experience in a high volume industry directly working with Credit loan quality or analysis preferred
- Demonstrated confidence, assertiveness, professionalism, ability to interact with all levels, and ability to sell Huntington and its services
- Demonstrate your ability to analyze financial data and narrative information quickly and thoroughly
19
Client Solutions Analyst Commercial Banking Resume Examples & Samples
- Strongattention to detail and good excel skills needed to update borrowing base trend sheets
- Ability toalign workload with objectives and manage competing priorities
- Excellent communicationskills
- Establishedrelationship-building and teamwork skills
- Undergraduatedegree in Business, Commerce, Finance, Accounting or related discipline orequivalent work experience
20
Senior Analyst Commercial Banking Resume Examples & Samples
- Strong credit judgment and a good knowledge of the Bank’s lending policies, practices and procedures, as well as financial analysis and risk assessment techniques for structuring credits
- Developed ability to align workload with objectives and manage competing priorities
- Advanced communication skills (oral and written)
- Strong relationship building and teamwork skills
- Basic credit skills (must be able to spread financials, assess risk and draw conclusions to develop concise credit presentations)
21
Analyst, Commercial Banking Resume Examples & Samples
- One to three years’ experience in a commercial relationship manager role or equivalent; Bachelor’s degree preferred but not essential
- Proven analytical ability, with experience of credit or relationship management within Business Banking Sector
- Possess world class customer service excellence, own customer engagement and able to build long term relationships
- Knowledge of international trade products & services desirable
- Excellent interpersonal and communication skills, with a particular emphasis upon inspiring, influencing and negotiating in dealing with internal and external stakeholders. Delivering compelling presentations is second nature
- Ability to differentiate from the competition through the delivery of a responsive and proactive relationship management service and to engage with clients at a strategic level
22
Analyst, Commercial Banking Resume Examples & Samples
- Awareness of the changing economic, social and regulatory
- Environment in Canada
- Experienced knowledge and use of HORIS and Client Vision systems
- (including reporting) and complex MI
- BA in related discipline and 2-5 years of experience in related field OR
- MA and 1-3 years of experience in related field
- Competent professional who maintains and develops professional
- Knowledge to bring best practice ideas to the business
- Ideally, experience in the Commercial or Corporate Banking
- Environment
- Strong ‘team’ skills promoting an environment of co-operation and
- Trust, overcoming resistance where encountered
- Personal qualities of stability, maturity and authority and an ability to
- Work with staff at all levels
23
Credit Analyst, Commercial Banking Resume Examples & Samples
- Three or more years of successful investment sales experience and the desire to work in a fast-paced, goal and commission based environment required
- State Life and Health before hire
- Series 65/66 within 120 days of hire
- Proven organizational skills and ability to work successfully, independently, and proactively in a team environment required
- Must have excellent written and verbal (face-to-face and phone) communication skills including interpersonal and influencing skills needed to interact with individuals at all economic levels
- Strong organizational skills with attention to detail
- Ability to multi-task
24
Salesforce Knowledge Business Analyst Commercial Banking Resume Examples & Samples
- Lead, plan, and support the implementation of the Knowledge Management Strategy
- Work in collaboration with the Salesforce Business Systems Administrator and Technology teams on all database issues and development , to including but not limited to
- Completion of all Business Requirements
- Integrated user testing
- Define knowledge user access requirements
- Verbal and written communication skills as it relates to training, process improvement and content updates
- Issue resolution
- Establish authoring, maintenance and lifecycle processes with appropriate Service Level Agreements for Knowledge content
- Ensures work objects are processed seamlessly through an established workflow
- Work independently to research and organize policies, processes and procedures, analyze data, and process mapping, and documentation of detailed and complex development specifications of content and websites
- Drives results by using Citi Lean methodology
- Ensures the integrity of the audit process is maintained
- Applies project management skills with short and long term projects simultaneously
- Interprets and validates user feedback and determines the appropriate course of action
- Validates content requests for quality and accuracy
- Project Management Skills
- Detail oriented with strong analytical and probing skills
- Strong interpersonal, organizational and time management skills
- Team oriented, accountable, self‑motivated, & disciplined
- Proficient with MS Office Tools - Advanced excel and word skills required
- Understanding of CRM is preferred
- Understanding of Salesforce Knowledge is preferred
25
Onboarding Case Analyst, Commercial Banking Resume Examples & Samples
- Good verbal and written communication skills at all levels
- Ability to be flexible, manage priorities whilst remaining calm under pressure
- Ability to work collaboratively and independently when required
- Ability to have difficult conversations
- Ability to prioritise
