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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

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