Middle Market Department - Customer Relationship Manager Resume
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SUMMARY:
- 10 years of experience in banking including 6 years of experience in financing Confidential businesses.
- Adept at assisting clients to determine their funding needs, analyzing their financial situation, and evaluating the risk.
- Commercial Banking Credit Risk Customer Relationship Management Credit Analysis Retail Banking Critical Thinking Financial Analysis Time Management Teamwork Microsoft Office
PROFESSIONAL EXPERIENCE:
Confidential
Middle Market department - Customer Relationship Manager
- Prospect existing and new clients
- Identify clients’ needs in order to propose the appropriate financing offer
- Undertake financial analysis and risk evaluation of clients’ situation
- Cross-selling retail products
- Administrative and operational follow-up, management, renewal, and closing of credit files
- Preparation of different kind of reports for submission upon request
Confidential
Personal Banking Representative
- Opening accounts for individual and corporate clients
- Selling and cross-selling retail products (i.e. personal loans, personal real estate loans, car loans, housing loans, and plastic cards)
- Executing retail loan files in collaboration with the Retail Credit Department
- Follow up and renewal of credit facilities and cards
- Marketing and sales of debit, credit & charge cards, insurance products, and saving plans
- Promoting different kind of investment tools (i.e. funds, preferred shares, structured products, etc)
- Cooperating with the Recovery Department to handle irregular accounts
