Banking Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the banking job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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K Hoppe

Kattie

Hoppe

762 Dare Throughway

Los Angeles

+1 (555) 451 0276

762 Dare Throughway

Los Angeles

Phone

p +1 (555) 451 0276

Experience Experience

San Francisco, CA

Banking

San Francisco, CA

Marks, Bode and Crooks

San Francisco, CA

Banking

Participation in such activities as task forces, recruiting and training is an important way for Analysts to broaden their exposure throughout the Firm and make a meaningful contribution to the Barclays franchise
Performance counseling, including making and recommending disciplinary action decisions
Should strive to make a positive impact on the people around him or her by being a team player and an effective project manager, consistent with Barclays emphasis on a cooperative and supportive work environment. Take ownership of projects to drive a process forward, and also seek counsel from others
Act as controls ambassador within the business, providing training and insight across the different business lines
Preparing and presenting briefings to senior management on key risk issues
Manage, guide and coach development of client proposals/presentation
Execute equity capital fund raises, including preparing prospectuses and investor presentations; lead sell-side and buy-side M&A transactions

Detroit, MI

Banking Administrator

Detroit, MI

Wisoky Inc

Detroit, MI

Banking Administrator

Management of the Group Credit Control Mailboxes ensuring all requests are responded to with our agreed SLA of 3 working days
Provide ad hoc reporting and analysis for Credit Control Management & the Retail business
Ensure customer receives correspondence/acknowledgement to their written query within 5 working days
Manage the uncashed cheque refund process and stop cheque requests
Ensure the Un-Reconciled Credit Report is worked and commented on to comply with SOX controls
Provide training and support to any new members of staff
Process all month end bad debt write offs and reporting values to the relevant Branch Directors, RMD’s and IBA Management

present

San Francisco, CA

Director Leadership Canadian Banking

San Francisco, CA

Moore, Ryan and Roberts

present

San Francisco, CA

Director Leadership Canadian Banking

present

Defining and developing strategies and objectives to increase leadership capabilities of Canadian Banking emerging leaders
Managing the business/budgeting process for programs relating to Leadership Development for emerging leaders
Management reporting (quarterly and year-end) of all human resources-related metrics for Canadian Banking
Ongoing intelligence, industry best practices and trends relating to human resources-related metrics
Working closely with the senior RMs to manage an objective process for leadership appointments, including presentations to the Human Capital Committee
Building networks and strategic relationships with external vendors and partners in the development and execution of leadership programming
Proactively build and strengthen leadership capabilities with the Senior Vice President, Canadian Banking and Vice President, Leadership by

Education Education

Bachelor’s Degree in Fluency

University of Central Florida

Bachelor’s Degree in Fluency

Skills Skills

Quantitatively oriented with strong intuition and ability to make judgments based on incomplete data
Excellent communication skills for written, graphical and verbal presentation
Broad knowledge of financial products across derivatives, interest rates, foreign exchange, and credit instruments
In-depth knowledge of traditional banking products such as mortgage lending, corporate lending and deposit funding
Ability to synthesize complex problems and conceptualize appropriate solutions
Proactive with the ability to work as both part of a close-knit team and independently
Advanced MS based software knowledge particularly Powerpoint and EXCEL
At least five years of work experience in financial risk management or funding/liquidity management; bank treasury experience
Implementation-oriented – a desire to take ideas and solutions and make them a reality
Presentation skills

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13 Banking resume templates

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VP, Inv Banking Resume Examples & Samples

Communicates regulatory, financial information and complex strategic issues in a clear, concise and relevant manner to assist and guide decision-makers in corporate finance transactions
Conveys a genuine interest in and understanding of the client's business and industry and provides both broad and specific information and suggestions for improving the business
Ensures that any professional, technical, or client service problem or request is resolved in a timely manner and by the appropriate people and resources
Quarterbacks new initiatives as requested by Senior Management
Supports and generates business development and client service activities
Originates new corporate finance ideas for clients and potential clients; develops a niche within the broader SBU
Produces factual and accurate information for presentation to clients
Executes M&A and financing transactions, financial modeling, industry and comparable company analysis
Trains and mentors analysts and associates performance potential
Advanced concepts, principles and practices of Investment Banking
Advanced concepts, practices and procedures of Tax and Accounting
Establishing departmental objectives
Problem solving skills and the ability to think independently sufficient to market ideas
Defining high standards of quality and evaluate products, services, and own performance against those standards
Communicate effectively, both orally and in writing, with all organizational levels, including senior management
Plan, assign, monitor, review, evaluate and lead the work of others
Identify training needs and develop subordinates
Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment with frequent interruptions
Identify required tasks, develop timelines and execute
Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed
Master Degree in Business Administration (MBA) or related field and a minimum of four (4) years of experience in the financial services industry. Energy capital markets and advisory experience at an active investment bank MBA completion of first year as a VP or recently promoted to VP highly preferred

Banking Product Control Manager Resume Examples & Samples

Management and endto end ownership of the monthly financial and MIS close process as it relatesto Deposit and Credit products offered through GWM. This includesdeveloping the current month revenue forecast, overseeing the timely reportingof all monthly financial information, monitoring activity and providingmanagement with regular updates on monthly performance and results
Manage and develop2 headcount responsible for the monthly production of MIS reporting associatedwith GWM banking products
Report and explainvariances from Outlook as actual results become available
Continuallyevaluate and enhance the control framework
Collaborates withmultiple finance departments throughout the Firm to support and accuratelycapture the economics surrounding our various deposit products
Continually monitorand assess department deliverables to develop and implement more efficientprocedures, while maintaining a high level of accuracy
Consistently lookto standardize best practices across LOBs through proactive communication andprocess re-engineering
Assist inresponding to inquiries from CFO teams as well as management regardingfinancial results and various ad hoc requests
5 - 10 yearsAccounting and Finance experience
Management abilityto lead and develop staff while providing oversight and assuring accuracy
Excellentanalytical skills and knowledge of finance and accounting concepts
Extensive Excel andAccess knowledge; working knowledge of Essbase a plus
Superiorcommunication and interpersonal skills
Detail-oriented,organized, and has ability to multi-task and shift priorities quickly
Must be able towork in a team environment while maintaining control with limited supervision
Highly motivatedand able to thrive and think clearly under pressure and tight deadlines
Team player with apositive attitude and a focus on business issues

Field Services Banking & Lending Engagement Director Resume Examples & Samples

Provide leadership and coordination in implementing Banking and Lending programs for Support Staff
Administer CSA B&L Coach Program
Serve as subject matter expert for Field Services Team on all banking and lending products and services
Create new and innovative programs to drive adoption
Build strong relationships with Private Banking and the field
Develop and closely monitor metrics to identify opportunities to increase Banking and Lending penetration
Bachelor’s degree required or equivalent education and experience. Advanced degree preferred
Previous industry experience
Previous project management skills
Ability to communicate complex ideas to a wide range of stakeholders
Ability to organize and prioritize work, execute an assignment from conception through completion and meet aggressive deadlines
Proven ability to partner across groups, negotiate between competing needs and build consensus
Ability to synthesize data, identify issues and trends, evaluate alternatives and recommend comprehensive solutions that drive desired change
Evidence of strong leadership capabilities
Project management experience required
Ability to interact with National, Divisional, Regional and Complex Management teams, as well as all levels of Firm management

Sec Processing Rep-electronic Banking Resume Examples & Samples

Timely and accurate processing of all new or change entitlement requests
Ordering SafeWord cards
Effective follow-up of outstanding items
Working closely with the Securities Implementation team, Sales & Relationship Management and Coverage teams to ensure client needs are understood and met
Producing metrics for performance measurement
Maintenance of centralised records to ensure all requests are completed
Involvement in the department RCSA self-assessment process by performing sample testing as required
Adhering to all audit/compliance and information security requirements and all mandatory training requests
Assisting the Electronic Banking Support team to resolve entitlement queries
Maintaining general filing systems
Have the necessary initiative and drive to work alone
Effective time and project management is essential to ensure deadlines are met and optimum use of time and resources from both Citi and client perspective is achieved
University degree (BA, B.Sc., MBA) in Business majoring in Finance, Accounting or another financial-related program
Highly proficient with Microsoft Office products (Excel andWord)

Rainbow Lead-digital Smart Banking Resume Examples & Samples

Extensive expertise with regard to front-end sales process with ability to establish customer / user - centric experience that aligns with business objectives
Expert in Citi smart banking digital strategy and in the digital smart banking industry landscape
Preferably has extensive background in Citi branch methodologies and processes, and exposure to various front-end applications
Proactively recognizes inter-dependencies across teams and drive toward streamlined and unified user experience
Ability to identify appropriate customer and banker experience, aligning customer and banker experience with program needs, and establishing the appropriate sales process

Director, Banking Resume Examples & Samples

A BS degree in Accounting, Finance, Operations Management, Computer Science or equivalent; a Master’s degree is preferred
10+ years of experience working within the banking industry focusing on processes, systems and technology
Must have led a relevant consulting group or practice in the local market in the past 3 years
Strong business development and an active professional network of contacts in the local market
Membership and visibility in relevant professional organizations
Publication in designated area – this is ideal, not required
Strong project management methodology background, including schedule, scope, issue and risk management experience, change management, strategic planning and analysis
Industry designated certifications is a plus
Excellent organizational, verbal and written communication skills
Ability to travel a minimum of 30%+ is required

Sec Processing Rep-electronic Banking Resume Examples & Samples

Ordering safeword cards
Working closely with the Securities Implementation team, Sales & Relationship management and Coverage team to ensure client needs are understood and met
Maintenance of centralized records to ensure all requests are completed
Assisting the electronic banking Support team to resolve entitlement queries
Experience/knowledge of electronic banking would be useful but not critical
Securities business knowledge in settlements/processing and corporate actions
Some technical knowledge or experience with internet browsers and settings is useful
Experience of project management
Good, proven team player
High level of professionalism
Should be confident in dealing internal Citi parties at all levels, therefore needs strong interpersonal and communications skills
Must be presentable both in person and have a good telephone manner
High degree of proficiency in MS Outlook, Word, PowerPoint and Excel
Competence in web-based tools
Must be able to prioritize tasks and work in what can be a pressurized environment
Good time management
Ability to work unsupervised or on own initiative
Reliable, thorough, flexible and responsible

Director, Banking Group Digital Channels Resume Examples & Samples

Deliver and run all non-transformative aspects (e.g., parity or tactical enhancements) of the digital channels to deliver the desired customer experience, meet the expectations of the Banking Group leadership team and drive digital adoption and usage
Analyze usage metrics and customer feedback to identify key secure channel projects / initiatives that will drive the most business value
Manage the user experience of the customers using the digital secure site; ensure that a customer focused design approach is adopted to exceed customer needs
Understand trends in the market for user experience for the designated Banking Group and recommend specific changes for enterprise consideration
Graduate degree or equivalent
Minimum of 10 years Management experience within the financial sector, or similar industry
Extensive knowledge of Personal, Commercial Banking
Extensive knowledge of all Distribution Channels
Extensive knowledge of technology platforms and architecture
Strategy Development, Management and Integration
Extensive knowledge of Digital Marketing
In-depth analytical thinking
Expert business acumen
Expert program management
In-depth change leadership skills
In-depth influence skills
In-depth managerial leadership skills
Expert organizational understanding
In-depth strategic thinking

Premier Banking Market Manager Resume Examples & Samples

(40%) Develop and execute a joint business plan with FA Manager in order to drive activity, sales, referral, balance and revenue growth. Key areas of focus include: targeted existing customer and external prospecting programs, managing to weekly appointment goals with a key focus on joint appointments, managing and coaching to “Team Selling” process, banker pipeline management, utilizing Salesforce.com to monitor CRM activities, and overall responsibility for performance results. Contribute personally to the Bank’s business objectives through direct market intervention by way of joint sales calls, establishing a personal referral network and a variety of business development activities. Risk Management: Ensure effective controls, monitoring, and reporting procedures are in place to ensure risk to the bank is mitigated. Ensure adherence and compliance to the bank’s policies and procedures related to internal governance and regulations, particularly those established by state and federal law
(35%) Develop and execute a joint sales management and coaching plan in order to effectively manage and raise the performance of the Premier Services teams (Premier Banker/FA). Deliver sales coaching in Premier team meetings, one-on-one activities, branch sales meetings, and Premier Banker/FA meetings on established, regular basis. Participate in Regional Management meetings
(15%) Lead recruiting and hiring efforts in order to identify and develop new talent. Source candidates, interview, and make selection decisions for Premier Bankers. Ongoing mentoring of new and potential talent. Assist in the selection process for the Premier FA teams
(10%) Conduct ongoing market analysis in order to create optimal branch coverage strategy
10-15 FTE
3,500-5,000 Premier Services Clients
8-9 years of related professional experience
1-3 years of managerial experience
History of successful sales and sales management results in financial services industry
Exceptional team building skills
Strong interpersonal, communication and negotiating skills referred MBA or professional designation, (ie CFP)
Expert in client management, sales, and coaching
Ability to take direction, prioritize and negotiate time with direct manager, FA Manager, and key business partners
Outstanding leadership and organizational skills

Regional Director, Banking Resume Examples & Samples

10 years experience in the financial services industry
Expert knowledge of the Banking discipline
Very good knowledge of Trust and Investment disciplines
Recognized as an expert in Banking in the Private Bank and in the industry
Extensive knowledge and technical proficiency related to banking strategies, issues and trends
Significant technical expertise in the areas of banking products and services
Broad perspective of economics and financial markets
Highly developed and proven coaching and communication skills
Seek and seize opportunities, take appropriate risks willingly after prudent analysis
Flexible and empathetic, able to work effectively in a variety of situations
Ability to provide overall leadership in a management environment with many connections
Strong ability to identify complex problems and review related information to develop and evaluate options and implement solutions
Ability to utilize and communicate in-depth knowledge of overall banking products, services, organization and interrelationships

Warm Springs Banking Center Resume Examples & Samples

Building customer loyalty; establishing customer relationships through courtesy and friendliness, including addressing each customer by name
Contributing to a positive team environment in the banking center through teamwork, team spirit and coachingQualifications
Pass teller pre-employment assessment

Banking Ops Specialist Resume Examples & Samples

Ensure smooth team operation during absences of team leader
Maintaining high quality data regarding the incidents, lessons learned
Continuously act as Contact for Manager, reporting occurrences and presenting your own opinion
Bachelor’s/master’s degree (university degree in Finance or Economics will be an asset)
Basic knowledge about payments processing will be an asset
Capability of touch typing (10-finger typing system as an asset)
Fluent English or German (written and spoken)
Strong ability to work as a team player
Very good communications skills and ability to work independently, reliably and precisely
Ability to work under time pressure
Experience in an international company will be an asset
Willingness to execute repetitive tasks

Cib-banking Resume Examples & Samples

Being a (i) key product contact for Corporate Bankers and Credit and (ii) subject matter expert for all aspects of traditional bilateral lending and participations in syndicated or club loan facilities where JPMorgan does not take an underwriter or book-runner role
Be a key advisor for structuring non-standard transactions, and helping bankers / clients / credit overcome challenges
Provide end-to-end oversight of controls across the loan product business, and work closely with Corporate Bankers and key functional partners to promote lending and identify efficiencies/resolve bottlenecks from a product scope, operational and policy perspective
Review the balance sheet and P&L and support their planning; review cross-sell for the business at an aggregate level and ensure continual improvements/rationale is clear
Lead new lending product development, including acting as product lead for lending business requirements and NBIAs in priority country builds, and partnering with Corporate Bankers to develop new products and processes
Ensuring funding, capital, regulatory, legal entity and pricing elements are appropriately addressed for loan product delivery
Partnering with internal legal to produce market standard documentation and defining the approach for exception approvals
Acting as lending product lead in business case preparation for new country builds, including liaison with key partner areas
Promoting risk appetite and approach within the firm which is consistent with the CIB strategic objectives and our strong credit culture
Regular communication of build, product and process status to senior management and corporate banking/credit partners
Significant experience in a lending-related function
First rate analytical and risk skills
Committed and self-driven, entrepreneurial approach with strong ownership levels
First rate project management skills and record of delivery in pressured situations
Strong team player with excellent interpersonal and communication skills
Current level ED with a strong track record

AVP PCM Global Banking Resume Examples & Samples

To be recognized as a PCM specialist with an ability to display competent knowledge of relevant products and services with the jobholders area of responsibility
To act as a lead sales representative on opportunities with key clients and/or deals
Consistently role model the Sales Manager competencies; providing guidance and coaching to other sales managers and team members where necessary
To achieve income for the Group by originating leads, building and maintaining relationships with new and existing clients in order to identify and sell innovative cash and clearing management solutions to a sector of HSBC's Global Banking & Markets Corporate clients
Responsibility for pricing, reviewing and negotiating the full range of cash management services for the Global Banking & Markets Corporate clients, together with effecting any cost reduction initiatives required by the HSBC Group. The jobholder is ultimately responsible for new sales revenue and the retention and growth of existing clients and income aligned to a portfolio within the GBM Corporate Sector
Managing multiple time sensitive tasks
The job holder needs to constantly evaluate and understand
Customer banking practices and trends in the market
The financial/accounting/reconciliation and cash management systems and techniques employed
The competitive market place
Adapting to a fast pace work environment and continually changing lines of communication, technological advances etc. the skills of the job holder is to keep close to the customer requirements
Operates within Payments and Cash Management (PCM) Sales, working with HSBC Group's Global Banking & Markets customers in providing and supporting the full range of payments, cash management and Trade related products and solutions. PCM is a provider of choice to clients doing business both domestically and internationally
The role holder must have a thorough understanding of the cash management business and be able to take a long-term view of expected changes in the market place to ensure HSBC remains at the forefront
The competitive environment is intense but where we differ and/or offer competitive advantages are
Provision of high quality banking services to our target clients
Strong international image amongst customers and non-customers
HSBC aims to become a clear banking market leader for international business
HSBC has a unique global footprint
The jobholder is expected to meet clients and forge strong relations. To look for new opportunities, expand on the existing portfolio, increase wallet share and generally ensure the performance of the client. The role holder has to also ensure client satisfaction including identifying and dealing with actual or potential business or relationship risks
To drive fee income and deposit revenue and PCM sales activities
The jobholder works closely within HSBC with Global Banking & Markets Sector Relationship Managers, Product and Client Implementation/Management. External contact includes Finance Directors, Treasury Managers, Cash Managers, Operational Departments and numerous third parties
At least 5-7 years of strong leadership and management skills and relevant experience
At least 5-7 years of local and regional cash management and clearing services, products and techniques
Proven Sales Record
Relationship Management experience at multiple levels plus a proven sales record
Proven ability in identifying and meeting customer needs through matching a broad range of products and services
Strong credit assessment skills, particularly with regard to more complex and structured facilities with an international dimension
Ability to understand a customers business and the fundamentals of running a business
Good level of business acumen and commercial awareness, including economic, cultural, procedural and regulatory issues
Excellent time management, planning and organisation skills
Excellent range of communication skills, including written, verbal, and the ability to deliver compelling presentations
Strong analytical and selling skills
A good understanding of the market & market trends, competitive environment and regulatory environment
Knowledge of global cash management
Experience of working in an International Global Banking environment
Knowledge of Treasury Foreign Exchange
Broad based knowledge of HSBC Group companies and product ranges
Knowledge of day to day workings of a Corporate Treasury environment, foreign exchange and payments
Broad knowledge of HSBC Group companies and product ranges
Association of Corporate Treasurers International Certificate in Cash Management
Association of the Chartered Institute of Bankers, Certified Treasury Professional or other recognised professional qualification, will be considered an asset
Comprehensive knowledge of the HSBC Group's inter/intra clearing systems
Bilinguallism will be considered an asset

Banking Center FSA Trainee Resume Examples & Samples

Acquire series 7 & 66 (63 & 65 in lieu of 66) licenses within 120 days of hire
Complete all training and readiness activities required to become an FSA
Demonstrate strong awareness of enterprise-wide opportunities to serve our customers
Pro-actively build relationships with key partners
Comply with all applicable banking and investment laws, regulations, company polices, and procedures, in order to serve the clients' best interests and enhance client satisfaction
3 years of proven sales experience. In-depth knowledge of banking products and services and/or investment products and services
Experience creating a comprehensive financial strategy, assessing needs, identifying, and recommending financial solutions desired
Must be able to provide evidence of consultative communication and relationship building skills leading to client service, fulfillment and delight in previous roles
A true team player and collaborator, translating knowledge and experience into strong and productive relationships internally and externally
Results oriented with proven track record of outstanding ability to motivate and influence other to accomplish objectives: present oneself assertively, convincingly and with confidence to establish credibility and respect with others
Dedicated, enthusiastic, driven and performance-oriented; possesses a strong work ethic
A respected business partner who adds value to the broader team and can diplomatically handle conflict; demonstrated ability to cultivate effective revenue generating partnerships with other LOBs
Ability to handle ambiguity and adapt to changing circumstances
An impeccable reputation for integrity and consistency; must possess sound business ethics acting in the best interest of the client
Excellent time management and organizational skills

Banking Center FSA Trainee Resume Examples & Samples

Comply with all applicable banking and investment laws,regulations, company polices, and procedures, in order to serve the clients' best interests and enhance client satisfaction
Beyond experience, the right personal style and attitude are critical to success in this role
Dedicated, enthusiastic, driven and performance-oriented;possesses a strong work ethic
An impeccable reputation for integrity and consistency;must possess sound business ethics acting in the best interest of the client
Experience creating a comprehensive financial strategy,assessing needs, identifying, and recommending financial solutions desired
Must be able to provide evidence of consultative communication and relationship building skills leading to client service,fulfillment and delight in previous roles
4 year degree desired, preferably in business related field
4 years of Banking Center Experience in a sales or leadership role

VP Senior Manager Internet Banking Resume Examples & Samples

Daily internal working relationships are with
RBWM Partners – ensure clear communication protocol in place to identify, manage, and track activity within the Internet Banking channel and quickly act to make necessary changes required against sales and service Key Performance Indicators
RBWM Business Units – ensure controls are in place, adequate and protect the business; track and remediate issues
Technology/Service Delivery – ensure proper communication and provide input into process changes and risk initiatives; serve as business representative for RBWM as it relates to Internet Banking activities and decisions
Regular external working relationships with vendors that support Internet Banking
Minimum of eight years proven and progressive Internet Banking channel or project management experience or equivalent
Bachelor’s degree in business, finance, Technology related field or equivalent experience
Strong problem-solving, lateral thinking, communications, project management,planning, organizational and interpersonal skills. · Extensive and current knowledge of Digital Banking Industry in US with focus on Internet banking and Internet channels preferred
Ability to work in a team environment with a strong customer focus

Commerical Banking Independent Senior Manager Resume Examples & Samples

Assist in the structuring of credit opportunities to ensure that risk and reward are appropriately balanced in extending credit
Ensure that all credit extensions are in compliance with target market, collateral, documentation, legal and regulatory requirements
Promote a strong and balanced risk management culture and demonstrate rigorous credit analysis in the underwriting and portfolio management processes
Review adversely classified borrowers quarterly, and approve loan workout strategies and actions
Lead execution of key projects
Provide oversight and mentor a team of in-business credit managers to develop adequate bench strength
Assess the implications to other Risk disciplines when approving transactions or statistical methodologies
Lead and coordinate cross functional teams to build credit processes and undertake necessary projects
Use available tools and portfolio management techniques to effectively identify and assess trends and risks in the portfolio
Assess overall risk infrastructure and linkages within Citi's architecture
Anticipate client needs (internal and external) and proactively generate ideas to deliver innovative solutions and improve Citi's competitiveness. eNsure that escalated client issues are resolved with urgency
Build partnerships across functions/regions. Create and sustain a network of strong relationships
Monitor portfolio performance, monitor exceptions, and recommend, where appropriate, to refocus Business strategy and credit approval workflows to be more effective and efficient in turnaround and the quality of approvals
Sound and consistent approach to approving credit
Expertise in or the ability to quickly develop the required skill-set in identified specialized segments like real estate, SBA, and Healthcare

VP & Regional Director, Banking, Western Resume Examples & Samples

Minimum of 10 years experience in banking leadership roles
Expert knowledge of private banking, including commercial credit, banking operations and mutual fund and term investment sales
In-depth knowledge of Trust and Investment Management disciplines
Risk Management (In-depth knowledge)
Proven track record in developing and growing a profitable financial or related client service business
Recognized as an expert in banking in the Private Bank and in the industry
Extensive knowledge and technical proficiency related to Platinum Banking strategies, issues and trends
Significant technical expertise in the areas of financial planning, banking products and services
Broad and diverse background of the financial service industry and expert knowledge of the banking, and personal and commercial credit disciplines for the high net worth markets
Expert skills in impacting and influencing others
Highly developed and proven project management, coaching and communication skills
Seek and seize opportunities, take risks willingly after prudent analysis
Strong work ethic, work well under pressure
Strong client relationship management skills
Ability to resolve a magnitude of diverse, complex and ambiguous issues/situations in a creative manner
Ability to communicate complex advice, solutions, and in-depth knowledge of technical aspects of banking in a comprehensive and practical manner
Ability to utilize and communicate in-depth knowledge of overall Platinum Banking products, services, organization and interrelationships
Strong conceptual thinking, good ability to take a holistic and integrative view

Public Sector Banking Client Manager Resume Examples & Samples

Must have minimum 5 years experience in Commercial Banking
Demonstrates deep and broad business acumen and is a business person with strong technical and credit skills (required)
Proven track record of prospecting new business and enhancing existing relationships
Easily navigates client and support organizations
Able to establish and maintain collaborative partnerships across organizational boundaries
Capable of organizing, facilitating, leading and negotiating with team of bank associates to solve client problems
Knowledge of the market preferred
Active member/participation in local community organizations and activities

Manager Cobu Correspondant Banking Resume Examples & Samples

Advise and support the Relationship Executive / Operational Banker (RE / OB) in respect of rendering a consultative support to their portfolio of client relationships by explaining the reasons behind the importance of Know your Customer (KYC) and Anti-Money Laundering and Sanctions requirements and procedures thus ensuring that KYC and Account Opening documentation are correct right first time in terms of Regulatory, Business, Legal and Audit Requirements
Perform the 2nd tier check and validation of customer files prepared by 1st tier (Relationship Executive (RE) and Operational Banker (OB) (also referred to as "front line") in terms of KYC process and procedure to ensure a high standard of compliance in terms of regulatory requirements as well as 3rd tier audit results by KYC Manager, e.g. 100% compliancy by Absa as determined by the Regulator
Check and validate files prepared by front line on a trigger event as described in terms of Absa's regulatory policies and framework. This entails expert ability to decipher complex company structures and be alert for any information that could be considered suspicious and bring these to the attention of the RE / OB and the KYC Manager
Initiate and attend team meetings with the Operational Banker between front line and middle office to identify KYC outstanding requirements and to assist in the solutioning of KYC shortcomings which renders clients noncompliant in terms of regulatory and business rules
Handling of internal client's complaints and providing solutions, by obtaining a thorough understanding of the problem and explaining to front line staff in such a way that they understand the contribution they have to make to ensure KYC documentation is of a high quality, complete and adhere to Absa's regulatory and business rules
Record and escalate non conformance / deviations from policy and regulatory requirements to management for remediation / corrective action. This entails the recording and maintaining of KYC statistics on a daily basis as determined by Absa's regulatory framework and business rules thus maintaining the necessary risk controls and the prevention of relationships with non-compliant customers, e.g. frontline staff adheres to the process with respect to non-compliant customers before clients are placed into lock up (clients not able to transact on their accounts)
On closure of an account, ensure that the file is fully compliant before approval is granted to frontline to proceed with closure instructions and / or pay out of funds thus ensuring that Absa is not in breach of KYC and KAMLS regulatory requirements, e.g. Absa not running a reputational risk and the risk of monetary losses as a result of non-compliance
Pro-actively perform file reviews in own portfolio to ensure that frontline is aware of any outstanding regulatory documentation / adherence to new business rules before annual review of customer facilities. This will ensure robust management of any regulatory and compliance risk factors
Monitor and control of assigned pending matters, e.g. following up on diary dates set for the remediation of noncompliant customer files, etc. and escalates to the next level if not remediated within the rules of the regulatory framework
Resolve grievances raised by team members and escalate only if required
NQF Level 6: BCom Degree in Commerce or Legal
Minimum 2 years working experience in a Corporate and Business Bank Environment
Ability to negotiate and influence
MS Office (Word, Excel, PowerPoint)
Verbal and Written Communication
Quality orientation
KYC Procedure

AVP Internet Banking Resume Examples & Samples

Minimum of five years proven and progressive Internet Banking channel or project management experience or equivalent
Bachelor’s degree in business, finance, Technology, or related field or equivalent experience
Strong problem-solving, lateral thinking, communications, project management,planning, organizational and interpersonal skills
Strong and current knowledge of Digital Banking Industry in US with focus on Internet banking and Internet channels preferred
Demonstrated experience with email campaign systems
Strong knowledge of HSBC banking businesses and/or processes desired

Banking Resume Examples & Samples

Manage a team of 6 – 10 TS Sales Center TMO's to provide leadership, coaching, and development across all aspects needed to achieve successful performance including partner management and customer retention
Provides leadership and coordination for the assigned Regional Sales Center TMO team. Monitors staff performance, provides appropriate coaching,recognition and feedback
Oversee the development of account plans for select clients
Manage, guide and coach development of client proposals/presentation
Monitor performance and evaluate performance of team members on a frequent basis
Build collaborative internal relationships with Portfolio Managers, Bankers, and TS Sales Center TMO's to maintain the existing portfolio
Build collaborative internal relationships and foster partnerships with Portfolio Managers, Bankers and other internal partners
Participate in partner meetings and communicate key Treasury Management messages in a timely and accurate manner
Serves as the initial point of contact for escalated customer issues
Aligns daily activities to drive strategic business objectives
Engages in a disciplined marketing process and quality call activities
Manages customer expectations by communicating upfront timelines and deliverables
Partners with the client to ensure a successful implementation of Cash Management products
Takes ownership of escalated MM TS lower segment client issues and leverages the appropriate resources to champion results
5 years of sales and industry experience and is a seasoned sales professional
3 years of sales leadership experience with a demonstrated ability to build, direct and manage an inside sales/relationship management team
Demonstrated sales coaching abilities
Bachelor’s Degree in Finance or related field
Knowledge of treasury solutions and how they apply to the Government, Not-For-Profit, and Healthcare sectors

Merchant Banking Division Resume Examples & Samples

Minimum of 7 years’ experience spanning a few initial years in Investment Banking (ideally Leveraged Finance) as well as excellent professional record
A previous professional experience in buy-side is a plus (private credit, public credit, private equity, credit hedge fund, opportunistic/distressed fund)
Possess a Bachelor degree or equivalent with an excellent academic record
Entrepreneurial streak with an ability to drive an idea from start to finish
Ideally fluent in German

Merchant Banking Division Resume Examples & Samples

Minimum of 4 years’ experience spanning a few initial years in Investment Banking (ideally Leveraged Finance) and subsequent years spent in an investing role. Team is open to what type of investing role which could include private credit, public credit, private equity, credit hedge fund
Possess a Bachelor degree or equivalent
Strong quantitative, financial modelling, analytical, problem-solving skills
Capability to work well under pressure and keen to take on responsibility
Strong communication and interpersonal skills critical due to high level of interaction with other divisions, advisors and potential targets
Real passion for fundamental credit investing, solid work ethic and motivation level
Ideally fluent in Scandinavian languages

Cib F&bm Treasury Banking VP Resume Examples & Samples

Interact and partner with senior CIB Treasury and business leadership, Controllers, Global Treasury and other related areas to obtain, understand, and analyze information in relation to balance sheet and liquidity implications for the CIB Banking line of business
Work independently and collaboratively and establish close partnerships with key CIBT stakeholders
Utilize knowledge of financial products, apply a deep understanding of regulatory guidelines such as Basel III, Dodd Frank Act and other regulatory proposals to determine their potential impact on the line of business
Keep up-to-date on regulatory developments impacting CIB Treasury
Strong analytical, creative thinking and problem solving skills. Comfortable in building models and managing large amounts of data and identifying takeaways
Sound understanding of finance and financial markets
Ability to work effectively with senior management
Organized and able to execute responsibilities with limited supervision and taking ownership of tasks at hand
Ability to work under pressure, prioritize multiple tasks and bring them to completion

Manager, Banking Resume Examples & Samples

Client Delivery
Communicate and report project status to client executives, including budget, risks, issues, etc
Track consulting project budgets, create and deliver invoices, and management payment process
Mentor and manage teams of younger consultants to be able to keep project on time as well as QA of work done by the team
Quickly respond to client requests for immediate issues while also being able to drive projects to completion
Analyze each client's specific request and determine the underlying problem and recommend proper solutions
On larger engagements, be able to work with larger management teams and determine independencies between the WMP project and other initiatives
Practice Development
Participate actively in the recruiting process for other consultants
Drive the development/enhancement of WMP’s methodologies and approaches to client delivery
Coach and manage other consultants and actively participate in the performance expectation process
Participate in business development meetings with prospective clients
Understand business needs and requirements and help turn those goals into concrete projects and detailed proposals
Creating work plans, pricing estimates, and risk assessments for prospects
Attend networking events and business related social events
BS – Accounting, Finance, Marketing, Computer Science, Engineering, MIS or equivalent
Must have experience working external clients in a team-based professional consulting capacity
Consulting Manager with 3-5 years of consulting experience within the banking industry; 1-3 years of experience managing projects
Commercial Lending experience within the Banking industry is required
Has developed and maintained a professional network of contacts in the local market
Must have experience in developing work plans, project scopes, pricing estimates, and presentations to assist in selling work to clients
Must have experience managing a variety of teams, including small engagements as well as large initiatives. Should have experience estimating project work and cost
In addition to project management skills, must have a desire to participate in business development and manage client relationships
Strong analytical, problem solving, and quality experience
Strong communication skills to be able to work with clients and present to C-level executives
Thoroughly and accurately understand issues and analyze the problem in a systemic fashion
Ability to travel 50% +is required
Must demonstrate willingness to put in the extra effort (extended work hours, participate in events outside of standard working hours) for client, company and personal success
Experience leading transformational change initiatives, including Mergers and Acquisitions, Core Conversions, Ancillary System Implementations and Integrations

Senior Manager, Banking Resume Examples & Samples

Facilitate and lead Client and West Monroe Resources on large scale, transformative initiatives
Communicate and report project status to C-level executives and management, including budget, risks, issues, etc
Report budget and finances
Understand the underlying technologies being used on a project to be able to direct how to design, develop, test, and implement a technical development project
Identify through marketing tactics such as mail campaigns, and phone calling programs to build prospect awareness of WMP and identify opportunities
Actively participate in business development with prospective clients
Drive the Sales Process of identifying and closing new opportunities with existing clients
Actively build a professional network and affiliate network in the local community
Identify strengths and issues; drive and develop better behavior to create strong consultants
Coach and manage other consultants and participate active in the performance expectation process
BS – Accounting or Finance
Vertical expertise in Financial Services preferred
At least 8+ total years of industry and professional services consulting experience engaging in client delivery
Consulting experience is required
Strong entrepreneurial spirit, having a desire to lead business development for the Midwest Practice and build a business from the ground up
Has experience or proficiency with projects and has “been there, done that” experience
Candidates must be eligible to work permanently in the United States without sponsorship
Experience with Salesforce.com, Loan Origination Platform Implementation and Business Process Optimization
Demonstrated ability to generate new business with existing clients and building long term relationships

Banking Ops Specialist Whole Loans Resume Examples & Samples

Review of facility terms in order to determine collateral and borrowing restrictions necessary for Operational procedures
Process funding and paydown requests which typically consist of boarding and analysis of data files from clients and liaising with the clients and the business unit in order to resolve discrepancies
Correspond and process information from third party Custodians to insure that Credit Suisse’s interest in the underlying loans is perfected
Settle or arrange for the settlement of, fund transfers related to fundings, paydowns, interest payments, fee payments, and related collateral activity
Produce interest and fee invoicing for client positions
Prepare or assist in the preparation of client margin calls
Perform periodic servicing updates on the client positions
Perform audit and Sarbanes Oxley tests as required
Prepare or assist in the preparation of Daily Activity Reporting which provides P/L information to the business unit and senior management
Prepare or assist in the preparation of client account reconciliations
Update procedures when necessary in the Hyperknowledge system
Other tasks as needed. The candidate will cross train within the team to provide support to other related disciplines as necessary
Undergraduate degree required, business concentration highly preferred
2 years experience in the financial services industry preferred
Prior knowledge of whole loans preferred but not required
Experience with the PROMERIT Loan Funding system preferred but not required
A preference for a fast-paced environment within a global investment bank, with frequent interaction with clients, traders and other functional areas within and outside the firm
Excellent interpersonal and time management skills
Able to problem solve quickly and work under pressure
Excel skills and comfortable using Excel spreadsheets

UK Banking CO Ordinator Resume Examples & Samples

The timely release of payments to employees, HMRC and third party beneficiaries calculated as payroll deductions (gym membership, savings scheme etc)
The resolution of returned items and liaison with payroll Service Teams to correct the underlying raw data
Monitoring requests/queries in eMail and Case Management queues
Maintaining complete audit trails of all resolved requests/queries and closed cases
To remain compliant at all times in respect of SOX Controls, Internal ADP Policies, External Audit bodies and the UK Regulatory bodies
Currently there are over 2,300 UK payrolls processed via PDS
Payments to the employees of PDS Clients paid in September 2014 amounted to £427mn/238,000 payments
When all Payment/Funding Values are annualised the UK Banking Team is processing in excess of £16 Bn in total turnover pa
Many Value/Volume measures recorded by the Team show growth of +25 – 30% over 2013/2014
Prompt clearance of un reconciled items and corrective action require to avoid repeat
Day to day operations, to include payment processing, confirmation of receipts, stops and recalls and query resolution
Continuous improvement of controls, processes and systems
Successful Internal/External Audit Reports with no control weaknesses identified
Creation and Circulation KPI Reports
Payment methods and clearing cycles (BACS/CHAPS/Cheque/FPS)
Handling of payment rejects/returns and ARUC reporting
Handling of AWACS notifications
Direct Debit origination and ARUDD/ADDACS/AUDDIS reporting
Processing deadlines and payment cut off times
Day to day operation of eBanking systems
Electronic interfaces between ERP and eBanking systems
Knowledge and understanding of Accounting

Director, Transactional Banking Resume Examples & Samples

Accountable for ensuring the delivery of world class customer service through our outsourcing partners. Through the utilisation of customer insight data, define and deliver strategies to maximise customer service
Accountable for the promotion and the development of methodologies for continuous improvement and for ensuring alignment of the Outsourced offerings to deliver consistent customer / people experience
Develop an operating model that has clear line of sight in Operating Costs (OpCo) Revenue and Income Delivery, manage cost to serve and individual cost initiatives in line with financial constraints, enabling Transactional Banking to manage within its own operating costs
LI-ST
Significant leadership experience gained in a results driven, customer centric role at Senior Leadership / Executive / Board level in a complex, multi-site organisation
Strong influencing skills at a senior level; demonstrable experience of having used these skills
Strong relationship building skills and ability to work effectively as part of a team
Ability to base themselves offshore for two consecutive weeks in every ten
Proven track record in managing successful quality and performance initiatives and understanding Contact Centre Specialist & Management behaviours
Experience of leading, directing and managing a senior team to develop and grow ability to ensure resources are available to deploy to meet operational requirements, with a focus on performance
A transformational leader with a history of working with large multi-functional teams across multiple sites over a significant period
Ability to develop interfaces and manage relationships with key internal and external stakeholders at Senior Manage/Board level, integrating operational plans with those of other units for the benefit of Barclays.Demonstrates a proven extensive track record of strong commercial and financial acumen to enable the production of business cases, management of large operational budgets, and optimisation of core business processes on a cross-functional basis
Evaluates performance and plans continuous improvement
Cultivates an environment where people skills, systems tools and process management contribute to a first class customer experience
Proven track record in creating, developing and managing successful behavioural and attitudinal change initiatives and understanding change/effect product and service performance and consumer behaviour techniques
Previous experience in developing and managing third party supplier and Outsourcing relationships
Proven track record in sales performance delivery and a proven ability to identify performance improvements in customer handling, presentation and self and peer evaluation techniques through monitoring and coaching to success

Senior Client Manager Middle Market Banking Resume Examples & Samples

Undergraduate degree required: Majors in business, finance or economics preferred
10 - 20 years experience in commercial banking
Proven experience in new business development
Proven ability to lead team of multiple partners, strategic thinking ability; understanding of global working capital needs and capital markets solutions
Series 7 & 63; required after employment

Cib-latam Banking P&a-intern Resume Examples & Samples

Active participation on the preparation of our monthly Banking Country Decks. These reports provide a Banking Financial Summary to all Country heads. It covers Franchise, product and client revenues; client metric analysis; financial trends on revenues and expenses for the Country as well as for the LOB
Weekly GIB mandates/pipeline reports update. This is an important driver to the GIB revenue forecast presented to the product heads
Refresh and development of GCB financial analysis: Client metrics (e.g. active clients, clients with 3+ products, segment split, client concentration, coverage revenue by product, Inbound and Outbound revenue, etc)
Prepare the GIB summary expense analysis for all Countries in the region
Help on the preparation of league tables. Important report to the Banking heads showing how the company is positioned compared to other competitors (GIB)
Maintenance of Product versus Client view reconciliation for GIB
Help / Support the team on Ad hoc analysis
Have a strong analytical toolkit and be able to synthesize and articulate results
Enthusiastic, highly motivated and effective under tight timeframes and pressure
Thoroughness and attention to detail and accuracy
BS (or in progress) in Accounting / Finance or Business Administration
Creative self-starter with strong initiative; ability to take ownership
Fluency in English communication; written and verbal. Portuguese and Spanish are a plus
Strong Excel and PowerPoint skills

Head of Non Banking Fixed Income Relaationship Manager Resume Examples & Samples

Business development, and origination towards leading non-banking financial institutions in Japan ( asset managers, broker dealers, insurance firms )
Business and relationship management , client calls, client presentations
Improve profitability of the desk , client coverage and team management
Approximately 10+ years of experience within Financial Institution coverage at Global Corporate Banks
Strong communication and presentation skills & teamwork mindset
Knowledge of clearing business, cash management and custody. Fixed income (FX Credit , Interest Rates ) second priority
Strong communication skills in English and Japanese
Strong negotiation skills with stakeholders both internally and externally

Banking & Capital Markets Resume Examples & Samples

Provide on site delivery and supervision of audit assignments
Ensure clients receive a service which exceeds expectations
Responsible for completing the audits from the planning stage right through to the final client meeting
Produce high quality work, keeping within budget and timescales
Support the junior members of staff and deliver on the job training where necessary
There may also be the opportunity to become involved in pitches, proposals and project work

Head, Subsidiary Banking Group Resume Examples & Samples

Review PARs involving material amounts (>$25MM) of intragroup funding and capital
Present monthly updates of subsidiary transactions and outstanding issues to the VP and SVP of Corporate Treasury
Ensure transactions are maintained in a central database with an objective of providing user-friendly overviews of global intragroup funding activity for the VP, SVP, and liquidity staff of Corporate Treasury
Acts as a liaison between individual subsidiaries and Corporate Treasury
Oversees the activity of RBC Finance BV (FSA regulated) and RBC (Barbados) Funding Ltd
Facilitate Corporate Treasury initiated transactions which impact the capital and funding of RBC subsidiaries globally
Identify and rectify inefficient use of subsidiaries (e.g. surplus capital) globally. Determine consequences of winding down redundant subsdiaries and simplify RBC group structure where feasible
Manage, review, and approve intragroup transfer pricing agreements on behalf of Corporate Treasury role-up transits
Once the transition project is complete, the role will evolve into other areas of responsibility including directly supporting the Corporate Treasury SVP and VP in driving enterprise and business strategy, making assessments and recommendations, contributing to Group Executive presentations, etc
Provide key contributions to the Financial Crisis Management Plan (living will) relating to subsidiary capital and funding
Design, complete and maintain a primer for all major subsidiaries noting business purpose, capital & funding requirements and constraints, tax issues, accounting issues, etc
New initiatives, policy, coordination, management accounting, monitoring, and reporting to senior management
Undertake a significant project over the next year to consolidate the Europe/Asia subsidiary banking role to Toronto. Review NY account management role
Maintain the valuable SBG global subsidiary intelligence network and the strong relationships with key senior members of subsidiary management
Maintain appropriate account manager roles (e.g., Canada) Obtain “buy-in” from our functional partners (e.g., Tax, GRM, etc) on the transformation
Identify suitable Credit and Transaction Management (CTM) or loan officers in London and/or NY to book transactions Coordinate standard loan documentation with Law. Suggest its use to CTM/loan officers
Minimum of 15 years of broad financial services experience, covering corporate and institutional banking, treasury, governance and people management, as well as trading products and strategies
Graduate degree (e.g. MBA), or CFA/CA/CGA or equivalent experience
LI-BR1

Banking Administrator Resume Examples & Samples

Adhere to RBC’s account closing policy and procedures
Forwarding all client changes to Static Data
Reconciliations (cash) – Ensure that all daily/weekly cash reconciliations are monitored for the Banking Operations team and any breaks cleared
Monitoring and clearing any items outstanding on suspense accounts
Daily monitoring of Middle Office London’s draft reconciliation requirements
Cash receipts/payments – Ensure that all instructions received for payments are processed in a timely manner
Verification of SWIFT receipts and manual entries in relation to IWM Banking and processing payments and FX transactions via Banking Operations Guernsey
Daily monitoring of static data changes on client maintenance report
Dealing with clients and non clients in person on an ad hoc basis
Collating data for monthly Banking Operations scorecard
Collation of monthly KRI data for banking
Attending Banking Operations monthly meetings
Proven administrator experience in a financial services role
Knowledge of banking administration procedures desirable

International Banking Spec Resume Examples & Samples

International business technical, trade, or business school certificate
Five or more years of experience in international banking services or financial services industry
Well-developed ability to integrate knowledge, anticipate outcomes and use personal judgment

Mobile Banking Platform Manager Resume Examples & Samples

Drives collaborative sessions that result in 2 Year Roadmap with Business Line
Documents Capability, Features and High Level Requirements for Roadmap Items
Identifies projects that have multiple options for solutions
Transitions scope to Platform Lead for dashboard documentation
Participates in Requirements Work Plan Creation
Participates in requirements working sessions as needed
Understands and participate in project change requests
Provide audit support for platform
Provides oversight to meet established function, quality, cost, and schedule goals and objectives for large sized programs/projects with extensive complexity for multi-year initiatives
Manages programs/projects from initial concept through post implementation, including multiple implementation cycles
Plans and controls multiple related projects with complex dependencies and shared resources and trains others in the use of planning tools
Builds relationships with sponsoring executives and among different groups within and outside the department while serving as a liaison
Authors project management artifacts and develops and maintains project plans
Authors effective, clear, concise, and relevant communication for program/project stakeholders
Communicates difficult and/or complex ideas and presents the appropriate message to audiences up to and including Senior Vice Chair
Promotes collaborative relationships across project team members. Inspires commitment, high energy, and positive attitudes
Influences multiple constituencies. Manages program/project team size of more than 50 team members
May manage a staff of up to 5 employees
Responsible for recommendations for hires, transfers, terminations, salary adjustments, performance standards, and reviews
Platform business SME - active participant on providing information on how the system should work from a business perspective
PMI Project Management Professional credential
At least 10 years experience with tools and techniques for planning, organizing, monitoring and controlling IT projects
2-7 years Mobile Banking experience or equivalent banking experience
Experience working projects through a typical SDL
Strategic roadmap planning experience
System development life cycle
Document management
MS Project

Comml Banking Asst Rel Mgr Resume Examples & Samples

Three to five years of credit and/or sales experience in the financial services industry
Experience in business development activities
Desire to live in the community and volunteer for community events
Knowledge of agriculture and farming operations

Cmty Priv Banking Client Rep Resume Examples & Samples

Two to four years of experience in financial services industry
Excellent verbal, written and interpersonal communication skills
Thorough knowledge of departmental and bank products and services
Strong ability to understand departmental procedures and systems to operate with occasional supervision

Client Manager Middle Market Banking Resume Examples & Samples

Undergraduate degree required: Majors in business, finance or economics preferred. MBA desirable
Must have 5 to 10 years experience in Commercial Lending
Demonstrates management of an extensive portfolio of middle market clients with revenues greater than $25 million and the ability to successfully manage portfolio
Professional proven sales skills and experience, including planning, execution and follow up of client meetings
Ability to understand and interpret the principles of accounting and finance
Financial modeling experience and the completion of a formal credit training is required

Senior Client Manager Middle Market Banking Resume Examples & Samples

15 - 20 years experience in Commercial Lending
Outstanding oral and written communication skills
Existing knowledge of the market preferred
Active member/participation in local community organizations
Highly desirable to have active networking contacts and Centers of Influence established in market

National Director Platinum Banking, PB Resume Examples & Samples

Strategic Business Direction
Accountable for the development of the Banking LOB strategy
Responsible for the leadership and direction of this LOB on a national level
Research and define global best practices in Private Banking
Business Delivery and Operational Effectiveness
Implementation of all other key BMO Harris Private Banking initiatives related to the Banking LOB
Accountable for the achievement of the business plan and LOB profitability by continuously upgrading the offers and partnering with the regional markets on distribution of offering
Overall accountability for the implementation and ongoing management of the Lead Relationship Manager model to maximize deposit and loan volumes as well as leverage these relationships for potential investment and trust needs
Business and Product Development
Partners with the Executives and Directors that comprise the BMO Harris Private Banking Leadership team to develop plans for the Banking sector and specific initiatives distinct to their marketplace
Key subject matter expert on global Private Banking best practices, competitive offerings and trends in the marketplace
Works independently, develops and recommends tactical alternatives to senior business unit managers and/or executives relative to local and national issues affecting the Banking LOB
Provides guidance and direction on the development of deposit and credit products appropriate for the high net worth marketplace relative to the Banking LOB strategy
Assists in the development of communications directed at the key relationship managers within BMOFG focusing on building stronger, more robust relationships with the bank's affluent clients
Credit Responsibilities
Works with the National Director, Banking to ensure Corporate Policies, Lending Directives, Policies & Procedures, and other guidelines are directed towards the achievement of profitable and quality business in each market, and that credit and operational controls are adequate
Is ultimately accountable for credit approvals and the risk, liquidity and yield quality of the portfolio; must ensure that the loan portfolio is continually and closely monitored and that liaison with the Credit function is provided as a check on risk aspects of portfolio quality
Granted discretionary authority to recommend or approve credit applications within discretionary limits based on qualification and demonstrated performance, and subject to periodic review. Subsequent concurrence from the appropriate level in the Bank’s Credit function is required to achieve credit authorization
Granted a unilateral credit authority for use, or to delegate to management officers, for dealing immediately with consumer and commercial credit requirements within the Private Banking mandate
Leadership and Team Development
Develop and monitor the accreditation standards for the various job functions within the Banking LOB, including a review of their compensation, salary grades and benefits versus other internal positions and external competitors. These accreditation standards will form a basis of the ongoing compensation review and will focus on core banking, lending, investment and trust knowledge, continuing education, selling and relationship management skills to the affluent market and industry experience
MBA, CFA or other post graduate degree or equivalent experience
10 years of experience in the financial services industry
Expert knowledge of the Banking, Trust and Investment disciplines
Maintains broad and diverse background of the financial service industry and expert knowledge of the banking, and personal and commercial credit disciplines for the high net worth markets
Has highly developed and proven project management, coaching and communication skills
Proven leadership skills along with being able to influence without authority

Wholesale Banking & Capital Markets Resume Examples & Samples

Experience in delivering business advisory or consultancy services to wholesale banking institutions; proven compliance experience in the wholesale services sector; or, experience working with the FCA or equivalent overseas regulator
The ability to make new contacts, build relationships, listen to and understand client needs and interpret this into new opportunities to assist them
The drive and determination to win new work, build our reputation and expand our service offerings to our clients
Good understanding of the wholesale banking industry and regulatory environment in the UK (or equivalent overseas market) is required
Technically proficient in the FCA principles and rules, in particular in relation to governance and controls, business and market conduct (or equivalent overseas regulator), including some of the following

Project Managers Core Banking Transformation Programme Resume Examples & Samples

Accountable for multiple projects across the Core Banking environment, from inception through to implementation
Pro-actively engage IT to drive deliverables and outcomes for the business
Work across a broad range of stakeholders from both Business and IT
Actively manage risks, issues and drive an appropriate risk management culture in the team
Previous Project Management delivery experience within Financial Services, gained over 5+ years
Hands on SAP Core Banking experience in Loans or Deposits Management modules for Retail Banking would be highly regarded, as would previous Mortgage Lending project experience
Specific experience around Treasury, Funding and/or Loans Account Servicing would be a distinct advantage
Experience on large scale delivery programmes
Experience of managing teams of 10 or more, in both Agile and Waterfall environments
Ability to apply relevant skills to work across a wide range of initiatives
Excellent communication and interpersonal skills, and be able to effectively tailor communications to a diverse range of business and technical stakeholder groups

Banking Development Manager Manila Resume Examples & Samples

Working with the onshore development managers to plan for the medium and long term
Supporting development managers in dealing with risks, issues and dispute resolution within the team
Providing management updates to relevant stakeholders
Managing work to ensure there is minimal impact to business processes and that engagement adheres to the accepted operating model
Managing relationships with resource managers to secure resources to deliver against pipeline of work
Providing meaningful feedback to staff performance and inputs to staff development plans
Clearly communicating goals, responsibilities, issues and status to team members and stakeholders
Driving effective teamwork, collaboration and commitments across multiple location

Regional Banking Resume Examples & Samples

Bachelor’s Degree require
Working knowledge of the Bank's products (i.e., deposits, cash management, loans and other fee income generating products)
Manages multiple sites

Merchant Banking Resume Examples & Samples

Good judgment, independent thinker and resourceful
Ability to work well under pressure, prioritize and handle multiple tasks efficiently and effectively
Strong proficiency in MS Outlook, Word, Excel, PowerPoint

Banking Resume Examples & Samples

Identifying, assessing and monitoring liquidity risks related to the Firm’s deposit liabilities, lending portfolio, and related activities
Maintaining active dialogue with trading desks, corporate treasury, risk management colleagues, and other support groups regarding trading and hedging strategies, risk representation, and limit compliance
Collaborating with senior front line business professionals in enhancing liquidity planning, liquidity stress testing, limit setting and asset/liability management
Leading projects to investigate and improve the risk representation of the Firm’s liquidity risk, contingency funding plans, asset-liability management, and stress testing framework
Excellent academic background, preferably an advanced degree in a quantitative discipline
At least five years of work experience in financial risk management or funding/liquidity management; bank treasury experience a plus
In-depth knowledge of traditional banking products such as mortgage lending, corporate lending and deposit funding
Broad knowledge of financial products across derivatives, interest rates, foreign exchange, and credit instruments
Quantitatively oriented with strong intuition and ability to make judgments based on incomplete data
Ability to synthesize complex problems and conceptualize appropriate solutions
Proactive with the ability to work as both part of a close-knit team and independently
Excellent communication skills for written, graphical and verbal presentation
Implementation-oriented – a desire to take ideas and solutions and make them a reality

Banking Resume Examples & Samples

Shares expertise and knowledge by training, coaching and mentoring Banking /Capital Markets and Securities Practice Area Sales Specialists
Assists and leads sales teams to overcome significant customer challenges and effectively positions them to close significant opportunities
Proactively and aggressively takes actions to increase awareness and drive usage and preference of LN content, products and services
Identifies and targets revenue and growth opportunities within assigned market and/or accounts
JD or equivalent experience
At least 3 years of practicing attorney experience in Banking/Capital Markets and Securities is preferred
Sales experience is preferred

Banking Resume Examples & Samples

Design and implement robust operational risk tools within the business
Analyse and validate operational risk data
Review external risk data and analyse how it may affect the business and the lessons that can be learned from it
Act as controls ambassador within the business, providing training and insight across the different business lines
Continuous improvements of operational risk tool
4/5 years in Financial Services (Pref for Big 4 trained candidates or those from an Internal audit function)
Comfortable in their ability to build intercompany relationships

Banking Resume Examples & Samples

Identify trends and risks in the industry
Acting as a facilitator to the business lines and the management of audit requests
Compilation of reports to present to Senior management and the relevant committees
Work in conjunction to operational risk to validate risk data and challenge potential discrepancies
Help in the design and build of operational risk tools
Provide training sessions to members of the risk team

Administrative Assistant, Wholesale Banking Resume Examples & Samples

Manage phone calls for the sales team, using a switchboard/turret system
Maintain and update the in–house CRM system, focusing on data integrity
Prepare and submit expense reports for the department
Manage travel arrangements for the department; troubleshoot/solve travelling issues (from time to time might be contacted after hours to solve such issues)
Interact with vendors depending on unique requirements of the business unit
Act as a central point of resolution for conference/meeting rooms regarding policy and process, resource allocation, and related issues
Work with technology group to set up remote working stations, various applications and AV set up in house and offsite
Assist with client entertainment for internal and external clients
Distribute mail and research reports to internal and external clients
Prepare memos, mailing labels, fax covers, general correspondence
Stock, order, and maintain office supplies, printers, copier stations and workstations
Work with staff to maintain boardrooms and catering areas
Order promotional products for internal and external events
Troubleshoot and order blackberry mobiles, corporate cards and business cards
Book internal and external venue/restaurant reservations
Set up internal and external conference calls
Oversee the establishment and maintenance of organized and confidential electronic filing systems (SharePoint postings) to ensure that business and operational reports, forms, and other business documentation are available
Ensure that each employee has the tools necessary to do his/her job effectively
Maintain the centralized tracking and record maintenance of staff vacations and absences, in accordance with divisional guidelines, to ensure consistency in entitlement and to determine staff availability. Participate in resolution of issues when they are escalated
Coordinate tasks, back up Executive Assistants, and liaise with regional assistants
Work with sales team serving client’s needs, prepare appropriate materials/proposals to sell to clients
Act as point person to provide client support in the form of proposals, marketing material, conference assistance and scheduling with the cooperation of the equity markets team
Respond to inquiries from clients, regulatory agencies, or members of the business community in a professional manner and determine acceptable solutions
Post-Secondary education an asset
Broad business knowledge and specific understanding of the organizational unit, its functions and products and customer groups
Very good understanding of the processes, policies and procedures required for supporting the business
Canadian Securities Certification is an asset
Possess excellent relationship-building and customer service skills
Strong team player with the ability to work on a trading floor environment
Ability to work with limited direction and ambiguity to make decisions within scope of accountability
Detail oriented, very well organized, and able to manage time and multi-task to accomplish a wide variety of tasks, and conflicting priorities
Ability to deal with clients and vendors in a professional and courteous manner, to develop and leverage professional working relationships
Ability to employ and leverage knowledge of the organization and the supported business unit’s uniqueness to carry out accountabilities
Working knowledge / PC skills (MS Office: Excel, Word, PowerPoint, Outlook, Visio; Lotus; web browsers) preferred
Excellent communication skills, both written and verbal
Ability to manage confidential materials in an appropriate manner
Must possess excellent organizational, time and stress management skills (working in a fast paced environment)
Flexible and has the ability to demonstrate personable and professional sound work ethic

Head of International Custody & CAO for IF & Banking Resume Examples & Samples

Directly managing the international Custody business, in coordination and reporting to Global Head of IF and Banking
Building Revenue growth of the Custody international component
Developing synergies across Custody, MI and MSBF, and reshaping the marketing/ sale approach to embed the value generated by a structured Custody proposition Building and managing a consistent marketing and pricing approach across International Custody
Re-evaluation of the different processes across the regions
Upgrading of the technology platform
Support the Global IF and Banking Head in various strategic and tactical initiatives including organization of Business Reviews with seniors
Drive “red zone “ process
Coordinate Global Episodic Deal Acceptance Committee (EDAC) meetings and approval process for the allocation of capital and maintain EDAC Policy document and templates
Coordinate with the Regions and Products to ensure standardization of underwriting processes
Support the Global IF and Banking Head in the CCAR (Comprehensive Capital Analysis and Review) process working closely with Finance and Regional IF and Banking Heads
Partner with other parts of the bank to drive overall client satisfaction, build client loyalty, and respond to client escalation issues
Drive thought leadership, culture of innovation and mange day to day business analytics and administration of the department to ensure optimal performance
Strong project management skills and background in planning and leading cross-functional initiatives and events
Able to work with teams remotely
Ability to work with and influence to desired outcome at all levels in the organization
Excellent communication and presentation skills with the ability to articulate complex and sensitive issues to senior leaders
Ability to work in a complex environment and meet aggressive deliverables and deadlines
Experience in Wealth Management or Finance Services Industry
Deep knowledge of investment, capital markets, banking and lending products

Corp Banking Mgr Resume Examples & Samples

Build / strengthen relationships with assigned clients and prospects and related parties
Develop profitable business form assigned clients and prospects
Total Portfolio Management of up to $500 million loans and deposits
Assist with training of Assistant Relationship Manager and Administrative staff
Reporting and database management

Banking & Capital Markets Manager Resume Examples & Samples

Be involved in helping some of the world’s leading local and global Banking organisations to structure transactions tax-effectively, mitigate tax risk and comply with tax laws in the most effective way Assist clients and other EY teams with their tax accounting calculations/reconciliations for their purposes of the financial statements
Prepare/review income tax returns
Mentor and supervise junior staff members
Prepare and facilitate training sessions
At least 4 years of relevant Australian tax experience gained in a top tier accounting firm, corporate, business consulting or legal environment
Ability to develop strong and broad relationships with clients and provide a high level of client service
Excellent interpersonal skills

Merchant Banking &amp Resume Examples & Samples

Forensic testing planning and implementation
Periodic analysis and update of compliance policies and procedures (including Volcker Rule-related procedures)
Coordination and delivery of substantive compliance training
Advising on regulatory disclosures
Coordinating with various MB&REI functional areas
Interfacing with Morgan Stanley’s global compliance groups
Periodic risk assessments
Preparation for regulatory inquiries and/or examinations
Asset Management/Private Equity related skills
Policy drafting experience a plus

Banking Controls Internship Cwel Resume Examples & Samples

Perform daily accounting and data entry tasks with minimal supervison
Basic research of accounting and customer transactions to resolve reconciliation variances
Work with staff and management to review and update procedures and other types of department documentation
High school diploma or GED equivalent, or equivalent in work experience
At least one year of higher education coursework
Prior banking / office experience

Banking Intern Resume Examples & Samples

Assists and prepares credit spreads for loan requests. May provide assistance with preparing loan documentation for loan closing
Develops an understanding of cash management tools
Handles confidential matters, along with miscellaneous projects, establishes confidential records and maintains files the branch
Attends sales visits and customer calls with manager or business banker
Identifies/recognizes selling opportunities and effective cross sell bank products and services
Attends various required compliance and or banking training
Performs other duties (project and/or research work) as requested
Junior or senior level student pursuing a Bachelor’s Degree in Business Administration, Agriculture, Finance, Accounting or related field with an interest and/or experience in banking field
Strong attention to detail with good communication, customer service, analytical and sales skills
Must be a self-starter with demonstrated initiative; Leadership potential

Intern, Global Banking Resume Examples & Samples

The position requires a team-oriented self-starter who has the ability to work with limited supervision within a small, focused business group
Undergraduates heading into their graduating senior year or master’s degree students with minimum 3.2 cumulative overall GPA
BA/BS, all majors are considered; concentration in finance or economics a plus
Appropriate eligibility and authorization to work in the Canada during summer 2015
Superior quantitative, analytical, communication and leadership skills are essential
A willingness to commit to the full 12-14 week program mid-May to August
Preferred candidates should have a desire to obtain full time employment beginning summer 2016, or earlier

Busines Banking Client Manager Resume Examples & Samples

Strong client focus/direct client contact experience, excellent interpersonal, communication, presentation, organization and PC skills. Must have excellent verbal and written communication skills and demonstrated leadership ability
Must be able to assess and analyze financial conditions of clients and the industry trends. Ability to understand and interpret financial statements and cash flow analysis required
Familiarity with sales force automation, such as ACT and other systems, a plus
Capable of organizing, facilitating, leading and negotiating with team of bank associates to solve client issues
Undergraduate degree in business, finance or economics preferred. MBA preferred
Commercial banking and lending experience in the Business Banking or Middle Market sector
Completion of formal credit training
Proven track record of prospecting new business and enhancing existing relationships. Proven sales skills and experience

Head RC GBM Global Banking Resume Examples & Samples

Sets priorities and makes day-to-day decisions independently. Escalates matters to senior management as needed
Communicates effectively and professionally, and conveys the key information needed to ensure compliance goals are met
Works with the RMA and the HSI Regulatory Update Committee to keep abreast of legislative changes in the US and assess and advise on their impact on the Compliance function and the Global Banking businesses
Strong background in bank and brokerage compliance within a financial services environment
Ability to understand, interpret and apply complex regulatory requirements to business practices
15+ years Compliance experience
5+ years of supervisor/management experience
Strong written, verbal communication and presentation skills
Strong analytical skills and organizational skills
Proactive and independent
Series 79 and 24 preferred

Senior Manager Structured Banking Resume Examples & Samples

MMFS is part of Global CMB. The segment is a discreet business with direct line management through the Global Head of MMFS to the Global Head of Large Corporate
The jobholder has overall and prime responsibility for originating “new” and “new new” money transactions. Also for the preparation of credit proposals in liaison with the relevant Corporate Banking Team and, assuming the senior debt mandate is awarded to the bank, instructing due diligence and the preparation of all legal and security documentation on the part of the bank. MMFS operates within the bank’s lending guidelines, although there is significant latitude within these guidelines with the appropriate authority and approval of Credit. The jobholder will determine to a significant extent whether or not the transaction is progressed
The target client base comprises of mid-market Private Equity firms and top-end corporate businesses typically with turnover of greater than USD40 million
Management of Risk Management of Risk Observation of Internal ControlsMaintains HSBC internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators
The jobholder will implement the Group compliance policy by containing compliance risk in liaison with Global Head of Compliance, Global Compliance Officer, Area Compliance Officer or Local Compliance Officer. The term ‘compliance’ embraces all relevant financial services laws, rules and codes with which the business has to comply
This will be achieved by adhering to all relevant processes/procedures and by liaising with Compliance department about new business initiatives at the earliest opportunity. Also and when applicable, by ensuring adequate resources are in place and training is provided, fostering a compliance culture and optimising relations with regulators

Electronic Banking Services Senior Specialist Resume Examples & Samples

Understand the client needs to guide them and use effectively all the information systems to bring the client information online about both local and international products of Electronic Banking
Provide high Class service to the top tier corporate clients, identifying root causes and implementing action plans to improve customer experience with electronic banking Platforms
Guarantee high quality service base on quality and proactivity
To achieve that the answers to the clients fulfill the time requirements, quality in the information, security and confidentiality
Oversee compliance relative with the confidential information
Identify opportunities to develop process improvements
Be aware and report in detail any problem with the electronic banking products
Acquire all the knowledge and have the tools to provide support online and onsite
Check the files generated by interfaces of the clients account system in order to be transmitted thru the electronic banking products of Citibank
Meet with the time connection and auxiliary Time
To register all requirements received and sent to the customer allowing traceability in customer service process
Support regional & Local project regarding electronic banking products ( platforms migration, new enhancements implementation, etc)
Design, document and implement consulting projects to top tier corporate clients in order to improve Electronic banking processes
Generate statistical reports to regional sales manager regarding electronic banking support request made by top tier corporate clients
Leading ongoing projects or initiatives as assigned by management
Document project plans for projects and keep management apprised of progress through regular updates
Perform analysis of current and proposed technology and business processes
Document findings and make recommendations to management for potential technology builds or process changes

Banking Trainee Resume Examples & Samples

Rotate through job duties of the teller and personal banker roles to gain understanding of key branch roles
Recognize selling opportunities and effectively cross sell bank products and services. Refer business when appropriate
Acknowledge/prioritize multiple customer demands to provide maximum service to all customers
Develop an understanding of cash management tools
Handle confidential matters, miscellaneous projects, establish confidential records, and maintain files for the branch
Assist and prepare credit spreads for loan requests. May assist with preparing loan documentation for loan closing
Attend sales visits and customer calls with manager or business banker. May be asked to independently make sales calls and bring in new loans once familiar with processes and procedures
Perform other duties as requested
Bachelor’s Degree in Business Administration, Agriculture, Finance, Accounting or related field with an interest and/or experience in the banking field
Minimum 3.00 cumulative GPA
Must have strong attention to detail with good communication, customer service, analytical, and sales skills
Strong desire to build relationships within the Great Western Bank organization and effective working relationships with co-workers
Must be a self-starter with demonstrated initiative; leadership potential

Banking Resume Examples & Samples

Full suite of banking (consumer and business) products
Cash Management
Custody
Credit cards
Depository rate manager for banking and custody
Understanding both technical and business aspects of banking and cash management business
Assigned projects which improve product efficiencies, procedure creation, and enhance servicing
Attended product and partner meetings to ensure department is kept abreast of enhancements, pressing issues and changes as well as meeting regulatory requirements
Assist with the maintenance and development of: client-facing account opening documentation and promotional product literature; sales /internal-use-only product education/ training content
Assist in daily management of banking and custody rates
B.A./B.S. degree (required)
Strong initiative / Ability to follow-up
Client Service skills required
2-3 years relevant experience in Banking

Branch Manager South Coast Previous Banking Required Spanish Preferred Resume Examples & Samples

Plans, implements, and manages the operating and capital budgets to maximize branch profitability
Promotes staff development through training, cross-training, and career planning. Trains staff in the area of customer service, sales, operations, and Bank products. Ensures that ongoing sales and product service training is provided
Oversees and administers all branch human resource issues
Participates in events that demonstrate support for the community and increase business opportunities for the Bank. Ensures compliance with CRA outreach programs

Banking Administrator Resume Examples & Samples

Provide a leading level of Customer Administration Service (e.g. transactions, loan amendments, redemptions, maturities, direct debit amendments etc) in an efficient, accurate and timely manner
Ensure agreed SLAs are adhered to and that customer requests are resolved efficiently and to agreed SLAs
Ensure customer receives correspondence/acknowledgement to their written query within 5 working days
Updating Client Accounts, confirming by letter where necessary and ensuring absolute accuracy at all times
Deal with complaints/incidents promptly and in an objective and courteous manner
Deliver the best possible service to existing customers, adhering to relevant customer legislation in a courteous, sensitive and timely manner
Weekly and Monthly reporting

Cib Banking M&a Intern Based Resume Examples & Samples

Build and maintain complex financial models to perform analyses under different scenarios
Participate in day-to-day deal execution, interacting with senior deal team members, senior client executives, transaction counterparties and other advisors
Design and analyze transactions' rationale, structures, financial impacts, etc Monitor and evaluate current events related to clients, industries or transactions

Test Lead Banking Projects Resume Examples & Samples

Detailed review of business requirements to ensure that there is sufficient information from a testing perspective
Working with the Business Analyst and the Technology teams to produce testing deliverables, including Test Strategy, Test Plans, Test Designs (Test Cases and Test Data) and Test Execution Results
Executing user acceptance and regression testing in accordance with the agreed test cases and test plans
Plan and co-ordination of Business Acceptance and Production Verification Testing
Leading the defect management process during the UAT phase and liaising with business areas and Technology teams (onshore and offshore) to clarify and resolve issues identified during the UAT phase process
Providing leadership to a team of test analysts in terms of the best practice methodologies. This would cover best practice processes and tools
Provide regular test status reporting to the Project Manager and key project stakeholders

Manager, Subsidiary Banking Resume Examples & Samples

Provides daily account management support to the Head for the Europe/Asia portfolio and vacation relief to Senior Account Managers in all geographies
Prepares and submits Electronic Transaction Requests (ETRs) for the SB team as appropriate
Proactively drafts and updates all SB policies, obtaining necessary stakeholder support and ensures the policies are properly approved and communicated as per RBC policy
Responsible for the update and maintenance of SB’s website for the benefit of business and functional partners
Updates and maintains the SB pricing grid to ensure the grid represents defensible arms-length based pricing
Maintains complete and accurate records for all current and historic loan pricing for external (CRA) and internal audit purposes
Manages quarterly reporting process for non-interest bearing loans, quasi-capital, guarantees, letters of comfort, etc
Undertakes various CT and SB projects critical in the execution of the CT and SB mandates, e.g. new credit management for RBC risk taken by subsidiaries
Prepares regulatory reporting e.g. OSFI Recovery Plan and monthly report, CDIC Resolution Plan
Assist in identifying and rectifying inefficient use of subsidiaries (e.g. surplus capital) globally
Contribute to the development of a global subsidiary funding strategy
Assist in determining the consequences of winding down redundant subsidiaries and simplifying RBC group structure where feasible
Assists in the hedging of the net investment in foreign operations
Assists in the calculation of the Bank’s solo capital metric
Contribute to improvements in management accounting/transfer pricing for subsidiaries
Pertinent university degree or equivalent to meet minimum technical requirements of the job, graduate degree an asset
Minimum 5 years of account management experience
Professional services experience, e.g. legal, taxation, accounting, or mergers & acquisitions

Banking Book Resume Examples & Samples

Run and support weekly Production Meetings. Identify, address and appropriately escalate all forms of risk as it relates or potentially impacts GALM activity
Establish and maintain front-to-back book and process setup in adherence to risk control operating model, including book hierarchy, business & supervisory setup, Mandates and Delegates
Oversee Front Office-performed controls (e.g. Trade Capture, Cancel & Amend, P&L production and sign-off, etc.) and/ or limit management processes; support investigation, resolution and escalation of incidents
Provide desk support for trade bookings in coordination with Middle Office and Operations partners
Support F2B risk control operating model as it pertains to existing and new initiatives in accordance with Business objective
Respond effectively to Regulatory and/ or mandatory change and position the operating environment appropriately (e.g. Volcker reporting and associated controls)
3+ years in Trading or associated environment with particular emphasis on Middle Office, Operations and/or Control functions
Firm understanding of financial trading products such as Money Markets, FX and IR derivatives
Strong conceptual and analytical skills to investigate complex front-to-back dependencies and contribute to issue resolution
Structured oral and written communication skills, working with a variety of stakeholders to navigate complexity across business processes or region
Ability to maintain a run-the-bank focus with quick response times, cope with pressure and capable of succeeding in a demanding environment
Experience with UBS AG operational infrastructure and/ or control framework

Head of FCC Wholesale Banking Resume Examples & Samples

Leadership experience and a strategic thinker
Excellent communication and inter-personal skills, with experience of dealing with executives at all levels including the capacity to articulate the case for risk management and policy in the language of business
Ability to develop practical, cost effective solutions to complex global issues
Significant experience in Risk and Operations Management together with business management, preferably from a frontline role in Commercial Banking and Global Banking and Marhets
Experience of dealing with regulatory matters and confident interaction with Regulators
Experience of creating, leading and motivating a team
Experience of interpreting and analyzing a large volume of information and / or data and provide succinct summary for management
Ability to lead change, contributing to joining up with the other teams in Risk and Business globally

CIB F&BM Treasury Banking Resume Examples & Samples

Assist in production and strategic projects/initiatives relating to FTP and interest rate risk
Own the end-to-end interest rate risk process, including implementation, reporting and ad hoc scenario analyses
Assist / support in FTP/LP analyses for deposits, overdrafts and loans
Work independently and collaboratively and establish close partnerships with peers across the greater CIB organization and Global Treasury
Produce timely, accurate and thoughtful analysis on the banking balance sheet and liquidity positions providing insights, recommendations and conclusions for senior management based on solid product/market knowledge and expertise
Lead and participate in ad-hoc projects as needed by senior management or regulatory initiatives
Participate on the ongoing process improvements, optimization and rationalization efforts related to Balance Sheet and Liquidity
Strong analytical, creative thinking and problem solving skills. Comfortable in working with and interpreting large amounts of data
Strong interpersonal and communication (verbal and written) skills. Ability to present information in a clear, concise and effective manner
Own routine BAU processes, complete ad-hoc requests, and provide support as needed to senior analytics team members
Ability to work effectively independently or as part of a team
Organized and able to execute responsibilities with limited supervision and taking ownership of tasks at hand. Ability to identify and manage takeaways
Solid work ethic, good business sense, and demonstrated initiative
Strong computer skills, particularly in Excel, PowerPoint, Word and Access

Banking Payments Lead Resume Examples & Samples

At least 8 years experience in the payments landscape in Australia/New Zealand and an overall appreciation for payments solutions worldwide and emerging trends
At least 8 years experience in working at senior management level to understand needs, priorities and how the implemented recommendations will support operations
At least 8 years experience in constructing point of views and proposals to clients
At least 8 years experience in payments solutions
At least 8 years experience in consulting
English: Fluent

Regional Banking Resume Examples & Samples

Ensures that cluster branch sites sales/service culture supports the overall corporate objective to provide superior customer service
Oversees the planning, implementation, and management of operating and capital budgets for the cluster branches sites to maximize branch profitability
Ensures that the cluster branches meet all regulatory compliance standards and follows all operating policies and procedures. Ensures that cluster personnel comply with all laws and regulations. Documents and communicates individual compliance performance in annual staff evaluations
Directs business development through outside calls, in-branch selling, telemarketing, branch campaigns and targeted direct mailing and oversees business development activities for the cluster
Ensures expansion of customer relationships through cross-selling activities
Develops and manages an annual marketing plan and oversees the development and management of annual branch marketing plans for the cluster
Directs the cluster branch sites activities to manage customer portfolio for optimum performance

Banking Products Administrator Resume Examples & Samples

This will include Loan and Deposit set up and maintenance
Wealth Management Product set up and maintenance
Structured Product Administration
Preparation of month end and annual reports
Liaise with clients, front line staff and other support functions
Timely resolution of client and other queries

Missouri South Columbia West Banking Center Resume Examples & Samples

Inform and educate customers on how to conduct simple transactions through self-service technologies
Proven results in exceeding goals in areas of sales and service in a customer-centric, results-driven environment
Thrive on engaging with customers; can begin a conversation, build rapport, and handle objections
Ability to travel to several financial centers within 30 minutes from each other

Commercieel Medewerker General Banking Resume Examples & Samples

By telephone, you will provide information and perform operations in the field of basic banking products (accounts and payments, savings and investments, personal loans and insurance)
You offer support to Home’Bank users
You will aim for impeccable service and customer satisfaction
You will strive to find all business opportunities and turn them into sales, both on incoming and outgoing calls
You will actively participate in building the loyalty of our customer base via Outbound campaigns
You hold a degree and preferably have commercial experience
You are bilingual in French/Dutch or Dutch/French. Knowledge of English and/or German is a plus
You are flexible about working hours (shift) and you like working in a constantly evolving environment
You are dynamic, enthusiastic and like challenges
You can master computers
You are client-oriented, empathetic and can demonstrate a capacity to listen
You seek appropriate solutions for the customer
You are results-oriented
You demonstrate the ability to learn and adapt
You can express yourself fluently on the telephone and have a certain writing ability
You like to work in a team

Branch Banking Resume Examples & Samples

Provide professional client service, which includes, but is not limited to: performing accurate transactions, greeting the client, smiling, using the client's name during the transaction, and thanking each client for his or her business. Refer clients to other branch personnel as needed
Oversee day to day transactions of at least two Tellers/Senior Tellers in a high quality manner so as to provide superior client service with minimal service problems
Ensure staff is supportive of sales efforts and that referrals to branch personnel are seen as a part of quality client service
Also responsible for the following areas
Two to four years experience as a Senior Teller or equivalent
Demonstrated ability to read, follow written instructions and accurately complete written reports
Ability to use office machines and perform basic mathematical functions
Demonstrated ability to deliver good client service and provide team support
Demonstrated ability to execute on all teller-related duties
Capability to lift a minimum of 30 lbs
Ability to successfully complete all core training as outlined by BB&T University for
Teller Supervisor
Specialized client service training with proven results
Ability to oversee diverse personalities
Completion of BB&T Product knowledge and computer based training compliance course

Senior Manager End to End Initiatives International Banking Resume Examples & Samples

Lead and/or participate in the review of a business process and/or department that results in recommendations for improvements to process and structure for efficiency and revenue generation improvement by
Maintaining a network of contacts with the primary business area and IB partner groups
Soliciting contacts for problems and suggestions
Researching existing procedures, systems, volumes, and time standards both internally/cross country and externally
Engaging stakeholders for assistance with the Metrics, Data Collection and Solution Design
Completing reviews to understand and quantify existing workflows, workloads and opportunities
Running Kaizen events if required or recommend viable improvement opportunities for further consideration/action
Ensure any changes or new processes adhere to the models for that Process
Reviewing Process, Organizational/People and Systems
Design business process solutions by
Complete revised process flow using appropriate tool
Design a high-level solution and implementation strategy, ensuring they are compliant
Complete a cost/benefits analysis
Obtain stakeholder agreement to the proposed high-level solution and strategy. This may include IB Sr. Management and Country stakeholders
Develop business process solutions with the countries though oversight and consultation
Work with Country to prepare required project documentation
Work with appropriate stakeholder for preparation of system requirements and engaging development support
Ensure the completion of supporting manual updates/documentation is prepared prior to implementation
Ensure detailed implementation strategy and implementation procedures/instructions are viable
Coordinating project plan activities in concert with other team members and stakeholders
Track progress of financial /revenue upside through Pilot and full rollout to confirm the solution works as intended and costs / benefits are achievable as approved
Work with the Countries to assist with stakeholder agreement to implementation rollout
Support the implementation of business process solutions by
Assisting the country to support the resolution of procedural/systems problems encountered during implementation
Managing project costs within budget
Track planned benefits through pilot and implementation
Keep IB Executive and stakeholders informed through periodic status reports and through immediate advice of significant issues
Escalate to Director or Lead E2E if Country/IB Stakeholder teams are not delivering on agreed plan
Provide process improvement expertise to IB partner groups by
Analyzing proposals for process/structure change and providing feedback and recommendations
Providing advice and guidance on process, structure, implementation procedures and strategy
Providing assistance with the preparation of business cases
Provide Coaching and Training programs as it relates to Lean or Six sigma methodology to enable the countries for the continuous improvement journey
Provide feedback to Stakeholders on other opportunities not process related such as Product deficiencies, Risk, Compliance or training etc
Design and implement Process Management
Plan and work with Country Reengineering teams on the documentation , review and maintenance of all key customer (and secondarily operational) processes
Establish and manage Continuous Improvement Programs through E2E process assessments to drive customer experience improvements (such as reductions in cycle time), create opportunities to increase and secondarily operational) processes, and establish and manage Continuous Improvement Programs
Supervision
Coach and develop support staff in the execution of their duties
Annually set realistic goals and monitor achievement, correcting performance through the year as required
Evaluate year end performance against assigned goals and responsibilities to assess the accomplishment and subsequent performance rating
5 (+) years of re-engineering experience
Thorough knowledge of organizational structure standards and software – OrgPlus, process mapping techniques and software such as Visio or Bizagi
Working knowledge systems design and testing procedures
Thorough knowledge of project management techniques and software (Microsoft Project
Excellent written and verbal communication skills in English
Must have strong Spanish and English language skills - both written and verbal
Proficient computer skills including, MS Office, MS Project, MS Visio and SharePoint
Ability to work effectively under tight time constraints while juggling multiple concurrent assignments

Manager Projects International Banking Contact Centres Resume Examples & Samples

Support the planning, implementation, and project closure of the EMV / Chip Migration in the International Banking Contact Centres ensuring the business needs and project objectives are aligned
Developing the Contact centre product roadmap to support EMV with the Program Office, Technology and Operations on end-to-end process flows to articulate business requirements ensuring project supports overall Contact Centre channel strategy
Development of project documentation reflecting Contact Centres’ needs and strategy
Supporting the design of business and operational end-to end processes related to Contact Centres, ensuring processes are fully analyzed, documented, and include all affected processing units and technologies
Work with the EMV program office ensuring liaison between IB partners, technology partners, internal/external contacts and Centre Heads, in order to support the planning, implementation and post-implementation phases of the project,
Designing materials, such as manuals, job aids, circulars, guides; as well as facilitating sessions
Identifying issues / obstacles / trends, analyzing root causes, recommending solutions and escalating to Management if necessary
Providing regular status reports to the EMV Program Office regarding the IVR and Contact Centre readiness
Providing ongoing advice and counsel to International Banking and local Contact Centre management, as requested
Reviewing, prioritizing, and responding to enquiries, and requests for information from the International Contact Centre Hubs, IB partners, Country Management, and internal / external contacts
Maintaining open lines of communication with business lines, vendors, internal and external contacts and customers to engender awareness of trends, competitive opportunities, etc
A minimum of 4-6 years of practical experience with contact centres
Previous experience of working with EMV in a contact centre and IVR environment
Project management and contact centre management would be an asset
Sound working knowledge of Contact Centre and IVR solutions
Ongoing familiarity with the status, capabilities and trends occurring within the contact centre and IVR industries industry

ICG O&t-electronic Banking Service Manager Resume Examples & Samples

Manage the problem resolution of advanced production support issues, related to front end applications of Cash and Trade application such as Citidirect, BE, Treasury Vision, Citi-connect, etc.; provide support to H2H clients, i.e. Connectivity, encryption and file format
Manage and address technical related queries from client, operations team and in-country technical teams
Track and manage resolution for cases escalated to upper level support team (both internal and external)
Conduct weekly training session via live meeting, classroom and onsite external training to clients
Work closely with technology, product team, vendors and other internal teams to resolve system issues/defects, bug fixes and address client’s queries
Support RFP initiatives by providing trainings and demo to client onsite
Manage external support team to ensure that meet the agreed SLA
Conduct client consulting and introduce best practice to client on Citi e-banking platform
Provide electronic banking entitlement services for e-banking systems, analyze client requirements, engage subject matter experts for documentation, signature verification, file integration and system entitlements, etc

CIB F&BM Banking Treasury Analytic Resume Examples & Samples

Interest rate risk policy, implementation and strategy
Liquidity stress testing
FTP/LP policy, in partnership with Corporate Treasury
Regulatory strategy and limit/target setting and monitoring
Legal entity ALM, including currency, tenor and duration mismatches
Balance sheet and NII quantitative modeling
Act as the key contact in relation to CIB Banking Treasury matters for CIB LOBs, Corporate Treasury, Liquidity Risk Oversight, Legal Entity Controllers and other partners
Develop and implement FTP and LP policies for Banking businesses, in partnership with Corporate Treasury
Develop and implement interest rate risk policy and strategy for CIB deposits. Execute fixed core as interest rate risk hedges
Support Banking and CFS product groups in the development of new deposit products and pricing strategies in the region
Partner with Banking and CFS LOBs to drive balance sheet optimization and achieve targets
Implement and harmonise legal entity LCR and stress test methodologies and processes, in partnership with CIBT Liquidity Controller, Corporate Treasury, Liquidity Risk Oversight and Legal Entity Controllers
Support initiatives to address legal entity capital, liquidity and funding issues
Work closely with CIBT Banking colleagues in WHEM and EMEA to ensure globally coordinated approach
Maintain up to date knowledge of global and local regulations related to balance sheet and Treasury
Strong analytical and financial modeling skills and attention to detail required
Strong data management and project management skills
Inquisitive nature with advanced problem solving and critical thinking capabilities
Must be a team player, capable of multi-tasking and operating in a fast paced environment
Strong follow-through and commitment for owning the work product
Knowledge of accounting and short-term fixed income markets or previous Treasury experience is a plus

Banking Team Assistant Resume Examples & Samples

Previous experience supporting a team
Experience with Word, Excel & PowerPoint
Excellent understanding of urgency
Ability to work quickly and accurately under pressure
Ability to pick up new systems quickly
Ability to organise and prioritise complicated travel
Flexible on working hours and understanding of the business demands
Able to manage stress, personable, self confident
Ability to anticipate needs, particularly for repeated tasks

CIB Ops-banking Ops Resume Examples & Samples

2~3 years experience in Bank operations, preferably in Payment operations
Good communication skill both in Japanese and English
Team player with good interpersonal skill
Control mind to process daily operations complying with JPMorgan corporate policies and regulations
Good time management skill
Micro soft applications skill

Head of Banking Products Resume Examples & Samples

The RH will lead and manage a team to deliver the product strategy to help achieve client and financial ambitions
The RH shall monitor and research market and competitor developments, and regulatory driven reforms, proactively initiating new business opportunities to increase Banking products business, including introducing new products and strategies, optimizing banking margins, as well as developing new lending business strategies
The RH will be responsible for monitoring and overall management of WM TW funding balance (cash assets vs liabilities)
RH's responsibilities includes
The RH will work very closely with Markets management to implement agreed business objectives, strategy and execution towards achieving WM TW ambitions for banking products
The RH will work closely with Client Advisors, Sales Manager and Investment Products and Services colleagues in Taiwan to develop and implement joint strategies
The RH will ensure the appropriate business governance framework is applied for the creation and ongoing management of banking products, e.g. approval sign-off, etc…

Head of Aml-wholesale Banking Resume Examples & Samples

Be responsible for the implementation and the maintanence of the AML program, including CFT, Sanctions, and ABC
Be the key contact with the HKMA/SFC
Ensure that the AML program is aligned with the regulatory requirements as well as the firm's business objectives
Handle any escalated AML matters and provide advice to the business unit
Keep senior management informed on any relevant AML regulatory changes they could potential impact the business
Have at least 5-8 years of relevant experience in a similar function from a wholesale banking/similar environment
Have good knowledge of the HKMA/SFC regulations
Have thorough understanding of the AML framework including AML/CTF/ABC requirements for HK
Have good experience and knowledge of the corporate banking, institutional banking and global markets workflow
Fluency in English and Cantonese is a must

Senior Manager Online & Mobile Banking Self Service Banking Resume Examples & Samples

Supports of teammembers and Directors in the design and development of international online and mobile channel strategies and tactics primarily focusing on enhancing the customer experience, revenue generation (sales) and creating efficiencies. The incumbent is accomplishes this by
Leading the development of the online and mobile channel roadmap and the build out of new functionalities and capabilities for the channels
Business Lead for the development of business requirements documentation (i.e. business case and high level business requirements) reflecting the business needs of the channels
Proactively identifies opportunities for IB self-Service Bnaking channels and product teams to work together, leveraging on joint projects to ensure a focused delivery to the field
Review, prioritise and respond to enquiries/complaints/requests for information from Country Management, IB Partners, Centre Heads and internal and external contacts. Act as SME for the online and mobile channel and consult with other IB partners on projects / initiatives to provide support, as requested or directed by
Sound working knowledge of technologies supporting electronic banking channels
Familiriaty of International Banking business and the status, capabilities and trends occurring within Online and Mobile industries and electronic banking communities
Excellent communicaation skills and the ability to successfully engender a participative process across a culturally diverse group of internal and external business support partners and Country Heads
Initiative, forward thinking, creative, problem solving skills with the ability to create or stimulate customer-focussed strategies
Proficient in MS office, particularly spreadsheet/presentation tools (e.g. Excel, PowerPoint)
Experience owning and managing online and mobile channels initiatives from a transactions, sales and/or service capacity
Proven ability to lead and manage multiple projects with tight and conflicting deadlines - fast paced, dynamic work environment
Excellent verbal and written communication in Spanish is a desired asset, but not a requirement

Manager Online & Mobile Banking Self Service Banking Resume Examples & Samples

Supporting the development of the online and mobile channel roadmap and the build out of new functionalities and capabilities for the channels
Developing business requirements documentation reflecting the business needs of the online/mobile channels
Supporting the estimation process of costs and benefits to the Bank for specific projects by participating in the preparation of business cases that impact the online/mobile channels, especially as related to capacity and efficiencies
Implementing online and mobile channel initiatives and operational processes required for the functionalities
Identifying opportunities for IB Self-Service Banking and other teams to work together, leveraging on joint projects to ensure a focused delivery to international markets
Escalating issues / obstacles / trends to Sr. Managers as appropriate with recommendations and solutions
Day-to-day management of the online/mobile channel with the aim of maximizing a sustained benefit from strategic initiatives. The incumbent accomplishes this by
In collaboration with Technology, continuously monitoring the online and mobile customer experience to ensure it meets customer needs, by identifying, prioritizing and resolving incidents reported by the contact centre and other first line support teams
Assuming a gate keeping role on cross-functional teams to manage the implementation of ongoing channel enhancements into the International Market place
Assist in the development and ongoing improvement of a divisional governance model including internal processes and documentation, Service Level Agreement (SLA), new products and services planning and implementation, roles and responsibilities, and incident management
People skills and leadership
Strong team player with excellent interpersonal skills as the incumbent will need to communicate well with all members within the department
Leverage available resources in a manner that maximizes performance and productivity within the Team
Knowledge of Online and Mobile Banking is essential, along with the ability to collaborate effectively with others
Sound working knowledge of technologies supporting electronic banking channels - core banking, satellite sytems, product basics etc
Strong initiative, forward thinking and creative problem solving skills with the ability to create or stimulate customer focused strategies

Senior Manager Global Banking & Markets Taxation Resume Examples & Samples

Assist in obtaining advice from external advisors and reviewing such advice for purposes of determining general, operational, reputational related tax risks, and also for purposes of developing guidelines
Assist Global Banking and Markets business lines and securities operations groups in understanding and complying with foreign jurisdictions' tax rules as modified by tax treaties, and as appropriate, for cross-border transactions
A developed knowledge of (i) Canadian international tax and capital markets related tax rules, and (ii) Canadian anti-avoidance rules as relevant to capital markets
Ability to research Canadian, international, and capital markets related tax issues and communicate findings from such research to other in the Bank
Ability to communicate complex concepts to non technical executives and others
Ability to speak Spanish an asset

Fair & Responsible Banking Resume Examples & Samples

Conduct surveillance of fair and responsible banking risk data, such as lending performance and customer complaints, and make analysis-based recommendations on mitigating risks
Proactively works with assigned business units to identify and assess the compliance risks associated with business activities, ensuring alignment with the corporate compliance risk framework, including
Advising LOBs on compliance risks and controls and key risk indicators
Advising LOBs on compliance risks related to new products and/or services and business initiatives
Advising LOBs on compliance risks related to outsourced third party activities
Provide role specific compliance risk training, as needed, to assigned business units to enhance organizational understanding of compliance risk, risk identification processes and control design and management processes
Develop and recommends for approval policies, standards, procedures and guidelines to comply with corporate risk appetites, tolerances and policies
Monitor and assess new or amended legal and regulatory requirements as they relate to the line of business both domestically and internationally (where applicable). Accountable for ensuring that policies & procedures and associated Risk Management programs are consistent with current applicable rules, regulations and laws
Analyze and provide feedback around risks associated with the offering of new and/or enhanced products, services, processes, business initiatives and outsourced third party activities
Responsible for proactively anticipating and responding to changes in regulations, rules and/or laws; assessing the impact of any change to the line of business areas and assisting them in responding to such changes
Provide input and guidance to ensure that policies and procedures and associated compliance and compliance risk programs are consistent with current applicable banking and securities rules, regulations, and laws
Develop and maintain positive working relationships with internal clients, staff, peers, and LOB senior management
Maintain relationships with industry peers and regulatory bodies
Escalates promptly to appropriate senior management or appropriate risk committee any material breaches of applicable laws, rules, policies or standards with actual or potential compliance risk impact, and necessary correction action
Acts as Compliance Risk Subject Matter Expert on assigned Subcommittees and/or Working Groups
Conducts review and challenge activities and escalation, including independent testing as required
Provides advice on 2nd LOD requirements related to the Governance, Risk & Compliance application and Risk Assessment Processes
Undergraduate degree is required. An advanced degree is desired and would be plus
Minimum of 3 years of relevant industry and professional experience. Experience as a financial services regulator would be plus
Possess CRCM designation or capability to obtain it within one year of employment
Experience working with laws, rules and regulations relating to fair and responsible banking, including but not limited to fair lending, consumer banking and lending processes. Strong fair lending experience is preferred
Strong leadership and relationship management skills including the ability to lead up and across the organization is desired
Possess high ethical standards
Ability to effectively communicate to lines of businesses and senior management, both in writing and verbally

Global Banking & Markets Resume Examples & Samples

2-3 years of banking experience in a corporate underwriting, leveraged finance, or client management role
Leadership, initiative and resourcefulness
Strong knowledge of capital markets
Strong work ethic and intellectual curiosity
Teamwork orientation
Ability to manage multiple complex tasks simultaneously
Dedication to building a career in financial services

Administrative Assistant, Wholesale Banking Resume Examples & Samples

Maintains and monitors Managers calendar of ‘scheduled appointments’, or upcoming events and matters requiring immediate attention. Coordinates agendas, and dispatches meeting invitations and agendas to attendees, books meeting rooms and arranges for IT resources and refreshments in support of a smooth and efficient meeting facilitation. Arranges travel arrangements and maintains travel expense account
Prepares and dispatches outgoing mail, interfaces with selected couriers to ensure packages have been delivered within established timeframes. Maintains a central e-mail Global Address list and ensures all staff receive e-mail communications. Screens telephone calls and responds to routine and moderately complex inquiries
Logs, verifies, and monitors departmental expenses and develops and maintains an efficient diary and filing system to ensure reports, correspondence and financial documentation are maintained and readily available. Establishes and maintains organized electronic filing systems to ensure that business and operational reports, forms, and other business documentation are readily available
Manages an inventory of office resources in accordance with demand management guidelines to ensure adequate suppliers are available, and for coordinating physical resources requirements for incoming/outgoing staff and contractors
Interfaces with premises and building maintenance relative to relocation, office planning and furniture requirements, to minimize interruptions to business operations
Performs back-up function for other administrative staff during vacation or other absences to ensure that administrative support is provided on an ongoing basis
Prepares standard correspondence, reports and presentations ensuring completed material is produced in a timely manner
Acts as a communication channel for organization centric communications such as communications boards, email distributions to facilitate timely and effective communications to staff. Responds to inquiries on the department’s behalf, or escalates related matters as appropriate
Develops relationships with senior managers, and externally, to support intra-group coordination while carrying out accountabilities
Receives and distributes financial reports (HGL & EDR) and produces monthly/quarterly reports for budget/expense control. Performs budget forecast/variance analysis in support of maintaining expenses within budget
Acts as a conduit for the efficient flow of invoice processing for payment in adherence with division processes and processing guidelines, and vendor agreements
Administers a timekeeping system in adherence with reporting guidelines to ensure that staff members are aligned appropriately to their reporting units and with correct resource coding
Processes and tracks overtime and on-call claims in adherence to bank and/or divisional policy to ensure timely payroll processing and performs budget tracking and reconciliation
Requires minimum of 3-5 years experience in an administrative/professional support function in a fast paced environment
Post-Secondary education in a related field. Other professional related training and development to keep skills current, including office productivity software, and related products
Solid level of knowledge of bank financial processing standards, and key business processes
Very good general business knowledge and specific understanding of the organizational unit, its functions and products and customer groups
Very good understanding of processes, policies and procedures required for providing support to the business unit
Basic level knowledge of financial and accounting principles, and human resources policy
Very proficient at secretarial and administrative tasks
Detail oriented, well organized, and able to manage time and multi-task to accomplish a variety of tasks, sometimes with conflicting priorities and timelines
Ability to prepare reports and presentations, with guidance and upon receipt of moderate amounts of business information
Intermediate level PC skills (MS Office: Excel, Word, PowerPoint, Outlook, web browsers)
Well-developed communication skills, both written and verbal
Proficient at managing multi-line phone system and ability to direct calls in a prioritized manner
Ability to deal with clients in a professional and courteous manner, and to develop professional working relationships
Ability to use knowledge of the organization and the supported business unit’s uniqueness, to carry out accountabilities
Ability to work both independently, as well as contribute to the cohesion of a team
Ability to deal with confidential materials in an appropriate manner

Essential Banking Director Resume Examples & Samples

Accountable for the delivery of excellent customer interaction with a focus on delivering a great customer experience and maximising revenue potential through our outsourcing partners
Define and deliver strategies to increase customer satisfaction and single contact resolution through effective process management. This includes managing the relationships with key stakeholders across the business to influence and deliver desired results to enhance the Customer Experience
Clear vision to lead, motivate, appraise and develop direct reports ensuring they are equipped to meet objectives through coaching, training and management development plans. Deliver operational performance goals and objectives through direct/indirect reports
Build relationships and team working between SkyBranch teams especially Heads of Contact Centres to promote delivery of goals through exchange of best practice etc
Develop and implement customer propositions and initiatives that will drive an increase in customer satisfaction
LI-GM

Director Mobile Banking Solutions Resume Examples & Samples

Ensure optimal availability and reliability of assigned applications and define and implement new/enhanced solutions to meet help the business lines in meeting their objectives
Providing technological solutions to resolve highly complex, multifaceted problems
Setting performance expectations, monitoring performance and providing feedback, both informal and via the performance appraisal process
Providing counseling, coaching and arranging for formal training
Recruiting qualified staff for application development-related positions
Partners with the management team of Information Technology and Solutions departments translating their business strategies/requirements into technical requirements to meet identified needs and selects appropriate solutions that deliver required business benefits and IT objectives in area of expertise
Keeps abreast of emerging and future trends, best practices and benchmarking in IT solutions in respect to Systems Development's applications and related architecture requirements
Acts as agent of change
Ensures the timely development and/or implementation of solutions. Interprets, applies and monitors return on parameters and performance indicators for all new initiatives supported by the area. Interprets and implements a continuous improvement process for production issues to ensure the effective and timely resolution of problems and knowledge transfer
Operates as delivery manager for assigned major project(s) with end-to-end responsibility including the definition of requirements to meet business benefits, assessment and management of risk, overall management of project costs, schedule, activities, quality and contract negotiations
Informs staff of current and emerging technologies and their potential application in supporting the Bank's business objectives
Updates and maintains own technical knowledge, identifies and addresses areas for personal development in order to provide a high level of technical advice and guidance
Develops staff's capability to exploit technology and develop skills and expertise to meet current and future business needs by interpreting and applying the strategy, tools and processes developed at Department level
Transfers subject matter expertise to other IT practitioners where appropriate
Identifies and pursues opportunities to enhance breadth/depth of expertise and knowledge and proactively applies learning on-the-job
Actively interprets short and long-term IT strategies with particular reference to the defined area of responsibility
Develops and manages section's business plan consistent with IT's strategy, values and policies and the strategy of business partners
Uses multiple strategies to attract, retain and motivate the highest caliber of IT staff and builds a cohesive team with a shared vision
Systems knowledge (existing systems and new technologies)
Mobile Systems knowledge (new emerging technologies)
Proven architectural knowledge of mobility technologies
Governance experience managing disparate workgroups
Business knowledge (understanding of vision, financial objectives/how business functions and core processes interact/the strategic importance of projects, how they relate to Scotiabank's goals, how projects interact/impact of change and/or delays in projects)
Process knowledge (scheduling/resource allocation/risk management/systems design)
Project Management of highly complex technology projects using Agile/Scrum
Vendor Management including contract negotiations and managing outsourcers
Management experience of offshore resources

Banking Services Rep Resume Examples & Samples

Complete assigned work tasks, and support department production activities as needed
Investigate and resolve routine research requests submitted by internal/ external customers
Maintain department filing and retrieval system for key documents
Interface effectively with Payment Services staff, and all other company personnel
Accept and respond to routine incoming calls related to department tasks
Maintain tracking reports on assigned department processes
Cross-train other employees on assigned job process
Perform special projects as required
Excellent interpersonal, organizational, problem solving and communication skills
Able to project positive and professional attitude and have the ability to adapt to a changing industry and dynamic work environment
Proficiency in Excel is required; Access knowledge desired
Must be able to work well in changing and high pressure situations
Demonstrated attention to detail oriented work tasks
Excellent math and spelling skills: adding, subtracting, multiplication, division, alphabetical filing and retrieval
Familiarity with general bookkeeping procedures; auditing and balancing spreadsheet figures
Ability to accurately complete work as assigned within identified time frame
Work well with others – act as a team player to the immediate work group
Ability to work with minimum supervision

Global Banking & Markets, Banking Resume Examples & Samples

Bachelor’s degree with graduation on or before June 2016
Have a minimum of a 3.2 cumulative GPA
Be available to undertake the travel required for this role, i.e. relocate based upon placement opportunities
Have consistently achieved objectives set for you and taken action to improve your own performance
Have worked collaboratively with other colleagues, supporting them when possible

100

Manager, Banking & Capital Markets Resume Examples & Samples

Support our leaders in the delivery of advisory and risk engagements for banks, superannuation funds, asset managers, corporate treasuries and commodity exposed companies
Build valuable relationships with clients and other EY colleagues in other service offerings
Build upon your already strong capabilities, through challenging engagements and working with senior mentors and talented colleagues
Assist in the development and delivery of thought leadership material
Work effectively as a team member managing the delivery of engagements, sharing responsibility, providing support, maintaining communication and mentoring consultants and senior consultants

101

Banking Resume Examples & Samples

Establish a client coverage base and regularlay meet with clients to discuss general sector themes, specific opportunities or executing mandates
Work closely with the senior sector bankers, country coverage and product colleagues to generate origination leads
Undertake research and monitor developments/trends in the assigne sub-verticals
Contribute toward the origination and execution of deal mandates
Prepares clients visits, marketing presentations, Information Memoranda and other transaction documentation
Develop sector analysis and comp database
Prepare materials for client and internal presentations
Liaise in particular with relevant sector, coverage and product colleagues across the Bank and with external sector specialists
Identify and capture profitable business opportunities

102

Core Banking Development Specialist Resume Examples & Samples

Business networking implementation
Provide final Level support on implemented solutions
Provide 3rd level support for platform based solutions under purview before final escalation to vendor/OEM
Ensure compliance of team members with all change management, SDLC and Standard Operating Procedures (SOPs) in the support of existing functionality, requested changes, projects, and in the development of new functionalities
Contribute to research goals and build on and refine appropriate outline ideas for the evaluation, development, demonstration and implementation of research
Cultivate, disseminate, and enforce functional policies, procedures, and quality assurance best practices
Identify and manage the resources necessary for all stages (planning, design estimation, execution) of systems development projects to ensure technical, financial and quality targets are met
Monitor and report on the progress of systems development projects, using appropriate quality assurance processes to ensure that projects are carried out in accordance with agreed standards, methods and procedures
Finacle scripting across FIN 7 & 10
Finacle Integrator (FI) competency and understanding (setup, integration, extension)
SQL Queries - Inner Outer Joins, Group By, Having
Stored Procedures
Triggers
Cursors
Ability to communicate ideas in both technical and user-friendly language
Development, customization and implementation of software solutions
Strong customer service skills and demonstrated ability to build professional relationships
Excellent knowledge of programming / systems analysis, as well as quality assurance, prototyping, construction, integration, and migration functions
Full lifecycle experience in architecting large scale scalable applications
Systems development management (DLMG L6)
Team Foundation Server for SDLC Management
Software development process improvement(SPIM L6)
Methods and tools (METL L5)
Systems design (DESN L4)
Solutions architecture (ARCH L5)
Process Integration (PIN L4)
Innovation (INOV L5)
Research (RSCH L3)
Technical Specialism (TECH L4)
C descendant Languages: ASP and/or C++ and/or C#, XML and/or REST, Web Services
Programming/software development (PROG L5)
Business Analysis (BUAN L4)
Application Support (ASUP L5)
Release and deployment (RELM L4)
Change implementation & management (CIPM L4)
Problem management (PBMG L4)
Emerging technology monitoring (EMRG L5)

103

Global Banking, Global Graduate Programme Resume Examples & Samples

MBA/BA/BS, all majors are considered, concentration in finance or economics a plus
Have an understanding of the investment banking industry
Must be in senior year, graduating between December 2015 and June 2016
Undergraduate degree: minimum 3.2 cumulative overall GPA (or overseas equivalency)
A second language is highly preferred (French/Spanish/Portuguese)
Have self-awareness with the confidence to work independently and take responsibility for your own development

104

COE Director, Banking & Capital Markets Resume Examples & Samples

Leading technology, controls and data assurance work on global audits and advisory projects
Lead or support client targeting including the development of key client relationships
Support the development of methods to respond to client problems
Direct the day to day activities of parts of our team, contributing to the internal development and coaching of people within our team
Experience in auditing IT systems of banks or professional services firms
Knowledge of evaluating technology that supports financial & operational systems and related business processes
A proven track record of experience in the areas described above from either a big 4 practice, consulting or from within the Financial Services sector
Client relationship-building and management skills
A strong personal network and the ability to play a significant role in the development of new business
Experience managing a team and developing team members
The ability to lead and work successfully in and across teams
The ability to manage across multiple complex projects
Strong verbal, presentation and report writing skills
Computer Science or Accounting & Business Administration degree, or similar
ACA and/or Certified Information Systems Auditor (CISA) qualification, or equivalent
Flexibility to travel within UK and overseas

105

Manager Banking, Wealth Management UK Resume Examples & Samples

Input and assist in preparation of Banking Business Plan and Budgets
Review and make recommendation for changes to service/fee scales
Assist Segment Heads in sales campaigns and projects relating to Banking
Extensive track record of Banking/Wealth Management experience
Thorough understanding of the wealth management business with particular focus on banking activities
Proven team leadership and people management skills
Proven business development ability
High level of understanding of core products and services - thorough understanding of regulatory requirements/bank poilcies in respect of Banking activities
Excellent communicator, both written and verbal, with an ability to negotiate and motivate others
Self motivated with ability to work on own initiative
Good organisational skills with the ability to work to tight deadlines and prioritise
Solutions driven, creative and good problem solver

106

Senior Manager Intl Banking Contact Center Performance & Efficiency Resume Examples & Samples

Maintain a perspective on IB Contact Center customer experience results, productivity & sales performance management strategic imperatives for the Division and critical actions to be taken to drive and improve performance. Monitor all relevant performance metrics (service and sales, inbound and outbound) results & trends. Maintain a perspective on the Latin America, Central America & Caribbean regions including root causes for under or over performance
Effectively leverages resources (Speech Analytics, SQM, WFM) to monitor call-type patterns and isolate developing trends, identifying opportunities for procedural changes within the operation as well as cross-functionally with other departments, to increase productivity. Drive process improvement initiatives focused on call deflection and increased first call resolution
Creates business decision able reporting, highlighting trends and issues seen in the productivity rates, process variation and output efficiency, operational support effectiveness and consistency
Effectively identify and formulate strategy to drive sustained and continued meeting of quality, productivity & sales objectives, recognizing areas of improvement and opportunities for increased sales productivity, cost reduction, enhanced customer experience and operational efficiencies
Supports and guides continuous improvement of Operation Support functions (i.e. WFM, Speech Analytics) through refinement of support processes and methodologies (i.e. planning and scheduling) utilizing industry best practices
Liaises with other departments on projects as assigned and/or workflow processes that exist between groups, to ensure WFM Coordination is represented and to maintain procedural flow that functions homogeneously for all groups
Monitor changes implemented by the Site’s Centre line management to assist in evaluating the impact of change. Make recommendations for change/improvement where appropriate. Involved with project management support for some change initiatives
Ensure up to date on current best practices regarding resource planning, workforce and continuous process improvement strategies for implementation in the IBCC sites
5+ years in a call centre/contact centre industry with extensive experience working with systems & workforce management tools
Process improvement background with certification in Six Sigma / Lean
Experience as a contact center leader responsible for operational KPIs
Strong technical aptitude and experience working with reporting software tools and database creation
Exceptional interpersonal and communication skills, both written and oral with demonstrated expertise in interacting effectively with all levels of management
Strong supervisory, organizational and project management skills with a proven ability to re-design and implement new procedures, processes and strategies
Exposure to strategic planning and the ability to develop forward thinking plans to improve centre performance
Bilingual (Spanish / English) a strong asset

107

Pa-banking Resume Examples & Samples

Delivering effective comprehensive secretarial and administrative support to Senior Coverage and Strategic Advisory Bankers/ManCom/MD/D and others
Proactive in planning/organising own workload with limited guidance/supervision
Good working knowledge of the business area and of bank
Receive, record, file and/or distribute correspondence appropriately
Prepare and format documents as requested, according to established standards and branding guidelines
Dealing with all tasks in a timely and efficient manner eg drafting correspondence, diary, travel, expenses
Responsive and professional telephone answering skills (clear and articulate communicator) Ability to record detailed and accurate messages
Take ownership of basic enquiries resolving, escalating or identifying alternative contacts as appropriate
Update diary arrangements, disseminating the information as necessary, to ensure the diary is accurate and up to date. Ability to multi-task and prioritise/re-prioritise
Co-ordinate arrangements (eg travel, meetings, couriers) ensuring all related bookings/paperwork are completed and communicated using knowledge of geography to support arrangements across multiple time zones
Anticipate and organise documents on a frequent and proactive basis, eg papers for meetings and travel requirements such as currency, tickets and visas
Review and agree workload on a weekly or more infrequent basis as appropriate
Provide cover as appropriate, working collaboratively with other team members
Dealing with invoices, completing expense claims, maintaining client information etc
Build and maintain effective team and client relationships
Ensure deadlines are met through management of own time, delivering accurate and timely work (alerting Secretarial Team Leader/Banker to any conflicting deadlines)

108

AML Avp-global Banking & Markets Resume Examples & Samples

Be responsible for the implementation and the maintenance of the AML program for the global banking & markets business
Identify any key problems related to AML, economic sanctions and terrorist financing and provide relevant solutions
Have at least 5+ years of relevant experience within the Compliance space
Have sound knowledge and experience within either Global Banking & Markets space
Have good AML knowledge within the financial services industry
Preferrably be qualified in ICA or ACAMS
Be proficient in English and Cantonese

109

Electronic Banking Resume Examples & Samples

10+ years of in-depth banking experience with at least three full cycles in SDLC in leader/manager role for electronic banking application development projects; in-depth understanding, practice, and governance of SDLC processes is a must
Solid experiences and expertise in electronic banking system architecture and solution with modern platforms and technology such as J2EE
Proven track records in managing and delivering complex projects/programs in a cross applications, cross-business, multi-country environment – Asia Pacific experience is most preferable
Knowledge and working experience in institutional financial services, specifically with the Cash Management and Channels Delivery
In-depth knowledge and practice of project management for banking system delivery, compliance and regulatory requirements
Strong interpersonal skills in stakeholders management
Management experience in application development outsourcing and managing offshore team for application development and quality control
Strong leadership and candid attitude and an positive team player
Hands-on technical experiences in Operating System, Database (Oracle, SQL server, Sybase), C/C++, Java, TIBCO, MQseries, etc

110

Manager Everyday Banking Loyalty Resume Examples & Samples

End to end ownership and accountability for the TD Music Access Program and partner relationship
Accountable for working with all EDB teams to help develop long term loyalty strategy/program for our Debit business
Identify and assess new revenue opportunities
Enabling speed to market and client satisfaction / loyalty
Responsible for providing research insights for continuous evolution of the integrated EDB strategy that includes chequing portfolio, money movement products, direct channels, as well as the overall Payments and Digital Channel view
Proactively research and have understanding of industry trends and innovations that represents both threats and opportunities to the EDB strategy and business model
In collaboration with key partners, drives incremental revenue growth through client-centric strategies built on deep consumer insights, data/analysis and differentiated value propositions
Accountable to develop required business cases and financial performance assessment to measure success and support strategic recommendations & roadmap
Responsible for developing and ongoing monitoring of key metrics to establish goals and measure success end to end (financials and non-financials) of proposed and approved initiatives
Apply a continuous improvement approach to deliver ongoing effectiveness and efficiency while driving innovation and knowledge management
Exceptional execution skills – ability to drive large scale initiatives forward
Previous retail (branch), marketing experience and/or loyalty experience will be an asset to help define robust tactics and strategies
Strategic mindset and vision of the future of Everyday Banking business
Recognized as an internal expert on product innovation and disruptive technologies
Previous consulting or relevant product development / innovation experience is an asset
Strong analytical, problem-solving, and technical skills with an ability to deliver actionable recommendations and resolve issues in a timely manner
Strong communication and impact and influence skills and an ability to manage partners and stakeholders
Strong innovative mindset with proven execution skills
Leadership by example in teamwork, cross unit cooperation and information sharing and ability to get things done through others
Flexibility to adapt and manage within a dynamic business environment
Enthusiastic self-starter with ability to prioritize and multi-task, working both independently and within a team environment

111

Latam Smart Banking Resume Examples & Samples

Thinks like an owner, P&L focused. Drives results against goals by determining and communicating key priorities and ensuring resources are properly aligned
Proved ability to create support and buy-in across a wide range of stakeholders and to create a strong network of relationships among peers, internal partners, external constituencies, decision makers and stakeholders
Ability to lead, motivate and influence others
Collaborative; able to navigate in a high matrix structure and drive results through common/shared objectives
Excellent interpersonal, communication and influencing skills at all levels
High level of energy, enthusiasm and motivation; a franchise thinker
Promotes a culture of collaboration and teamwork across organizational boundaries; willing to break down functional silos to optimize business results and encourage the overall growth of the Retail Bank franchise
Sound decision making, while able to agreeably present another viewpoint
Able to work effectively with ambiguity; demonstrates a flexible approach and resilience to set-backs; has successfully driven operating and culture change in the past
Excellent written and verbal communications skills, able to convey complex issues and solutions in a simple and direct way and get buy-in from key stakeholders
Minimum 10 years’ experience in banking/consumer financial services or relevant experience. Needs to include experience in a global/regional and/or multi-market role. Demonstrated cross-cultural operating acumen
Excellent project management skills and experience in complex, matrix projects
Successful record in setting business strategy and implementation plans, either within a large geographically dispersed area or country
Ability to assess and analyze business and financial impact of proposed initiatives and recommend appropriate action. Able to assess the operational implication
Strong financial and analytical skills and ability to quickly assimilate complex information
Strong analytic, project and process management skills; able to juggle multiple projects at one time
Spanish – must & Portuguese-preferably
MBA or advance Financial related degree preferred

112

Shared Services & Banking OPS Resume Examples & Samples

Bachelor?s Degree
Strong analytical, organizational, and verbal and written communication skills
Proven ability to work efficiently and accurately under pressure in a fast paced multi-tasking environment
Proactive and self-motivated
Strong Microsoft Excel and Word skills
Strong IT skills and proficiency with Microsoft Office applications (particularly Excel)
Strong settlement product knowledge (FID, Equity & FX)
Experience in Fixed Income Derivatives, Foreign Exchange, settlements, cash management, funding, stock loan, Treasury risk management, regulatory is desired
Acting as an escalation point for payment issues with internal/external parties
Ensuring that time sensitive cash wires are released in accordance to global currency cutoff periods
Acting as a process owner and being accountable for all outstanding items
Developing and improving existing processes and reporting
Working as part of the global settlements team to assist with development, testing & implementation of internal system changes
Managing High Risk payment release for manual cash wires

113

Cib-latam Banking P&A VP São Paulo Resume Examples & Samples

Experience in planning, forecasting, budgeting (P&A role)
Ability to work across senior levels of the organization in a leadership role
Strong judgment, professional maturity, personal integrity, strong work ethic, proactive and results-oriented, manage multiple tasks simultaneously
Strong quantitative and analytic skills, confidence with finance and accounting concepts, understanding of financial statements
Strong proficiency with Excel and Powerpoint required, proficiency with PitchPro preferred

114

Head of FCC Global Banking Resume Examples & Samples

Global Banking and Markets (BANKING) – Oversees AML Compliance for all Global Banking and Markets Lines of business within the U.S. These lines of business provide products/services to financial institutions, corporates, commercial clients and individuals with significant global financial needs. Transactions can be complex and involve significant dollar amounts. The segments within BANKING include treasury (investments and trading), foreign exchange, commodities and securities trading and underwriting activities. In addition, the team covers Corporate Trust and Loan Agency, HSBC Securities Services (hedge fund administration), Corporate Commercial Banking (Multinational Corporations), and Global Asset Management who offers clients a range of developed and emerging market investment capabilities including equity, fixed income, liquidity and alternative strategies. Significant collaboration is required with multiple HSBC employees in other regions to successfully understand and mitigate AML risks
Oversees a team of 5 employees
Minimum of 10 years of AML Compliance experience within a global financial institution, or equivalent
Very strong relationship building, networking, managerial, and communication skills required
Deep knowledge of capital markets and other business lines within complex financial services organizations
Extensive knowledge of AML regulations and risk identification capabilities is required (i.e. risk of client composition, markets and geographies served, products and services offered)
Proven ability to accomplish high level objectives in the context of annual business and AML Compliance plans
Proven ability to work in a highly regulated, demanding, and changing environment

115

FCC Wholesale Banking Resume Examples & Samples

Has the ability to act independently utilizing knowledge and information to pro-actively solve issues and deliver effective solutions in an efficient manner
Minimum of 5 years of proven AML Compliance and Region/Line of Business experience within a global financial institution
Very strong relationship building, networking, managerial, interpersonal, and communication skills required
Deep knowledge of AML risks including those imposed by client composition, markets and geographies served, and products and services offered, etc
Ability to work in a highly regulated, demanding and changing environment

116

FCC Wholesale Banking Resume Examples & Samples

Wholesale Banking – Oversees FCC Compliance for all Wholesale Lines of business within the U.S. These lines of business provide products/services to financial institutions, corporates, commercial clients and individuals with significant global financial needs. Transactions can be complex and involve significant dollar amounts. Significant collaboration is required with multiple HSBC employees in other regions to successfully understand and mitigate FCC risks
Position must be able to work effectively as part of a team to drive projects and deliverables. This position leads and provides support on larger and more complex projects and initiatives. This role has the authority and is expected to make client risk decisions of the highest complexity. The role has the ability to act independently utilizing knowledge and information to pro-actively solve issues and decision effective solutions in an efficient manner
Minimum of 10 years of experience within a global financial institution working on FC related controls and infrastructure
Minimum of a Bachelor’s degree in business; advanced degree preferred
Extensive knowledge of FCC regulations and risk identification capabilities is required (i.e. risk of client composition, markets and geographies served, products and services offered)
Proven ability to accomplish high level objectives in the context of annual business and FCC Compliance plans

117

FCC Wholesale Banking Markets Resume Examples & Samples

Has the authority and is expected to make decisions regarding such matters as customer onboarding, account closures, detecting and escalating suspicious activity and any other AML or OFAC risks within the scope of the role. Escalates decisions in question, as appropriate
Demonstrates a thorough understanding of policies and procedures pertaining to the role. Aware of what constitutes an effective control environment
Possess a clear understanding of product offering within in the Markets business in order to provide effective FCC LCO advisory support
Minimum of 8 to 10 years of Regulatory experience or proven AML Compliance or Region/Line of Business experience within a global financial institution
Strong analytical, organizational and planning skills required
Demonstrated knowledge in various broker/dealer financial products/instruments with front/middle office experience preferred with project management and change delivery experience
Proven Ability to work in a highly regulated, demanding and changing environment
Proficiency with personal computers, pertinent software packages, and mainframe systems

118

Senior Portfolio Manager, Enterprise Banking Resume Examples & Samples

Accountable for underwriting and managing a portfolio of Left/Right Lead Arranger transactions in KBC
Communicates and maintains active dialogue with agent bank, other lenders in the syndicate and the client
Recommends capital structure and accumulates all data necessary to perform focused analysis
Prepares prescreen memos in collaboration with Relationship Manager and, when appropriate, Syndications to be included initial discussions with the approving credit officer
Manages approvals for amendments and waivers to credit facilities
Ensures underwriting and structuring decisions reflect commitment to strong asset quality
Coordinates with Syndications (when Key is Lead Arranger) and Agency Services in closing of credit facilities
Monitors the financial performance of portfolio companies
Acts as a value added member of deal teams with loan syndication, origination, and distribution for syndicated credits within the portfolio or for new prospects
Identifies cross-selling opportunities based on understanding of the client’s business and elevates ideas to Relationship Manager
Proactively assists Relationship Manager in development of marketing presentations and pitch books highlighting product solutions for client needs
Ensure risk rating accuracy and compliance with Credit Policy
College degree, with a preference for a major in Business/Accounting/Finance
At least 5-7 years of commercial lending and portfolio management experience, with preference for experience working on syndicated transactions
Domonstrated ability to lead through change

119

Portfolio Mgr, Enterprise Banking Resume Examples & Samples

Accountable for underwriting syndicated loan opportunties in KCB
Serves as the point person when underwriting credit transactions for the assigned portfolio and new clients
Communicates and maintains active dialogue with agent bank, other lenders in syndicate and the client
Accumulates all data necessary to perform focused analysis. Also, manages approvals for amendments and waivers to credit facilities, as well as monitors the financial performance of portfolio companies
Prepares prescreen memos in collaboration with Relationship Manager and, when appropriate, Syndications to be included in initial discussions with the approving credit officer
Spreads financial statements and sensitizes projection and cash flow models to demonstrate ability to meet financial covenants and repay indebtedness as agreed
Reviews financial statements, projection models, project cash flow models and all other relevant financial and non-financial data to develop a concise focused analytical foundation for a credit decision
Prepares thorough credit underwriting identifying industry concerns, market share trends, financial trends and other pertinent underwriting issues to present to the approving Credit Officer
Obtains and negotiates all necessary documentation in partnership with Syndications, if applicable, and acceptable legal counsel including, all credit agreements, notes, pledges and collateral and assures that the documentation correctly reflects rates, terms and special conditions
Actively participates in client calling with Relationship Managers as well as conducts periodic independent site visits to assess management, business conditions and build rapport with accounts
Monitors and reviews client reporting packages including compliance certificates, and disseminates to the syndicate as required
Identifies potential problem accounts and works to improve the bank's position in undesirable situations
Prepares analysis and write-ups for amendments, consents and waivers to existing credit documentation
Manages completion of quarterly risk reviews and annual reviews of project loans
Attend bank meetings and flagpole meetings
Interacts with credit parters on approvals
Responsible for accurate loan documentation prepared by acceptable outside counsel
College degree with preference for a major in Business/Accounting/Finance
At least 3-5 years of commercial lending and portfolio management experience, with preference for experience working on syndicated transactions
Demonstrated ability to lead team through change
Demonstrated high level of credit and financial acumen, team building skills, managerial skills, interpersonal skills and decision/solution effectiveness
Demonstrated ability to structure and negotiate lending arrangements, understand fundamental loan documents, ability to negotiate and close lending arrangements
Excellent client contact and relationship skills
Effective verbal and written communication skills involving other lenders, clients and prospects
Knowledge of other bank products (cash management, derivatives, syndication, leasing, foreign exchange, etc.)
Familiarity with Microsoft Office products with strong Excel skills

120

Correspondent Banking Group Head Resume Examples & Samples

Manage the overall performance of the Correspondent Banking Group (CBG)
Deliver agreed business development budget for CBG
Create and deliver 3 year strategic framework for the CBG business
Identify new market and product opportunities for CBG
Optimise resource deployment across client set
Build exceptional relationships with clients at all levels
Enhance the transactional profile of Citi within the Banks segment in Thailand
Act as trusted advisor with clients, prospects and internal partners
Build strong working relationships with key internal clients, product, client delivery and relationship teams
Liaise with product management on new product developments
Ensure Citi's reciprocity position is appropriate and fully optimised across each client
Keep abreast of industry changes
Monitor and understand competitor behaviour and strategies
Ensure the business unit maintains the ethical standards contained in the Citigroup Code of Conduct
Ensure the business unit adheres to firm policies and procedures, regulatory and legislative
Responsible for monitoring and supervision of the business unit to ensure compliance with firm policies and procedures, regulatory and legislative requirements
Responsible for ensuring the business unit is appropriately qualified, adequately trained and maintains its competence
Sound knowledge of banking platforms, clearing streams, SWIFT, ERP and Treasury platforms
Strong grasp of CBG product set as well as TTS products
Well-developed understanding of correspondent banking payments and trade businesses
Keen appreciation of Banks segment, in particular commercial banks
Working knowledge of Corporate Policies and identification of potential issues to be addressed
Demonstrated access and relationships with key personnel in the banks/client group
The ability to work closely with product managers, coverage, and risk teams to structure deals for our clients
Ability to manage cross-county/cross-region communication effectively
Track and monitor P&L for the business and forecast positive vs. negative trends and manage new revenue pipeline accordingly
Extensive people management experience across diverse roles, experience and levels
Proven leadership attributes
High proficiency of communication skills, both written and verbal
Strong work ethic, positive attitude and willingness to set an example
Excellent presentation skills
Strong interpersonal/influencing/negotiation skills
Organisational savvy and professionalism
Undergraduate degree in finance or other commercial discipline
Formal sales training ideal
5 years in professional banking/financial services environment
Minimum 2 years of experience with banks or financial institutions clients

121

CIB Banking Resume Examples & Samples

Participate on and lead audit engagements from planning to reporting and produce quality deliverables to both department and professional standards
Partner with colleagues and stakeholders to evaluate, test and report on the adequacy and effectiveness of management controls
Communicate audit findings to management and identify opportunities for improvement in the design and effectiveness of key controls
Build and maintain key relationships with stakeholders, establishing a culture of engagement whilst adding value
Implement and execute an effective program of continuous auditing for assigned areas, including monitoring of key metrics to identify control issues and adverse trends
Effectively manage teams where required, performing timely review of work performed and providing honest and constructive feedback
Stay up-to-date with evolving industry and regulatory changes impacting the business
Travel to overseas business locations may be required. While the amount of travel will vary depending upon business need, no more than approximately 20 per cent should be anticipated
Education to degree standard is preferable, as is a relevant professional qualification. All relevant educational, business or accounting qualifications will be taken into account
Minimum 8 years of audit or relevant business experience
Knowledge and preferably experience of Investment Banking (M&A, ECM, DCM), and/or Global Trade and Loan products, ideally from an audit or risk perspective
In-depth understating of audit practices and methodologies, including risk assessment and a solid understanding of internal control concepts
The ability to work effectively within a team
Strong analytical skills particularly in regard to assessing the probability and impact of a control weakness
Excellent verbal and written communication skills, with the ability to present complex and sensitive issues to management in a persuasive manner
Enthusiastic, self motivated, effective under pressure and willing to take personal risk and accountability
Proven ability to build strong relationships with key stakeholders, desire to learn quickly, be flexible and think strategically
Proven ability to multitask as well as assess and change priorities
Self motivated audit professional who effectively analyses risk and proactively identifies issues
Ability to work well individually, and in teams, share information, support colleagues and encourage participation
Flexibility to travel as required
*Any candidate not meeting ALL the requirements can be considered for an AVP, Senior Auditor role

122

Banking Resume Examples & Samples

Product Program related: Product approval, coordination with various functions to ensure product is appropriately review and approved
Banker/GMM coordination: Working with front office to develop a robust business plan and support in execution. Support bankers during client discussions , preparation of marketing materials , providing clarification of product features / rates etc
Work closely with partners like treasury to actively manage the balance sheet
Various other aspects connected to product management
Any qualification relevant to the role

123

Latam Core Banking Products Head Resume Examples & Samples

Enhancing bank’s income over traditional deposit earnings
Lead and develop liability (deposits) strategy to work in-sync with investments and insurance
Work with legal & compliance to deliver products and communications within the regulatory framework and current Citi policies
Work with local GCB teams to consistently drive excellent product development/distribution and sales performance across Citi
Align to the global third party alliance and partners agreements to complement the Citi product portfolio
Contribute to develop a stronger more cohesive global approach to product portfolio development
Work with the country GCB teams to ensure operational delivery of global product initiatives. (i.e. Global Debit Agreement with Mastercard)
Portfolio Management: Responsible for developing the segment engagement model and defining the client interaction strategies leveraging on digital/remote channels as the main contact channel. Need to ensure all product and services offers are integrated into a client centric view and that there is focus on creating deepening opportunities based on customer needs and differentiation for the segment. Permanent interaction with the product, DM, sales and marketing teams is needed to ensure success on this aspect
Oversee and lead development, implementation and coordination of consumer credit products strategy and business plans including time to market, economic and financial implications and competitive landscape
Evaluate market & product value propositions following global guidelines of standardization, simplification and adopting global chassis to maintain go-to common
Standardize delivery platforms for distributing credit effectively across the region
Build strong customer processes to provide faster and more efficient customer responses
Grow receivables for Revolving & Loans by aligning product initiatives and sales/distribution opportunities
Achieve financial goals for revenues, expenses and credit. In addition, meet customer growth , market share and customer service goals
Actively utilize product benchmarks to monitor business and credit objectives
Ensures appropriate structures, roles and compensation plans at branch level to support the customer centricity model and new segmentation strategy
Responsible for the design and implementation of the performance improvement programs
Build talent for the businesses by focusing on development programs, pipeline management, cross border people movement, providing developmental and learning opportunities for high potential performers
Leverage technology to deliver scale benefits across the region, build market leadership and provide an environment that facilitates innovation/digitization
Manage external relationship with partners, regulators, industry players and TP networks
Ensure high compliance and regulatory standards and permanent audit readiness
Ensure a positive and committed team environment, sponsoring major Employee Satisfaction activities
Results oriented approach and associated leadership skills
Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned
Proven leadership ability with excellent interpersonal communication skills at all levels
Strong execution skills
Collaborative, team player and strong ability to lead and motivate teams
Ability to work in a matrix environment
Comfortable in working in multicultural environments
High level of energy, enthusiasm and motivation
Highly effective influencing skills
Positive/can-do approach, embraces changes and communicates as own
Substantial and multi-geographic experience in the consumer financial industry (15+ years)
Background in customer propositions and Strong record of achievement in applying a customer mind-set to shape solutions and approaches to achieve financial goals
Deep understanding of the current stakeholders, product and geography from the Latam Consumer perspective
Strong financial and business analysis skills
Proven experience with Compensation and Sales Performance Management solutions
Successful record in setting business strategy and implementation plans, either within a large geographically dispersed area or nationally
Master's Degree in Finance or related field
Fluent in English and Spanish. Portuguese a plus
Will have Matrix reporting from the product managers in the countries

124

Merchant Banking Division Resume Examples & Samples

Ideal candidate will possess a relevant bachelor’s degree or equivalent qualification and have an excellent academic and professional record
At least 1-2 years of extensive work experience in Real Estate corporate finance/M&A
Excellent Microsoft Office skills (in particular Excel), excellent negotiation and communication skills, in addition to being able to coordinate due diligence processes and execution of transactions
Strong leadership skills and the ability to coordinate large teams, including advisors across Europe
Fluency in English – other European languages will be an advantage

125

Cib-banking Internship Resume Examples & Samples

Good interpersonal and communication skills
Strong numerical skills
Advanced Excel and PowerPoint Skills
Ability to organize and prioritize, and seek guidance in managing multiple priorities
Desire to work in a dynamic and growing business in a key emerging market
Graduation in June 2015 or later

126

Senior Manager, Wealth Banking Products Resume Examples & Samples

Competitive products that meet client needs
Sales support
Product / process training
Tools to facilitate client interactions
Minimum 5 years of experience in a product management role, with a focus on product development and promotion
Strong understanding of the Wealth advice based business
In depth knowledge of TD Product Management
Strong analytical/problem-solving skills
Excellent verbal, written communication skills clear and concise direction in a positive and effective manner
The aptitude and ability to deal with issues at a high (strategy) level as well as at a detailed, ‘hands-on’, production level
Ability to manage and influence key stakeholders
Aptitude to work both as part of a team and independently to complete tasks

127

Md-banking Resume Examples & Samples

Coaches the team to safeguard our customers and business
Attract, retain and develop top talent
Create a culture of excellence and an environment that delivers an exceptional experience for both customers and employees
Lead and develop staff aligned to customer segment and deploy resources to optimize team performance
5+ years proven experience coaching, recruiting and managing financial advisors at all levels
Bachelor Degree required
FINRA Series 7, 9/10 (or equivalent) and 66 (or equivalent), Life and Health required in addition to meeting FINRA

128

Branch Banking Resource Manager Resume Examples & Samples

Partner with WFM, Finance , HR and Talent Acquisition to develop and recommend specific staffing strategies to achieve staffing targets and improved retention within Branch Banking
Support Branch Banking end-to-end staffing process through management of requisition workflow and Talent Acquisition / Recruiting Partnership
Responsible for scheduling completion, accuracy and adherence, serving as main point of contact for all branch scheduling initiatives and enhancements
Partner with WFM Partners and Finance on all branch staffing model related initiatives and enhancements. Responsible for execution of Branch Banking end-to-end salary and FTE management
Responsible for management of Branch Banking’s Float Pool Team, including, but not limited to: evaluating / enhancing the knowledge level of the team; ensuring strong partnership/open communication between branch and Float Pool Team; ensuring float teammates comply with branch policies/procedures, achieving established sales goals; develop strategies to enhance the level of service the team provides to the branch network
Partner with HRBP, Teammate Readiness and Learning to support Branch Banking Executives in effectively developing and executing new hire onboarding
Bachelors degree or a combination of education and work related experience
Ability to influence without authority, offer creative problem solving techniques, strong leadership, team building and interpersonal techniques
Proven ability to effectively communicate across a broad range of teammate levels (Executives – Branch Teammates)
Strong skills in the area of problem resolution, ability to view problems, impacts and solutions from multiple lenses (company, client, and teammate)
Significant analytic aptitude, ability to analyze data and formulate effective strategies and tactics to achieve company staffing and efficiency objectives
Program management and advanced project management skills
Excellent communication skills and ability to effectively present across varied audiences
Broad understanding and working knowledge of branch banking
Advanced Microsoft Excel and PowerPoint skills; Impact360 Scheduling Tool
10+ years Branch banking Branch Banking Management, Operations Management and Staffing/Workforce Management experience
Branch Banking Senior Leadership experience
Cross channel LOB experience
Experience in process improvement

129

RM Team Leader, Signature Banking Resume Examples & Samples

Delivering exceptional growth results in sales activity, revenue, productivity and profit
Improving sales and referral performance
Meet assigned AUA target and increasing AUA base of the teams/branch
Prioritize initiatives to improve revenue and reduce costs
Run your business to deliver outstanding results across all key dimensions – revenue growth, growth in loans, NPAT growth, customer acquisition, productivity
To lift per person productivity through enhanced Wealth Advisory/ Sales team capabilities.
Manage the bottom line; including effective use of assets/resources
In the absence of BM, manage the day to day operation of the branch
Uphold high customer service and product delivery standard
Plan, lead and control quality of services offered to customers
Achieve a significant uplift in customer engagement and advocacy, manage customer issue resolution and create real customer value
Understanding and meeting the needs of current and potential customers
Encourage and reinforce customer retention
Work closely with corporate banking team to identify new affluent customers
Oversee daily activities and ensure individual and team compliance to ANZ policies and procedures
Monitor and reinforce sales management processes, systems and tools on sales process, sales tracking, and capacity planning for sales and servicing
Adhere to Bank’s compliance policy and ensure all transactions carried out are within the stipulated parameters of the Bank’s policy process flow
Implementation of Sales Culture and associated tools and training
Development of competency and training to all levels of staff
Ensure performance plans are in place and executed for direct reports
Ensure succession plans are in place for all staff at all levels

130

Head of Professional Banking Resume Examples & Samples

Working with the Director, lead the project team to define the detailed product offering, risk appetite and identify the target demographic throughout the scoping and implementation phase of the project
Lead the design and proposition development for the Bank's Professional Banking offering
Ownership and accountability for the management, development and performance of the Bank's Professional Banking business
Provide strategic input using market intelligence and experience to aide in shaping the Professional Banking proposition throughout the implementation and business as usual phases
Working with the Director, develop and oversee the reporting of performance to key stakeholders including the Board and Executive Committee
Acting as the key point of contact and ambassador for Professional Banking representing the bank at local, group and industry levels
Manage an ongoing programme of change and enhancement ensuring the Bank's offering remains innovative and best in class within the professional banking segment

131

Americas Banking & Custody Head-svp / Dir Resume Examples & Samples

Department Management – Monitors staff performance, provides appropriate coaching, recognition and feedback
Key role in all product escalation management – both internal and client facing
Serve as product generalist and respond to requests, issues, and questions
Understanding both technical and business aspects of full product set
SVP level
10+ years relevant experience in Banking (preferably Citi Banking)
High degree of professionalism
Proficient in MS Office and internet applications
People management

132

Head Workplace Banking Resume Examples & Samples

Workplace Banking: Centre Of Excellence
Client and Peer Relationship Management
Risk Management and Reporting
Business Management

133

Director, TMT Banking Coverage Resume Examples & Samples

Primary Global Account Owner (GAO) / Global Relationship Manager (GRM) responsibility for a US TMT portfolio of clients/prospects within Global Banking Sector Coverage Group. Strong client relationship management and marketing orientation. Work with Sector bankers and global CST (Client Service Team) to target GB&M clients and identify new business opportunities around the globe that can be developed to strengthen both our global HSBC relationship and US TMT franchise. Work pro-actively as Global Account Owner delivering against strategic HSBC themes, ensuring that US TMT sector/ business objectives are achieved, including originating ‘event-driven’, capital markets and ‘significant flow’ revenues for US TMT clients in the Americas and around the globe
Develop a holistic understanding of clients needs, TMT sector dynamics and deliver innovative “high value” solutions across all product lines, gaining significant business and sustainable returns for the Group
Build/develop and maintain ‘trusted advisor’ relationship and access at all key decision makers for assigned US TMT portfolio clients both in the US and around the globe
Work to position HSBC for higher “value added” solicitations, enhancing the positive perception of HSBC amongst its existing portfolio clients, uptiering HSBC within the Bank Group, where appropriate and expertly managing risks/returns. In coordination with US and Global TMT Sector Head, target potential prospects within US for GB&M cross-sell and relationship development
Co-ordinate origination and execution of ‘event-driven’, capital markets and/ or major ‘significant flow’ business. Own Client Plans for US TMT portfolio clients and deliver/exceed against these client plans, meeting/exceeding internal return hurdles. Become “top 3-5” bank, where possible
Maintain the Global Banking US TMT franchise value/reputation in the market place
Drive achievement against Client Plans, including annual new business goals/targets, revenue generation, product alignment, customer satisfaction and cost management
Contribute to the building of a professional, pro-active, and performance-driven culture; assist with succession planning for the sector and/or region and participate in coaching schemes with US TMT junior bankers and global CST as appropriate. Strong team philosophy, supporting other US TMT members and CST as needed
Establish and maintain networks for co-operation with other HSBC businesses, to support the creation of solutions to specific customer needs that span geographical/product boundaries and regulatory environments. Be the key escalation point for any / all client relationship issues across HSBC Group
Aggressively grow HSBC’s share of client wallet, pro-actively involving product specialists to ensure product capabilities are in line with client/sector requirements and client service expectations, drive idea generation, innovation and execution. Manage Client CST coverage teams pro-actively; understand HSBC “best in class” capabilities and local market dynamics to help win (more) business
Coordinate with global TMT sector/advisory teams on global idea generation, leveraging resources in key regions, provide support for particular cross-border / domestic deals and ensure that all deals are completed both in a timely and effective manner
Strong track record of building & developing relationships at Assistant Treasurer/Treasurer/CFO levels and including strategic interactions at Corporate Development/COO/CEO/Board Level, where appropriate
Get up to speed quickly on designated client portfolio. Ability to develop a strategic relationship dialogue and “own” the client; develop “trusted advisor” relationship with key decision-makers within the client organization in the US and around the globe
Willing to learn about the TMT sector; develop leading TMT insight and sector understanding/expertise
Proven record of leading and motivating deal teams; motivating junior bankers, coordinating Client Service Teams, Relationship Manager activities in the US/Americas and around the globe
Excellent knowledge of HSBC Group and products. Invest time / effort in developing a strong network of contacts across all business areas. Understand where innovation within HSBC is coming from, what are key country and product priorities
Proven record of pro-actively originating and execution event driven business, capital markets and GTB flow business. Be highly responsive to client needs, meet/exceed client expectations
FINRA Series 79

134

Rep, CS Banking Ops Resume Examples & Samples

Combination of experience and
Self-motivated and able
Aptitude to handle irate/challenging callers

135

GBS Indonesia Partner Banking Resume Examples & Samples

Own and manages a set of focus B&FM accounts in Indonesia with primary responsibility for customer relationship, sales and business development and secondary responsibility for account revenue and profit
Develops relationships with key client stakeholders (e.g., CEO, CFO, CIO, COO, Board members) to become their trusted advisor
Drives IBM dominance as trusted advisor to the Company’s top decision-makers
Owns and manages opportunities in accounts covered to closure
Takes overall responsibility for delivery outcomes in accounts covered
Provides guidance and mentoring to GBS team working in the account(s), and drives a positive working environment and culture
Drive business outcomes that make the client and IBM successful (mutual success)
Earn client’s trust, starts with strong delivery to over-delivering in every client exchange
Provide insight to manage client opportunities and needs (e.g., resourcing)
Know first-hand the range of GBS and IBM offerings and capabilities that allow us to deliver superior outcomes to my client
Developing a strong cross-brand network and day-to-day working relationships to deliver on my client’s needs like no other
Know what can’t be said by others (compelling case for IBM)
Previously served as a Partner or equivalent at another large consulting organization in a client engagement sales and delivery role
Large, high-growth book of business managed at Strategic Accounts, High win-rate / sole-sourced deals, Diversity of activities at each account
Strong Account Potential -Worked with Clients with long-term transformation agendas
Deep Relationship Propensity -Worked with Client in a consulting / relationship-driven behaviors
Robust Account Performance -Large, high-growth book of business with a High win-rate / sole-sourced deals
Differentiated Competitive Positioning -Significant wallet share & Large, strategic contracts
High degree of Spoken and Written Communication skills in English. Indonesian Bahasa speaker will have an advantage

136

Summer Student Online Mobile & ATM Banking Summer Student Resume Examples & Samples

Supports the Managers, Sr. Managers and Directors in the design and development of international online and mobile channel strategies and tactics primarily focusing on business requirements writing, learning customer experience basics, learning business acceptance testing principles, understanding transactional capabilities, revenue generation (sales) and operational efficiencies. The incumbent accomplishes this by
Supporting the development of the online and mobile channel roadmap, as directed, and help Manager and Senior Mangers the build out of new functionalities and capabilities for the channels
Helps developing business requirements documentation reflecting the business needs of the online/mobile channels
Supports the delivery of multi-country projects. The incumbent accomplishes this by
Helps to implementing online and mobile channel initiatives and operational processes required for the functionalities
Working with resources from cross functional areas of the Bank as necessary
Learns channel strategies and consider all customer and staff implications and needs
Learns to escalating issues / obstacles / trends to Managers, Sr. Managers as appropriate with recommendations/solutions
In collaboration with Managers, Senior Managers, Directors and Technology to continuously monitoring the online and mobile customer experience to ensure it meets customer needs, by identifying, prioritizing and resolving incidents reported by the contact centre and other first line support teams
Learns to understand customer service, operational and system problems are identified and solutions implemented by the appropriate departments
Leverage available resources in a manner that maximizes performance and productivity within theTeam
Maintain open lines of communication with business lines, countries and IB partners to create awareness of trends, competitive opportunities, etc
Excellent communication skills and the ability to successfully engender a participative process across a culturally diverse group of internal and external business support partners
Strong initiative, forward thinking and creative problem solving skills with the ability to create or stimulate simple strategies
Business and / or equivalent undergraduate degree / work experience
Project management, channel management or financial designations would be an asset
MBA designation is considered an asset

137

Mtg Banking Off Ii-comm Devel Resume Examples & Samples

Actively promote the Bank’s CRA, low-to-moderate, and minority lending efforts and generate residential mortgages in targeted areas
Advise customer on the mortgage loan that is appropriate for their individual financial circumstances
Build and deepen relationships with industry-specific center of influences like real estate agents and contractors
Always deliver an exceptional customer experience

138

Mtg Banking Off Iii-comm Devel Resume Examples & Samples

Increase mortgage loan volume, primarily focusing on CRA, low-to-moderate, and minority customers, through effective selling
Establishes relationships with nonprofit housing groups, state and local housing offices, and community based affordable housing organizations to generate and increase CRA mortgage opportunities within targeted areas
Actively work with state, local and county down payment assistance programs
Represent the bank at educational seminars, workshops, and housing programs with state and local, and non-profit housing organizations
Become a leader in the community when it comes to mortgages and mortgage knowledge
Maximize the bank’s resources to assist in selling and establishing relationships
Cross-sell bank products at each mortgage closing
Comply with all appropriate bank policies and regulatory guidelines

139

Senior Manager Online Mobile & ATM Banking Resume Examples & Samples

Leads and directs activities to evaluate business costs and benefits to the Bank for specific projects by participating in the preparation of business cases and high level requirements that impact the online/mobile channels, especially as related to capacity and efficiencies
Day-to-day management of the online/mobile channel with the aim of maximizing a sustained benefit from the initiatives. The incumbent accomplishes this by
Work to find solutionsto resolve issues/obstacles that may need escalating to Management as appropriate with recommendations/solutions
Delivery Manager / Responsible for implementing multi-country projects. The incumbent accomplishes this by
Business Lead for the implementation of online channel initiatives and customer and operational processes to support functionality of direct initiatives
Providing ongoing advice and counsel to local management as requested
Motivate and develop staff to ensure a rewarding career experience

140

Gcg-branch Banking Director Resume Examples & Samples

Graduate degree from a recognized university, preferably from Banking/Finance/Economics
Minimum 15 years of experience in Wealth Management, preferably with at least 8 years of Sales Management/Branch Management experience within Retail Banking
Strong background and experience in Retail Banking sales, service and channel delivery and has ideally worked within Citibank to enable understanding of organizational structure, products and services
Excellent written, verbal, problem solving and analytical skills
Excellent industry and market knowledge from the regulatory, legal and competitive perspectives
Result oriented, with a passion for investment/financial markets
Strong people leadership skills in managing people and working with people
Strong interpersonal skills, situational awareness and emotional intelligence in influencing people

141

Banking Document Specialist Resume Examples & Samples

High School diploma or GED/equivalent
2 years office support experience
Strong organization skills and the ability to plan, prioritize and schedule work within defined timeframes and follow up accordingly
Good project planning skills with the ability to juggle multiple priorities and meet strict deadlines
Proficient computer skills with MS-Office Suite (Word, Excel and Outlook)
Good written and verbal communication skills with the ability to articulate network and business-related information professionally
Previous client interaction

142

Banking Change Specialist Resume Examples & Samples

Experience in Change Management within Banking or Financial Services
Educated to degree level within relevant business area
Professional Lean quality management qualification essential
Proven track record of delivering change
Strong analytical and problem solving skills and ability to think conceptually
Excellent leadership and communication skills including the ability to influence senior executives
Good business acumen and understanding of organisational issues and challenges

143

Manager Canadian Banking Resume Examples & Samples

Work closely with a CDN BKG Compliance in coordinating all reporting deliverables (e.g. board reporting, risk committee reporting, etc.)
Authors, reviews and analyzes reporting information and metrics for the identification of trends and compliance issues
Assist in formulating/revising reporting templates; develop/enhance metrics/ratings scales used for reporting purposes
Responsible for managing the annual Compliance Opinion and Self-Assessment process as part of OSFI's E-13 guideline for the CDN BKG Compliance program
Ownership of CDN BKG Compliance policies, procedures and other governance documentation
Maintains Compliance process, tools and templates, in alignment with Global Compliance standards and guidelines
Centralized support for risk assessment, monitoring, and business engagement practices including coordination for Compliance oversight for new business products/services and third party risk management
Provides training to CDN BKG Compliance on process and tools
Act as the subject matter representative for the CDN BKG Compliance group in relation to Compliance applications and assist in any discussions relating to system enhancements
Maintains a strong understanding and knowledge of regulatory matters that impact CDN BKG Compliance
Acts as the central point of contact for Internal Audit and regulatory exam management for CDN BKG Compliance
Manages the overall issues and events management Assist in ensuring the Compliance technology system is updated on a regular basis with issues and event records
Assist on special projects/tasks as required

144

Techncial Lead-online Banking Resume Examples & Samples

Be a member of Digital Channel Engineering team to lead and evolve our digital and online products
Identify, propose, evaluate, estimate, and drive solutions with a combination of vendor products and custom software
Drive software evaluations, technical designs, and security designs to support growing business needs while thoroughly considering the system impact
Lead online banking projects from idea to implementation
Proactively lead vendors and engineers to deliver high quality products with minimal defects
Learn new technologies that best deliver responsive design for desktop, tablet and Mobile friendly implementation
Integrate complex mobile, web, middleware, and back end systems
Partner with the enterprise program office to contribute best practices and transform the organizations software development capabilities
Ensure projects are realistic, interesting, and fun for everyone involved
Work in a continuous integration environment with Iterative / Agile / Sprint based delivery model
Bachelor’s degree required with 10+ years of industry experience
Experience in product development for banking, trading, payment, or financial applications
Deep technical knowledge in systems, application frameworks, database optimization, and experience being solely responsible for the success of software development projects
Ability to think on your feet, present multiple solution options, and drive defect free products
Proven record interpreting and fulfilling requirements by developing high performing, scalable and maintainable solutions with multiple technologies and vendors
Security experience with single sign on, device fingerprinting, multi factor authentication, and adaptive authentication
Hands-on experience with SDLC methodologies and best practices including Iterative delivery model, deployment automation, code reviews, and test driven development
Skills in C#, Microsoft .Net Framework 4.0/4.5, ASP.Net 4.0 (Web Forms), Microsoft WCF 4.0, jQuery 1.9.1, Powershell, Knockout JS 3.0, SQL Server 2008 R2 and 2012, IIS 7.0, tfs 2012 and 2015, Windows server 2008, MS build, Continuous integration, TYPEMOCK and Resharper
Integration experience with XML, XLST, WCF, SOAP, JSON, and RESTful services
Experience in Corillian-Voyager platform is a big plus
TFS Administration, TFS Code branching, merging will be a plus

145

MYS Ctsm PG TTS CO Regional TTS CO Electronic Banking Services Ops Head Resume Examples & Samples

Customer interaction, documentation handling where applicable and system setups either TCS for centralized countries, or on-shore for decentralized countries
The role demands a high level of diligence, motivation and organizational skills. You will focus on timely and accurate delivery of all electronic banking services operations functions as well as delivering superior customer services and resolving customer issues to maintain customer satisfaction
Day to day management of the EBS processing, including daily management of in-process, pended, and regional service related activities, ensuring the country EBC requirements are clearly defined to support ALL scenarios of user entitlements and delivery of very high quality service to customers and internal partners
Responsibility for various types of project management in the Electronic Banking Services operations space, and managing cross-functional relationships with all countries and the regional team in Asia
Determines new work procedures, analyses complex and variable issues with significant departmental impact
Developed management presence, both within CTSM and across the Asia branches and the region, further becoming a trusted advisor building mature leverage relationships, while continuing to balance tactical execution skill set
The ideal candidate should have a minimum of 10+ years banking operations experience which should include managing / interaction with a team
Legal, Documentation or operations experience would have a strong advantage
Knowledge of Citibank’s TTS electronic banking channels
Strong analytical and problem solving skills, including strong MS office product suite experience
Strong exposure to operations controls, defining, implementing, calibrating, and reporting on controls
Degree holder, post graduate degree would be an added advantage
Documentation and legal background would be an added advantage
Working knowledge of operations processes in financial services
Customer communication experience would be an added advantage
Good interpersonal communication skills. Able to communicate with internal and external business partners
Strong verbal and written communication skills – English Language
Strong project management skill including financial cost management skill
Strong execution skills in a multi-tasking mode
Exposure to technology and handling of system, testing and rollouts
Ability to achieve business objectives without compromising on controls and risk parameters established
Ability to coach and develop people, identifying and retaining talent
Able to partner with businesses and other support functions at senior levels in setting strategy and priorities
Able to strive under pressure and covert opportunity from risk
Should be open to working staggered hour /shift / over weekend and on public holidays
To ensure excellent rapport with internal stakeholders including peers and seniors and duly provide inputs to the team and ensure timely resolution of all issues, wherever there are business risks and the issues need to get addressed such cases should be raised to the senior’s forum for appropriate action and advice

146

Banking Portfolio Management Lead, VP Resume Examples & Samples

5+years of portfolio management experience within complex programs in global financial institutions
Experience of technology, cash and transaction management such as payment processing or securities settlement and liquidity management with associated compliance and regulatory depth will be an advantage
Exceptional experience and proven track record in stakeholder management, partnership (enabling a ‘one team’ culture and positive working environment) and complex program governance across multiple locations
Proven strategic capabilities and demonstrable critical thinking across business/technology vision, solutions, strategy, roadmaps and portfolio delivery
Proven track record of establishing goals, metrics and driving and tracking optimization opportunities by creating a continuous improvement culture
Proven track record of financial and resource management within large programs and organizations
Excellent problem solving skills, ability to quickly broker solutions and resolve conflict situations
Proven track record of managing direct reports and their performance – including objective setting, feedback, development planning and experience of disciplinary processes
Excellent written and verbal communication skills at all levels, including ability to communicate effectively with Senior Managing Directs to CEO-2 level

147

Merchant Banking Division Resume Examples & Samples

Strong academic record with a Master’s degree in Management, Finance or a related discipline required
Extensive work experience within Investment Banking and Private Equity with a focus on the Real Estate sector essential
Experience using Bloomberg and Capital IQ required
Must have experience performing financial modelling for corporate valuation using various methodologies including DCF, trading / transaction comparables, LBO and merger models
Must have experience of writing investment referendums
The candidate must be financially competent, with excellent attention to detail, a clear ability to multi-task, and an ability to work to goals/deadlines
Solid work ethic and motivation level essential
Strong leadership skills and the ability to coordinate large teams, including advisors across Europe required

148

International Banking Center Team Manager Resume Examples & Samples

The role operates within a HSBC RBWM Contact Centre. This is a high profile, highly regulated environment and the role holder must have the ability to react quickly to changing priorities by being flexible, proactive and cooperative at all times
Our people in the Contact Centres are the first point of contact for HSBC customers, sith high volumes of calls each day, inbound and outbound. In order to deliver superior service levels to our customers, we need to be able to build effective rapport at the first point of contact to ensure we continue to be trusted with their financial needs
The Team Manager role is integral to monitoring this first point of contact, ensuring all contact remains within mandatory constraints and legislation as appropriate, identifying the development needs of our executives to enable them to continue to deliver a superior service and value added sales
The role holder will set, agree and manage individual performance targets and objectives for executives ensuring timely completion and support of Performance Improvement Plans (PIPs), managing individual employee relations issues in line with company and local policy
Minimum 2-4 years proven and progressive high volume call center operations experience or equivalent, including a minimum of two year's proven experience managing a team through coaching. mentoring, developing and motivating others. Industry specific experience and/or certification may be required
Minimum of a High school graduate or equivalent experience. Minimum of an associates degree in business, related field or business school training preferred and may substitute for some required experience
Must be proficient in the language(s) required by the process

149

Banking Services Rep-a Resume Examples & Samples

Minimum 1 year of branch or back office banking experience required
Minimum 6 months of general office or accounting experience required
At least 1 year of branch operations or new accounts experience highly preferred
Strong ability to utilize MS Word, Excel and Outlook
Previous data entry experience highly desired
Excellent written and verbal communication skills are needed to interact effectively with all levels of Bank personnel

150

Banking Solutions Specialist Resume Examples & Samples

Communicate the value proposition of the Banking Platform in line with the client experience, UBS Brand and Wealth Management Research to sales management, FAs and their clients
Collect, track and respond to FA/client inquiries
Build rapport with FAs and proactively address client needs by providing meaningful information, insights, and suggestions
Demonstrate skill in managing expectations or having difficult conversations in a professional, client-focused manner
Develop comprehensive and current understanding of all solutions within banking, as well as the general competitive landscape
Assist new FA teams to both transfer their book to UBS and introduce clients to our banking capabilities
Assist FAs in managing client collateral including potential release rates, portfolio reallocation, etc
Manage select transactions requiring stakeholder review
Deliver remote and in-person sales and process training to branch personnel
Lead or contribute to projects of varying scope related to sales campaigns, strategies or other field-facing initiatives
Demonstrate a passion for excellence and a personal commitment to always delivering the highest level of service
Collaborate with others to ensure a network of strong working relationships across UBS
Develop and manage a high volume of diverse working relationships
Set priorities and manage deadlines
Pursue ongoing development and delivery of sales and product training

151

QFA APA Qual Banking Vacancies Resume Examples & Samples

Providing high quality face-to-face customer service to direct retail customers
Providing professional selling and advisory service delivery to customers
Operating to specific sales targets
Ensuring work is carried out ensuring compliance to all regulatory requirements (AML etc.)
Skills and Experience
Previous financial services sales experience, preferably with Deposits and Mortgage Sales

152

Senior Manager Core Banking Systems Development Spanish\english Resume Examples & Samples

Manage the team (direct and indirect reports) in area of project scheduling, technical direction, future planning and standard development practices
Ensure proper support procedures and processes are in place to support the various existing production systems
Manage communication with all area of the enterprise that impact scope, schedule, budget, risk & resources
Build strong working relationship with peers within business lines and partner
Participate in budgeting processes for department
Establish and champion quality improvement activities for the department
Accountable for managing assigned project and department budgets
Participate in vendor product assessment and selection
Meeting scheduled milestones to ensure project objectives are met in a timely manner and are in compliance with the IT Roadmap as well as other Bank’s standards and/or external regulatory standards
Manage the department and project recruitment, retention and staff performance
The incumbent is guided by Bank policy and receives general direction from the Director or VP
The incumbent is expected to function independently to ensure that the assigned tasks and project objectives are met
Must have at least 10 years of progressive IT experience, preferable to the financial industry
Must have at least 5 years of hands-on working experience in managing a team of technology focused staff
Must have exceptional communication skills in both Spanish & English (verbal/written/presentation) as you will be conducting meetings & reviewing documents in both languages
Strong vendor management skills, experience in negotiating contractual terms and managing offshore development teams
Disciplined in development methodology and familiar with software development technologies and concepts
Excellent problem solving skills have vision and innovative approach to computer based solutions and ability to convey these ideas
Must be flexible to adapt to a dynamic environment, make quick and sound decisions under pressure
Good understanding of the banking industry and its main products and markets
Good understanding of Core Banking Applications (ideally from Oracle, SAP, DataPro, etc…)
Good understanding of Core Banking Interfaces (International, Automated Clearing House - ACH, Credit Card, Customer Relationship Management - CRM, etc…)
Good understanding of other Banking applications (TSYS Prime, TRIAD, etc…)
Good understanding of migration of banking data (design of process, data mapping, validation and reconciliation)
Working knowledge of AS/400, RPG / CL programming on AS400 & COBOL is an asset
Good understanding of Websphere and Web Services knowledge and implementing programs using Service Oriented Architecture (SOA) standards is an asset
Knowledge of J2EE, Core Java, Struts, JSP, Servlet, JSF, JDBC, JNDI, JavaBeans, Ajax, Java Script, XML, XSL, UML, DB2, SQL Server, LDAP, RMI, IBM Content Manager and Content Manager on Demand is desired assets

153

Global Banking Resume Examples & Samples

Provide strong BMC leadership to the Banking Capital Markets Global Sector Leadership team and Banking Capital Markets BMC team,
Create a global Bbrand, marketing and communications strategy that aligns with Banking Capital Markets Plan to Win global business plan and growth priorities
Provide leadership guidance, information and support to a BMC GTM team plus Internal Communications and PR Managers to enable the successful deployment of programs in the market and into priority accounts
Support and encourage methods for driving innovation and change across the sector’s GTM strategy
Have budgetary and financial management responsibilities for all Banking Capital Markets programs
Take an organizational-level view of implications; manage competing forces and drive understanding, motivation and stakeholder value
Collaborate with the network of Banking Capital Markets marketing and communications people within the regional FSO; create strong relationships that enable the successful co-creation, development and deployment of Global programs into regional markets
Manage relationships with key stakeholders across the Banking Capital Markets leadership team, including service line, regional and account leaders
Maintain up-to-date knowledge on Banking Capital Markets issues, trends and long-term implications for EY’s brand in the sector and its Go To Market approach in particular
Play a leading role in creating best-in-class issue-based Banking Capital Markets programs and execution of cross-sector programs
Demonstrate a deep understanding of Banking Capital Markets and Financial Services sector
Deliver on EY and BMC strategic priorities; align EY’s business priorities to Banking Capital Markets agenda, brand and revenue goals; achieve the desired results
Demonstrate strong leadership and consensus-building skills in a dynamic environment
Motivate professionals across Banking Capital Market network to realize the BMC vision in sectors; enable innovative thinking and inspire innovative action in others; communicate the business case for change; leverage communications to inspire others
Assert own ideas and persuade others; gain support and commitment from others; mobilize people to take action; use creative approaches to motivate others to meet the sector’s strategic goals; engage with leaders effectively to gain sponsorship for activities
Advise stakeholders on marketing and communications concepts; work collaboratively and effectively with peer functions and stakeholders to deliver on EY and Banking Capital Markets BMC strategic priorities
Develop appropriate project plans in alignment with BMC project management methodologies and professional standards; effectively partner with stakeholders to execute against project plans; be adaptable and proactive in addressing project challenges
Be a point of integration; connect all facets of the business when initiating, developing and implementing marketing and communications projects
Enable knowledge sharing throughout the Banking Capital Markets Sector; develop an ability to synthesize information from others; help the Sector address its big issues; serve as an organizational connector; address complex political issues directly yet diplomatically
Gather client feedback to generate meaningful, actionable information that helps drive change and continuous improvements across the organization; complement the data-gathering and change process with a strong marketing plan that communicates the importance of customer satisfaction both internally and externally
Proactively develop foundational, functional and leadership competencies in others; see learning and development as a critical input to delivering exceptional client service to BMC clients; seek to inspire others by holding self-accountable for continuous learning; leverage EY’s performance management and development process (PMDP) methods to effectively manage team member performance and development
Understand EY’s business; effectively navigate EY’s and BMC’s matrix organization to access, inform and engage the right people at the right time
Demonstrate knowledge, skills and abilities concerning global business fundamentals, business models, ethics, competitive analysis and cross-cultural/geographical sensitivities
Team of 4: 1 GTM Associate Director, 1 GTM Assistant Director plus PR / Social Media and Internal Communications Assistant Manager roles
Excellent written and verbal communication abilities
Ability to influence and build collaborative relationships in the Sector and beyond
Ability to challenge views and perspectives, influence and lead change at a leadership level
Experience managing complex global programs
Experience of navigating complex global organizations
A self-starter with strong entrepreneurial skills
Experience working as part of diverse and virtual high-performance teams
Ability to influence and build collaborative relationships with business stakeholders
Professional services experience preferred
Good understanding of the business, market and regulatory issues facing the Financial Services sector

154

Acct Rel Assoc, GFO Banking Resume Examples & Samples

Provides maintenance and growth on assigned portfolios by cross selling and identifying credit and investment needs of clients. Cross sells bank wide products and services to clients by expanding the personal and commercial banking relationship, Treasury Management, NTSI, etc. Interviews potential loan clients and follows through with application process. Generates new business by selectively making calls based upon special product promotions
Sets up various types of client accounts and services. Coordinate the ordering of loan documentation with the appropriate support areas. Reviews documentation for completeness and follows through to eliminate documentation deficiencies. relating to loans and deposit accounts. Opens or closes demand deposit or savings accounts, processing transactions for accounts, and resolving related operational problems
Interacts with partners in various areas in operating to ensure accurate set-up of new services, resolve operational problems, process various transactions, and research client inquiries. Acts as a resource for the entire Wealth Management group and a member of the relationship servicing team for highly complex Wealth Management relationships
Sets up revolving credits, term loans, and various other commitments on the loan systems using a computer terminal to extract pertinent information
Assists in preparation and completion of reports. Reviews and corrects divisional reports such as loans outstanding, balances, fees, profit performance, expenses, and calls made. Responsible for receiving all scheduled payments of principal, interest and fees within the expectations set by credit policy. This includes ongoing direct communication with the client as well as an in-depth understanding of the loan system in order to resolve administrative errors

155

Banking Transactions Specialist With German Resume Examples & Samples

Handle / verify client investigations
Service specific customer enquiries accurately and in a timely manner in line with departmental standards
Acknowledge, investigate and resolve all enquiries received from customers/third party banks in a timely and professional
Identify and report potential issues, error root-cause results, suggest and implement resolution

156

Banking & Lending Resume Examples & Samples

Understand all aspects of deal/loan administration
Knowledge of securities-based lending a plus
Attention to detail, extremely organized, motivated individual, with demonstrated initiative and adaptability
Ability to interface with all levels of Management
Ability to effectively prioritize and multi-task in a high-stress, high-pressure environment
Proficient with Excel

157

Senior Manager Multicultural Banking Markets Resume Examples & Samples

Direct and support the development and growth of the multicultural banking business strategy by
Leading the execution of segment strategies (i.e., international students and permanent residents) with tactics to address evolving customer needs, market trends and expressed preferences
Providing expertise and supporting the department to create and evolve the overall multicultural strategy for the Bank
Directs the approach, development and delivery of research, analytics and competitive best practices to support the department (i.e., ethnic market/ segment industry and regional trends and immigration policy trends)
Developing a matrix to measure and track the effectiveness of the new processes and initiatives
Supporting the financial and budgeting process including business case financials in support of the department sponsorships
Team leadership to motivate and develop individual and team performance by
Fostering and developing a strong, positive team environment, innovation and a high degree of engagement
Sharing knowledge, experience and responsibility with employees in a drive for the highest standards of professionalism, sales and service excellence
Contribute to the effective functioning of the department by
Building effective working relationships across the team and with various business lines and partners in strategic markets
Facilitating a culture of open and honest communication by actively participating and contributing to touch bases, team meetings, encouraging the generation of new ideas and approaches and actively sharing knowledge and experience to enhance the development of all team members
Developing and executing a meaningful employee development plan
Excellent understanding of the Multicultural Banking customer experience, experience, strategy development, and strategy delivery
Strong analytics capability with proven experience in leveraging data insights
Proven ability to write and synthesize materials and communicate information in a manner easily understood
Demonstrated interpersonal skills in working with a variety of people and ability to educate, influence and negotiate and to work independently and within a larger team
Ability to structure and scope complex problems, apply a range of analytical tools, gain and synthesize insights and develop solutions
Ability to frame projects and establish required governance to move projects forward and engage appropriate resources from within the team, the bank and potentially external consultants or other support areas with the Firm
Comfort with wide variety of cultural differences and skill sets and ability to work a flexible schedule
10+ years experience as a strategic leader for an organization

158

Banking Trainee Resume Examples & Samples

Handles confidential matters, along with miscellaneous projects, establishes confidential records and maintains files
May rotate through job duties of the teller and personal banker roles to gain understanding of key branch roles
Attends sales visits and customer calls with manager or business banker. May be asked to independently make sales calls and bring in new loans once familiar with processes and procedures
Recognizes selling opportunities and effectively cross sells bank products and services. Refers business where appropriate
Acknowledges/prioritizes multiple customer demands to provide maximum service to all customers
Performs other duties as requested
Bachelor’s Degree in Business Administration, Agriculture, Finance, Accounting or related field with an interest and/or experience in banking field
Self-starter with demonstrated initiative; leadership potential

159

Banking Industry Resume Examples & Samples

Solid understanding of BA and BI components and implementation process
Experience in selling Business Analysis or Business Intelligence solutions/projects (NOT PLATFORM) to business buyers
Successful in planning and executing business development activities (events, cold calls, linked-In savy, etc)
Generate and manage opportunity pipeline progression (from Opp identification to generate contracts and SOWs and closing the deal
Experience in selling ERP, Finance or Risk Solutions an assetThe candidate can demonstrate real sales experience, territory management and business development

160

Premier Banking Market Manager Resume Examples & Samples

Strong interpersonal, communication and negotiating skills referred MBA or professional designation, (i.e. CFP)
Strong knowledge of financial service industry
Excellent organizational, communications, presentation, and client relationship management skills
Excellent managerial leadership and change leadership skills
In-depth sales and sales management skills
Solid business planning and strategic market analysis skills
Excellent coaching and interpersonal skills
Solid performance management and people development skills
Demonstrated negotiation, problem resolution and leadership ability

161

Banking / Loans Control Manager Resume Examples & Samples

Serves as the liaison and key point of contact for all Internal Audit and Regulatory reviews for the operating group. Works with Business Unit and Corporate Risk and Compliance to ensure that review findings are effectively resolved. Participates with the operating group in selected scenario analyses for Operational Risk Management
Conducts operations group audits of specific areas for audit, policy and regulatory compliance
Maintains regular contact with peers internal and external to firm, including regulators and professional organizations
Manages a small group, including the performance management process, providing training and development an input for staff and disciplinary actions

162

Credit & Banking Product Senior Manager Resume Examples & Samples

Strong knowledge of the securities markets required
Able to work with minimal supervision
Ability to effectively interact with Branch Offices and other GWIM support areas
Ability to handle difficult situations over the phone with FA’s / CA’s and Clients
Bachelor’s degree (MBA preferred)
5+ years diverse financial services industry experience, preferably in a securities based lending environment

163

Director, Correspondent Banking Resume Examples & Samples

Business Development & Delivery
Actively manage client solution opportunities within sector portfolios
Operate as key member of the deal team and lead preparation of proposals and pitches to prospective clients with efforts to maximize sector penetration and returns
Deliver activities in instituting cross-selling initiatives to clients across all areas of the firm and transitioning them into significant sales
Provide deal structuring expertise as knowledge base and needs dictate
Negotiate transactions with clients
Maintain awareness of all firm products and services offered and facilitate means of receiving continuous updates
An undergraduate degree. Focal areas of finance, economics, or accounting preferred. CPA or MBA or equivalent experience in finance, accounting and business law
12-16 years of relevant experience in negotiating and structuring financial transactions
Minimum of 12 years in financial services industry experience developing business
Formal credit training and prior lending authority. This position requires Credit Qualification. The incumbent must possess an in-depth level of Credit knowledge and skills and an in-depth level of Portfolio Management knowledge and skills according to the standards established within the Credit Qualification Process Policies & Procedures
Relevant Business Services Sector experience is highly desired
Credit analysis experience/ understanding
Excellent knowledge of the organizational lending and portfolio management policies and objectives
Excellent knowledge of the bank's financial solution products and services
Exceptional abilities in business development with demonstrated excellence in cross-selling success, sustaining significant revenue generation
Highly developed written and oral communication skills
Exceptional analytical skills
Strong ability to advocate persuasively
Ability to work under limited supervision
Ability to learn and adapt quickly
Excellent capability to independently and proactively service multiple clients and effectively manage multiple priorities

164

Team Lead Banking Services Resume Examples & Samples

Bachelor Degree in Commerce
CFP would be preferable
At least 5 years Investment and Wealth Management experience within a Wealth Management Business
Knowledge of Investment and Financial product markets
Lending and Credit Financing
Financial Management skills
Strategic and lateral thinking
Management and Leadership skills
Product and Process management skills
Understanding of customer needs
Customer understanding
Analytical thinking
Leadership and motivation

165

Banking Settelment Transactions Specialist Resume Examples & Samples

Monitoring Client Queries inbox, ensuring all queries are responded to within a timely manner
Work closely with Custodians, Brokers, Dealers, Relationship Managers experts in sending locations
Proactively understand SSI
Understand the business areas that the group supports and manage workflow
Finding, monitoring and resolving breaks
Working on departments metrics and reporting them
Understanding of operational risk and ensure client protection is ahead
Clearing , settling and reconciling Client’s transactions over 5 main markets
Handle complex processing with process exceptions , clearance, servicing and settlement of deals
Perform fail trade reports and solution implementation
Monitor receipt of cash and stock and work queues
Support new business initiatives
Individual must be willing to work from 9:30 till 18:00 including 30 minutes of break

166

ABS Banking Resume Examples & Samples

Interaction with the client, the trading floor, attorneys, rating agencies and insurance providers involved in executing transactions
Comprehensive due-diligence of companies, including operations, marketing strategy, customer and receivable performance
Offering primary and secondary market support to clients
Review of transaction legal documents and organization of the rating agency process for securities issued from new and existing securitization platforms. Ensure that transactions meet agreed upon timetables
Build and run cash flow models for the purposes of deal analysis and forecasting. Replicate agency stress runs for use in the presentation of structural ideas and, at times legal opinions
Develop marketing materials and presentations used to solicit new transaction mandates. Work with the team to come up with novel ideas and solutions for Issuer funding requirements
Monitor and interpret data affecting securitization programs, such as price, yield, stability, future trends in investment risks, and economic influences
Monitor technical market trends and performance of industry participants (for example, deal flow and corporate events)
Internal groups within the Bank including the banking coverage teams, the trading desks and sales and be comfortable in working with external constituents as indicated above
Anticipate needs: demonstrate initiative & pro-activeness with a willingness to learn
Excellent organization / prioritization skills
Strong computer skills: Rigorous knowledge of Excel, PowerPoint, Word and Access
Ability to communicate professionally and effectively both face to face and via telephone and email
Superior analytical aptitude required

167

Worldwide Banking & Capital Markets Managing Director Resume Examples & Samples

Develop a credible long term WW industry strategy, prioritizing solutions, markets, partners based on the BG/EG product strategy, while considering compete and our current positioning
Create and execute a 3-year rolling business plan, to prioritize solution selection and development, with innovation, incubation solution development, light house wins, and a credible scale sales model to ensure solution sales and overall industry revenue and usage/ consumption goals are achieved year by year
Identify and contribute to the recruitment of the strategic Industry Partners, working with the WW and local Developer Experience (DX) and Enterprise Partner groups to recruit, build and manage (sell with/through) the Partner
Collaborate with BG/EG and MCS to prioritize, build the right 1st and 3rd party industry solutions and offerings (considering partners’ roles) with funded go-to market plans that meet the solutions’ business case and model (consumption/revenue)
Identify accounts and opportunities that have high potential for flagship innovation and incubation solution wins that can generate significant long term cloud consumption in the market
Create annual WW solution opportunity plans with the field and partners to drive, meet or exceed solution metric, revenue and consumption quotas and win rates
Partner with local Sales and Marketing leadership teams to land the WW scale plan by coaching the field to build and execute localized scale solution sales plan
Work across the prioritized teams to deliver references and satisfied customers that can be leveraged in future sales engagements and proves the solutions scale model
Hire, motivate, coach and manage high-performing ISMs, ITSs and industry aligned field sellers, e.g. Industry Black Belts (IBB), Industry Market Development Managers (IMDM) (aa), to help them meet or exceed solution metric, revenue and consumption quotas and win rates
Provide Specialized industry readiness for the field (ATU and STU), leveraging vehicles like the ISU, S4, community meetings, Yammer sessions, etc
Plan and conduct industry demand generation events 1:1 and 1:many to improve market perception, generate strong demand and pipeline for our Industry Solutions
Operationalize a structured Rhythm of the Business (ROB) to ensure a sustainable and predictable industry solution business, in terms of sales and consumption
Improve Workgroup Health Index (WHI) scores year over year
Create team readiness plans that focus on Industry solution development and selling, knowledge and execution
Industry Leadership: 10+ years of strong, proven track record of leading and driving industry business discussion with the C-level Business Decision Makers leading to large engagements
Industry knowledge: 10+ years Industry domain expertise and expertise, i.e. working at our industry customers or directly for our industry customers as a consultant etc
Sales Leadership: 10+ years of strong, proven track record of leading and driving industry solution selling across multinational sales teams, focused on business value to solve complex customer problems. Track record of success through desired results at Microsoft or competitors (Oracle, IBM, Accenture, Amazon, Salesforce etc.). Successful management of large-scale, complex deal cycles at Fortune 500 accounts
Consultative Solution Selling Experience: 10+ years of experience with selling solutions to senior business and IT decision makers through linking the solutions to economic outcomes and the customer’s overall business plans. Possess both business acumen expertise and industry knowledge
Sales Teamwork Experience: High degree of collaboration with multiple Microsoft sales leadership and personnel, MCS, EG/BG groups and Microsoft Partners will be required for success. The ideal candidate will have demonstrated he/she has worked in a matrixed sales, services and product group organization and delivered great results
Sales Excellence: Demonstrated strategic business management. Coaching direct reports in solution planning, development, pipeline management, account planning coaching etc
People management: Proven track record of building and coaching high performing diverse teams with great team satisfaction

168

Client Banking Administrator Resume Examples & Samples

Initiate wire/ACH/book transfers for multiple client accounts
Identify accounts to which client receipts should be applied
Manage and maintains bank account information for multiple accounts
Upload fraud prevention files to various banks
Monitor fraud prevention applications
Minimum Associate degree required
Basic knowledge of computer software and Microsoft Office
Ability to respond to common inquiries
Ability to understand company policy & procedures
Requires analytical, mathematical & organizational skills

169

Market Director Banking Resume Examples & Samples

Accountable for the overall performance of the market, including deposit and investment balance growth, customer acquisition and retention, and expense management
Oversee and maintain a disciplined operational environment to ensure the safeguarding of customers and the business
Drive a culture that highly values and delivers an outstanding customer experience
Recruit a diverse team, develop employees with ongoing coaching and feedback, and retain top talent
Instill an environment where employees feel valued, supported, and able to achieve career growth
Conduct meaningful reviews of the business, alongside Branch Managers, to identify opportunities to improve performance
Manages the financial results of their market
Drive integration with partners from Chase Wealth Management, Business Banking and Mortgage Banking to help customers with specialized financial needs and to grow the business
At least eight years of sales management experience required, coupled with a proven track record of developing and coaching high performance sales teams
Experience managing multiple branches or other related management experience
Knowledge of financial markets, economic trends, financial planning and customer life cycle
BA/BS degree preferred

170

RJ Bank-VP, Private Client Banking Resume Examples & Samples

Manages Private Client Banking products including but not limited to Capital Access, Cash Sweeps, and Security Based Lending
Maintain subject matter expertise and provide support on all bank deposit, cash management, credit card, Security Based Lending, and other financial products, including competitive positioning, best in class user experience, top competitors etc
Manage bank contracts including monthly correspondence with banks to meet contractual obligations
Develop and maintain relationships with Financial Advisors to enhance product delivery
May assist in researching and resolving escalated customer complaints
Serves as a subject matter expert on Security Based Lending sales, underwriting, operations, and general business practices
Develop objectives and determines method of gathering data for market research
Provides pricing and product refinement recommendations to management based upon market research, analysis, and knowledge in an effort to improve competitive position of cash management and lending products. Describes workflow attributes, including volume, duration, resources and cost effectiveness of major process steps
Collaborate with vendors, product managers and stakeholders to support initiatives
Determines data requirements, captures metrics to evaluate process capability and performs cost/benefits analyses
Create management presentations and prepare governance reporting and routine status reporting and KPIs
Analyzes business processes and identifies process improvement opportunities
Develops and implements new hire training programs
Generates policies and procedures paralleling the company’s strategic plan
Oversees initiatives for business technology needs including collaborating with other areas
Works closely with other lines of business to facilitate a coordinated approach to retail products across the firm
Maintains frequent and regular communication with various business units to discuss any changes in business practices, contracts or agreements or new business items that may impact Private Client Banking, including its impact on financial or regulatory reporting, including disclosure items, for the business unit as required
Provides leadership, oversight and administration of Private Client Banking
Acts as a leader by coaching and mentoring associates and identifying training needs
Company’s working structure, policies, mission and strategies
Financial products and services
Cash management products and services
FDIC and application to client inquiries
Sarbanes Oxley compliance regulations
General ledger systems and financial statements
Advanced regulatory requirements, practices and procedures including SEC, FINRA, and FRB
Advanced principles of finance and banking, practices, concepts and procedures of securities based lending, credit, banking and financial markets and products
Coordinating across all business units to understand business needs and drive education on PCG Cash products. Established organizational policies, strategies and procedures for RJB securities based lending, cash management
Advance knowledge of Microsoft Word, Excel, PowerPoint, SharePoint, and Vizio
Establishing working relationships with the business unit(s) represented
Performing market research, developing product specifications and incorporating requirements into planning processes
Analyzing and presenting research results
Identifying and explaining trends
Managing the dissemination of product communications
Identifying information needed to analyze financial information
Managing third party vendors
Preparing executive management reports
Interpreting and applying process policies and procedures
Effective oral and written communications sufficient to convey details on Private Client Banking products and processes with all organizational levels, including bank and PCG management
Critical thinking, problem solving, creativity
Organizational skills, including a high level of accuracy and attention to detail
Promoting effective coordination between business unit and other functional areas
Identifying trends and implementing appropriate corrective action
Establish and communicate clear directions and priorities
Establish and maintain effective working relationships at all levels of the organization
Use appropriate interpersonal styles and communicate effectively and professionally, both orally and in writing, with all organizational levels, including senior management, to accomplish objectives
Gather, organize, and evaluate information
Prioritize, determine tasks and resources, schedule, and leverage resources in order to stay focused and meet or exceed deadlines
Develop solutions that address meaningful issues for the business unit(s) represented. Ability to clearly articulate the business unit(s)’ priorities, opportunities and issues
Identify and recommend changes as appropriate to policies and procedures
Understand and educate customers while building collaborative relationships
Bachelor’s degree (B.A.) in Finance, Accounting, or related field a minimum of ten (10) years of financial services experience, including a minimum of five (5) years of cash management/treasury management/lending /business development experience within Wealth Management

171

VP, Greater China Banking Industry Coverage Resume Examples & Samples

Map the client organization and identify the key stakeholders
Attending Steering Committee meetings as firm senior representative
Plot the client roadmap and identify opportunities or potential issues for the firm
Understand the revenue profile of the various client engagements
Providing feedback to key enterprise risk service Stakeholders

172

Director Leadership Canadian Banking Resume Examples & Samples

Proactively build and strengthen leadership capabilities with the Senior Vice President, Canadian Banking and Vice President, Leadership by
Defining and developing strategies and objectives to increase leadership capabilities of Canadian Banking emerging leaders
Conducting needs analysis of existing leadership capabilities and gaps
Actively seeking commitment to solutions with executive management and HR RMs
Working with a team of HR professionals, this individual will be responsible for the successful communication and application of Leadership programs including the cascading of corporate leadership messages
Direct the implementation of corporate executive programs such as Leadership Resource Planning, Leadership Development and the Global Talent Management System by
Organizing and facilitating Group Head resource planning and succession planning meetings with various business leaders; supporting the RMs to develop activities below the Group Head level aligned to business and corporate objectives
Working with executive management and RMs to determine the ‘demand’ side of leadership including the identification of the leadership and people implications of the business strategy and planning for Key Jobs (current and emerging roles)
Preparing leadership resource plans for presentation to Executive Management and Corporate Leadership
Implementing process improvements to streamline existing processes to enable strong support to business lines
Working with the business lines and relationship managers to ensure that key talent is nurtured and the business lines have the support they require to adequately develop and retain key performers, ensuring key people assessments, development plans and profiles are in place and being actioned
Partner with RMs and business line leaders to build and strengthen the emerging leader talent pool by
Driving the execution of the Bank's Inclusion strategy
Lead the development and execution of programs across businesses that develop the talent pool and align to business and Leadership objectives
Building networks and strategic relationships with external vendors and partners in the development and execution of leadership programming
Ensure effective development and administration of leadership programs and department budgets by
Working closely with the senior RMs to manage an objective process for leadership appointments, including presentations to the Human Capital Committee
Managing the business/budgeting process for programs relating to Leadership Development for emerging leaders
Preparing reports for both internal and external sources
Partnering with the Learning teams to assist with the design of strategic leadership business solutions for emerging leaders including career development models, skills mapping, assessment strategies and measurable goals
Manage participation in corporate leadership development programs including 3D Feedback, external executive development, coaching, cross-functional appointments, business driven action learning, VP Orientation etc
Continue to build and strengthen the human resources-related metrics portfolio as a means to measuring the effectiveness of key strategic priorities by
Management reporting (quarterly and year-end) of all human resources-related metrics for Canadian Banking
Ongoing intelligence, industry best practices and trends relating to human resources-related metrics
Recommendations for key measures that drive desired behaviours and business results
Maintenance, integrity and tracking of all leadership metrics data
Ongoing support to Relationship Managers, Corporate Human Resources partners and HR colleagues
Provide effective leadership to team members by
Providing strong leadership to motivate and develop individual and team performance
Ensuring the performance management process is in place and employee development is a priority for all employees on the team and regularly schedules one on one coaching with direct reports
Develops a positive work environment, driving empowerment, innovation and a high level of satisfaction and engagement

173

Team Lead Banking Services Resume Examples & Samples

Complete specified credit activities such as home loans < R 7 million and TGE < R 20 million, AVAF < R 1 million, Credit cards < R 300,000, overdrafts < R 500,000, Credit excesses
Post credit approval activities
Complete annual credit reviews within the thresholds listed above, where derivatives are not involved and the products are not CPF or terms loans
At least three years investment and wealth management experience within a Wealth management business
Knowledge of investment and financial product markets
Financial management skills
Product and process management skills

174

Market Director Banking Resume Examples & Samples

Accountable for achieving deposit and investment growth in partnership with aligned Market Director - Investments, customer retention and expense management
Drive a well managed risk and control environment to ensure market is safe and sound operationally
Utilizes the ICSC to help team implement controls appropriately
Conduct disciplined business reviews to deep dive into branch financials and people results
Actively coach branch managers to drive business results and achieve financial success
Drive integration between bankers and advisors to deliver a great customer experience
Foster an inclusive environment in which all branch employees can perform their best work
Liaise with all lines of business in your markets and encourage teamwork among all partners
Ensure effective communication and interaction in addressing customer needs
At least three years of sales management experience required, coupled with a proven track record of developing and coaching high performing sales teams
Branch management or other related management experience
Consumer/commercial credit knowledge; Understanding of financial planning and customer life cycle
Knowledge of financial markets and economic trends
Ability to succeed and be adaptable in a high volume fast-paced dynamic business environment; ability to make quick and difficult decisions under pressure
Demonstrated leadership, motivational, influencing and problem solving skills
Strong commitment to upholding a safe and sound risk and controls environment
Ability to build trust and credibility with customers, business partners and staff
Strong commitment to superior customer service
Strong written, oral communication and excellent interpersonal skills
Entrepreneurial business spirit
Effectively prioritizes, multi-tasks, and plans and executes sales strategy

175

Electronic Banking Services Specialist Resume Examples & Samples

Bachelor degree or master degree in high academic standing
Excellent oral and written communication skills in English. Strong logical concept, details oriented and problem solving skills
Strong project and time management skills
Ability to work under pressure. Highly motivated and responsive and able to work as a team member and independently
Ability to adapt in new culture of working
Information technologies knowledge and experience is a plus

176

Banking Services Product Development Lead Resume Examples & Samples

Identify and negotiate vendor partnership agreements with external service providers
Work closely with Risk, Underwriting and Fraud Operations and other groups to ensure products have appropriate risk management and fraud prevention policies and procedures in place
Continuously review financials and key performance indicators to identify opportunities to improve product usage, account growth and financial performance
Minimum seven years’ experience in financial services product management and development
Working knowledge of payment product functionality and regulations
Self-starter with strong drive for results
Delivers engaging, informative, well-organized presentations to senior management
Ability to delegate work responsibly

177

Classic Banking Resume Examples & Samples

Maintain team diaries and contacts
Travel – book flights and accommodation for team, including knowledge and awareness of the whereabout of bankers, relevant client activities and travel policy guidelines
Coordinate couriers and outgoing mail, distribute incoming mail
Client entertainment – organize ad hoc lunches, dinners; work with Events Manager and bankers to invite clients to GS events
Build and maintain relationships with staff in offshore offices
Must be able to work proactively in a fast-paced and demanding environment and have the ability to prioritize a busy workload
Native Chinese speaker is desired with fluent conversational and written English
Highly organized with strong attention to detail and an ability to manage multiple tasks and deliver quality results
Exhibit highest standards of professionalism and maturity and the ability to bring ideas and experience to tasks
Proactive, punctual, reliable and a team player, together with a willingness to help other members of the EA team
Be a good team player who is willing and ready to help your peers to ensure smooth daily operation in the office
Business acumen and financial awareness
Fast and accurate keyboard skills
Advanced Outlook skills required – for contacts maintenance and diary scheduling, including time zones. Advanced skills in Word including mail merge and long, complex documents. Intermediate Excel skills for general reporting and register maintenance

178

Specialist Iv-client Banking Services Resume Examples & Samples

Answers telephone in a timely manner and provides astonishing telephone etiquette
Use analytical and operational skills to mitigate risk, analyze and approve transactions including exception handling, resulting in a positive customer experience
Implement and support Cash Management products
Open new accounts in accordance with compliance and established policies and procedures
Respond and resolve client inquiries with little to no supervision
Maintain knowledge of the features and benefits of all bank products and services, related documentation and account processing procedures; maintain current awareness of competitive products and pricing
2+ years of related experience in treasury management and/or call center
Knowledge of Commercial Banking and Wealth/Private Banking
Able to handle tight deadlines with competing priorities on a daily basis
Knowledge of Microsoft Office functions and OS functionalities

179

Specialist, Mobile Banking Resume Examples & Samples

Review checks processed via OWB mobile channel and image enabled ATM network to ensure the deposited items meet OWB standards for negotiability and acceptance. * Ability to investigate and research potentially suspicious deposits processed through the mobile banking channel and image enabled ATM network. * Utilize system resources to enhance investigative efforts and fraud detection and/or prevention. * Escalate suspicious transactions as required to the appropriate manager. * Establish and ensure compliance with departmental standards and processes. * Assist in processing various state and federal legal orders. * Perform other duties and tasks as necessary or requested
Minumum 2-3 years banking experience
High School Diploma or GED. Bachelor's degree is desirable
Must be detail oriented with good organizational and time management skills
Requires good communication skills (written and verbal). Must possess the ability to coordinate tasks and establish effective working relations with Bank personnel and clients

180

VP / AVP, Mobile Banking Resume Examples & Samples

Responsible for delivering Mobile Banking projects & executing the overall DBS Mobile strategy for consumer banking across the region
Drive Regional Mobile Banking projects and work with business development team to deliver these projects
Support country eBusiness to deliver and track online sales KPIs and metrics
Collaborate with other Business Units and IT partners in identifying enhancement initiatives and to ensure the end-to-end system and process delivery
Ensure the smooth operational roll-out of new mBanking services to customers
Responsible for ensuring consistent mobile experience and governance across the region
Manage the regional mobile dashboard - acquisition, usage and sales

181

Branch Banking System SME Resume Examples & Samples

Own and drive branch banking technology enhancements
In-depth exploration, assessment and recommendations of new technologies that will benefit bank branches
Creation of branch banking related functional specifications
Trusted advisor to business stakeholders
Willingness to go the extra mile to support team and stakeholders
Contribute to strong and cohesive team culture

182

Mobile Banking SME Resume Examples & Samples

Provide High level cost estimates
Review test specs and support SIT/UAT testing
Work with other teams in DBS to design an effective and scalable solution
Review Functional/Technical Specs as well as other project documentations
Lead in effort/cost estimation for new solution
Review Vendor's design based on high level solution
Lead in deployment strategy planning with various team for project cutover
Review penetration test reports from Vendors and provide solution to vendor for fixing
Work closely with Project Manager to deliver project(s) successfully

183

Mobile Banking SME Lead Resume Examples & Samples

To lead team of architects and provide solutions on Mobile platform and work with vendors to produce the desired requirements
Receive URs/BRDs from users, review and provide solutions to meet the user requirements
Work with vendors to come up with solution and estimate effort for URs
Lead in conduct initial requirement study and develop a new high level solution
Lead in conduct requirements gathering and verification with DBS business unit / vendor
Work with Business Analyst to develop functional specification
To prepare the necessary documents for Vendor’s review and cost/effort acceptances

184

Team Leader, Institutional Banking Group Resume Examples & Samples

Develop marketing plan, call on target customers, negotiate and structure new deals
Evaluate and assess additional exposure to new relationships as well as existing relationships. Monitor the continuing risk and conduct reviews
Maximize return from the relationship profile by cross selling and promoting the products and services of the Bank
Perform timely facility documentation and administration, ensuring adherence to prevailing laws and banking regulations. Servicing customers and attend to their bankingrequirements
Take team leader’s role to manage and support team members for target achievement and career development

185

Wholesale Banking Exam & Issues Director Resume Examples & Samples

15 or more years of experience in an applicable risk management environment
Applicable certifications
Considerable knowledge of applicable laws, regulations, financial services, and regulatory trends that impact their assigned line of business
Considerable knowledge of the business line’s operations, products/services, systems, and associated risks/controls
Expert knowledge of Risk/Compliance/Audit competencies
Ability to manage job scope and complexity of assigned business at the multi-departmental and/or multi-divisional level
Strong analytical, problem-solving and negotiation skills

186

Online Banking Digital Channel Manager Resume Examples & Samples

A Bachelor’s degree in Business Administration, Computer Science, or other applicable major
7+ years working in the digital space driving customer experiences
Previous experience as a product owner, successfully launching at least 3 major initiatives
Knowledge of multiple User Research techniques that enable an optimized experience
Experience in both Agile and Waterfall development methodologies
Familiarity with Jira, Confluence, VersionOne, or other backlog management software
Mid-level experience with web analytics tools such as SiteCatalyst or Google Analytics
A never give up attitude
A strong desire to put the customer first and build customer centric experiences
Strong PowerPoint skills – Using data to tell a story
An understanding of how Desktop and Mobile experiences work together

187

Preferred Banking Offices Assistant Manager Resume Examples & Samples

3 years proven relationship banking experience
Prior supervisory experience a plus
Interest in sales

188

Segment Marketeer Wholesale Banking Resume Examples & Samples

Based to the bank’s strategic priorities, you develop the marketing strategy for your segment with the help of your knowledge of the market and the knowhow of the other teams
You contribute to define and develop positioning for Corporate Clients on the Belgian market and ensure regular alignment with Wholesale Banking group (Amsterdam) in order to ensure coherence qua positioning in the market
You develop a deep understanding of the target group and competition (customer insights, analytics) in close collaboration with competitive intelligence, market research and customer intelligence experts
Without being an expert in financial products, you have a certain affinity with financial and digital products and services through which you can lead and develop your segment
You translate the marketing strategy into a yearly action plan in order to reach the business results of your segment (in collaboration with Sales, Digital Channels, Product Management and Corporate Communication) this by ensuring an optimal customer experience
You take the lead in the implementation and follow up of the action plans and ensure the overall coherence of the implemented actions
You coordinate and motivate your colleagues
You analyze and assess each of your actions, in collaboration with the Customer Intelligence department and other colleagues if relevant
You’re responsible for the marketing budget of the segment

189

Premier Banking Centre Manager Resume Examples & Samples

Implement service initiatives (in accordance with the Customer Experience guidelines) and ensure consistency of service quality and delivery
Ensure that RMs adhere to the Bank’s Premier Banking marketing guidelines
Manage operations risk and ensure that the Bank’s operational standards and requirements are adhered to
Adhere to all bank’s compliance standards
Contribute to the bottom line of Premier Banking Onshore through the accomplishment of profit and growth targets
Mentor and inspire team members to achieve full potential in sales and service excellence
Provide coaching & motivation to staff to optimise financial contribution to the Premier Banking segment
At least 6 years' experience in the banking and financial services industry with a strong track record in financial product sales
Good track record in effective team management
Strong interpersonal, communication and analytical skills
Able to articulate in both English and Mandarin as you will be serving English and Mandarin-speaking clients
Effective management skills with strong leadership qualities
Possess initiative, drive and ability to work independently as well as in a team
It is essential for candidates to be creative and possess the initiative, drive and ability to work independently and in a team

190

Premier Banking Team Manager Resume Examples & Samples

Actively acquire and prospect new Premier Banking Onshore customers, develop and strengthen their relationships with the Bank in accordance with relevant business goals
Contribute to the bottom-line of Premier Banking through the accomplishment of profit and growth targets
You will also manage the relationships with new and existing affluent customers through professional consultative financial analysis
Up-sell, cross-sell and provide regular market information updates and trend analysis to these customers
You will also ensure superior customer service and contribute to the overall customer experience of Premier Banking

191

Banking Market Director Resume Examples & Samples

Assesses and effectively manages all of the risks associated with their business objectives and activities to ensure activities are in alignment with the bank's and unit's risk appetite and risk management framework
Applies successful financial sale solutions to negotiation concepts and techniques; ability to negotiate successfully across the organization and with customers in a constructive and collaborative manner. Negotiate structures and closes customer sales
Knowledge of major products and services and product and service groups; ability to apply this knowledge appropriately to diverse situations
Knowledge of approaches, tools, techniques for recognizing, anticipating, and resolving organizational, operational or process problems; ability to apply this knowledge appropriately to diverse situations
Understanding of the issues related to the decision-making process; ability to analyze situations fully and accurately, and reach productive decisions
Knowledge and ability to determine and satisfy client needs and maintain a partnering relationship during engagements; includes influencing, communicating, presenting, facilitating, managing and developing others

192

Czech Banking Role Dublin Resume Examples & Samples

Full training will be provided for the role on banking, client loan servicing and communication techniques
You will deal with private and business clients in relation to their loan requests and assist with processing from end to end and helping them with queries, so excellent customer service is a must
You will be liaising with various departments in order to service the loan requests, compile documentation as required and follow company procedures
Working in an international and friendly team with excellent working atmosphere
Complete fluency in Czech in both speaking and writing
Strong communication skills and proficient with MS Office
Experience within financial service an advantage
Interested in working for international financial services organization

193

Iitp-wholesale Banking Track Resume Examples & Samples

Highly ambitious, pro-active and entrepreneurial
Eye for opportunities, high quality and details
Natural-born communicator
Customer-oriented
International mindset
Foreign language skills are a plus
1) Orientation phase (1 year, 3 rotations)
Comprehensive onboarding program in Amsterdam (2 weeks)
A 6 week (2 x 3 weeks) intensive internal training program in Amsterdam to hone your financial aptitude
Chartered Financial Analyst – level I and level II exams (taking and passing these exams is a required part of the program)

194

Director Aml\atf Canadian Banking Resume Examples & Samples

Providing AML/ATF Compliance support to the Canadian Banking businesses, including
Completing business unit self assessments and defining the overall AML/ATF profile
Identifying unacceptable AML/ATF risks and collaborate with the Business to manage and escalate
Challenging the Business’ assessment of controls, and monitor remediation plans for enhancement of controls
Monitoring the schedule and results of 1B Quality Assurance processes to identify potential weaknesses/trends
Reviewing and approving all Canadian Banking New Initiative Risk Assessments (NIRAs) ensuring adequate controls are in place in support of AML risks
Supporting the development and implementation of AML/ATF training programs across Canadian Banking
Participating in the review and approval of auto high risk customers
Ensuring the Business is kept current on regulatory developments and best practices and processes/controls are updated accordingly
Overseeing the implementation of the enterprise AML/ATF Program across the Canadian Banking business line, including
Providing oversight and coordination to the Canadian Banking AML Teams (1A & 1B functions)
Guiding the business units in the development of first line AML/ATF controls
Approving Canadian Banking customer risk rating methodology
Managing overall resolution of Canadian Banking AML/ATF Audit issues
Developing AML MIS reporting
Leading and managing direct/indirect reports (where applicable) to support achievement of business objectives
Building and managing relationships across the Bank and Industry including
Canadian Banking business unit personnel
Other GAMLU Departments (Policy Office, Ops, other Business Line AML/ATF Teams)
Key Support/Control groups (Compliance, Technology, Operations, etc)
Industry AML contacts
Other projects and duties as assigned

195

Banking Advisors Resume Examples & Samples

Provide high quality customer service both in person and over the phone to direct retail deposit customers and intermediaries
Have a comprehensive and professional range of knowledge and use this knowledge to sell, advise and deliver superior delivery service to customers
Produce an accurate and timely deposit account servicing and maintenance
Ensure successful follow up of deposit account maturities through outbound customer contact
Comply with all company procedures and ensure compliance requirements are adhered to in relation to daily tasks
A minimum of 2 years work experience in financial services ideally in retail banking with a good knowledge of deposits
Ideally APA (Loans & Investments) or QFA qualified and committed to further continuous development
Relevant third level qualification desirable

196

Wholesale Banking Resume Examples & Samples

Assist and contribute towards projects and assignments
Research, collect, and analyze data for various initiatives
Develop solutions to lessen administrative issues
A Junior in pursuit of a Bachelor’s degree preferably in any Business, Economic, Math, Science or Engineering fields with a GPA of 3.3 or higher
Ability to interact with front office traders, sales people, and management in a fast paced, challenging environment
Excellent listener and communicator (oral and written)
Proactive, entrepreneurial/ambitious, and likes taking on initiatives
International mind-set
Advanced knowledge of MS Excel, VBA and/or programming
Seek out diverse perspectives for broader insights,
Create a workplace that inspires every individual to operate to their full potential, and
Be aware of their unconscious biases and be open to understanding perspectives that are different from their own

197

Senior Manager, Online Banking Resume Examples & Samples

The Senior Manager must be analytics focused and able to leverage tracking to inform design and enhance functionality already in production. It is important to be able to weigh quantitative and qualitative data before design begins
The goal is to create and deliver innovative, simple, highly functional and aesthetically pleasing interfaces based on user-centered design principles. This person should be keenly aware and passionate about emerging design and usability trends across Web and Mobile as well as the evolving digital payments ecosystem
Time to market is critical. The candidate must be comfortable operating in an agile development environment and able to make sound judgment calls based on the information available and considering multiple scenarios
Bachelors degree required. Specialization in human-computer interaction, graphic design, product design or interaction design is a plus
7-10 years leadership experience in user-centered design, usability and development, preferably with a Fortune 500 company or leading digital firm
Experience working in the Agile development framework
Seen as a thought-leader in creating best-in-class digital customer experiences with experience in mobile apps
Experience leading and/or observing user research and usability testing and translating insights into design decisions
Demonstrated ability to lead cross functional teams in the development of scenarios, workflows, site architectures, interactions notes, wireframes and designs
Experience in developing processes to manage complex activities
Demonstrated ability to translate business requirements into meaningful interactive experiences
Lean, Six Sigma and/or demonstrated process improvement expertise a plus

198

Merchant Banking Division Resume Examples & Samples

Complex financial modeling of potential investments
Development and support of an investment thesis
Assist across all areas of the execution of complex private equity transactions, including valuation, due diligence, structuring, deal documentation and financing
Assist with internal investment process, including preparation of Investment Committee materials
Reporting responsibility for existing investments and portfolio companies
Outstanding academic record (including bachelor’s degree or equivalent)
Prior investment banking or private equity experience, preferably in the natural resources, infrastructure or transportation sectors
Strong quantitative, financial modelling and analytical skills
Top-tier teamwork skills
Ability to multi-task and manage projects to deadlines
Excellent communication, writing and presentation skills
Ability to be detail-oriented and meticulous
Demonstrated interest as an investor
Ability and desire to play an active role across all functional areas of the IIG team

199

Banking Treasury Lead Resume Examples & Samples

Monitors & ensures daily compliance for BP Mozambique and other new business ventures banking activities
Proactively monitors and investigate uncleared items on Mozambique bank statements and any other queries/issues related to BP Mozambique banking
Reviews month end journal entries and other Treasury month end processing
Prepares and collates correspondence for FICA compliance
Train and upskill users on banking platforms ( eg. Standard Bank Business Online; BIMNET))
Lead and develop Treasury team Assistant
Ensures relevant internal controls are adhered to/ implemented
Coordinates reporting and analysis of cash movements and balances ( Daily cash Management)
Assists with adhoc Treasury related issues on business request
Support Cash & Banking Manager in ad hoc initiatives when required
Prepares and collates monthly Month End and Quarter-end Reporting
Assists with & ensures that all Treasury processes are documented and kept up to date
Prepare daily cash flow forecasts for short term operational liquidity
Collate & manage applications for Corporate credit cards
Reniew & monitor fluctuations in major foreign currencies crosses against MZN
Review and sign off daily FX rates for ISP recording
Reviews EFT and cheque payments
Reviews foreign currency transactions ( ie outgoing & inwards)
Must have at least a 5 years relevant post qualification experience in a Finance, Banking or Treasury environments
The incumbent must have a good working knowledge of Treasury/banking operational activities ; relevant banking and finance legislation and regulations
Experience in :- interpreting & reporting management information
Reviewing , recommending & implementing internal controls
Balancing financial & business needs to deliver optimal business performance
Ability to interact effectively with stakeholders & banking partners at all levels (good interpersonal skills)
Excellent verbal and written communication skills in English & Portuguese)
Good investigative and analytical skills
Customer focused, service oriented and performance driven
Ability to work well within a team environment
Ability to work well under pressure within tight deadlines
Strong Leadership skills
Ability to work in a rapidly changing environment and prioritise accordingly

200

Wholesale Banking Resume Examples & Samples

Handle execution of operational duties with regard to business origination process at direction of GRMs (deal progress and timing, deal documentation and troubleshooting, problem solving, transaction follow-through, market research, internal/external communications)
Liaison with Overseas Branches / Product Offices / Planning
Coordinate preparation of value-added information for marketing materials/customer research
Assist in the development and ongoing updating of industry related materials for internal and external purposes
When applicable act as the Secondary Banker on major client relationships, will have direct client contact to help facilitate execution and relationship growth
Preparation of periodic client revenue and profitability reports and forecasts as well as ongoing, active management of pipeline activity, including pipeline reporting, account plans
Manage product group liaison to assist in structuring of deals
Act as the primary contact for Global Network and management of Global Exposure Reports
Proactively manage in-depth and up-to-the-minute knowledge of market trends, customer developments and credit issues
Conduct due diligence on proposed client deals as required and creation of management transaction/deal memos

201

Comm Banking Cluster Market Leader Resume Examples & Samples

Responsible for instilling the BB&T Mission, Vision, and Values within the assigned cluster
Responsible for sales management and revenue generation within cluster. In addition, provide quality leadership, encouragement, and guidance to all assigned personnel, while ensuring that clients receive superior client service quality. Responsible for the execution of the BB&T sales process within the branch through BB&T supported sales processes and other Community Bank initiatives
Make proactive daily contact with clients and prospects either by phone, in person (including active lobby engagement using Plan-it to determine optimal times) to identify additional client financial needs, initiate client relationships, and attract and retain new client households
Initiate, direct, and participate in outside retail and small business client development and in-house marketing programs. Responsible for branch prospecting for new consumer and small business households. Prospecting and providing additional solutions that will expand existing household relationships. Participate in civic, government, professional, business, and community affairs, associations and groups to solicit and develop new consumer and small business households for the branches. Promote BB&T’s positive public image in the community
Responsible for the balanced growth, servicing, and profitability of the Bank’s deposit products
Work closely with the Branch Banker Team Leader in assigned branches for optimal staffing of the branch teams to include hiring, goal setting, performance reviews and ratings, salary reviews, promotional transfers, terminations, training, etc
Two years of experience in financial services
Demonstrate ability to provide leadership and to handle multiple priorities under time constraints
Bachelor’s degree in Business, Accounting, Finance or Banking

202

VP-banking Resume Examples & Samples

4+ years of experience working with Microsoft Office (Word, Excel, PowerPoint)
MBA degree preferred
Prior experience and knowledge of the Healthcare industry is preferred

203

Digtal Banking Product Managr Resume Examples & Samples

As a contact point to liaise with other departments on product development and initiatives
Ensure all tasks are delivered completely and in timely manners
Propose new digital strategies to enhance current product offerings
Support day-to-day business and project related activities
To actively be involved in the designs, testing, and deliverability on new product initiatives
Experience in banking industry

204

Head of Transactional Banking & Secured Lending Resume Examples & Samples

Strategic management of all retail products and portfolio management including secured and unsecured lending, transactional banking
Responsible for balance sheet management both assets and liabilities
Develop and continuously seek to improve retail products suitable for an emerging market
Develop product proposition that supports the ANZ Retail Banking product offering and delivery, service standards, pricing and credit standards
Ensure that all products are within the risk and governance frameworks of ANZ
Maintain and update the Retail Banking website in accordance with bank guidelines but tailored to local needs. Extend to electronic and mobile banking and beyond where appropriate
Ensure adherence to the policies, processes and external regulatory and legislative requirements including sales management process
Lead and empower sales and product managers
Responsible for mortgage distribution through a dedicated lending manager team
Proactively ensure industry knowledge is current and relevant and seeks out market practice
Initiate and Implement client satisfaction surveys
Clear understanding and commitment to the needs of the branch channel in particular training, marketing, compliance and relationship building, while maintaining a strong focus on potential growth of the customer base and leveraging customer and network referrals
Strong analytical capability with ability to think laterally and the flexibility to be able to work in an environment of change
Demonstrated understanding of lending and sales strategies
Demonstrated ability to manage and grow loan and deposit portfolios
Proven track record in achieving outstanding sales results through the servicing of clients and the building of beneficial relationships and networks

205

Yourplace Banking BDO Resume Examples & Samples

Developing and maintaining an active portfolio of YPB client companies
Provide effective customer relationship management in order to expand Citizens Bank share of business with key clients
Make joint client calls with Commercial Banking / Business Banking RM’s in order to sell 3 new deals per month and achieve retail checking sales targets
Execute worksite marketing activities including Financial Education Seminars and onsite enrollment sessions at client company location
Secure YPB participation in company new hire orientation sessions and conduct special events including Employee Banking Days
Train Branch select branch colleagues, ‘YPB Champs,’ within the Region on the YPB product offer, onsite execution, account opening and new YPB client on-boarding
2-3 years relationship management and consumer acquisition experience with commercial, business banking and consumer clients
Proven track record dealing with commercial and retail bank management
Proven ability to present to senior level management
Strong acumen to sell and communicate detailed information in regards to financial products and services
Public speaking experience necessary
Business development experience necessary
Strong analytical / problem solving skills
Ability to translate data into information
BA Degree preferred or equivalent experience
Bank-at-Work experience is a plus

206

Assistant Director, Agency Banking Resume Examples & Samples

Using your understanding of customer requirements to develop our customer propositions
Managing our Product & Proposition related information and ensure consistency in our sales collateral
Working with our Customer Experience team to deliver training and support

207

Manager Global Capital Markets Banking Resume Examples & Samples

The preparation of credit requests for new and existing counterparties, which includes financial analysis and appropriate transaction structuring and risk mitigation, as well as all other credit related requests to be submitted to Global Risk Management for adjudication and other internal approval groups
Provide ongoing credit and execution support for marketers/product teams and traders which includes supporting new business products/initiatives, and processing their limit requests within the requested timeline. The Manager will become the primary service contact for the onboarding, credit execution and maintenance of these GBM relationships for the assigned portfolio
Assisting in structuring lending, trade finance and derivatives transactions and determining whether the transactions meet the risk/return profile for GBM and is in line with the stated strategy
Ongoing oversight and monitoring of overrun reports generated by back offices in order to detect trading and limit overruns, and assisting in exception reporting and resolution of the same
Liaise with and manage relationships with Global Risk Management, Counterparty Credit Risk, Market Risk Management, Legal, Tax, Finance, Compliance, Global Wholesale Services, Global Capital Markets Documentation, and other Execution teams
Collaborate with team members to share best practices and market insight to effectively manage the portfolio as a team
Understanding of trade finance and derivative products in relation to their credit risk. Familiarity with ISDA/CSA and other trading and credit documentation is essential, and knowledge of market practice/standard acceptable terms
Ability to independently manage a portfolio of counterparties in various countries with varying banking sector dynamics, jurisdictions, accounting standards, regulatory requirements, etc
Interpersonal and time management skills are essential, as is a strong aptitude for understanding and managing operational risks that impact the credit function
It is preferred, but not essential, that the incumbent be familiar with regulatory and compliance matters in the financial services sector
A willingness to embrace change
Prior Banking experience in a credit or execution related role. Exposure to regions such as Latin America, Europe and Asia is considered an asset
Proficiency in a second major language (in particular, Mandarin or Spanish) is considered an asset

208

CIB Treasury Services E-channel Banking Head Ed-singapore Resume Examples & Samples

Define Asia Channel strategy to achieve enhanced capabilities, increase operational efficiency and increased revenue
Partnering closely with clients and sales to understand their cash management needs and pull together leading edge solutions
Help to drive the regional product agenda based on client requirements and local sector strategies
Set, and execute against, the strategy for the product and solution set
Leadership role in driving value proposition for the product with clients and front end teams
Contribute towards thought leadership dialogues with clients and industry bodies
Anticipate changes happening in the industry and lead from front to drive change
Build and maintain relationships with APAC TS Country Heads, Global partners and Regional Sales teams
Ensure strong Risk Management compliance and adherence to client relevant Audit, Credit, Compliance and Risk policies
10+ years experience in the financial services industry with significant experience in Cash Management and technical understanding
Experience in client facing roles
Analytical ability to understand local market requirements and determine appropriate strategy for the product
Collaborative behavior to get internal support for business objectives and ensure high degree of teamwork to satisfy client expectations

209

Loan by Phone Banking Professional Resume Examples & Samples

Follows standard scripts and procedures regarding products and services available
Determines which lending products benefit the customer and completes the application for the customer
Follows up with the customer and ensures the loan application processing is ready for close
Safe Act registry required

210

Wholesale Banking International Resume Examples & Samples

To develop relationship with Corporate Clients, Banks, Insurance Companies, Brokerage Houses, etc. within group of the defined client list and the target client list
Covering a number of large Russian companies for local bond issues
Distribute to the assigned group of clients all FM products from the approved products mandate
Develop marketing activity/ approach to existing and potential clients, provide clients with strong information flow/support necessary to obtain/support clients business
Adhere to Bank's limits, procedures and policies in the conduct of day-to-day business. Be compliant with local regulations
Market FM products to clients/ new products development in order to fulfill financial goals
Co-operate with other departments both on local and international level, ensure strong cooperation with local traders, Custody, Operations and London Sales team
Define and obtain necessary counterparty limits for FM Transactions
Development, valuation and marketing of structured products

211

Summer Intern Commerical Banking Resume Examples & Samples

A Global Liquidity and Cash Management, were you’ll experience how we help clients manage their liquidity to ensure they make their cash work hard for their businesses
Gaining an understanding of the Commercial Center network and developing an awareness of products, services and processes through customer facing engagement
Ensuring the fair treatment of our customers is at the heart of everything we do, both personally and as an organisation
Actively contributing towards activities that have a positive impact on the Commercial Center’s financial performance
Bachelor’s degree with a GPA of 3.2 or higher (graduation no later than June of the next calendar year). Finance/accounting-related or other quantitative concentration is a plus
Consistently achieve objectives set for you and take action to improve your own performance
Demonstrate working collaboratively with others colleagues, supporting them when possible
Have experience of personally complying with business processes, rules and regulations
Have experience of building effective customer relationships which create customer advocacy
In addition to the details listed above, the ideal candidate will be proactive, forward-thinking, ready to challenge the status quo, with strong drive and determination, keen to learn and develop at all times, have a natural ability to build relationships with colleagues and a willingness to deliver on difficult assignments, possess an aptitude for understanding the underlying strategy which underpins the bank direction, be skilled at project management and have a keen interest in business development

212

Manager, Internet Banking Resume Examples & Samples

8 to 10 years personal banking or equivalent financial industry experience
Call-center experience an asset
Develop, lead and execute Marketing campaigns, staffing resources, sales and call volumes, client follow-up requirements and achievement of Internet Bank metrics and goals
Preparation and review the CDF Annual Budget
Research and propose business cases for new technology, new products or other solutions that improve efficiency, reduce costs or increase sales
Ensure client retention, profitable growth, productivity and efficiency tactics are in place
Track and report trends and feedback from client surveys. Look for actionable feedback and quick victories
Ensure client experience is consistently positive and expectations are met or exceeded when possible
Develop new and improve existing Internet Bank processes, procedures and best practices to ensure CDF maintains an optimal service level and growth in clients as per scorecard metrics
Coordinate with Marketing & Product Development for Internet Bank product launches and campaigns
Manage and deploy, when necessary, the Internet Bank’s Business Continuity Plan
Address escalated client concerns brought forward by the Customer Service Team and ensures timely resolution
Work with Assistant Manager CDF to ensuring business decisions align with approved policies and procedures
Ensure new and existing staff have needs met for trained, coaching and one on ones
Coordinate with Assistant Manager CDF to ensure coaching and feedback are delivered in a timely scheduled manner
Back up to the Assistant Manager’s roles and responsibilities in times of absence
Motivate, manage and coach the Internet Bank Customer Service Team, focusing on a high level of customer service delivery

213

Wholesale & Institution Banking Resume Examples & Samples

Comprehensive induction course to ensure that you settle into your new role. During this course, you will learn about AIB, essential IT systems and risk management skills. Importantly, you will get to know other graduates through this course and kickstart your professional network
Structured Learning Programme designed to ensure your professional growth. Our programme includes both classroom style and online learning covering topics from Financial Modelling to Real Estate Valuation and Bloomberg skills as well as advanced presentation and negotiation skills
Professional Qualifications: We encourage our people to pursue professional qualifications aligned to the requirements of their current role. We will pay for your exams and provide study leave to help you prepare. Qualifications supported by WIB include ACCA and CFA
Mentoring Programme:All graduates will have a mentor – somebody to turn to for advice and practical assistance
On-the-job learning:Each team holds a wealth of experience and some of the most experienced bankers in the country. You will have an opportunity to learn from some of the best in the business and work with many of the largest customers of the bank
An expected minimum 2.1 Honours Degree is a prerequisite for those joining AIB Wholesale & Institutional Analyst Programme
Candidates must be fully authorised to work in Ireland or hold a valid work permit for the full duration of the contract. Unfortunately we are not in a position to provide sponsorship for this role

214

Deloitte, Banking & Securities Resume Examples & Samples

Relevant experience in consulting or industry
Significant experience and business understanding of retail or investment banking environments
Knowledge and experience in BCBS239 and foundational data governance capabilities (including metadata, lineage, data quality)
Data modelling and /or data architecture experience
The ability to lead sales opportunities, develop proposals through to successful conclusion (Essential for Directors and Senior Managers, desirable for Managers)
Programme/Project management or architecture development experience preferably using a recognised methodology
Track record of managing data project delivery and project teams including ability to meet deadlines, overcome challenges and manage stakeholder expectations
Strong analytical and problem solving capabilities
Strong stakeholder management with demonstrable experience of engaging at senior levels
Excellent presentation and report writing skills
Understanding of the importance of managing risk and quality on data projects
Experience of delivering Data Strategy/Data Governance initiatives in banking and securities
Experience of defining data models for banking products, clients or risk metrics, including the use of industry standard models such as Teradata’s FS-LDM and IBM’s Banking Data Warehouse
Knowledge of other relevant regulations (e.g. CRD IV, MiFID, EMIR, Basel III, FRTB, MAD)
Strong SQL and data manipulation skills
Strong academic record, preferably in a numerate subject such as Computer Science or Engineering
Demonstrable consulting experience in a data discipline

215

Cib-brazil & Banking Oversight & Control Resume Examples & Samples

Support BCOs and LCOs to design and execute project plans and programs to enhance a regional control agenda across identified business groups. Conduct strategic analyses to drive further and best practices
Partner with the global control team to develop and execute the Self Assessments (RSCA) program. Identify specific risks (inherent & residual) and associated risk ratings, control assessments (evidence, findings & conclusions) and control ratings, as well as business guidance & procedures following the RCSA standards set forth for the Firm
Support BCOs and LCOs to oversee lifecycle of regulatory and other issues management to validate appropriate actions has been taken in accordance with stated action plans, following firmwide guidelines
Students of Business Administration, Accounting, Economics or Engineering

216

Online Banking Resume Examples & Samples

Provides outstanding customer service to individuals contacting the Bank, by phone or online, by resolving issues, providing information, and looking for opportunities to strengthen the customer relationship through suggesting Bank products and services
Demonstrates compliance with all bank regulations for assigned job function as applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training
Keeps up to date on regulation changes
Follows all Bank policies, procedures, and compliance regulations, and completes all required annual and job-specific training
1-3 years banking and Call Center experience preferred
Extensive knowledge of Customer Resource Center platform operations and ability to adapt to multiple computer applications
Ability to deal with a variety of people and situations
Ability to organize and prioritize work
Ability to perform complex troubleshooting and utilize problem solving skills in high pressure situations
Requires strong written and verbal communication skills
Completion of high school, or equivalent

217

Practice Leader Banking Resume Examples & Samples

Lead and grow Pega Consulting billings in assigned projects and accounts within the Canadian banking industry
Deliver the sell project margin goal by managing write-offs and staff assignments within the project budget
Achieve a minimum of 20% personal billable utilization
Achieve annual quota license as assigned with banking clients
Develop and manage delivery teams and ensure projects are completed on time, within budget and with the highest quality
Serve as project escalation point for your team’s clients to ensure high quality deliverables, solutions and client management on projects
Collaborate with the Pega sales and technical organizations to maximize growth opportunities
Develop and maintain deep client contacts as assigned with financial services and banking firms, including but not limited to the business areas of retail banking, commercial banking, cards, wealth management, and insurance
10+ years of experience in a professional services delivery or business development role
Deep experience within the Canadian banking market, including but not limited to the business areas of retail banking, commercial banking, cards, wealth management, and insurance
Ability to persuade and influence, using appropriate interpersonal styles and communication methods to gain acceptance of thoughts, plans, activities, services and products
Documented track record of relevant success – including completed technology projects and sales wins
Ability to travel up to 75% within Canada

218

Global Banking Services Director Resume Examples & Samples

Vendor Governance: monitoring daily workflows and mailboxes
Risk Management: collation and distribution of KRI’s / KPI’s, and key metrics
Control Functions: Error identification and escalation
Training and support: To be provided to both MS Control Group and GBS Vendor Team
Internal Engagement: hosting daily / weekly calls to review work flow items
Stakeholder Management: Conduct meetings with internal stakeholders, and external stakeholders (agent banks) to assess issues, performance and service levels
Project Management: manage high focus account opening / closure requests on the back of key deliverables
Process Improvements: Delivery of CTB projects
GBS Infrastructure: working closely with GBS IT to continually improve the GBS IT infrastructure and workflow
Subject Matter Expertise: develop current and in-depth knowledge of markets, account opening requirements and pre-investment information
Strong influencing and relationship management skills
Sound interpersonal skills, freely develops networks, builds consensus and develops alliances across the organization
Risk awareness. The ability to react quickly to issues and track them through to conclusion
A change agent ? always challenging the status quo
Ability to work in a fast paced environment, both independently and as part of a team
Ability to meet tight deadlines and has a delivery focused approach
Strong sense of ownership and accountability for quality output
Attention to detail and accuracy
Highly motivated self-starter with multi-tasking abilities; ability to prioritize appropriately
Entrepreneurial spirit and flexibility ? particularly in dealing with changing environments and different stakeholders
Proven track record in building and motivating strong teams, alongside continued focus on staff progression and development
Desire to work in an environment strong in teamwork, commitment and excellence
Desire to build a career within the financial services sector
Sound understanding of operations

219

Core Banking Project Resume Examples & Samples

Carry out daily technical support on bank’s data and voice networks
Govern and supervise network service providers to deliver quality services on NWS (Network Services) tower
Manage the IT budget on NWS tower to ensure cost-effectiveness
Act as DBS focal point for NWS tower related initiatives and escalation

220

Intern / Co-op, Global Banking Resume Examples & Samples

4 month co-op placement (January to April 2017)
Currently in university accredited co-op program, preferably with a business, engineering or IT major
Overall minimum GPA of 3.0
Interest in full time employment with HSBC

221

AVP, Mobile Banking Resume Examples & Samples

Responsible for delivering Internet/Mobile Banking projects & executing the overall DBS Channel strategy for consumer banking across the region
Manage the regional Channel dashboard - acquisition, usage and sales
Drive Regional Internet/Mobile Banking projects and Metrics - work with business/Country product teams to deliver projects based on Business Metrics
Ensure the smooth operational roll-out of new Internet/Mobile Banking services to customers
Responsible for ensuring consistent Channel experience and governance across the region

222

Banking Ops Administration Resume Examples & Samples

Daily reconciliation and reporting of accounts assigned to the individual
Using multiple internal systems to reconcile/review data
Analysing data ensuring discrepancies/issues are investigated/resolved
Process Improvement – participate in process improvement initiatives
Undertaking tasks as per procedure, and producing key analysis within specified deadlines, ensuring complete, controlled and high quality work is produced that meets the overall objectives and deadlines of the department
Escalating to the Reconciliations Services Group Team Leader / Section Manager any reconciliation that is at risk of missing the deadline
Liaise with internal and external teams to investigate queries and resolve exceptions
Investigate opportunities for self-development and improving knowledge of the business that you are servicing in order to improve skills and knowledge and deliver maximum service levels
Organisational skills
Results Focus
Self-Motivated
Risk Aware
Experience using Microsoft Excel
Intermediate MS Office Skills including Outlook, Excel and Word
Minimum education to GCSE level or equivalent – 5 passed (including Mathematics and English) – essential
A-Levels/Degree preferable
Prepared to complete industry qualifications, as required

223

Real Returns™ India Restart Your Career as an Experienced Investment Banking Professional Resume Examples & Samples

A cover letter which would help us understand your reasons for the career break and any other breaks in your overall career
Your most recent resume with experience details
Your expectations from Real Returns program and how do you think this program will help re-launch your career

224

Banking CSR Resume Examples & Samples

Strong customer orientation
Contribute to the Bank’s Regional goal
To provide timely and accurate card services related to internal/external customer inquiries, maintenance, reservation and complaint over the phone
Ensure all services delivered comply with ANZ Group strategy, policies, processes & standards & with external regulatory requirements

225

Manager GCM Banking Resume Examples & Samples

Ongoing monitoring of market news/events and industry developments that may impact the credit quality of the portfolio, and potential ad-hoc in-depth analysis of credit related issues that arise
The oversight of the negotiation and review of credit documentation, such as the ISDA/CSA, GRMA and GMSLA, for new transactions and onboarding of new accounts for various Scotiabank entities
Actively using various Scotiabank and GBM Management Information Systems, trading and booking systems to provide accurate and relevant information as required
Liaise with and manage relationships with Global Risk Management, International Banking, Counterparty Credit Risk, Market Risk Management, Legal, Tax, Finance, Compliance, Global Wholesale Services, Global Capital Markets Documentation, and other Execution teams
Strong knowledge of credit analysis and lending practices, as well as financial markets
Ability to perform under pressure and meet tight deadlines, sometimes for extended periods of time

226

Branch Banking Resume Examples & Samples

You should have a Diploma, and preferably possess Customer Service experience
We are looking for individuals who are service-oriented and have good communication and interpersonal skills
Effectively bilingual in English and a second language. The ability to understand a local dialect is an advantage. This is due to the need to communicate to customers on a daily basis
No experience is required

227

Director Aboriginal Banking Resume Examples & Samples

Demonstrated history of successful business development, including ability to network in external markets
Experience in contact negotiations with both clients and legal counsel
Experience drafting responses to complex RFPs
Experience with Sales Strategy and Sales referral process development
Risk Management - In-depth
Sales and Service Management –In-depth
Relationship Management - In-depth
Change Leadership - Working
Conflict Management & Resolution –In-depth
Resource Planning – Working
Business Acumen – In-depth
Strategic Thinking – Working
Negotiation – In-depth
Problem Solving –In-depth
Aboriginal banking – In-depth
Commercial Banking - Lending – In-depth
Commercial Banking Products – In-depth

228

ERS Banking Resume Examples & Samples

Assist clients with all stages of a product implementation
O Proof of concept
Master Degree in Computer Science, Mathematics or Finance
Experience of working in a Software implementation role
Significant experience in the Banking Industry within risk management
Basel II and Basel III or ALM exposure gained in a Bank, a consultancy firm or a Software engineering company
Excellent knowledge of existing and international regulatory requirements (e.g. EU - Capital Requirements Directive - CRD, Basel II) and in depth understanding of the proposed revision of the international regulatory framework (Basel III, CRD 3, CRD 4)
Relevant professional qualifications (e.g.FRM or CFA) is a plus
Technical skills on Relational databases and SQL
Experience in Data Mapping between systems of financial and risk data
Knowledge of Data Modelling within the Banking sector
Skills in improving Data Quality
Capability in drafting Data policies and documentation
French and English mandatory to work with our clients

229

Banking Book Capital Resume Examples & Samples

Research and develop credit portfolio models
Conduct ad hoc portfolio analysis, as and when required, to support decision making within the business
Key responsibilities include development of new models and challenge existing models, under senior guidance; this covers modelling, documentation, implementation, work with validation team
The role will involve direct contact with various stakeholders in the business and in the risk function; the candidate should therefore be comfortable interacting with peers and senior management in other functions and influencing the direction of projects
Outstanding analytical skills and an inquisitive mind are required to anticipate business needs and propose innovative solutions
Master’s degree or PhD in a quantitative field: economics, mathematics, physics, engineering or quantitative finance
Good R, Python or C++ programming skills
Good communication skills (both written and oral) – ability to communicate technical work in an efficient and articulate manner to a non-technical audience
Previous experience of credit portfolio modelling would be advantageous

230

Corp Banking Portfolio Mgr Resume Examples & Samples

The PM works with the RM to assess and mitigate risks with their clients, determine appropriate covenants, and develop monitoring that meets U.S. Bank policy guidelines
Responsible for the managing and monitoring the credit quality of a portfolio of warehouse lending clients to a zero charge-off level
Performs periodic, in-depth financial analysis, assessing strengths and weaknesses of each client within their portfolio
Ensures the structure of credit facilities are in compliance with U.S. Bank policies and procedures
Reviews financial performance for compliance with loan agreement terms, including financial and other covenants
Timely and accurate completion of credit displays and other related credit approval documentation
Presentation of credit recommendations to senior management for approval
Approves credit actions within assigned limits
Responsible for keeping current on industry and commercial lending policies, products and services
Actively participates in any required corporate and business line training in these areas
Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position
Actively works with customers to understand each customer's normal account activity, as appropriate for this position
Demonstrated ability to analyze complex financial statements as a means of determining potential risks within a client’s operations
Analyze Commercial Financial Statements
Demonstrated ability to communicate effectively with peers and senior management
Demonstrated ability to work independently and able to handle multiple projects and work with deadlines
May direct the work of Assistant Relationship Managers or support staff
Effectively manages complex credits
Mortgage and/or Underwriting experience

231

International Subsidary Banking Portfolio Manager Resume Examples & Samples

Knowledge of the ISB business and broader construct of HSBC’s Global Businesses
Strong understanding of risk management and credit mitigants and strong credit knowledge
Ability to multitask and prioritise a range of requests / actions to best support the ISB
Appreciation of the changing economic, social and governmental environment in US
Knowledge of international business and various industry sectors
Knowledge and use of HORIS and Client Vision systems (including reporting) and complex MI
Appreciation of working in a global environment
Developing professional expertise and credibility within business
Minimum of 2-3 years’ experience in the Commercial or Corporate Banking environment
Possess analytical and financial skills
Good prioritising, organisational and time management abilities
Ability to make decisions

232

Banking Agent Resume Examples & Samples

Complete three-year College Diploma or academic equivalence in a related field and three (3) years relevant experience or relevant combination of education and experience
Retail and/or commercial credit administration experience
Very good knowledge of banking and financing products
Experience with various Bank applications (internal systems)
Recognized for delivering exceptional customer service
Good sense of initiative and level of autonomy
Mandarin and Cantonese knowledge is an asset

233

Head of Core Banking IT Resume Examples & Samples

A Bachelor’s degree or equivalent experience with major or minor in computer science or related field and a minimum of twelve to fifteen years progressive experience in applications systems, including five years in management. Master’s degree preferred
Demonstrate ability to lead, motivate, and develop personnel and a working knowledge of information systems technology; in-depth understanding of businesses supported
Strong managerial, planning, technical and communication skills; strong people and team management skills particularly with project and cross functional teams; and the ability to establish strategic technical direction, translate concepts into actionable implementation plans, and identify technologies that improve productivity

234

Fair & Responsible Banking Resume Examples & Samples

Design, develop, and maintain review procedures, tools, forms, work papers, and reports
Monitor external and internal developments to identify a need for reviews. Evaluate topics presented by other groups for potential review. Provide recommendations for action based on analysis of developments. Manage the monthly industry development review meeting
Assess upcoming reviews to determine the appropriate approach and methodology and prepare for review
Gather and organize internal and external information to perform reviews, including but not limited to regulatory guidance, industry studies and reports, internal policies, procedures and resources, complaint data, marketing and other customer facing materials, prior exams, audits or internal testing, and other information available from Risk Management and Compliance colleagues
Perform reviews, including evaluating procedures, processes, practices, and controls for fair and responsible banking risk
Meet with applicable business line contacts to keep them informed throughout the review
Prepare reports to management on the outcome of reviews
Present conclusions and any responsive actions to FRBD and business line management
Manage identified issues in accordance with issue management policies and procedures
Develop and maintain a master review schedule
Maintain detailed knowledge of all in process and upcoming review statuses and next steps
Manage multiple reviews simultaneously and make adjustments as appropriate
Seven to ten years of experience in an applicable risk management environment
Applicable professional certifications
Advanced understanding of fair and responsible banking laws and regulations, including Unfair, Deceptive, and Abusive Acts and Practices (UDAAP), Section 5 of the Federal Trade Commission Act, the Equal Credit Opportunity Act, the Fair Housing Act, and related federal bank agency standards, applicable regulatory guidance, and fair and responsible banking litigation and enforcement actions
Understanding of financial products and services
Experience preparing reports to senior management
Strong research and analytical skills
Effective oral and written communication skills
Ability to work independently with minimal guidance
Certified Risk Management Compliance (CRCM) or law degree
Knowledge of U.S. Bancorp policies, procedures, and operations
Previous experience as a bank examiner, auditor, or consumer financial protection lawyer
Demonstrated experience developing and implementing new procedures and processes
Solid organizational skills and demonstrated ability to manage a large volume of information

235

Banking Intern Resume Examples & Samples

Internship for approximately 10–12 weeks
Travel within the state may be required as scheduled
Perform other job-related duties or special projects as requested

236

Banking Branch Manager Resume Examples & Samples

Analyzes branch expenses and implements strategies to reduce overhead
Directs the development, implementation and use of productive sales strategies and techniques, generating additional bank business through any mean or channel provided by the Bank
Oversees CCG/BCG tool and manages employees sales initiative. On the SME side and along with the BBR, focuses on companies with revenues less than $3.0 Million, performing significant calling activity on existing SME customers, prospects and Centers of Influence, to develop new business and to retain or expand ex Participates in branch functions and community activities to promote bank's image and growth ensuring that the Bank maintains a strong local presence
Is responsible for managing branches Tier 1, ensuring that branch and Team Members meet or exceed their goals
Proven track record of excellent sales management in a financial service

237

Banking Branch Manager Resume Examples & Samples

Minimum of 1 year of sales management in banking or financial services environment or 7+ years of experience in retail sales management
Graduation from a nationally recognized sales management trainee program
Proven capacity to manage a sales process within an incentive based environment
Leadership skills and demonstrated experience mentoring and developing a team
At Least 7 Years Specialized Knowledge Ability to manage, supervise, instruct and coach
Understands all appropriate policies and procedures and process that impact work activities

238

Senior / Exec-faas-banking Resume Examples & Samples

Accounting qualifications (achieved or currently pursuing)
Strong interpersonal skills: written, presentation and stakeholder management
Proficiency in Microsoft Excel
Ability to work independently toward set deadlines and effectively manage multiple tasks
Experience in project management
Experience working with international banks, and knowledge of banking business structures

239

Banking Transactions Specialist With English & French Resume Examples & Samples

Performing controls in terms of payment details confirmation in a direct conversation with the Citi corporate customers (call-back) in English or/and French language
Keeping effective cooperation and communication with Citi teams and branches involved in process
Pro-active participation in migrating new activities and optimizing them
Leading or participation in projects, including: participation in teleconferences, testing, documents verification
Coordinating and participating creation and verification of operational procedures, descriptions of processes, process maps and capacity plans
Analysis of operational errors, results of Voice of Customer survey. Initiating and implementing of corrective actions and improvements in consultation supervisor
Implementing of own initiatives to improve performance quality and efficiency of the team - ability to identify ways to optimize the process
Generating and reconciliation of control reports in relation to performed process
Leading internal trainings for team members

240

VP, Banking & Capital Markets Resume Examples & Samples

12-15 years of advisory/consulting experience across risk, compliance, finance/product control, operations and technology related transformation (re-engineering, process improvement, automation) engagements, of which at least 5-7years experience (within last 10 years) is within the Banking Capital Markets domain “Investment Banking”
Experience of working on Banking and / or Capital Markets practice in domains such as Trading, Risk, Operations, Asset Management, Product Control, etc
High level of self-confidence and strong people skills
Excellent presentation and written communication skills
Eligibility to work in the United Kingdom

241

Banking Trainee Resume Examples & Samples

Responsible for partnering with branch management to effectively manage a portfolio of business clients. Ability to identify loan, deposits and fee income
Ensure applicable lending policies and procedures are followed. Responsible for adherence to applicable compliance regulations
Develop small to midsized customer relationships to include all types of business banking and deposit products and services and maximize long-term customer satisfaction through aggressive cross-selling efforts to satisfy customers’ financial needs
Analyze credit and financial information for customers. Lender is responsible at all times for the maintenance of the portfolio’s credit quality. This includes the proactive, early identification of deteriorating credits and the ongoing management of problem loans that remain in the portfolio
Proactively market clients and prospects; represent Great Western Bank in the local banking and business communities; and develop a network of referral sources. Demonstrates understanding of customer cash flows
Develop and manage a commercial/ag portfolio of 0-15mm+
Bachelor’s degree in Business Administration, Finance or related area, or equivalent related experience required. Advanced Accounting course completion strongly preferred
1 - 3 years of commercial lending or related experience required. Experience with credit analysis preferred
Demonstrate strong verbal and written communication skills
Ability to maintain confidentiality required

242

Banking Branch Manager Resume Examples & Samples

Manages the delivery of customer first service excellence
Responsible for the administration of sales, service, operational efficiency, risk applications, internal control and Human Resources management activities to meet bank objectives for the branch
Develops a culture within the branch in which quality and continuous improvement on all performance accountabilities are understood and utilized by all employees
Ensures the team is focused on the acquisition of new business and personal relationships and the retention and expansion of existing relationships
Reports to the Retail District Executive
Focuses on increasing Bank products and services, sales, number of clients, its business relation with the bank and always following the established policy and procedures
Formulates and executes a customized team plan to acquire new, retain and grow existing SME and personal relationships
Manages, coaches, directs and motivates every branch team member to promote and maximize sales opportunities
On the SME side and along with the BBR, focuses on companies with revenues less than $3.0 Million, performing significant calling activity on existing SME customers, prospects and Centers of Influence, to develop new business and to retain
Participates in branch functions and community activities to promote bank's image and growth ensuring that the Bank maintains a strong local presence

243

ATM Banking Rep Resume Examples & Samples

Work with Marketing department to create, maintain, and distribute ATM marketing campaigns
Monitor ATM activity, transactions, and errors
Work with internal partners to resolve ATM issues
Install new ATM in the field
Coordinate ATM alarm calls with internal partners and vendors
Create and modify ATM schedules and installation schedules
Order ATM and office equipment ; Validate invoices
Work with third party ATM vendors
Assist settlement group with ATM requests
Create and maintain various ATM department reports on monthly bases
Be available to travel within Kansas City in short notice
Self-Starter
Good negotiator
Client focus and strong customer service skills
Applicable computer related skills
Microsoft office Suite
Advanced ATM knowledge
Advanced skills with Excel

244

Banking Digital Transformation Expert Resume Examples & Samples

Ability to lead large scale business and IT transformations (e.g., 4-5+ concurrent sprint teams) from strategy setting through planning and execution
Deep expertise with Agile methodologies and ability to apply in different environments
Strategic/execution focused – ability to develop plans/roadmaps to align with strategy
Understanding of digital solutions (spanning operational, enterprise, and web/mobile/social platforms), with a keen awareness of current industry and domain trends
Analytical thinker with excellent quantitative and superior problem solving skills
Ability to handle fast-paced environment, managing multiple projects and consistent track record of meeting deadlines
Strategic, creative, analytical and financial acumen as well as a strong business intellect and action orientation
Manages effectively with vision and purpose, develops organizational capability, demonstrates solid flexibility orientation, as well as a bias toward effectively navigating continual change management
Demonstrated ability to lead and inspire a team, to motivate and gain commitment and trust from direct reports and colleagues, and to ultimately develop a high performing team. Handson collaborative style of working is essential
Outstanding communication and interpersonal skills, with a demonstrated ability to influence various levels of management, and to work across diverse business functions and teams that are geographically dispersed
Entrepreneurial spirit with strong program and project management skills
15+ years’ experience executing and leading large scale business-technology implementations, with a strong focus on enabling banking transformative customer experiences and business capabilities
Proven ability leading cross-functional teams from a mix of internal and external team members
Ability to think quickly and critically on a broad range of technology and operational topics across various verticals
Excellent written and verbal communication skills in both English and Chinese; ability to communicate with senior technology and business leaders and C-level executives
Professional attitude and service orientation; team player
Prior experience in management consulting a bonus

245

Head of International Subsidiary Banking Resume Examples & Samples

CMB is at the heart of the Group’s strategy to be the Leading International Bank. Within this framework CMB is positioned as the Leading International Trade and Business Bank. The remit of this role covers our top-end international corporate businesses. The business operates in a highly competitive banking environment competing for international business where we have a “right to win”. The job holder will have responsibility for complex deal structuring
Environment of the job: As such, the jobholder will be competing in a highly competitive environment against many locally-established financial institutions and possibly a number of national competitors
Guidance and authority; The jobholder will report to the Country Head of Corporate and is given authority to plan, initiate, develop, and drive the initiatives for their client portfolio. They will be responsible for the profitability and performance of their team’s assigned portfolio
Minimum of 6+ years’ experience managing complex commercial relationships with international needs
Minimum 10-15 years general banking experience in a senior role with exposure in sales, commercial lending, credit structures, risk assessment and trade finance
Track record of building & developing long term relationships including at key decision maker level for all clients
Ability to interact with business customers at all levels
Excellent interpersonal skills and ability to interact and build relationships with internal and external stakeholders
Excellent time management, planning and organization skills
Frequent international travel required
Knowledge of how LC and MC clients operate
Minimum of 5 years customer service or sales team management experience
Knowledge of group systems, including CARM, ClientVision, HORIS, Global Links and GRPT
Knowledge of CMB policies and procedures as per CMB FIM
Wide personal connections within the group and outside the group (chambers of commerce and other associations

246

Product Mangement Lead, Banking Services Resume Examples & Samples

Design compelling product value propositions and work with marketing and research teams to validate product constructs with clients and FAs
Lead the team responsible for creating detailed business requirements for technology development
Partner with Private Banking Operations to develop comprehensive cross-channel service delivery models
Work with digital banking teams to ensure banking products have full online and mobile servicing, payment and account management capabilities
Drive Marketing and Field Engagement activities in partnership with cross functional teams to drive impactful growth campaigns
Ensure products function in compliance with all applicable laws and regulations and have clear and up to date terms and conditions
Experience leading cross functional projects and associated timelines
Functional experience in some or all of the following: product management and development, strategy, marketing, communications, finance
Ability to communicate complex subject matter to senior management
Strong interpersonal skills with a demonstrated ability to gain buy in across multiple disciplines and drive execution
Ability to effectively navigate in ambiguous situations and highly complex environments
Strong organization and analytical skills and attention to detail
Ability to work under tight timelines

247

WO Internship FM Client Solutions Group & FM Quants Wholesale Banking Resume Examples & Samples

Master student from a quantitative degree
Experience with object oriented programming preferably with C++
Basic understanding of financial markets and products
(preferred) affinity with other programming and scripting languages
(preferred) familiar with version control software
(preferred) basic understanding of parallel programming
Fast learner, hands-on, independent and result-oriented
Available at least three days a week for a minimum period of six months

248

Country Head of International Subsidiary Banking Resume Examples & Samples

Previous experience in the International subsidiary/Multinationals business
Proven ability to gain substantial business for the Group across a full range of products
In-depth knowledge of deposit products and of the concept of cashflows
Good commercial lending, risk assessment, trade finance experience
Proven ability to deliver creative and flexible customer solutions
Robust knowledge of Trade, GLCM, GB&M, RBWM, and GPB products and capabilities
Knowledge of structuring complex credit deals for clients and close engagement with Global Banking and Markets products
Robust understanding of client planning methodology
Bachelors Degree in Finance, accounting or related fields

249

ACH Banking Lead Resume Examples & Samples

Provide training to all ACH Banking Associates by reviewing error reporting support desk issues
Provide training for all ACH Banking associates, particularly new hires
Work Support Desk tickets daily by researching and responding to customers in agreement with department expectations defined by service level agreements
Incorporate a positive customer service approach in all interactions with dealerships and customers
Daily/weekly monitoring of Reserves and ACH Banking utilizing schedules, depository reports, and monitoring of mail
Ensure team has all schedules and statements reconciled and clean by month end deadline
Assist in managing the ICMS process for banking
Assist with projects and analysis
Coordinate coverage for all other ACH Banking associates as necessary
Minimum 8,000 keystrokes per min; 40 WPM
Strong mathematical, analytical and problem solving skills
Produce high quality work while under deadline pressure
Ability to work independently and as a team member in a deadline-driven environment
Must be highly organized and have excellent follow-up and prioritization abilities
High School Diploma with minimum 2 years accounting experience
ACH Banking experience
Bachelor’s Degree with business background

250

Guildford Banking Centre Open House Resume Examples & Samples

Thursday, Feb 16th, 2017
4:00 pm to 6:00 pm
Guildford Banking Centre, 10355-152nd Street, Surrey, BC
Please bring your resume and cover letter to this event

Download Banking Resume Sample as Image file

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