Business Banking Resume Samples

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L Schumm

Ludie

Schumm

68337 Schmitt Junction

San Francisco

+1 (555) 517 7346

68337 Schmitt Junction

San Francisco

Phone

p +1 (555) 517 7346

Experience Experience

Houston, TX

Business Banking

Houston, TX

Hickle, Hintz and Keebler

Houston, TX

Business Banking

Resourceful, consistently and effectively networks within the community and centers of influence
Builds relationships and operates as a trusted partner; knows how to navigate the organization and leverage internal teammates
Communicates effectively, both orally and in writing
Develops new client relationships and new business
Demonstrates initiative and manages multiple priorities
The jobholder will ensure the fair treatment of our customers is at the heart of everything we do, both personally and as an organisation
Familiarity with sales force automation, smart technology, Microsoft Office, a plus

San Francisco, CA

CCB Risk-business Banking

San Francisco, CA

Johnston and Sons

San Francisco, CA

CCB Risk-business Banking

Lead a team of VPs, Associates, and Sr Analysts, assuring a strong culture, continuous professional development and effective performance management
Manage the team responsible for the management of risk in Judgmental Lending, ensuring strong performance and adherence to Risk Policies and Strategies
Using analytics and reporting to manage resourcing and workload
Develop and maintain key reports, informing management of progress and controls
Set ongoing Account Management policies including management of total Business Exposure
Decision requests within established benchmarks
Partnering with other functions to put in place and consistently improve processes to drive efficiency

present

Dallas, TX

Provincial Head Business Banking

Dallas, TX

Feeney-Denesik

present

Dallas, TX

Provincial Head Business Banking

present

Utilise external networks to provide insight into business issues, cost management and aligning targets to external benchmarks to drive performance
Support the production of monthly management accounts for the Province and lines of business/products, providing high quality performance commentaries
Contribute in shaping and developing the business performance agenda and in ensuring performance is clearly tracked against agreed targets
Approve Employee Opinion Survey (EOS) action items developed by the management team and review action logs to determine effectiveness of implementation
Manage the constituent income forecasts and keeping close track of risks and opportunities, enabling regular and accurate updates to senior management
Drive and manage revenue growth and mix, cost reduction, productivity improvement, investment strategy and asset utilisation for the Province
Proactively identify opportunities for cost efficiencies and improvement in effectiveness, developing recommendations and proposals

Education Education

Bachelor’s Degree in Business

University of California, San Diego

Bachelor’s Degree in Business

Skills Skills

Proven leadership ability with excellent interpersonal communication skills at all levels. Reputation in market attracts talent
Function as a key contributor and demonstrate knowledge of AML issues as well as broader functional knowledge
YOY profitability growth
Strong financial and analytic skills and ability to rapidly assimilate complex information
Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned
Knowledgeable of the closing process and timeline for all types of loans (i.e. real estate, revolvers, etc.)
Very good communication skills, written and interpersonal, and the ability to maintain effective working relationships
Proficient computer skills, especially Microsoft Office applications
Adaptable, resilient, flexible, operates effectively in competitive situations
Strong reading, writing and mathematical skills

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Ccb-business Banking Resume Examples & Samples

Bachelors Degreeor equivalent field related to financial services preferred
At least five years of relationship based sales experience in Financial Services coupled with a minimum of three years managerial experience strongly preferred
At least three years of credit experience
Excellent understanding of how Channel Delivery (Branches et al) supports small businesses and how to manage integration of all delivery methods to customers
Superior verbal and written communication skills; ability to communicate at all levels within the firm
Advanced PC skills: Word; Excel; Powerpoint; Lotus Notes

CCB Business Banking Resume Examples & Samples

Bachelors Degree or equivalent field related to financial services preferred
Must possess extensive knowledge of small business customer needs
Ability to achieve bottom line results through coaching, performance management, modeling behaviors, preparation and follow-up of development plans for each team member
Superior problem solving skills

Practices Lead for Business Banking & Chase Merchant Services Resume Examples & Samples

Minimum 20 years experience in governance of Compliance, Risk or Audit activities within a major banking institution
Graduate degree or certifications in Compliance
Experience in Commercial Compliance
Past experience developing or enhancing a compliance legal entity governance program and interacting with regulators
Professional maturity and confidence in expressing a point of view with senior management peers
Strong analytical, communication and negotiation skills
Build and maintain key relationships across the Consumer Compliance department and various other Business groups across the Firm establishing a culture of engagement
Positively and creatively influence needed department change and champion critical department change initiatives; help others to anticipate and manage through change

Business Banking Mgr-central Resume Examples & Samples

Using a variety of tools and techniques to manipulate business performance data
Interrogating MI to identify trends and investigate variances
Representing HSBC internally and externally as a Manager for Business Banking
Sound knowledge of the Commercial Banking market

CDG Business Banking Client Manager Resume Examples & Samples

Strong sense of pride and ownership for growing, managing and retaining clients
Can handle fast paced /high volume environment
Commercial Credit or Treasury/Cash Management background
Credit fundamentals/analysis skills
Negotiation and sales training

Business Banking Market Executive Resume Examples & Samples

Demonstrated leadership ability and experience in directly managing and leading sales teams required
Strong business development skills
Undergraduate degree in business, finance or economics required and advanced degree strongly preferred
Bilingual in Spanish strongly preferred
A leader in managing talent: talent selection, talent development, talent coaching and/or talent exit to ensure that the right individuals are on the platform to realize success
Ability to attract and retain high quality talent that can successfully operate in the upper end of the market particularly in the "close the gap" initiative in partnership with MM - must have ability to work in close concert with Middle Market ME with goal of achieving dominance in the $10-50MM revenue size companies
Strong credit skills, ability to drive business in partnership with client teams in the $20-$50MM space plus achieve dominance in the $10-20MM

Senior Client Manager Business Banking Resume Examples & Samples

Demonstrated management of an extensive portfolio of clients with annual revenues of $10 - $50-75 million
Proven track record of prospecting new business and enhancing existing relationships
Proven sales skills and experience
Must be able to assess and analyze financial conditions of clients and the industry trends
Undergraduate degree in business, finance or economics preferred
Capable of organizing, facilitating, leading and negotiating with team of bank associates to solve client issues
Proven track record of prospecting new business and enhancing existing relationships. Proven sales skills and experience. 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

CDG Business Banking Client Manager Resume Examples & Samples

Fundamental knowledge in Business Banking credit, deposit and treasuryproducts
Sales experience in the financial industry -3 plus years client facingexperience
Intermediate credit analysis skills

Business Banking Resume Examples & Samples

Resourceful, consistently and effectively networks within the community and centers of influence
Applies business analysis expertise, financial analysis skills, and applies product , industry and market knowledge
Builds relationships and operates as a trusted partner; knows how to navigate the organization and leverage internal teammates
Communicates effectively, both orally and in writing
Demonstrates sales ability; influences with impact
Develops new client relationships and new business
Demonstrates initiative and manages multiple priorities
Manages risk
Adaptable, resilient, flexible, operates effectively in competitive situations
Completion of formal credit training strongly preferred
Familiarity with sales force automation, smart technology, Microsoft Office, a plus
Should have an existing COI network and knowledge in the market with proven track record of prospecting new business and exceptional sales skills
5-10 years experience in commercial banking and/or business lending

Business Banking Resume Examples & Samples

BS/BA degree,
5+ years of solid experience in financial analysis, structuring, underwriting and portfolio management
Participate with CM or CPOs to negotiate Credit Agreements and loan documents, as needed
Knowledgeable of the closing process and timeline for all types of loans (i.e. real estate, revolvers, etc.)
Familiar with the ABL field exam process, ordering, oversight of the exam, and acting on the results of the field exam – (Acid Base Lending)

Business Banking Portfolio Manager Resume Examples & Samples

Seeks alternative means of financing or counter offers for all borrowers when it is determined that the original request cannot be accommodated
Prior relationship management experience is a plus
Thorough knowledge of software being utilized to capture credit applications, proprietary scoring model, Word and Excel
Ability to make timely decisions in a fast paced, production environment
Ability to make sound transactional decisions to ensure policies and directives are met
Ability to work independently and take ownership of personal performance and development
Demonstrates aptitude to interpret and evaluate consumer credit bureau reports, Dun & Bradstreet business reports and public records

Provincial Head Business Banking Resume Examples & Samples

Improve the risk weighted return on the portfolio of existing clients by proactively working with the relevant stakeholders to manage and utilise the margins and target adequate Return on Economic Capital (RoEC)
Actively pursue new deposit and non-interest income business by identifying opportunities within the Province (through analysis of the existing book and market place) and building relationship with these clients in order to improve profitability
Work with the various product owners within the organisation, across the Group in order to effectively solution the client base and improve the portfolio cross sell ratio
Manage the impairments for the Province’s business and ensure that no avoidable provisions are raised due to non-adherence and to ineffective management
Embrace the Business Banking Africa’s cost reduction policy by managing the Province’s expenses within Cost Budget
Develop and implement a strategy to enhance and broaden customer value proposition, service, delivery and client engagement in line with the Business Banking Africa overall strategy
Drive and monitor market share, customer retention, customer growth, customer satisfaction and customer profitability via the Province
Act as the spokesperson for the Province in Group when required- interaction with external stakeholders - media, investor community, regulators and industry forums
Represent the Business Banking interests of the Province in Group forums such as the Operational risk Committee, Group Change Council and others
Develop strong and collaborative relationships with the broader Provincial Exco Heads and other Peers in order to devise the best solutions (within the risk appetite) for clients
Build excellent and pro-active relationships with the Business Banking Credit team in the Province by seeking their full input into the solutioning process
Share best practice and industry knowledge with Peers in order to maximise Business Banking performance and support the implementation of the RBB strategic initiatives
Continuously mentor the management team of the area on proactive people management techniques
Review training needs analysis conducted by managers. Approve training budgets and review training expenditure to ensure that allocated funds were utilised
Establish and maintain a succession plan for the key roles in the area and review and approve succession plans for one level below
Review the outcome of the Talent Review process and approve nominations for the business unit. Review effectiveness of the formal Talent Management process
Review requests from managers in the team for headcount changes. Approve or decline with reasons
Review overall business unit performance and approve outcomes of consistency check meetings
Motivate managers in the business unit and ensure that they have measures in place to recognise the efforts of their staff members
Approve Employee Opinion Survey (EOS) action items developed by the management team and review action logs to determine effectiveness of implementation
Review the risk management practices of the unit and highlight areas that require improvements to business leaders in Exco
Ensure the maintenance of a Risk Dashboard and overall Risk Profile for the functional area. Agree an acceptable risk appetite with input from Group Risk management functions
Take accountability for the assigned principal risks in terms of the Barclays Africa Operational Risk Management framework
Ensure that adequate controls are in place across the Province
Determine action plans to effectively reduce and manage risk issues related to Internal Audit findings,
Management Assurance findings, Compliance issues, SOX requirements and operational risk. Actively drive the completion of actions and review the issue assurance testing conducted on all closed items
Interact with the different risk management specialist areas in Barclays/Business Banking Africa (Group Risk, SOX office, Internal Audit, Group Compliance) to ensure an understanding of the requirements and that functional policies and processes
Incorporate all the necessary elements
Review the risk management practices of the function as a whole and highlight areas that require improvement to leaders in the team. Ensure that they understand their responsibility for risk ownership
Oversee the development of RCA's, Control Issues, Key Risk Indicators and Principle Risks for the function
On a quarterly basis, evaluate of the status of Operational and Principle Risks within the function and complete the required attestations to confirm control status
Define and execute on the strategy for sustainable growth for Business Banking in the Province. These include creating an efficient operating environment, diversified business (revenue and assets) and a fully funded division
Communicate the Business Banking strategy to the leadership team and ensure deep understanding across the whole business
Provide support to the Provincial portfolio and the related business areas and functions, including driving monthly business performance management process, ensuring the business stays focused on performance. This includes analysis and challenge of business performance, business case reviews, and liaison between departments
Utilise external networks to provide insight into business issues, cost management and aligning targets to external benchmarks to drive performance
Manage the constituent income forecasts and keeping close track of risks and opportunities, enabling regular and accurate updates to senior management
Monitor, Analyse, interpret and communicate performance data in a way that gives ExCo and the businesses confidence in the information. Defines targets, financial and non-financial, which drive performance in line with Unit strategy
Proactively identifying business opportunities which drive performance in line with strategy
Implement and embed strategic performance management tools
Develop cost management strategies, which are supportive of overall business strategy. Utilising external networks to provide insights into cost management. Setting targets aligned to external benchmarks
Review and refine the business architecture (people, systems, processes, products, market segments, geography) of the Province to maintain competitive advantage. Contract delivery of the change and act as portfolio manager for the change programmes. Ensure that change contributes to the performance improvement of the Barclays Group as a whole
Review the change portfolio on a monthly basis to ensure that investment spends is allocated to the correct initiatives and that progress is on track. Based on proposals brought by business unit leaders in the Coverage/Business Banking team, review opportunities for investment or disinvestment of resources and make capital allocation decisions within mandate. Present major opportunities to the Group Investment Committee and Group Exco
Define the policies, frameworks and rules of engagement required in the function to optimise the interactions within the function and ensure collaboration. Influence the Group functions that define group-wide frameworks to make adjustments for improved business performance
Manage the Province’s financial planning process, including 3-year MTP, 1-year STP, and a regular programme of forecasting to ensure all plans to reflect meaningfully the business levers and metrics that are targeted
Analyse, interpret and communicate data requirements and articulate an approach that will deliver reporting requirements in terms of key milestones and deliverables

Business Banking Market Executive Las Vegas Resume Examples & Samples

Must have minimum of 5 years of commercial banking experience serving businesses with greater than $5mm in annual revenues and 10 years in the financial services industry
A thorough understanding of cash flow analysis and the impact of business and economic cycles on industry segments required
Knowledge of sales force automation and how to leverage the technology in the sales effort is a plus
Ability to attract and retain high quality talent that can successfully operate in the upper end of the market particularly in the "close the gap" initiative in partnership with MM - must have ability to work in close concert with Middle Market ME with goal of achieving dominance in the $10-50MM++ revenue size companies
Strong credit skills, ability to drive business in partnership with client teams in the $20-$50MM+ space plus achieve dominance in the $10-20MM
A proactive, aggressive approach in managing a business and an individual who has or will immediately garner credibility

Chase Business Banking Intern Resume Examples & Samples

Conduct product, market, and client research
Perform competitor research and analysis
Update and maintain prospect databases
Assist in business development and prospecting new clients through mailings and/or by phone
Perform additional responsibilities assigned by the Business Manager and/or Relationship Managers

Business Banking Market Manager Resume Examples & Samples

Develop strategy and manage operations of the BB-GNP segment across the U.S
Oversee GNP revenue and profitability and monitor adherence to credit quality, KYC and risk protocols
Provide leadership and support to teams of managers and bankers, providing direction, advice, counsel and support to ensure the best customer experience, sound risk management, and continued business growth
Manage segment performance, holding all managers accountable for achieving results using appropriate protocols and best business practices; monitor segment performance to identify trends, opportunities, and areas of focus; provide insight and expertise to build buy-in and/or enhance/realign approach; stay abreast of economic and business climate, political and competitive landscape
Build relationships at all levels within Business Banking and across other businesses; effectively manage conflicting interests
Ten or more years commercial/business banking experience – GNP background preferred
Extensive experience leading large sales teams in generating consistent results; proven track record in successfully managing P&L and achieving organizational goals
Expert knowledge of business credit, deposit and cash management products and services – experience with Public Finance and/or NFP preferred
Ability to build collaborative relationships across the organization and influence others without direct control
Proven ability to maintain a client focus while managing risk
Must have previous experience working in a controlled regulated environment

Assistant VP-business Banking Resume Examples & Samples

Managing to a precise and exacting mandate to effectively manage the extant book whilst only seeking to selectively drive new business. Focus on high value quality international customers and prospects. At the same time ensuring commitment to the domestic type of customer (no unavoidable loss of customer, driving high customer engagement)
Achieve RoRWA and RoE in line with Group guidelines while effectively managing credit and other risks
Reporting to Executive Management
Operate effectively in stressful and often sensitive situations
Managing and reducing credit exposure in strategically determined sectors (RE, construction, hotels & restaurants – industry risk appetite in each country to be inserted)
Be aware of the specific implications of legal and regulatory changes

AML Manager, Business Banking Resume Examples & Samples

Business Banking experience with a focus on Money In and Cash Management products/services and procedures
Knowledge of Canadian Banking policy and procedures as it relates to AML/ATF and/or Compliance background
Strong relationship building and relationship management skills
The able to effectively interact with all levels of management
Strong Presentation and Facilitation capabilities
Experience in supporting new initiatives and projects
People Management experience
Assists designated business units with the development and implementation of appropriate AML/ATF policies, processes and controls
Facilitates the periodic AML Risk Assessment activities with respect to designated business units within the Business Segment using TD’s enterprise AML risk assessment framework ensuring that the assessments are completed and communicated in a dynamic and timely fashion
Liaise with Gaml Operations on matters relating to Sanction, identification of High Risk Customers, and Enhanced Due Diligence
Assists in establishing effective oversight of AML/ATF compliance within designated business units through the development and implementation of ongoing monitoring and reporting mechanisms
Ensures that AML/ATF issues and events are reported and escalated in a timely manner
Advises on day-to-day AML/ATF matters affecting the designated business units, including, but not limited to, customer identification and due diligence, enhanced due diligence, training and compliance testing
Delivers relevant subject matter expertise and AML/ATF advice
Works with Business Segment and/or business unit management, and with internal and external business partners (e.g., Internal Audit, external consultants) to respond to regulatory requests, findings, audits and/or examinations with respect to AML components affecting the Business Segment
Monitors AML/ATF industry developments and maintains advanced knowledge of new and amended AML/ATF laws and regulations pertaining to the businesses operated by the Business Segment in all jurisdictions where the Business Segment conducts business, ensuring that updates are communicated promptly to business constituents and throughout all relevant channels
Conducts research as assigned and prepares briefs for senior management
Participates in business level projects as needed, to facilitate and oversee changes to AML processes, systems, or practices
Coordinates with other AML/ATF partners and business compliance partners to ensure consistency in the application of AML/ATF programs and standards across the enterprise
Ensures relevant AML programs align with TD corporate philosophy and strategic direction
Strong organizational and/or industry knowledge with a proven ability to work effectively in a cross-functional, complex and often ambiguous environment
Strong relationship management skills and ability to lead and influence change
Ability to work effectively in an extremely fast paced and evolving environment
Strong collaborative skills and experience partnering with business units
Highly organized and well developed skills in negotiating and influencing with the ability to deal with conflicting points of view and to effect creative and responsive solutions
Exceptional writing skills with the ability to draft superior quality reports, executive summaries, policies, manuals, procedures, and business correspondence for an executive level audience
Effective presentation and communication skills, in particular with respect to delivering content effectively to executives and regulators
Ability to work independently, apply critical and strategic thinking, make timely decisions, and manage deadlines while multi-tasking amongst different projects and competing priorities
Strong problem solving skills and the ability to proactively identify issues and recommend solutions
Project Management skills would be an asset
ACAMS accreditation would be an asset

Ag Business Banking Portfolio Manager Resume Examples & Samples

Demonstrated knowledgeable of cash flow, credit and evaluating collateral
Requires a minimum of 5-7 years of previous Commercial Loan and underwriting experience (ag credit underwriting experience preferred)
Demonstrated ability to successfully structure credit requests that minimize risk while providing client value
Ability to communicate effectively by adding value to Relationship Managers and Customers

Business Banking & SME Credit Manager Resume Examples & Samples

Analytical and numerical
System awareness and IT skills
Interpersonal skills
Communications and presentation skills
Awareness of regulatory issues
Credit assessment skills acquired through training and courses attended by candidate
Awareness of legislation affecting the bank and customers
Experience in a relevant job role for a minimum period of 5-7 years

Business Banking Portfolio Manager Resume Examples & Samples

Bachelor’s degree (B.A.)
5+ years of related experience in a commercial bank environment
Must possess strong middle market Credit underwriting experience in C&I and Commercial RE, Total Years of Experience: 5-6+

Area Manager Business Banking Resume Examples & Samples

Oversees the Business Banking marketing and sales activities of an assigned city or a market within a larger metropolitan area
Provides leadership and support to team of bankers, providing direction, advice, counsel and support to ensure the best customer experience, sound risk management, and continued business retention and growth
Manages team performance, holding all members accountable for achieving results using appropriate protocols and best business practices; monitors ongoing performance metrics to ensure early intervention and effective corrective action; provides insight and expertise to build buy-in and/or enhance/realign approach
Provides expertise to team on products, deal structuring, relationship-building, and developing customized solutions through partnership with commercial, consumer, mortgage and Chase Wealth Management
Coaches and develops team on all aspects of managing a portfolio including relationship management, prospecting, profitability, customer experience, and risk management
Manages the market's revenue and profitability and monitors adherence to credit quality, regulatory requirements and risk protocols
Promotes partnership and teamwork within the team and across other functions to ensure a seamless experience for the client who has multiple products and services
Five or more years commercial/business banking or related business lending experience
Bachelor's degree in Finance or related field, or equivalent work experience required
Expert knowledge of business credit, deposit and cash management products and services
Strong communication skills with individuals at all levels, internally and externally
Ability to lead proactively through change
Travel requirement - 50%

Business Banking Territory Manager Resume Examples & Samples

Directs sales and tactical coaching by the BBO Regional teams reporting to RGB geographic divisions. This includes in-market joint calling and coaching
Participates in the development of coaching tools, activity objectives, performance goals, sales and coaching protocols, performance plans, tracking and reporting tools, recruiting profiles, and relevant training (sales, product, and credit)
Monitors progress on all objectives and goals for each region assigned. Accountable for achievement of loan, deposit and fee income targets of the Small Business Banking teams within Regions assigned
Monitors variance against budget on an ongoing basis. Accountable for achieving positive or neutral variances to Small Business Banking related budgets for the assigned regions
Directs the selection, resource allocation and performance management of each region assigned. Involved indirectly in selection of the regions Business Banking Officers
Effectively communicates to each region assigned
Provides regular communication to Division Executives regarding performance of small business teams, strategies, and tactics
Directs the gathering of market intelligence so that market opportunities may be capitalized on as they occur
Ensures that operating procedures are in compliance with the approved policies and procedures of the Bank and with applicable regulations
Participates in community and business functions/groups to ensure a positive image for the Bank. Ensures compliance with Bank CRA programs
7+ of business banking experience
5+ years of supervising or managing a sales force

Director Business Banking Credit Risk Resume Examples & Samples

BA Degree
9+ years of experience in a financial institution with assets over $10B
Ability to supervise others
Must have a thorough understanding of commercial lending and a credit background
Must possess a solid knowledge of the laws and regulations applicable to commercial credit

Business Banking Credit Manager Resume Examples & Samples

1) origination of credit proposals
2) portfolio management of existing credit relationships
Good knowledge of CMB’s international proposition / product capabilities
Proven experience of working effectively with, and a detailed knowledge of the bank’s IT systems, including RBPM, Excel, Powerpoint, Word, Browser Main Menu, Global Links, Group Intranet etc
Honed analytical skills, with a strong emphasis on problem solving
Excellent interpersonal skills, with a particular emphasis upon communication (verbal and written)
Ability to work without constant direction or supervision
Positive and proactive ‘can do’ attitude
Self-control and ability to perform under pressure

Ag Business Banking Portfolio Manager Resume Examples & Samples

Understands credit scoring and may work with abbreviated loan review matrix tools to aid in decisioning credit requests. Exhibits the ability to decision applications in a “grey/review area of scoring” and apply subjective criteria to render a decision within their authority level
Responsible for making accurate decisions in granting loan requests within specified limits, using understanding of credit scoring and risk management concepts
Bachelor’s degree or equivalent experience. Preferably in a business related field
Must have farm experience in dairy & crop
2-5 Years previous Small Business Credit Scoring and Ag Underwriting experience required
Demonstrated knowledge of general business and industry trends, risk, etc

Senior Manager Business Banking Resume Examples & Samples

Managing the budget/strategy/forecast process for Business Banking
Reviewing and providing assistance with monthly management reporting and other group and adhoc reporting requests
Streamlining existing management reporting and enhancing Product P&L reporting
Conducting Due Diligence on new investments and joint ventures
Providing financial analysis and insights to stakeholders
Overseeing the day to day financial control function for Business Banking
Identifying scope for continuous improvement opportunities in Business Banking Finance processes, including opportunities to transition work to Group Financial Services (GFS)
Manage the day to day relationship with the Group Financial Services Team
Provide assistance on Projects with opportunity to lead these where appropriate
Management and development of 2 staff members
A high level of motivation, with the ability to work independently and take responsibility for identifying and achieving solutions
Strong relationship management and interpersonal skills
Flexibility and dependability in working with a wide range of stakeholders, and responding to the needs and challenges of a diverse and rapidly growing range of businesses
Ability to work under pressure and meet deadlines
A "can do" attitude

Market Manager Business Banking Resume Examples & Samples

Oversees the Business Banking marketing and sales activities of an assigned market which consists of several teams of bankers in a geographic area
Provides leadership and support to teamof managers and bankers, providing direction, advice, counsel and support to ensure the best customer experience, sound risk management, and continued business retention and growth
Manages market’s performance, holding all managers accountable for achieving results and ensuring adherence to appropriate protocols and best business practices; monitors market performance toidentify trends, opportunities, areas of focus; provides insight and expertise to build buy-in and/or enhance/realign approach; is attuned to market’s economic and business climate, political and competitive landscape
Oversees the market’s revenue and profitability and monitors adherence to credit quality, regulatory requirements and risk protocols
Builds relationships at all levels within the business and across other businesses; Promotes partnership and teamwork within the market and across other functions to ensure a seamless experience for the client; Effectively manages conflicting interests, keeping client and business needs foremost
Holds managers accountable for recruiting, retaining and developing talent high quality talent Represents bank in community leadership capacity such as regional non-profit boards
Active and visible in community leadership roles
Demonstrated knowledge of credit
Results-oriented, customer-focused with a bias for action and sense of urgency

Business Banking Client Manager Resume Examples & Samples

Undergraduate degree required: Majors in business, finance or economics preferred. Bachelor’s Degree Required
Fundamental knowledge in commercial credit
Can handle fast pace/high volume environment

Business Banking Senior Client Manager Resume Examples & Samples

5 – 10+ years Commercial Lending, Business Development, Commercial Credit and Portfolio
Management experience in the business banking or middle market sector
Must have excellent verbal and written communication skills and demonstrated leadership ability
Familiarity with sales force automation, such as ACT and other systems, a plus

Ccb-risk-business Banking Wholesale Credit Resume Examples & Samples

General administrative support for BB leadership
Assist in drafting internal and external communication on behalf of the Head of Business Banking Risk as needed
Ensure timely consolidation of information requested
Work with Corporate Staff functions to ensure delivery of all materials
Disseminates information and communicates ideas on behalf of the Head of Business Banking Risk
Coordination of production materials
Maintains the Strategic Plan and facilitates the annual strategic planning process Establishes communication across all stakeholder departments in order to identify opportunities, resolve issues and implement modifications
Manage special projects to complete critical work for Risk function
Ensures all periodic reporting (weekly, monthly, quarterly, annually) and functional review processes are executed and reviewed. Drives follow up activity from reviews
Build and maintain relationships with peers inside and outside the organization and industry to ensure strong OneChase collaboration
Key partner with Human Resources through the analysis, planning, and execution of key initiatives
Bachelor's degree in Business Administration, or related field. MBA Preferred
Must have prior experience driving alignment across multiple business units/leads toward a common goal
Strong oral and written communication skills, and presentation-building
Demonstrated problem solving skills; the ability to deal with conflict and multiple constituencies and manage multiple simultaneous objectives is imperative
Prior Audit or Consulting Experience a plus

Kyc Team Leader Business Banking Review Resume Examples & Samples

Responsible for direct supervision of minimum of 10 Transaction Processing Specialist
Assigning of work queues managing and prioritizing workflows
Training, Development and Performance review of direct reports
Monitoring of Daily Performance dashboard versus Goals
Setting Quality Assurance /Control mechanisms to ensure Processing Accuracy
Emerge as a Subject Matter Expert in the process
Adherence to Risk and Controls Agenda
Be a Customer Service Champion
Graduate with around 3 to 4 years of experience, including Data Processing and People Management
Good working knowledge of all MS Office applications particularly Word and Excel
Effective Time Management skills
Customer Focus and Service Oriented mindset
Ability to collaborate, partner and work in a team environment
Aptitude for identifying Process improvement opportunities
Knowledge of Account Opening and Maintenance processes in Consumer and Business Banking
Proactive approach towards issue identification, tracking of root cause and issue resolution
Knowledge of Regulatory guidelines relevant for Consumer and Business Banking

Team Manager Case Manager & Service Manager Business Banking Resume Examples & Samples

Against a backdrop of fierce and increasing competition, a turbulent market and customer instability, the bank seeks to grow its business through acquisition of quality new customers, retention of quality existing customers and improving average returns per customer
The jobholder will be responsible for all risk management activity within their area ensuring HSBC is the bank of choice in their particular territory. Exhibiting at all times an intolerance of mediocrity, using intelligent sales management, coaching and development of their team the jobholder must ensure the combined sales force operates as a fully functional and integrated team, maximising cross referrals from the bank’s customers, irrespective of whether they borrow
With ever increasing competitive pressure, and the need to consistently drive income growth, the jobholder will need to show resolute strength in ensuring only quality business is transacted, with sales appropriately and sensitively matched to customer needs, maintaining service excellence at the centre of all activity
In addition to their own prime responsibilities, the jobholder forms an integral part of the Regional and wider HSBC management team. As a part of this wider team the jobholder must identify, communicate and share opportunities that directly or indirectly contribute to the success of colleagues

Credit Products Manager Business Banking Resume Examples & Samples

Changes in loan policies
Underwriting & structuring senior debt transactions
Sales presentation skills and documents (LOIs, term sheets and commitment letters)
Negotiation of loan documents
Advancing the client relationship (i.e. annual reviews)
Complex credit relationships
Derivative products (swaps & hedge)
BS/BA degree
Strong communication and analytical/technical skills, including financial accounting, modeling and loan structuring
Preferable some supervisory/managerial experience
Knowledge on how to or typical issues in negotiating Credit Agreements & loan documents, as needed
Be knowledgeable of the closing process & timeline for all types of loans (i.e. real estate, revolvers, etc.) plus field exams
Be familiar with alternative financing sources within the Bank and outside the Bank

Assistant Portfolio Manager Business Banking Resume Examples & Samples

Demonstrated decision making skills and ability
Analytical skills with ability to solve complex problems by interpreting data and results
Proficiency of MS Excel, Access, Powerpoint and Word
Previous credit underwriting & collections experience
Knowledge of SAS, Hyperian and Capital Stream
An aptitude to think strategically and envision future state of the portfolio

Ag Business Banking Portfolio Manager Resume Examples & Samples

Bachelor’s degree.Preferably in a business related field
Demonstrated knowledgeable of cash flow,credit and evaluating collateral
Thorough knowledge of software being utilized to capture credit applications, proprietary scoring model,Word and Excel
Ability to make timely decisions in a fast paced,production environment

Kyc Specialist Business Banking Review Resume Examples & Samples

Graduates in B.Com/B.A - Preferably having first class pass percentage
Fresher / work experience of 0-24 months, preferably in back office/financial service industry
Good working knowledge of all MS Office applications particularly Excel Soft Skills
Good verbal and written English communication skills
Willingness to learn on additional sub processes
Multi-tasking ability and effective prioritization of work
Flexibility towards business requirement and assisting co workers are essential

Ccb-business Banking Risk-executive Director Resume Examples & Samples

Must have advance programming experience using SAS, SQL and Plus/R
Linear and non-linear optimization principles
Must have loginatudinal data and survival analysis experience manipulation skills
Advance knowledge of Econometric and Statistical Model Building and Validation skills
Must have experience conducting time series analysis
Knowledge of credit products and credit life cycle such as credit underwriting and portfolio management processes highly desirable

Business Banking Resume Examples & Samples

Commercial banking experience is preferred
Credit / Lending experience (CAS prep) - credit college preferred
Exceptional analytical and problem solving skills – Advanced Microsoft excel
Exceptional presentation skills (verbal and written) – PowerPoint, Word
Familiarity with DCRM and other credit analytical tools
Familiarity with Sales Force, Product Wizard, CMOS
3 – 5 years of business experience
Minimum BA degree

Senior Business Banking Specialist Resume Examples & Samples

Up-sell additional Cash Management Online (CMO) functionality migrated clients
Sell CMO for Small Business offer to targeted SB clients
Partner with Small Business sales channel to drive incremental sales from branch referrals
Evolve into a virtual RM role with expanded sales responsibilities including: Additional business banking services
Basic credit facilities
Trade finance products
To provide an exceptional experience for new and existing clients by identifying their needs through the utilization of CIBC Financial tools
Required to meet weekly sales and service targets
Responsible for proactively initiating phone calls with clients to discuss their needs and to offer financial solutions
Accountable for accurately capturing and validating clients’ financial information, ensuring all documentation is completed in accordance with CIBC policies and procedures
Ensure that all internal dealings and dealings with clients reflect the standards prescribed by CIBC policies and procedures, including: Anti-money laundering, Reputational and Legal Risk, Code of Conduct, Risk Management, etc
Ensure ongoing personal development, remaining current on changing technology as well as maintaining high levels of fluency with internal product and processes
Branch Banking Smal Business Relationship Manager
CIBC Business Banking Clients
Various internal Partners i.e. Intria, RBO, CPS
Various Internal BCC Departments
BCC Management Team
Sales –Outbound
Adaptable
Results Oriented
Must be fluent in French & English

CCB Risk-business Banking Resume Examples & Samples

Experience in products, processes, and policies which are utilized by Business Banking and Small Business
Seeking 7+ years in risk and/ or compliance
Strong leadership skills, operations management, Business Banking and Small Business process experience
Ability to analyze and break down complex processes into understandable and meaningful components
Exceptional interpersonal and communication skills (both written and verbal)
Strong reporting/software skills
Ability to establish rapport and build effective relationships with a variety of management levels
Solid understanding of how technology systems and business processes work together in order to understand risks and controls to a business unit
Interpersonal, team/relationship building and strong facilitation skills

VP, Business Banking Resume Examples & Samples

Execute integrated sales and relationship strategies that are in alignment with the area business plan to achieve desired revenue and service hurdles
Responsible for client satisfaction and relationship profitability, while providing business customers with single point of contact within Citi
Provide product specialists with qualified referrals for cross-sell. Assist in closing deals across all products
Partner with other Citi businesses (i.e. Retail Banking, Treasury, etc.) to ensure ongoing and appropriate communication to support overall client and franchise objectives
Through extensive involvement, create local community awareness that the bank is critically focused on partnering in the community and providing broad, multi-product banking solutions to the middle market companies housed in the marketplace
Strictly adhere to internal control policies such as the account opening protocols of accurate collection, completion and updating of all required documentation
Undergraduate business degree
Should have a minimum of 5 years banking experience, preferably in business banking
Must have a sharp, proven business development focus, preferably within a large financial institution
Must be team oriented
Excellent verbal and written communication/presentation skills
Demonstrated ability to motivate and influence others
Knowledge of credit process/credit training a plus

Area VP-business Banking Resume Examples & Samples

Establishes and communicates business strategic direction, priorities and key activities and positively engage team members to adopt proven client relationship and sales best practices and activities
Coaches Relationship Managers based on a deliberate action plan focused on improving the client experience and business growth, using an effective coaching program (including Observational Coaching)
Applies consistent and effective performance management practices with all direct reports
Acts as a country industry specialist or champion, in identifying and providing theater strategies needed to deliver industry specialized value to clients and to create and support a virtual network of knowledgeable, industry specialized (or clustered) Relationship Managers
Develops relationships with existing and prospective high value and/or high potential clients through regular contact and joint participation with Relationship Managers
Actively participates in the local business community through board/committee membership in local business community and /or charity organizations
Applies business acumen and business banking knowledge in regularly assessing local market business opportunities and by focusing on the key business drivers that lead to effective sales behaviour and business results
Ensures that the team operates within the legal framework and in accordance with both RBC and external policies and regulations
Champions and practices reward and recognition with the team, service partners, RBC partners and others
Masters of Business Administration
CFA or other relevant post-graduate qualification will be an asset
BSc in Business, Finance, Banking or equivalent qualification
Minimum 8 years experience in Business Banking environment; with 4 years at a Senior Management capacity
Strong observational coaching and people development skills
Good leadership and demonstrated sales management practices
A strong entrepreneurial orientation
Excellent networking skills
Ability to apply critical thinking, creativity and innovative methods to problem solving
Continuous learning mindset and global perspective
Demonstrated leadership competencies, emotional intelligence, mentoring and negotiation skills and ability to develop alliances
An agent for change with a proven capacity to assume responsibility and ownership for major initiatives
Strong communication skills, culturally sensitive, a good listener and an articulate advocate for the ideals of the organization
Technically competent in the areas of financial, operational and customer relationship management and business origination
Excellent judgment
Strong conceptual & strategic thinking

CCB Risk-business Banking Resume Examples & Samples

Minimum of bachelor's degree or equivalent experience, graduate degree in business preferred
Completion of advanced courses in finance, accounting, and credit either through a bank sponsored training program or college course work
Typically 10-12 plus years experience as a relationship manager, underwriter or similar position requiring business banking/commercial knowledge and credit judgment
Thorough knowledge of credit philosophy and policies, loan documentation, bankruptcy and related legal issues
Demonstrated PC aptitude
Works effectively in a team environment, while assuming individual responsibility

Business Banking Regional Manager Resume Examples & Samples

Provides direct sales and tactical coaching of Business Development Officers reporting to RBG geographic divisions. This includes in-market joint calling and coaching
Manages employees directly, including selection, resource allocation and performance management. Involved directly in selection of the regions Business Banking Officers
Analytical and budgeting skills
Negotiating skills
Planning & organizational skills
Written and verbal communications and presentations

Head of Business Banking Client Management Resume Examples & Samples

Deliver financial results in terms of CNR, expenses and operating efficiency. Effectively manage a portfolio of 5,000+ accounts representing significant revenues, expenses, loan and deposit balances. Strike the delicate balance between de marketing non-strategic accounts while retaining/growing accounts with a turnaround potential or material CNR – with the ultimate objective of growing revenues
Rationalize expenses (fixed and variable). Create centers of excellence to efficiently manage deposit-only and credit relationships working closely with the field and other key business partners
Lead a team of bankers and support specialists to deliver optimal client support while managing tight Compliance, Risk and Process controls. Manage the portfolio via client outreach via phone, continuous monitoring of client relationship including KYC/AML, product and banking needs. Responsibilities include the recognition of early signs of credit deterioration, the timely completion of annual reviews and quarterly call reports while partnering with the local RM and Portfolio Management
Effectively utilize all applications, tools, and databases used to process transparent end to-end client support. Knowledge of systems related to loan processing, origination, Cash Management and Liabilities
Strictly adhere to internal control policies. Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations. Perform within resolutions and quality standards as defined
Managing business unit & scorecard – people, financial results, processes
Strong expertise in credit underwriting and formal credit training required
7 - 10 years with Commercial/Corporate Banking
Analytical and risk mitigation. Must understand credit worthiness and identify red flags
Teamwork, verbal and written excellence, resilience and highly motivated developing a new department
Must be flexible and understanding in challenging and ever-changing environment
Bachelor degree with emphasis on Finance/Business/Economics

Region Executive Business Banking Resume Examples & Samples

Oversees the Business Banking marketing and sales activities in the Southeast (includes Florida and Georgia, expansion region with high growth opportunities.) Responsible for managing a team of 5 Market Managers and leading an overall team of 225 employees
Provides leadership to market managers, area managers and bankers, providing direction, advice, counsel and support to ensure the best customer experience, sound risk management, and continued business retention and growth
Manages the region’s performance, holding all managers accountable for achieving results and ensuring adherence to appropriate protocols and best business practices; monitors market performance to identify trends, opportunities, areas of focus; provides insight and expertise to build buy-in and/or enhance/realign approach; is attuned to market’s economic and business climate, political and competitive landscape
Provides strategic direction on non-routine business issues e.g. product pricing, deal structuring and sponsorship, client relationships, management issues
Coaches and develops managers to effectively lead teams of managers and bankers in relationship management, prospecting, profitability, customer experience, and risk management
Builds relationships at all levels within the business and across other businesses (Consumer Banking, Commercial Bank,etc)
Promotes partnership and teamwork within the region and across other functions to ensure a seamless experience for the client; effectively manages conflicting interests, keeping client and business needs foremost
Holds managers accountable for recruiting, retaining and developing high quality, diverse talent. Represents the bank in community leadership capacity; such as regional non-profit boards
10 or more years of commercial / business banking or related business lending experience
Extensive Commercial, Business Banking &/or Consumer Branch Banking leadership experience (at Regional Manager or Market Manager level) managing a large sales team to produce consistent sales results with a commitment to customer service and focus on risk and controls
Results-oriented, customer-focused with bias for action & sense of urgency

Ccb-risk-business Banking Modeler Resume Examples & Samples

Graduate degree in a field that provides a strong training in stochastic, statistical, and econometric methods
Strong analytical and problem solving ability
Excellent presentation and written communication skills

Business Banking Market Manager Resume Examples & Samples

Must have minimum of 5 years of commercial banking experience serving businesses with greater than $10mm in annual revenues and 10 years in the financial services industry
Demonstrated leadership ability and experience in managing and leading sales teams required
Proven credit and treasury analysis ability with in-depth knowledge of credit and Treasury Management products, risk assessment, structuring and pricing are a must
Excellent verbal and written communication skills required

Senior Banker With a Business Banking Emphasis Resume Examples & Samples

Prospect new relationships through proactive calling efforts, while retaining and deepening existing relationships. Initiate Bank at Work and Business Banking opportunities through the development of new prospects, centers of influence and excellent service of existing client relationships. Actively call on businesses and centers of influence
Ensures positive public perception by extending a warm welcome to existing or potential customers, identifying their needs, presenting solutions through product benefits, overcoming resistance, completing the sale, and nurturing relationships, personally committing to consistently exceed customer expectations, every time, everywhere
Identify needs and refer customers to business partners within and across lines of business who can best meet those needs. Sell bank products to new and existing customers, using the established company sales process while maintaining sales and procedural proficiency in all services offered at the bank. Participates in joint calls to further develop relationships
Opens deposit and loan accounts, verifies and processes changes to existing accounts, answers customer questions and resolves related account problems. Prepares documents and paperwork, assists customers with signing necessary documents, receives initial deposits and/or transfers funds from existing accounts or prepares sight draft to obtain funds. Requires understanding of sales, products, benefits, account ownership, forms, and procedures. Ensure that new accounts are properly processed and cross-sell opportunities are identified and pursued
Provides financial advice and counsel to clients and prospective clients regarding trends and conditions of the business environment and general banking trends through bank approved sources, while providing an enhanced client experience
Assists the Bank Manager in developing and implementing plans for achieving branch sales, fee income and service goals
Provides guidance to other Consumer Banking sales colleagues to help develop proactive sales activites and act as a subject matter expert to help mentor and guide bankers to provide excellent customer service and identify sales opportunities
Participates in community and business functions/group to ensure a positive image for the bank within their market place

Business Banking Calling Rm-greater Chicago Resume Examples & Samples

Identify and convert new loan and deposit prospects
Cross sell other products of the Bank
Retain and service existing customer base
Review the credit worthiness of prospect/customer via financial analysis, repayment ability, collateral status, etc. Gather information required in order to close a loan, including, but not limited to corporate paperwork, title, appraisal, environmental, diligence research and insurance
Present loan proposals to the Bank’s Loan Committee when necessary
Responsible for obtaining ongoing financial tracking items from existing customers
Maintain professional working relationships with other support-related departments within the company
Comply with all applicable federal and state laws and regulations
20111012

Business Banking Collection Rep Resume Examples & Samples

Researches and reviews customers banking relationships with Fifth Third
Contacts delinquent customers to obtain payment commitments using negotiation skill set, keeping in mind multiple relationships involved, and high dollar exposure
Acts as relationship manager for collection issues related to the obligor
Identifies, evaluates, and counsels obligor on ways to resolve delinquency
Solicits and obtains urgency payments on delinquent accounts
Resolves and/or escalates customer disputes
Monitors delinquent loans to identify, at the earliest opportunity, situations where delinquency may be resolved through a rewrite of the credit facility and refer appropriately
Utilizes cross sell of alternative loan products to reduce losses and promote continued business when applicable
Records all collection efforts via the collection system, including information that can be used to assist Business Bankers or the Special Assets Group in resolving the delinquency. Identifies and documents reason for delinquency
Conducts research and access credit bureau information, folders, bank statements, applications and third-party vendor services to assist in interpreting data, perfect customer contact and make strategic actionable decisions. Executes a plan to collect delinquent accounts
Skip trace accounts when applicable
Mentors other Collection Representatives
Train new employees on collections within their unit/level of collections
Suggests changes/improvements in workflow, procedures and processes
Assist management in the handling of special projects
Successfully completes assigned projects using business-related applications such as Mobius, Crystal Reporting and/or Excel
Minimum 3 years commercial collections experience
Advanced customer negotiation skills with strong sales focus
Strong mathematical and analytical skills
Excellent grasp of the keyboard, personal computers, and various software packages
Thorough knowledge of collection processes and procedures
Strong skip tracing abilities

Business Banking Executive, NAB Business Resume Examples & Samples

Management of your partnership to ensure the achievement of optimal and sustainable financial performance against target
Implementation and management of strong risk management and compliance standards
Demonstration of exemplary leadership behaviours, including inspiring and motivating employees to achieve excellence in individual and team performance
Increase NAB's profile within the community by attending local networking events

CCB Risk-business Banking Resume Examples & Samples

Lead the creation and deployment of a new Business Lending product through Pilot and deployment
Partner closely with Business Bank Product development team driving strong alignment between first and second line of defense
Set acquisitions and line assignment credit policy for all acquisitions
Set ongoing Account Management policies including management of total Business Exposure
Face off against business and product groups internally representing Risk’s interests
Be responsible for the Credit Risk performance and strategy delivery
Work closely with Legal and Compliance to monitor and understand legal and regulatory requirements and ensure policies are up to date and are in compliance with laws and regulations
Monitor compliance with policies and oversee governance structure
Bachelor's degree in a quantitative or business discipline from an accredited college/university required; Master's degree preferred
7+ years of experience in the consumer/card lending industry
Experience in multiple Risk management disciplines and departments
Very strong and up to date knowledge and understanding of Consumer & Business Credit laws and regulations
Proven ability to evaluate the business climate, anticipate change and develop compensating strategies
Ability to guide fundamental change in a challenging yet supportive manner

Business Banking Resume Examples & Samples

Actively participates in the community to support bank's position within the marketplace of being a community partner providing broad, multi-product banking solutions to the large number of commercial clients in the market and demonstrating Citi's commitment and presence
Manage plans, budgets and financial controls to meet strategic plans and objectives and ensure communication of such to appropriate internal management
Ensure safe, sound and timely underwriting practices and overall leadership of Citibank credit standards, by interfacing closely with the Credit/Risk organization
Ensure that marketplace activities are carried out in accordance with all legal and governmental regulations as well as internal policies and procedures
Continually monitor practices of competition and report findings to management when appropriate
Minimum 8-10 years experience working closely with business and commercial credit
Successful track record in sales management

Business Manager, Macquarie Business Banking Resume Examples & Samples

Tertiary qualification in finance/business/information technology related discipline with post graduate qualifications desirable but not essential
Excellent verbal communication skills, coupled with the confidence to provide advice to various stakeholders as required, along with the ability to manage multiple stakeholders/projects/outcomes simultaneously and build strong, professional relationships
A proven track record with strong written skills and an ability to write, deliver and measure internal change plans for different audiences
Flexible approach and comfortable working with multiple stakeholders in a environment that isn't heavily structured
The ability to work autonomously and use initiative to prioritise work
The ability to prepare presentations/action plans/strategy for senior stakeholders – ability to quickly understand and deliver appropriate messaging and content and the ability to translate complex terms into simple language
Excellent attention to detail, good planning, organising, project management skills

Head Business Banking Resume Examples & Samples

Against a backdrop of fierce and increasing competition, the bank seeks to grow its business through acquisition of quality new customers, retention of quality existing customers, lending growth and improving average returns per customer
We will achieve this by aligning our distribution directly with our principal customer groups, and ensuring a co-ordinated multi-channel delivery within a highly focused environment, which recognizes the customer, and regulatory demand for increased specialism and continually increasing levels of professional competence: becoming the best place to bank for our customers, and the best place to work for our employees
Relationship management
Ability to think broadly and strategically rather than focus on short term, local challenges
Ability to translate Group strategy into a strategic vision for the region and to plot a route map for the business to deliver through greater connectivity across customer groups and geographies
A detailed understanding of the importance of return as well as revenue growth
Aptitude for authentically engaging a diverse group of stakeholders to deliver at pace
Strengthen the understanding of risk management by incorporating risk considerations in all activities
Politically savvy and able to form collaborative working arrangements with peers
Comfortable in initiating, tough conversations and willing to challenge the status quo
Ability to cut through barriers to free up our customer-facing teams
Garners support for transformational business goals
Comfortable with ambiguity and able to navigate through and deliver in changing strategic and commercial contexts
Ambitious for self and team and passionate about people development to stretch their outlook, build capability and elevate their performance ambitions
Highly developed planning and organizational skills
Honed analytical skills, with a strong emphasis on problem solving and strategic thinking
Adaptable, flexible, with a self initiated approach to change and developing market demands and opportunities

Head of Digital Business Banking Resume Examples & Samples

Deliver the product roadmap from inception to launch, partnering with other product teams, development and design team plus support and risk functions
Ability to think strategically while connecting the dots in the bigger picture, and still be comfortable diving into the details
Lead integration of all efforts for implementation of our digital for business agenda
Analyze, determine and implement the proper strategy for launching a digital business platform that is not only game changing within the bank but serves as a model for operational and customer excellence across the industry
Demonstrated ability to quickly develop strong relationships, work closely with cross functional stakeholders to define a long term product roadmap, identify new features, and ensure that delivery of the product is timely, of the highest quality and in line with cost targets
Must be able to communicate at a detailed and at an executive level on both strategic and tactical items
Full P&L accountability and responsible for establishing, monitoring and influencing all aspects of growth and performance
12 plus years experience leading business innovation through change management and technology; minimum 15 years total work experience
Demonstrated experience working with business teams, preferably banking related, to design digital strategy and solutions for customers
Expertise in defining business and use cases, building out multi-year roadmaps, and driving disciplined execution
Excellent judgment and independent decision-making ability
Collaborative, with flexibility to work with different teams in Digital and across an organization
Strong leadership, communication, and prioritization skills
Demonstrated ability to hire and develop a world class team. Strong people leader with a successful track record of building and motivating teams to deliver results
Ability to manage multiple projects with competing business and technical priorities and operate in a fluid environment
Maintains a strong system of internal governance and controls act effectively with all levels of management
Strong grasp of new technologies, competitive landscapes, marketplace, and regulatory environment
Experience in waterfall and agile methods
Experience presenting to senior management
Bachelors degree required; MBA desirable

Assistant Manager, Business Banking Resume Examples & Samples

Sell banking solutions to Small Businesses
Support a Business Bank Manager drive new customer connections
Utilise your existing sales and financial experience
Customer relationship management skills
Needs based selling skills and ability to cross sell
Work management skills
With at least 2 years proven retail banking experience
With strong sales and customer service skills along with a strong desire to learn
Tertiary Qualification in Commerce, Finance or Business – highly beneficial

Assistant Manager, Migrant Business Banking Resume Examples & Samples

Mandarin and Cantonese language proficiency
Knowledge of bank policy, procedures and systems e.g. Systematics, SDA
Previous Sales experience – ideally within Financial Services
Must have Mandarin and Cantonese language proficiency

Business Banking Senior Portfolio Manager Resume Examples & Samples

Bachelor of Science or equivalent with a background in Business, Finance or Commerce preferred
5-7 years of relevant experience (in-depth knowledge) in negotiating and structuring financial transactions
This position requires Credit Qualification. The incumbent must possess a Basic level of Credit knowledge and skills and a Basic level of Portfolio Management knowledge and skills according to the standards established within the Credit Qualification Process Policies & Procedures
Collection experience, basic credit knowledge and skills, which includes loan assessment and investigation, asset valuation, security evaluation, negotiation, credit correspondence, loan supervision and enforcing Creditor's rights
Financial statement analysis experience preferred
Understanding of financial reporting
Basic knowledge of portfolio management
Developing negotiation skills and ability to identify relevant matters
Developing analytical skills and ability to make appropriate recommendations to SAMU Relationship Managers and management
Collection experience or related knowledge
Effective time management and prioritization skills
Developing relationship management skills
Effectiveness in working in team environment
Good writing/proofreading skills for technical reporting requirement

Business Banking Resume Examples & Samples

Prepare analytical research on clients/prospects
Perform analysis of client/prospect portfolios to identify revenue growth opportunities and drive efficiencies
Assist Market Executive/Manager and market leadership team to drive adoption and inspection of regional and market strategic sales plays
Help drive consistent execution of the Client Management Process (CMP)
Coordinate with internal partners as appropriate
Develop market level reporting/inspection tools
Act as subject matter expert on internal sales tools (Navigator, PeerProfiler, Vertical IQ, etc.)
Prepare presentation materials
College degree (Bachelors) preferred
High expertise in Microsoft Office Suite especially Excel and PowerPoint
Sales and/or client management experience preferred
Expert communication skills required
Demonstrated experience leading teams without direct supervisory responsibilities
Demonstrated ability to meet deadlines on a consistent basis
Demonstrated teamwork and collaboration skills
Comfortable facing clients

VP, Business Banking Resume Examples & Samples

Develop and manage integrated sales and relationship programs for business clients that are in alignment with the overall business plan to achieve desired revenue, cross-sell, and service hurdles. Must have proven experience implementing successful sales programs and promoting/measuring sales activities that translate into profitable growth
Provide strong, compassionate and visible leadership, which fosters positive attitudes and trust among employees, customers, and prospects. Partner with Retail banking and other internal organizations to ensure the customer experience is optimized
Attract, develop and retain a talented and motivated team of business development officers and relationship managers (in the $5 to $20+ million revenue segment) enabling each to achieve their revenue growth objectives by deepening existing relationships in assigned portfolio of customers as well as acquiring new business. Maintain a strong, talented employee candidate pipeline
Maintain frequent interaction with centers of influence,
Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned
Strong financial and analytic skills and ability to rapidly assimilate complex information
Sharp business development focus, demonstrating innovative approaches
MBA or equivalent experience
Minimum 8-10 years business and/or commercial banking with increasing levels of responsibility
Minimum 8-10 years experience working closely with business

Business Banking Market Manager Resume Examples & Samples

Oversee market revenue and profitability and monitor adherence to credit quality, KYC, compliance and risk protocols
Provide leadershipand support to team of managers and bankers across geographies, providing direction, advice, counsel and support to ensure the best customer experience, sound risk management, and continued business growth
Expert knowledge of business credit, deposit and cash management products and services – experience with Public Finance and/or NFP preferred Strong knowledge of business credit underwriting with commercial credit training preferred

Business Banking Executive Resume Examples & Samples

Coaching the team to work with a structured sales discipline and building and leveraging relationships with specialists for the best outcomes for the customer
Development of a dynamic local market strategy
Increase NAB's profile within the community and local networking

CCB Risk-business Banking Resume Examples & Samples

Generate thoughtful analytics & recommendations concerning customer selection including strategy development, implementation, operational controls, and performance monitoring
Develop & maintain periodic MIS to ensure management has full insight into emerging trends and the quality of the portfolio
Attain a detailed understanding of key portfolio performance metrics and profitability drivers enabling the delivery of insights to management encompassing the full account lifecycle
Acquire an understanding of the operational processes (e.g. underwriting, collections) which will aid in understanding portfolio performance drivers
Conduct ad hoc analytics and contribute to various projects representing Risk Management
Masters + 3 years Risk Management or other quantitative experience or Bachelor’s + 5 years Risk Management or other quantitative experience
A statistics, econometric, or other quantitative background required
Demonstrates advanced understanding of SAS, SAS Enterprise Miner (or other decision tree software)
Proven ability to query large amounts of data and transform the raw data into actionable management information
Familiarity with risk analytic techniques
Strong analytical and problem-solving abilities
Experience delivering recommendations to management

Small Business Banking Resume Examples & Samples

Provides direct management and tactical coaching to SBRM Team Managers, Small Business Relationship Managers and Small Business Relationship Associates whose primary responsibility is focused on customer retention and deepening of customer relationships remotely. This includes joint calling and coaching
Monitors progress on all objectives and goals. Accountable for achievement of loan, deposit, portfolio retention, customer service and fee income targets of the SBRM teams
Participates in the development of coaching tools, activity objectives, performance goals, sales and coaching protocols, performance plans, tracking and reporting tools, recruiting profiles and relevant training (sales, product, and credit)
Manages SBRM Team Managers and employees directly, including selection, resource allocation and performance managements
Monitors variance against budget on an ongoing basis. Accountable for achieving positive or neutral variances to Small Business Banking related budgets for the team
Provides regular communication to Division Executives and Business Banking Management regarding the performance of small business teams, strategies, and tactics
Bachelor’s Degree in Business Admin, Accounting, Finance
Years of functional/professional experience 7+ of financial services/business banking experience
Years of supervisory or managerial experience 3+ years of supervising or managing a sales force of professionals
Bank Product, Marketing and Service Knowledge
Planning & Organizational Skills
Portfolio management procedures

Assistant Manager, Business Banking Resume Examples & Samples

Relevant banking experience and relevant tertiary qualification
Good knowledge of financial analysis and understanding the structure of security arrangements
Demonstrated customer service skills (internal and external) - including relationship building
Demonstrated negotiation skills
Interpersonal skills - confidence, professionalism and integrity and strong sense of accountability
Strong organisational skills and attention to detail

Business Banking Regional Manager RM Resume Examples & Samples

Provides direct management and tactical coaching to BBG Relationship Managers whose primary responsibility is focused on customer retention, deepening of customer relationships and development of new Business Banking customers. This includes support in structuring credit requests and in-market joint calling and coaching
Monitors progress on all objectives and goals. Accountable for achievement of loan, deposit and fee income targets of the BBG Relationship Management team
Monitors variance against budget on an ongoing basis. Accountable for achieving positive or neutral variances to Business Banking related budgets for the region
Manages employees directly, including selection, resource allocation, performance management, rewards and recognition. Involved directly in selection of the region's Relationship Managers when needed
Conducts regular communication meetings with direct reports to communicate information, discuss problems, train staff, and provide a forum for discussion of pertinent issues
Acts as a liaison with centralized underwriting and credit management teams in structuring credit requests and managing portfolio issues
Ensures Relationship Managers are effective in managing credit quality and portfolio management requirements in conjunction with centralized underwriting and portfolio management teams
Provides regular communication to RBG Division Executives and Business Banking management regarding performance of BBO teams, strategies, and tactics
Bachelor’s Degree in Business Admin., finance, accounting required
7 or more years of experience working the financial/ banking Industry
3 or more years of experience managing a team of sales staff or professionals
Commercial Loan Structuring and Portfolio Management Procedures

Assistant Manager, Business Banking Resume Examples & Samples

Needs based selling skills
Proven sales experience - ability to cross sell
Banking or financial sector experience
Education or experience in the Agriculture industry is a plus
Product knowledge and interest in business banking

CCB Risk-business Banking Resume Examples & Samples

Ensure that credit facilities presented are properly underwritten; Understand and assess the customer’s business model and its viability in the long run to evaluate the risk and profitability of adding a particular transaction to the bank's loan portfolio
Develop and apply mathematical or statistical theory and methods to collect, organize, interpret, and summarize numerical data sets from multiple sources (including consumer data, credit information) to develop the best of class risk strategy in the industry through advanced analytical and segmentation techniques
Lead and train the junior analysts to understand the data and find innovative solutions to complex business problem and drive healthy business growth with full cycle view of loss and profitability
Deep understanding of business with good data analyses to support initiatives from business partners, such as marketing, finance, risk underwriting team, and other risk functional teams
Create documentation to include the results and present to senior managers
Work with execution team to implement, validate, and monitor the strategy quality and its performance; Ensure robust control and governance to manage operational risk
Manage projects in a cross-functional orgs working collaboratively across Risk COE's and xLOB partners, such as Small Business Card Services
MS or PhD degree in Statistics, Economics/Econometrics, Applied Economics, Decision Science, Operations Research, Mathematics (or equivalent quantitative field)
5+ years of relevant analytics/modeling/optimization experience. Experience in financial firm/business banking industry is preferred
Proven innovative thinker with quick learning ability to identify, analyze and solve problems in a thoughtful and organized manner to develop strategy recommendations
Expertise with software packages including SAS, SQL, Enterprise Miner/Knowledge Seeker/CART, MS Office
Result oriented with attention to details and good sense of responsibility
Previous experience in Business Lending process is a plus

Business Banking Resume Examples & Samples

3-5 years of client service and /or operations background or the equivalent work experience, preferably in the banking or financial service industry; College degree preferred
An in-depth knowledge of Business Banking and Treasury products such as deposit, credit, cash management, DDA, cash vault, lockbox, USD Clearing and ACH to include system knowledge and an understanding of related procedures
Proven expert oral and written communications skills
Strong interpersonal skills with proven leadership abilities
Demonstrated ability to work under pressure in a team environment
Thorough knowledge of financial exposure and operational risk related to transactions associated with bank products and services
Attentiveness to detail
Effective time management skills (capable of managing and prioritizing multi-tasks)
Capacity to learn quickly
Excellent customer contact skills; comfortable asking questions/interviewing customers; strong listening skills and telephone etiquette
Professional, thorough and organized; able to follow standard operating policies and procedures
Ability to learn products, services and procedures quickly and accurately; explain concepts clearly to customers

CCB Risk-business Banking Resume Examples & Samples

Represent the team in various cross product and line of business forums
Masters + 5 years Risk Management or other quantitative experience or Bachelor’s + 7 years Risk Management or other quantitative experience
Proven oral and written communication skills
Knowledge of Chase Card Services planning processes a plus

Cbs-business Banking Resume Examples & Samples

Minimum of bachelor's degree in finance or equivalent experience, accounting degree preferred
CPA certification an advantage
Typically 7-10 plus years experience as a credit underwriter or similar position requiring business knowledge and credit judgment
Must have experience working in a fast paced and a matrix environment

Cbs-business Banking Resume Examples & Samples

Strong verbal, written, and interpersonal skills
Ability to formulate and articulate objective views based on professional analysis. Able to act independently in a high volume environment
Ability to work in a fast paced, high production environment performing multiple tasks
High level of proficiency in organizing, priority setting, and issues management
Demonstrated PC aptitude and understanding of the Credit Process. Underwriting Experience an Advantage
Bachelor degree in accounting preferred
Manila CPA Certification and prior business credit experience preferred
Bachelor degrees in business, finance, or economics are acceptable with at least five years prior credit underwriting experience
Excellent verbal and written communication skills, interpersonal skills, strong analytical and judgment skills and strong typing skills needed
Self motivation and ability to work independently in a fast-paced environment as well as knowledge of bank systems and loan/credit operations needed
Results-oriented team player with a high level of proficiency in organizing, priority-setting, and issues management a must

Director of Small Business Banking Resume Examples & Samples

Accountable for the overall small business banking segment P&L, including the deposit, merchant services and card-based products. Influence and advocate for the prioritization of small business banking initiatives and investments within the Retail Banking line of business
Accountable for the product management and pricing for small business deposit, card-based and merchant services solutions – in collaboration with Commercial Deposit/Treasury Management. Oversee the new product research and development, existing product optimization and overall category/product portfolio planning for small business banking
Oversee the Small Business direct sales function, including the Small Business: Business Development Officers. Influence the sales distribution and service delivery across shared Retail channels (e.g., Virtual/Phone, Branch)
Responsible for the selection and management of strategic vendor partnerships to deliver and support the small business banking solutions (e.g., merchant services)
Collaborate with Marketing to influence the selection and prioritization of promotions/campaigns, to drive customer segmentation and needs assessment efforts, and to shape the value propositions for small business banking solutions
Collaborate with the Retail Channel leaders to perform sales planning, forecasting and goal setting, to assess the voice-of-customer and employee feedback and to prioritize the distribution and delivery of small business banking solutions
Collaborate with Finance and Business Intelligence to assess, report, budget and manage the product, customer and channel profitability for small business banking
Collaborate with Commercial Support Services on the Small Business credit/lending solutions, sales processes and fulfillment
Ensure all applicable legal, compliance and regulatory requirements are understood and met
Responsible for the recruiting, hiring, coaching of direct reports. Ensure strong focus on colleague development and engagement within organization span of control
10-12 years Strong experience in the Small Business/Retail segment – ideal candidate will have extensive experience with people management, sales planning, product/program management, strategic planning, and vendor partnership management required
7-10 years Cross-team collaboration - ideal candidate will have extensive experience working with Marketing, Finance and IT/PMO functions required
4-7 years Direct P&L management and financial planning experience required
4-7 years SBA and government guaranteed lending experience preferred

CCB Risk-business Banking Resume Examples & Samples

Utilize excellent credit skills to ensure well thought out and concise analysis of relationships using appropriate structure and identifying key risks
Independently analyzes, or at times may work with offshore partners or the Credit Delivery Manager, to evaluate the risk of adding a particular transaction to the bank's loan portfolio
Decision requests within established benchmarks
Ensures that credit facilities presented for approval are properly graded and assigned appropriate loss given default values
Identify additional information requirements needed to properly assess risks of the transaction
Meets with appropriate staff members to discuss potential transactions, identify key risks and information requirements
Meets with customers/prospects of the bank where the industry or credit structure is unusual or unique
Partnering with other functions to put in place and consistently improve processes to drive efficiency
Bachelor’s degree or higher. Graduate degree in business preferred
Formal Credit Training from a well recognized Financial Institution
Ability to collaborate with business and functional experts to provide risk assessment guidance, recognize risks and design enhancements
Typically 10-12 plus years experience as a relationship manager, underwriter or similar position requiring business knowledge and credit
Proven ability to work in a matrixed environment, ability to build relationships with the Business and other LOB partners
Thorough knowledge of JPM Chase credit philosophy and policies, loan documentation, bankruptcy and related legal issues
Strong understanding of Credit and Treasury Products as well as their inherent risks and available mitigants

Business Banking Resume Examples & Samples

3 to 5 years of commercial banking and lending experience in the Business Banking or Middle Market sector
Demonstrated management of an extensive portfolio of clients with annual revenues of $5 - $50 million
Must have excellent verbal and written communication skills and demonstrated leadership ability. Familiarity with sales force automation, such as ACT and other systems, a plus
Completion of formal credit training required

Credit Manager, Business Banking Resume Examples & Samples

The position's primary accountability is the adjudication/decisioning of SBB credit applications within designated limits and in accordance with the Bank's established credit policy and procedures
Acts as a Subject Matter Expert in all areas of credit adjudication, policy, process and risk management
Demonstrates strong business credit acumen and judgement and will review and underwrite applications which may require exception lending within the bank's risk appetite
Optimize credit opportunities by assisting partners in structuring and packaging credit requests
Maintain good relationships with partners including responding to questions and concerns
Contribute to operational improvements to streamline procedures/processes and enhance service
Protect the interests of the Bank by ensuring consistent adherence to Audit and Compliance policies and procedures
Perform due diligence in support of all credit applications
Ability to multi-task effectively
Organizational Intelligence
Impact and Influencing

CCB Risk-business Banking Resume Examples & Samples

Lead a team of credit professionals to efficiently decision credits of varying complexity while maintaining high quality standards and adhering to credit policies, guidelines and procedures
Implement the firm’s risk appetite across the various industries we serve and in all geographic locations covered. Ensure appropriate Risk Grading and Loss Given Default assignments to all credits
Effectively communicate as the key point of contact with the Regional Sales Executive to maintain a cohesive and productive partnership for their respective groups
Develop and oversee the resources and workflow process to manage Time to Money for new and renewed deal flow and other portfolio management related activities so that all benchmarks and expectations are met
Ensuring that appropriate credit analysis, due diligence, and review of documents for credit decisions in regard to new money and portfolio activities. Assume ownership of the portfolio quality, acting with a sense of urgency, doing whatever it takes to effectively get the job done
Ability to quickly and accurately evaluate smaller relationships to determine if the risk profile is acceptable and recommend simple structures that adequately protect the bank while not over engineering the transaction
Flexibility and the ability to identify larger opportunities and to ensure warm hand-offs of same to other appropriate team members
Demonstrating excellent communication skills both internally and externally and using those communication skills to effectively solve problems
The ability and courage to voice your opinion in a clear, concise manner and to defend that position with management
Partnering with other functions to put in place and consistently improve processes to drive efficiency and consistency, while maintaining credit quality of portfolio
Using analytics and reporting to manage resourcing and workload
Demonstrated ability to lead people and manage time sensitive, complex initiatives
10+ years of Underwriting experience required; in a banking or financial services environment preferred
Ability to build relationships with the Business and other LOB partners

Senior Rm-business Banking Resume Examples & Samples

Expand existing customer relationship through in depth analysis of their needs
Ensure customer portfolio are well managed to deliver business performance and achieve targets.Maintain close relationship with Business Clients customers in providing solution based initiatives to meet their needs
Acquire new business via outselling of existing & new Business Clients products
Review credit applications, collect and analyze financial and related data to determine the general creditworthiness of the prospect and merits of the special loan request, establish and negotiate terms under which credit proposal and application for approval
Responsible for identifying the business monitoring and testing and reporting findings, exceptions and results from such monitoring/testing activities
To monitor and ensure strict execution of KYC policy within the Business Clients Banking
Accountable for implementing and complying with AML requirements when performing duties

Business Banking Executive, NAB Business Resume Examples & Samples

Strong and focused leadership of your team, to ensure the achievement of optimal and sustainable financial performance against target
Coaching the team to work with a structured sales discipline through the Customer-led Innovation Sales (CIS) principles
Inspiring and motivating employees to achieve excellence in individual and team performance
Development and maintenance of a dynamic local market strategy
Increasing NAB's profile within the community and local networking opportunities

AVP & Team Lead, Private Business Banking Resume Examples & Samples

Minimum ten (10) years strong commercial and real estate lending background
Strong Marketing/Business Development skills with a proven track record is required
Strong risk assessment skills
Supervisory experience is required
Working knowledge of T24, WAVE and Moody's Financial preferred
Lead the Private Business Banking team to grow a team portfolio of existing and new real estate and commercial banking client relationships, while 'Being Crucial' to our client's futures
Must possess a network of contacts and undertake proactive marketing activities to attract new clients to the Bank
Actively seek opportunities to promote other Bank products
While the focus of this role is Team Leadership, the successful candidate must have the skills to prepare credit applications and renewals, including the review of financial statements, ensuring applicants exhibit quality risk assessment and analysis
Work effectively with management and support staff to enhance professionalism, productivity and team achievement

Agribusiness Manager, Business Banking Resume Examples & Samples

Generate business growth opportunities through existing and prospect customer relationships
Utilise your networks within pre-farmgate and post-farmgate local markets
Coach support staff
Strong business development and relationship management skills
Passion and understanding of agribusiness and farm management practices
Extensive experience as professional banker
Experience in credit management/assessment
Relevant tertiary qualifications are highly regarded

Business Banking Client Manager Resume Examples & Samples

Two to three years of business banking experience
Basic knowledge of credit and credit quality
Basic knowledge of bank products and services

Business Banking Resume Examples & Samples

Lead a team of 50+ exempt staff which includes senior managers and direct/indirect reports that are responsible for Business Banking and support functions throughout the Business Banking footprint
Lead executive strategic discussion through planning all future development activities in coordination as part of our Investment Review Committee
Oversee all business requirement documentation, UAT testing, Production Support, BB TPO oversight, controls automation, etc
Identify opportunities for ongoing improvement opportunities within all supported applications including Customer Assist, CONNECT, Apstar, SmartApp, Loan Trac, etc
Identify and pursues root-cause analysis of risk/compliance issues client/customer complaints
Lead and ensure ongoing progress on complex, multi-year technology and process initiatives
Collaborate closely with functional managers and deploy resources according to the LOB priorities
Collaborate closely with Business Banking and other LOBs, technology, and support organizations to ensure that progress is maintained on long term initiatives, short term efficiency, and control initiatives are executed
Lead PMO team responsible for Business Banking project management support operations units
Minimum of 10 years of experience in a major financial services organization, with large-scale data or project management and oversight experience
Bachelor’s degree in business, information systems or related field
5 years in a senior management role, with executive level change or transformation leadership experience
5 years’ experience leading firm wide or cross LOB initiatives in the firm
Demonstrated ability to influence stakeholders across multiple functional areas and lines of business
Highest personal and professional integrity and strong work ethics
Ability to articulate vision of transformation efforts and a sense of mission
Excellent communication and relationship skills, including the ability to negotiate between stakeholders, typically at Director and C-level, across the organization to drive solutions and build consensus
Willingness to take charge and provide direction
Results orientation, willingness to commit to a direction and drive initiative to completion
Collaborative team player orientation towards work relationships, strong culture awareness

Business Banking Document Review Specialist Resume Examples & Samples

Ensures loan documentation is complete and accurate according to State and Federal regulation and Regions Credit and Loan Documentation Policies. Exceptions for documentation/policy errors are entered in the exception tracking system
Provides clear and concise written communication on missing or incorrect document exceptions
Completes system validation to executed loan documents

CCB Risk-business Banking Resume Examples & Samples

Identifies areas of improvement with existing processes and develops solutions that meet the needs of BB Risk
Actively participates in Requirements, Testing, and Quality Peer Review sessions
Project Planning skills along with strong facilitation and presentation skills
Experience with reporting tools preferred (BO, Cognos, or Tableau)
Experience driving business requirements through SDLC and coordinating the execution of project plans

Business Banking Service Manager Resume Examples & Samples

Diploma or degree in Banking or Finance
Minimum 3 years of relevant banking experience
Customer Centric and able to work under pressure
Effective interpersonal skills with both internal and external customers

Business Banking Resume Examples & Samples

Perform intake controls to ensure all Alerts are logged and assigned in a timely manner
Collect and document data, including alert, investigation, or Suspicious Activity Report (SAR) history; Know Your Customer (KYC) information; relevant account and transaction data; plus any other required information to assist the investigation
Review and analyze underlying data gathered to assess reasonable cause to escalate an Alert to Investigations or to clear the Alert
Disposition and fully document all alerts, including supporting data, analysis and rationale for disposition, within the case management system in a timely manner
Build relationships with AML Investigations units, effectively communicating and transferring information for case investigations
Conduct periodic internal account / customer reviews to identify potentially suspicious activity
Function as a key contributor and demonstrate knowledge of AML issues as well as broader functional knowledge
Participate in individual and department goal development and execute on tactical strategies for goal attainment
Preferred experience in AML, Compliance, or related position AND/OR relevant course work in criminology, law, logic as well as auditing and other business courses
Exceptional research and analytical skills with the demonstrated ability to analyze and decipher large amounts of data, and disposition appropriately
Proven ability utilizing multiple systems concurrently to gather and analyze data
Advanced proficiency with Microsoft Excel including the ability to create a pivot, run a macro, and use shortcuts and Control keys; proficiency with Word and Outlook
Adept at multi-tasking and meeting strict deadlines in a fast-paced production environment
Ability to be flexible in an evolving environment
Excellent communication skills – Verbal and Written to include strong documentation skills with the ability to clearly articulate alert disposition
Strong interpersonal skills – ability to work well in a team and be able to communicate effectively with colleagues, customers, and clients
Adherence to controls and standards
Strong problem solving ability

Business Banking Resume Examples & Samples

Manage the Process Improvement and Procedures team within Business Banking; that is responsible to create content that is searchable, navigable, easy to consume, and clearly understood as it will be used by numerous internal resources, cutting across departments and business areas. Online content will include, but is not limited to: job aids, program and product content, and procedures
Strategic liaison across functions and operational areas including, but not limited to: Sales / Field Management, Credit Origination, Servicing, Portfolio Management, Risk, Controls, Legal and Compliance. Represent Business Banking in strategic discussions around process improvement and changes to help shape and influence the direction and impact on both bankers and clients
Drive and influence decisions among Sr. BB Leadership team; clearly articulating facts, understanding the impact and trade-offs to optimize decisions made for Business Banking
Create strategic and comprehensive solutions across multiple business groups to streamline processes and procedures. Including critical thinking around policy change to ensure processes and procedures adhere to policies and are implementable for the business
Leading a team through creative problem solving and mattix management required in working with Legal, Compliance, Risk and Controls to ensure delivery of processes and procedures that support the business and protect the Firm
Ensure adherence to strict compliance and audit driven requirements from a regulatory standpoint, as well as adherence to established knowledge management writing guidelines to ensure content accuracy and consistency
Oversee the coordination and facilitation of process mapping sessions with appropriate LOB SMEs, Control Officer and other parties as required. Understands internal interdependcies, regulatory considerations and customer impact
Ensure all new processes and existing flows are up to date and adhere to mapping standards in bank-wide management tool including documented risks and controls
Work with Business Banking partners to mitigate operating risk across functions for all identified operational risk exposures
Perform root cause analysis and remediation for servicing process issues based on accessibility of published content and/or execution of that content
Bachelor’s degree in function related discipline
10+ years’ experience in Banking industry including work with Risk, Controls and Compliance
Requires very high knowledge of the business and strong internal relationships across functions and LOB partners
Prior management experience required
People management (direct and indirect responsibilities)
Ability to interpret a large volume of complex material, then simplify it so the team can deliver content that can be effectively implemnented by the teams using the information to complete their jobs and help clients
Current HTML, web design, web writing and editor expertise required with the ability to train a team in these skills including online editing tools such as Sharepoint HTML Editor, FrontPage or Dreamweaver
Knowledge and the ability to train graphic editing in Photoshop or Fireworks, and screen flow capturing tools such as Captivate as well as have knowledge of CSS, Java, Flash is desirable
Superior verbal, written, consulting, and relationship building skills
Strong analytical, problem solving & process re-engineering skills with the ability to influence across functional areas
Proven track record of delivery in a complex and changing environment
Proven ability to communicate effectively and influence all levels within an organization

Business Banking Ops Credit Assoc Resume Examples & Samples

Handles the overall preparation of a file for underwriting as specified in accordance with the Policies and Procedures established by BCS Credit Services
Reviews, analyzes and determines acceptability of documents to established standards
Requests the necessary supporting loan documentation to complete the loan process
Performs necessary due diligence and determines acceptability
Receives electronic and paper documents for filing within the credit files. Filing may require the use of Content Manager and/or other loan underwriting systems
Maintains department performance standards in order to keep the work moving timely into the appropriate queues
Communicate with appropriate responsible parties (internal and external)
Maintains appropriate file management system, indexing to ensure proper filing, transfer and retrieval of credit files
Updates and/or works with appropriate parties to update various systems and records (e.g. Content Manager, AFS)
Ensures adherence to policies and procedures
Participates in department projects and cross-trains for additional processing/coordinating of responsibilities
Serves as a resource for training other colleagues
Minimum of 5 years experience in the related field in lieu of a degree
General understanding of commercial lending, including products, processing, credit analysis, regulatory requirements and documentation
Minimum 1 year of demonstrated customer service/support skills, preferably in a phone based environment
Minimum 1 year experience with computers and system applications
Highly motivated and team-oriented
Ability to expedite moderately complex problems to resolution
Highly effective written and oral communication skills
Strong organizational skills with the ability to manage multiple priorities while maintaining service level agreements
Ability to effectively manage a pipeline of credits, independently prioritizing activities
Prior work experience in a business/commercial lending environment is required with knowledge of customary products, practice and policies
Must be experiences with MS Word, Excel, Outlook, PowerPoint & Access are preferred
Prior experience with Mainframe, AFS, RELAY, Content Manager are beneficial

Business Banking Regional Director Resume Examples & Samples

The Director will be responsible for delivering strong financial results through challenging economic cycles and industry trends. The incumbent will bring leadership, experience, passion, energy and intellectual capital to the team
This individual will develop and execute a customer-driven business plan that will delight customers & colleagues through the service experience, deliver operational efficiencies, and build a revenue stream through sales activities. Assist in the development and execute the overall sales strategy for the Business Banking division to grow the business through maximizing customer relationships and increase market share through new customer acquisition
In this role, you will develop and execute the overall strategy for assigned region to grow the business through maximizing customer relationships and increase market share through new customer acquisition. Drive increased profitability through cross sell efforts to increase share of wallet and retention of Business Banking portfolio
In addition, you will lead, develop and motivate the sales team within the assigned territory assisting in their professional growth and maximizing their overall contribution to the business. Drive increased profitability through cross sell efforts to increase share of wallet and retention of Business Banking portfolio. Attract, retain, motivate and develop top talent, both internally and externally and appropriately performance manage any underperforming colleagues
10-15 years in a financial-services executive sales position
Proven success in growing existing portfolios and capturing new portfolios in the mass market and upper tiers
Proven success in deepening existing customer relationships and identifying and developing relationship with prospective new customers
Demonstrated ability to work in a matrix organization and develop partnerships across business lines
Demonstrate the key values of Business Banking: Team Inclusion, Work Ethic, Risk Management, Winning and Leadership
Strong credit acumen formal credit training preferred
Excellent interpersonal skills including ability to work with all types of personalities at all levels of the organization
Bachelors degree required MBA preferred

Business Banking Market Manager Resume Examples & Samples

Develop skills and competencies of their team, maintaining optimum staffing occupancy
Ensure focus on identifying and closing cross sell product opportunities, and acquiring new customer relationships within the assigned branches
Provide coaching and managing to the team around DRIVE sales activities and expectations
Lead, develop and motivate the sales team in their professional growth and maximizing their overall contribution to the business, as well as recruiting sales representatives to build bench strength
5+ years Business sales development experience
3+ years experience leading a team to achieve sales results
3+ years of credit experience
Strong presentation skills, both verbal & written
Ability to work in a matrix organization and develop partnerships across business lines
Strong PC skills, both in Word and Excel, or similar software
Strong knowledge of banking deposit/credit products and services
Strong knowledge of bank operations/systems and compliance/regulatory issues

Risk Manager Business Banking Resume Examples & Samples

Intermediate knowledge of internal controls and risk self assessment
Basic knowledge of Business Banking processes and/or products and operations; regulatory requirements; and key processes, controls and exposure areas
Strong business writing skills

CCB Risk-business Banking Resume Examples & Samples

Maintain in-depth understanding of all credit policies and procedures
Identify acceptable credit policy exceptions that still ensure superior asset quality
Underwrite Business Banking products such as revolving lines of credit, business installment loans, overdraft lines, letters of credit, SBA lines, and credit cards
Handle 20-30 phone calls per day from the field
Must negotiate and sell credit decisions to the field
Be proactive in the reconsideration of declined facilities
Requires loan underwriting, credit analysis, or credit approval experience
Undergraduate Degree in Finance, Accounting or related field of study and directly related analytical job experience is required
Requires 2+ years of related analytical experience, preferably in a financial services environment, analyzing various types of information, making a decision and communicating that decision
Must have interest and ability to spread financial statements, perform analysis, and collateral valuation
Prefer knowledge of Credit Scoring Techniques, workflow, and queue management
Prefer working knowledge of various cycles of commercial businesses, including the asset conversion cycle
Prefer proficiency in all compliance and regulatory issues as they relate to Business Banking products
Able to understand and apply Credit Policies & Procedures
Competent in mainframe and PC based systems
Self starter & creative thinker
Works well in a high volume environment and has the to effectively multi-task

Business Banking Relationshp Mgr Resume Examples & Samples

2+ years in a Business Banking Relationship Manager role or related business lending experience
Proficiency with portfolio management
Bachelors Degree or equivalent combination of education and experience
Understanding of core business products and services
Excellent communication (written & verbal) and interpersonal skills
Local market knowledge and the ability to develop, retain and expand relationships with Centers of Influence ie. CPA’s and Attorneys
Meaningful community involvement

Business Banking IT Business Manager Resume Examples & Samples

Drive Monthly Business Reviews providing visibility and transparency into strategic roadmaps, operational, financial, resource and risk profiles
Facilitate CTO-level, proactive monitoring of headcount, budget, financials to highlight variances and reforecast plans to stay on target
Facilitate Signing Party Reviews to garner CTO approval for spend requests, driving consistent and comprehensive supporting documentation for CIO level approval
Drive Vendor Optimization to reduce vendor expense through improved governance, analysis of management information and pipeline reporting, tracking save opportunities and production of monthly executive level reports highlighting achievements and opportunities
Provide oversight of new Vendor Deals by providing analysis and financial modeling including aggregate views, what if analysis & ROI analysis and partnering with the JPMC sourcing teams to ensure supporting data is complete for key contracts including multiyear financials, contract start & end dates, products & services and entitlements & volume
7+ years background in Business Analysis/Financial Analysis or Management Consulting
Education: Bachelors or Master’s Degree in Business Process/Finance/Process/Analytics or a related field
Finance, Project Management or Business Management experience within a technology organization required

Business Banking Market Manager Resume Examples & Samples

Provides leadership and support to team of managers and bankers, providing direction, advice, counsel and support to ensure the best customer experience, sound risk management, and continued business retention and growth
Manages market’s performance, holding all managers accountable for achieving results and ensuring adherence to appropriate protocols and best business practices; monitors market performance to identify trends, opportunities, areas of focus; provides insight and expertise to build buy-in and/or enhance/realign approach; is attuned to market’s economic and business climate, political and competitive landscape
Provides support to team on non-routine business issues e.g. product pricing, deal structuring and sponsorship, client relationships, management issues
Coaches and develops managers to effectively lead a team of bankers in relationship management, prospecting, profitability, customer experience, and risk management
Builds relationships at all levels within the business and across other businesses; Promotes partnership and teamwork within the market and across other functions to ensure a seamless experience for the client; effectively manages conflicting interests, keeping client and business needs foremost
Extensive Commercial, Business Banking &/or Consumer Branch Banking management experience (at Regional Manager or Market Manager level) leading a large sales team in producing consistent yearly sales results with a commitment to customer service
Proven track record in successfully managing P&L, sales team goals and objectives
Comprehensive knowledge of bank products and services
Able to manage and lead with vision and purpose, deal with ambiguity and orchestrate change

Business Banking Credit Specialist Resume Examples & Samples

5-7 years of Business/Commercial credit experience
Bachelor's Degree in Accounting, Finance or Business Administration degree preferred
Knowledge of all bank products and continual development of product expertise is required
Excellent written and verbal (face-to-face and phone) communication skills including professional grammar and demeanor

100

Business Banking Midwest Resume Examples & Samples

Drives, leads, and manages a regional team of CMCs to drive the development of new profitable Cash Management business while maintaining and growing the existing portfolio
Provides coaching and development to ensure successful performance including, partner management, team development and personal coaching. Focuses on the success of each team member, including support and development of career progression
Monitors and drives staff performance. Provides appropriate coaching, recognition and feedback to foster success
Fosters open communications with team members. Escalates and champions issues and communications appropriately to key stakeholders
Develops and collaborates with internal key partners to drive results
Understands and supports strategic objectives and initiatives. Develops and drives market and team performance in line with strategic objectives and initiatives
Displays strong knowledge and application of data. Drives for financial results by effectively utilizing tools and reports
Performs as a valued member of the lead team. Demonstrates strong participation and provides appropriate suggestions, ideas and feedback to management. Engages in initiatives. Delivers on requests timely and accurately, within deadlines
Protects the firm by applying sound risk management protocols and adhering to regulatory requirements
Demonstrates behaviors and attitudes consistent with professional expectations of this position
Experience / Knowledge

101

Business Banking Team Lead Resume Examples & Samples

Bachelor's degree or the equivalent of a total of 5 to 7 years of Commercial lending relationship manager experience (Corporate or Business Banking)
7+ years' experience -- Commercial lending relationship manager experience (Corporate or Business Banking)
Strong consultative sales background
Previous coaching, leadership, development skills/experience
Ability to work in face paced environment with strong focus on customer service
Strong credit experience

102

Business Banking Client Manager Resume Examples & Samples

Bachelor's degree or the equivalent of an additional 2 years of sales in a financial services or credit environment
Proven organizational skills
General knowledge of Business Banking sales and product knowledge preferred
Strong organizational skills with attention to detail

103

Business Banking Resume Examples & Samples

Manage market performance, holding all managers accountable for achieving results using appropriate protocols and best business practices; monitor market performance to identify trends, opportunities, and areas of focus; provide insight and expertise to build buy-in and/or enhance/realign approach; stay abreast of economic and business climate, political and competitive landscape
Provide leadership on non-routine business issues e.g. product pricing, deal structuring, management issues
Hold management team accountable for recruiting, retaining and developing high quality, diverse talent
Extensive experience leading sales teams in generating consistent results; proven track record in successfully managing P&L and achieving organizational goals
Ability to use reports, metrics and other data to identify trends, issues and opportunities; identifies solutions and removes roadblocks for the team; knows and utilizes available resources to resolve issues when appropriate
Able to lead and manage with vision & purpose, deal with ambiguity and orchestrate change

104

Senior Business Banking RM Resume Examples & Samples

Minimum 10 years of banking experience required
Minimum 8 years of commercial lending experience within the segment required
Minimum 5 years of credit experience required

105

CCB Risk-business Banking Resume Examples & Samples

Role will be part of the Business Banking Strategic Analytics team
Primary directive will be analytic in nature, with focus on strategy development
Ensure accurate implementation of approved strategies
Develop and maintain key reports, informing management of progress and controls
Maintaining and validating updated Credit Policy and Guidelines in accordance with implementations
Data mining activities, report build and automation, and ability to understand complex data relationships
Identifies areas of improvement with existing processes and develops solutions that meet the needs of Business Banking Risk
8+ years financial services experience, preferably in credit card, consumer or business banking
Minimum 3+ years of business analysis experience in business process and technology integration projects
4 year college degree, Bachelor’s Degree in Business or related field; Master’s degree preferred
Experience with data environments, report writing tools, SAS, SQL and understanding of complex data relationships
Manage a high priority initiative in the CCB Risk organization
Work closely with senior business leadership to define requirements and develop solutions; create order out of ambiguity; set direction
Identify and help implement continuous process enhancements/improvements
Identify opportunities to automate or streamline current processes, focus on driving efficiency and improvements in controls
Data mining skills, including use of Knowledge Seeker or other related software
Experience driving business requirements through software development life cycle and coordinating the execution of project plans
Demonstrated problem solving orientation and ability to create structured quantitative and qualitative analyses
Demonstrated ability to thrive in a very fast paced, high pressure environment
Critical thinking, thought leadership and proven business acumen
Exceptional oral and written communication skills and ability to formulate insights around complex business problems
Relationship builder – who is solutions oriented and can effectively link the interest of multiple stakeholders
Ability to adapt quickly and work independently
Strong personal initiative and good judgment
Experience managing resources that are geographically distributed and culturally diverse
Proven ability to make complex decisions based on experience, analysis and judgment
Preferred experience in credit risk management, or internal strategy roles in the Consumer financial services industry

106

CCB Risk-business Banking Resume Examples & Samples

Primary directive will be execution and validation of monthly programs
Minimum of 5 years related financial services experience plus a minimum 3+ years of business analysis experience in business process and technology integration projects
4 year college degree. Masters preferred
Ability to solve problems independently
Experience working within cross-functional teams
Experience with manual and automated testing, testing tools, writing test plans, and reviewing test cases
Knowledge of other data programs such as Python and R a plus

107

AVP, Business Banking Resume Examples & Samples

Minimum of five (5) years of direct Business/Commercial credit-related experience
Strong knowledge of CWB’s internal Credit Manual and WAVE loan origination system
Strong communications and business knowledge
Successful experience in a Business/Commercial sales role
Ability to accept accountability, assume leadership and initiative
Previous leadership experience in managing a high-performing team
Strong interpersonal skills; strong team player
Strong computer skills; Word, Excel PowerPoint
Strong understanding of digital banking
Responsible to grow profitability and ROI for Business Banking credit-related and Cash Management products,
Assist in controlling and budgeting Non-Interest Expenses (NIE’s) for Business and Personal Banking,
Understand and consistently recommend improvements to existing Business Banking processes, seeking and advising on continuous improvement throughout the Bank Participate actively in initiatives for pricing, capital, loan process, and other impacts for Business Banking products and services
Responsible for the development and management of the Bank’s Business Banking credit-related and Cash Management products, ensuring they meet client and bank needs. Includes all loan products, Credit Cards, business demand accounts, creditor insurance, cash management products and services, business term investments, and sundry business related products and services
Interacts with and gathers feedback from branch Business Banking and Cash Management staff to ensure the business has the skills, training support, job aids, and other tools necessary to maximize on sales opportunities, provide financial advice, and deepen client relationships
Responsible to develop business cases for ALCO and Project Steering Committee approval and responsible to lead implementation projects
In conjunction with the business and Research/Analytics team, responsible to develop and implement metrics and systems to measure and monitor results. Work with regions and branches to ensure targets are achieved
Develop marketing initiatives, including product launch and ongoing marketing activities, to foster growth in Business Banking products, services, and client base
Ensure Operations manuals, HR Training manuals, and Credit Policy manuals properly document and communicate the features and operational aspects for Business Banking products
Responsible for assigned vendor relationships relating to Business Banking products and services
Responsible for ensuring timely and effective responses to branch questions and comments regarding Business Banking products, service, marketing initiatives, sales activities/tactics
Collaborate with the Regional AVP’s, other Business and Personal Banking team members, and Learning & Development department to develop and implement required product/services, financial advice, and sales training
Measure and monitor Business Banking credit and non-credit related sales, liaising with regions/branches where category sales are behind plan and ensuring the branches have the resources they need to achieve their targets
Ensure branches have the material and training necessary to meet product knowledge and compliance requirements for Business Banking products, advertising, CDIC, AML, and Privacy as required by Bank policy
Guide and manage Business Banking related market research to develop marketing activities, campaigns and initiatives to expand the Business Banking client base, deepen relationships and improve the client experience
Lead or participate as required in task forces or committees designed to address gaps in Business Banking performance
Provide leadership in areas of strategy, results, budgeting, training, coaching and communication
Manage/coach, career plan, and evaluate performance for direct reports. Ensures the Business Banking team, collectively and individually, work cohesively and cooperatively with each other and with other teams, branches, and departments throughout CWB Group
Ensure Business Banking team is trained, and aware of all internal and external training resources available to them, including completion of all mandatory training as per The Learning Centre
Schedule and meet at least weekly with direct reports for coaching and to review activities, training needs, project updates, etc. At least quarterly, discussions to expand to cover progress to annual performance objectives
Conduct annual performance objective setting, career development, and performance reviews
Participate in regular department meetings to provide/receive updates from a corporate and department perspective
Ensure full Business Banking and Cash Management team understands CWB’s strategy and vision and how each role contributes to it

108

Business Banking Branch Renewal Specialist Resume Examples & Samples

Bachelor's degree or the equivalent of an additional 2 years' experience in financial services sales, or credit environment
Minimum of 1-3 years' experience in financial services sales or credit environment
Knowledge of Business Banking products and business loan process
Excellent customer service and interpersonal skills required
Must have excellent written and verbal (phone) communication skills including professional grammar and demeanor
Experience with Velocity, HAWC, AFS, EDR
Proven organizational skills and attention to detail
Consultative selling and profiling experience a plus

109

Snr Director & Team Lead-business Banking Resume Examples & Samples

The Group has a strategic objective to become the Leading International Bank, which builds on our global network, recognises the increasing globalisation of the world’s economy and the increased value of international customers. Our Group capabilities, coupled with our understanding of local markets and cultures worldwide, help us deliver innovative solutions to our internationally minded clients
BA in related discipline and 5-8 years of experience in related field OR MA and generally 3-5 years of experience in related field
Relevant experience in managing complex commercial relationships with international needs
Excellent interpersonal skills, with a particular emphasis upon inspiring, influencing and negotiating in dealing with customers and colleagues
Excellent range of communication skills, including written, verbal, and the ability to deliver compelling presentations
Commercial Sales Management
Innovative with a flair for solving problems
Excellent communication skills, including written, verbal, and the ability to deliver compelling presentations
Strong knowledge of CMB’s international proposition / product capabilities
Knowledge of group systems, including CARM, ClientVision, HORIS, Global Links and GRPT/RBPM
Knowledge of CMB policies and procedures as per CMB & Credit FIMs
Wide personal connections within the group and outside the group (chambers of commerce and other associations
Qualification to a University Degree or/and relevant professional qualifications

110

CCB, Business Banking Resume Examples & Samples

Actively manage the calendars of multiple managers. Work effectively with other administrative assistants and meeting participants to schedule meetings, meeting logistics, ensure conflicting meetings are reviewed and resolved timely, and ensure managers are aware of calendar updates
Book travel arrangements and organize itineraries. Ensure travel arrangements are within department policy, meetings are appropriately scheduled and any additional travel requirements such as visas for international travel are considered. Process timely and accurate travel expense reports
Perform routine tasks such as those related to staff meeting communications, ad hoc group directory and organization chart updating
Assist with staff onboarding and offboarding which includes requesting equipment setup and system access
Professional with expertise in administrative or related functions; preferably experience in working for multiple managers
Proven ability to meet manager expectations with accurate and efficient delivery, ability to multi-task and prioritize manager requests and needs
Exceedingly attentive to details, ability to focus and conduct business with few errors
Exceptional experience with calendar management, time and expense management support, meeting coordination and planning
Enthusiastic, self-motivated, effective under pressure, and willing to take personal responsibility and accountability
Demonstrates sound judgment and discretion regarding sensitive topics

111

Business Banking Resume Examples & Samples

Performing a range of finance tasks which may include: financial control, reporting, business performance and analysis, cost management, acting as Finance Business Partner to business units, cost analytics and consolidated reporting across Barclays UK, etc
Provide accurate and insightful input to assist the decision making process
Support Barclays UK in delivering its financial commitments
Accountabilities
Qualified Accountant (ACA/ACCA/CIMA or equivalent)
Strong academic record
Experience in Financial Reporting, Control, Planning and/or Analytics
Understanding of wider Commercial aspects
Stakeholder Management – collaborative style, able to build relationships
Excellent analytical and problem-solving skills
Very good communication skills, written and interpersonal, and the ability to maintain effective working relationships
Very good Excel and PowerPoint skills

112

Custome Service Center Business Banking Team Manager Resume Examples & Samples

College degree preferred; 3-5 years of customer service supervisory experience, preferably in banking or financial services industry
Ability to build a rapport with internal and external customers
Manage a team of 8-12 customer service representatives
Able to multi-task, prioritize issues and work effectively in a fast-paced environment
Resolve multiple inquiries/issues within stringent time deadlines
Ability to use a wide range of software/network applications including, but not limited to Microsoft Office applications (i.e. Word, Excel, Outlook, etc)
Working knowledge of various Cash Management products and/or retail branch background

113

Business Banking Region Director Resume Examples & Samples

Drive sales results with emphasis on portfolio growth, new customer acquisition and credit for businesses with revenue $3mm-$25mm
Manage Business Banking Relationship Managers. Responsible for coaching and developing BBRM’s skills, support career development, performance management, and attrition in market
Facilitates Necessary Market Training
Effectively supports training relationship managers, as needed, around key Product, Market and Network initiatives, particularly cash management & business credit
Fosters Key Partner Collaboration with local leadership
Credit Sales and Transaction Management
Drives Business credit sales and process excellence by supporting credit appeals, renewals, application inspection, and being part of commercial mortgage sales process for business with revenue between $3mm-$25mm
Ensure compliance with all necessary regulations by providing oversight over key activities. Drive remediation activities as necessary
15+ years of experience in Sales and Relationship Management, Small Business Banking or Business Banking (lending/cash management)
10+ years of experience in Banking Sales Management: focus in Small Business or Business Banking
At Least 15 Years Specialized Knowledge Ability to employ effective engagement techniques to transfer ownership of the learning experience to the participants Ability to utilize innovative approach to facilitation through knowledge of adult learning methodologies
Create and maintain an effective learning environment through facilitative leadership Credit Policy and Procedures, competitor product lines and commercial compliance regulations
Excellent planning, organization, and time management skills
Flexibility in periods of transition and uncertainty
Strong knowledge of banking and financial industry preferred
Superior knowledge of financial analysis, risk evaluation, loan documentation and commercial loan collection activities

114

Manager of Business Banking Portfolio Management Resume Examples & Samples

Lead team of portfolio managers to drive high levels of customer satisfaction by defining and developing routines, reports, and inspections
Drive high levels of team performance and minimize team member attrition by exercising effective team management skills, including performance management, succession plans/career path, coaching, hiring and recruiting
Manage implementation of new projects as needed
Ensure team of Portfolio Managers adequately and timely supports internal sales partners and Credit Professionals and meets internal service level standards related to alerts and renewals
Develop and implement processes, procedures and controls around credit renewal and monitoring, and set internal service level standards in order to improve efficiency, effectiveness, productivity and/or control
Ensure compliance to government regulations; banks policies & procedures; and management policies
Oversee and advise on remediation of regulatory findings, correction of any inconsistencies and monitor resolution
Sales and Customer service skills
Demonstrated experience of commercial portfolio management policies and objectives
Formal credit training or equivalent experience
Bachelors or Equivalent Experience
At Least 10 Years Specialized Knowledge
Able to recruit and manage top talent
Prior customer service and commercial credit analysis or risk underwriting experience
Proficient with the MS office package
Strong organizational skills and ability to handle multiple tasks

115

Business Banking Product Resume Examples & Samples

Finance Business Partnering
Business Performance Management and Planning
Detailed knowledge of Financial Services products and services and their Commercial and Economic drivers

116

Business Banking Regional Credit Manager Resume Examples & Samples

Bachelors degree in Business, Accounting, Finance, Economics, or at least 10 years equivalent experience
7+ years as a Senior Credit /Loan Workout Officer or equivalent and experience managing a mid-size team
Demonstrated track record of managing a team, strong individual contributions, interacting with Executive level management and working within a team environment
Thorough knowledge of credit policies, procedures, regulations and applicable law

117

VP Business Banking Portfolio Manager Resume Examples & Samples

Formal credit training or prior comparable work experience
7-10 years relevant prior experience
Demonstrated experience, knowledge and judgment with structure, credit decisions and analysis
Able to grasp and understand C&I and CRE concepts and structures
Able to coach and mentor business bankers on credit skills
Work independently with limited supervision
Able to prepare comprehensive, cohesive, detailed written analysis and narrative

118

Senior Business Banking Loan Administrator Resume Examples & Samples

Works with loan officers, borrowers and third party professionals (attorneys, appraisers, inspectors, etc) in order to close loans in conformity
May make funding determinations, depending on experience and authority granted
Will be assigned more complex packages
Mentors junior level Business Business Loan Administrators

119

Lending Assistant for Business Banking Resume Examples & Samples

Assist lending officers with the administration and development of commercial banking relationships including daily interface with customers, other financial institutions and internal departments
Provide customers with a central information point for inquiries regarding transactions, account status and operational issues
Research and coordinate resolution of routine account problems related to overdrafts, returned items, stop payments, etc

120

Business Banking Portfolio Manager Resume Examples & Samples

Bachelor’s degree (B.A.) in Business, Finance, or Accounting required or equivalent work experience
Minimum of two years of recent experience in credit supporting middle market or business banking
Excellent customer service and interpersonal skills; excellent written and verbal communication skills
Excellent mathematical and finance skills; highly advanced credit analysis skills
Formal credit training and credit experience required
Ability to multi-task and work in dependently in a fast paced environment

121

Business Banking Loan Closing Specialist Resume Examples & Samples

Effectively work with sales partners, customers, legal, and third parties to clear all pre-closing conditions associated with a credit approval
Draft and/or review loan closing documentation
Coordinate funding and booking activities
Successfully manage a loan pipeline of ~50 transactions; communicating clearly and timely to sales and customers on status and conditions
Ensures all activities meet Bank, departmental, and regulatory expectations
High School or equivalent (GED) required, Associate's or Bachelor's Degree preferred
Exceptional customer service and communication skills. Ability to effectively liaise with relationship managers, legal counsel, third party vendors and external customers to address and resolve issues

122

Business Banking Loan Closing Specialist Resume Examples & Samples

Coordinate loan funding and booking activities
Successfully manage a loan pipeline of approximately 50 transactions; communicating clearly and timely to sales and customers on status and conditions
Ensures all activities meet Bank, departmental, and regulatory expectation
Ability to effectively liaise with relationship managers, legal counsel, third party vendors and external customers to address and resolve issues

123

Business Banking Market Manager Resume Examples & Samples

Implement strategic initiatives endorsed by Santander Executive Management relative to the areas of customer focus, portfolio management and overall profitability performance
Plays a leadership role in civic and community functions to further enhance Santanders image and develop expanded business
Provide sales coaching and ongoing mentoring for team members in the areas of business, human and commitment skills
Review and recommend commercial loan requests that exceed subordinate lending authorities
Develop and implement a strategic plan for the overall geographic/business line efforts
Prepare annual budget estimates for loan growth and rate forecasts
Leads and/or participates in strategic and cross functional projects and initiatives with company-wide impact
Provide strategic direction to assigned group of team members to ensure that business goals and objectives related to profitability, loan volume, credit quality, business development, cross selling and relationship management are met

124

Business Banking Resume Examples & Samples

Oversee PMC performance in both Collections and Support segments of the business
Manage PMC Collections through a designated Team Leader
Lead Team Leaders &/or partner with on-shore counterparts to exceed department KPIs and deliver great customer experience even when handling challenging situations by offering alternative solutions and enhanced products
Manage a team of Special Credits Senior Specialist I, responsible for several clerical tasks supporting the different sub groups of Portfolio Management Center (PMC)
Maintain the PMC Manila SharePoint Site and providing performance reports to PMC Domestic and local management
Provide leadership to the team, including clear direction and defined priorities for desired results
Search out challenging opportunities to change, grow, innovate and improve. Mentor, train and develop direct reports. Develop staff to reach individual and group goals for efficiency and effectiveness
Execute on a set of deliverables tailored to improve specialist performance such as, but not limited to coaching sessions, evaluations, and career conversations
Develop and maintain a high performing team, fostering a culture of enthusiasm, low attrition rate, and employee satisfaction
Lead and partake in change management efforts for his/her team as well as the whole department
Participate in multi-site initiatives to improve overall departmental performance including managing and/or participating in various process improvements and re-engineering initiatives
Lead employee related initiatives such as interviewing and hiring, setting performance objectives, individual development plans, & creating a strong internal bench strength
Demonstrates strong verbal, written and interpersonal skills, as well as analytic and problem solving skills
Expected to have the ability to formulate and articulate objective views based on professional analysis
Expert knowledge of Chase credit philosophy and policies, loan documentation, bankruptcy and related legal issues
Strong knowledge of the US consumer and finance business is preferred
Strong Leadership and managerial skills required
Advanced skills in Microsoft Skills (Excel, SharePoint, Word, etc.)
Excellent coaching and mentoring skills
Proven track record of inspiring performance and working with cross functional teams
Strong leadership skills with demonstrated success in managing teams
Must have proven ability to deliver on business results
Exhibit Problem Solving Skills including, but not limited to conflict resolution, prioritize diverse workloads, and recommends/implements enhancements to implement positive change across the department to improve effectiveness and efficiency of services/systems
Minimum of 2 years supervisory and leadership experience is preferred, but not required
Strong organizational & proven time management skills

125

Business Banking Resume Examples & Samples

One to three years’ experience in a commercial relationship manager role or equivalent; Bachelor’s degree preferred but not essential
Proven analytical ability, with experience of credit or relationship management within Business Banking Sector
Proven ability in identifying and meeting customer needs through a broad range of products and services
Proven level of business acumen and commercial awareness including economic, cultural, procedural and regulatory issues
Possess world class customer service excellence, own customer engagement and able to build long term relationships
Knowledge of international trade products & services desirable
Excellent interpersonal and communication skills, with a particular emphasis upon inspiring, influencing and negotiating in dealing with internal and external stakeholders. Delivering compelling presentations is second nature
Proven ability to innovate and deliver creative and flexible customer solutions
Ability to differentiate from the competition through the delivery of a responsive and proactive relationship management service and to engage with clients at a strategic level

126

SVP Business Banking Team Leader Resume Examples & Samples

Conduct underwriting and structure of credit requests for all members of your team including making recommendation to credit and / or the director of business banking for final approval
Manage a team of Business Bankers within an assigned territory
Manage relationships both individually and within a team in order to retain and expand overall banking relationship with key clients
Source, evaluate and recommend new banking opportunities for loan and deposit relationships. Loan relationships will include both C&I and CRE relationships
As a member of the senior team in Business Banking, participate in such activities as running weekly sales calls and monthly meetings with other senior managers in the division to help shape the overall direction of the business line
Bachelor’s Degree (or equivalent related experience) required
Ten or more years of sales, credit, and management experience
Must have a complete understanding of commercial businesses and banking
Demonstrated substantial knowledge of credit with prior credit training and sales training
Strong credit underwriting skills
Strong sales management skills and ability to effectively manage a diverse team of individual producers
Ability to utilize full range of prospecting sales activities

127

Consumer & Business Banking Resume Examples & Samples

Thrive in a fast-paced environment, and have passion and intellectual curiosity to find and capture business value
Bachelors degree with relevant Masters degree preferred
Strong financial and strategic problem solving abilities
Corporate finance / returns model development
Data management skills
Outstanding written and verbal communications
Ability to influence and become a trusted advisor to executive management
Strong personal management and organizational skills; Ability to manage multiple projects concurrently in an fast-paced environment of ambiguity and change

128

Business Banking Lending Assistant Resume Examples & Samples

Act as a liaison between customers and lending officers to facilitate account servicing
Provide basic secretarial support and coordinate reporting, report distribution and file management for lending officers
Deal with complex customers (large to multinational corporations, participations, syndications, etc.) and/or train and assist the other Lending Assistants and overseeing the workflow

129

Consumer & Business Banking Resume Examples & Samples

Bachelor’s degree with relevant Masters degree preferred
7 to 10 years of Banking or Financial Services experience preferred
Outstanding written and verbal communications and ability to tailor message and style to different constituencies (e.g., Field, Finance, Executive Management)
A keen business acumen and the ability to tell the compelling story from the information
Ability to recruit and develop a high-quality team
Deep knowledge and understanding of financial principles and ability to link results to activities
Strong personal management and organizational skills; ability to manage multiple (and changing) project deliverables at same time
Proficiency in Powerpoint and Excel
Business savvy and commercial judgment

130

Market Executive, Business Banking Resume Examples & Samples

Established Leader with strong interpersonal skills, polish, and executive presence. We need a leader and not just a manager - someone who possesses the ability to forge strong partnerships with credibility to achieve success
Proven ability to attract and retain high quality talent that can successfully operate in the upper end of the market - must have ability to work in close concert with Middle Market ME with goal of achieving dominance in the in the market with clients having increasingly complex needs
Instill Management Focus and Discipline - Drives accountability through a disciplined performance coaching process
Makes the tough business and people decisions
Inspires Commitment and Followers - Builds and leverages internal and external partnerships to generate leads/referrals and grow the business
BS/BA degree required

131

CCB Risk-business Banking Resume Examples & Samples

Conduct analyses assessing small business credit card customer P&L, risks and opportunities to develop new credit risk strategies and drive healthy business growth with full cycle view of risk and profitability
Develop and apply mathematical or statistical theory and methods to collect, organize, interpret, and summarize numerical data sets from multiple sources (including consumer data, Commercial credit information) to develop the best of class risk strategy in the industry through advanced analytical and segmentation techniques
Manage projects in a cross-functional orgs working collaboratively across Risk COE's and xLOB partners, such as Business Banking
Masters + 5 years Risk Management or other quantitative experience or Bachelor’s + 8 years Risk Management or other quantitative experience. Experience in financial firm/Small Business Credit Card industry is preferred

132

Business Banking Resume Examples & Samples

Four to five years of experience in administrative and support staff activities
Strong reading, writing and mathematical skills
Advanced administrative, secretarial and clerical skills
Ability to identify and resolve exceptions and to interpret data

133

Business Banking Specialist Resume Examples & Samples

2+ years in commercial lending experience with proven successful sales track record
Strong understanding of C&I Loan, SBA Loan and/or industry-focused lending
In-depth knowledge of banks, credit, and deposit products. Experiences in cross border activities between U.S. and Greater China preferred

134

Credit Specialist Business Banking Credit Center Auburn Hills Resume Examples & Samples

High School Diploma or G.E.D
2 college level accounting classes (2.0 GPA in each)
1 year word processing and spreadsheet software experience

135

Business Banking Relationshp Manager Resume Examples & Samples

Develop consultative relationships with small business clients in your target market with annual revenues ranging from $500K-$5MM
Understand the client needs, provide value added solutions, manage a portfolio of existing customers and drive new commercial customer relationships
Partner effectively with an award winning business banking team offering awide array of product solutions that will enable you to enhance the customer experience, increase loyalty and improve the profitability of customer and the Bank
Complete Business Banking University and Drive Sales training in your initial four week orientation and a commercial credit training program to insure you’re prepared to identify, assess and mitigate lending risk
Maintain strong market knowledge and develop, retain and expand relationships with Centers of Influence ie. CPA’s and Attorneys
Actively engage in meaningful community activity to expand potential customer base
2+ years in a Business Banking Relationship Manager role or related business lending experience preferred
Business to Business sales experience required
Motivated self starter with demonstrated leadership ability and potential
Successfully operate in a “team” atmosphere building upon and leveraging strong internal and external network
Ability to succeed in a fast paced, demanding sales culture with measured routines and goals aimed at new loan and deposit generation, cross sales, customer service and satisfaction
Proficiency with portfolio/account management preferred
Ability to understand core business products and services. Proven track record of sales and outside calling skills
Ability to develop strong customer and colleague relationships

136

Provincial Head Absa Business Banking Resume Examples & Samples

Must have a minimum of an appropriate NQF Level 6 qualification. Preference will be given to relevant Post graduate qualifications
Five (5) years’ experience in a senior role in the Financial Services Sector
Five (5) years people management experience in a sizable Business Unit
Preference will be given to South African Citizens and Permanent residents of South Africa with proof of permanent resident status
The appointment will be made in line with the Absa Employment equity strategy
Strong technical financial skills
Managing teams across geographic regions
Credit Analysis Knowledge
FAIS knowledge required
Coping with pressure and setbacks
Deciding and initiating action
Delivering results and meeting customer expectations
Entrepreneurial and commercial thinking
Formulating strategies and concepts
Leading and supervising
Persuading and influencing
Relating and networking
Achieve annual financial targets (for example Net Profit before Tax, Non-Interest Income, Forex Income) as agreed with the Head Coverage Africa by working closely with the Provincial Heads across South Africa
Manage internal and external customers/stakeholder relationships and proactively establish and maintain strong relationships (e.g. CIBW, Absa Financial Services and Barclays Africa and Barclays Global)
Ensure and manage a proper funding strategy
Together with the Human Resources Business Partner (HRBP), determine the people management strategy for the Business Bank with a focus on talent management, development, resourcing and retention. Communicate the strategy to managers in the area
Drive a culture of transformation and innovation within the Provincial team and encourage knowledge sharing and new ways of doing things
Embed formal Performance Development and informal coaching in the business unit
Coach the Business Banking Provincial Management team on how to conduct meaningful Performance Development discussions with their direct reports and ensure that they conduct the process effectively
With the support of the HRBP, interview and recruit direct reports and provide support to them during the recruitment of their teams on request
Review workforce and recruitment plans for the area and reallocate resources where required
Approve leave requests for direct reports and ensure that they manage the leave planning for their teams effectively
Together with Business Banking Provincial Leadership Team determine the risk profile by ensuring alignment to the Group profile, regulatory and governance requirements
Compile risk attestations and manage the process and status
Drive a culture of proactive compliance in the function
Determine action plans to effectively reduce and manage risk issues related to Internal Audit findings, Management Assurance findings, Compliance issues, SOX requirements and operational risk. Actively drive the completion of actions and review the issue assurance testing conducted on all closed items. Interact with the different risk management specialist areas in Barclays/Business Banking Africa (Group Risk, SOX office, Internal Audit, Group Compliance) to ensure an understanding of the requirements and that functional policies and processes incorporate all the necessary elements
Drive and manage revenue growth and mix, cost reduction, productivity improvement, investment strategy and asset utilisation for the Province
Track targets set by Business Banking Africa and Head Coverage South Africa and provide insightful commentary on business performance. Proactively identifying business opportunities which drive performance in line with strategy
Monitor, Analyse, interpret and communicate performance data in a way that gives ExCo and the businesses confidence in the information. Defines targets, financial and nonfinancial, which drive performance in line with Unit strategy
Articulate rationale for business performance at senior forums, demonstrating implications to business, presenting options and confidently responding to challenges
Act as the champion of cost management and educator of cost centre managers to ensure the cost management framework is consistently applied. Identify and raise issues and taking ownership for resolution
Proactively identify opportunities for cost efficiencies and improvement in effectiveness, developing recommendations and proposals
Deliver financial performance against targets by focusing on non-interest income, strengthen and diversifying the balance sheet to improve ROEC and diversify advances growth
Review and monitor the effective running of the business units by tracking the business results, against key financials, sales, service, people and operational targets
Review and refine the business architecture (people, systems, processes, products, market segments, geography) of the Province to maintain competitive advantage. Contract delivery of the change and act as portfolio manager for the change programs. Ensure that change contributes to the performance improvement of the Barclays Group as a whole
Review the change portfolio on a monthly basis to ensure that investment spends is allocated to the correct initiatives and that progress is on track
Based on proposals brought by business unit leaders in the Coverage/Business Banking team, review opportunities for investment or disinvestment of resources and make capital allocation decisions within mandate. Present major opportunities to the Group Investment Committee and Group Exco
Scan the external market to understand future challenges and ensure that the function is positioned to deal with multiple and often contradicting scenarios
Define the balanced scorecard of performance indicators for the function
Contribute to the development of Group strategy by providing an analysis of the risks and opportunities over the 3-5 year term as it relates to the Province
Contribute in shaping and developing the business performance agenda and in ensuring performance is clearly tracked against agreed targets
Liaise closely with the Reporting team to prepare monthly, quarterly or annual routine reporting for the Province
Support the production of monthly management accounts for the Province and lines of business/products, providing high quality performance commentaries

137

National Director of Business Banking Resume Examples & Samples

Development and coordination of all Business Banking, Community Banking and Small Business Administration activities (collectively referred to as the small business segment or LOB)
Leading the growth of the Small Business segment nationally including achieving loan and deposit growth, revenues and expense goals
Drive profitability throughout the Small Business LOB
Develop strategic goals and management policies to meet aggressive growth targets
Deliver on growth targets while maintaining rigorous credit quality standards in the Small Business segment
Continued development and execution of sales processes that build the skills of the sales teams and deliver on enhanced profitability through acquisition of new customers, customer retention and relationship expansion
Execution of effective sales leadership including personally leading team meetings, sales meetings, and customer sales blitzes and participating in community events and non-profit boards
Drive development of new Small Business products in collaboration with the Retail Product Management team
Work collaboratively to set effective product pricing
Develop and drive the strategy to grow small business banking within the banking centers
Work collaboratively with the market teams to establish effective strategies and goals for the markets
Development of integration strategies and execution plans with Retail Banking peers to enhance the customer experience
Effective leadership of Collaboration efforts across all lines of business

138

Business Banking Specialist Resume Examples & Samples

Support the sales activities of the Cash Management Contact Centre by
Identifying opportunities to meet and exceed the need of Small Business and Commercial customers
Consistently delivering an excellent client experience during all customer interactions
Developing and maintaining a strong knowledge and understanding of Business banking products, services and pricing
Assisting and maintaining sales aids and model presentations/proposals to support the sales process
Assisting in building templates and tools to simplify work and increase productivity
Maintaining competitor intelligence and providing regular updates to the Manager, Strategic Pricing and Director Cash Management Contact Centre
Ensuring client relationships are seamlessly handed off to Small Business and Commercial Sales as appropriate
Provide a high level of customer service to Small Business and Commercial Sales customers
Identifying opportunities for other appropriate Business banking solutions
Taking responsibility for and ensuring the successful transition of Small Business and Commercial outbound sales referrals
Developing and maintaining a thorough knowledge of documentation for Business banking products
Contribute to the overall financial and non-financial objectives by
Understanding CMCC’s financial and non-financial goals and how to contribute to them
Participating in sales meetings, skill-building sessions and one-on-one coaching sessions
Manage and minimize the Bank’s exposure to risk by
Adhering to and ensuring team members’ compliance with regulatory activities and guidelines including Privacy, Anti-Money Laundering/Anti-Terrorist Financing, FCAC, Know Your Customer, CDIC, Occupational Health & Safety
Ensuring strict adherence to Bank security procedures, including assigned authorities and limits
Escalating fraudulent activities, unusual occurrences, issues/deficiencies/trends to Manager and/or applicable Shared Services department as appropriate
Where applicable, comply with MFDA rules and regulations, as well as SSI guidelines/processes

139

Small Business Banking Loan Administrator Resume Examples & Samples

Deliver excellent customer service to internal colleagues (Small Business Banking) through collegial, professional communication
Manage loan approval requirements and conditions
Order:appraisal, environmental reports, structural reports, title reports, flood determinations, insurance certificates and/or binders, UCCs
Open escrow with title/escrow companies and set up escrow files and order payoffs
Review preliminary title reports and coordinate the clearing of title issues related to closing; ensure lien position is secured
Coordinate with in-house experts or outside legal counsel on technical transactions
Set up the loan file; including preparing file to be sent to CLP for documentation
Follow the Bank's Information Security policies, ensuring that the processing and handling of all customer information and confidential bank information is done in a secure manner and environment
Complete special projects as assigned by manager

140

Assistant VP-business Banking Client Manager Resume Examples & Samples

Must have a sharp business development focus and demonstrative innovative approaches
Must be a self-starter, someone who demonstrates by getting out in the marketplace
Must have excellent written and presentation skills
Some knowledge of credit products

141

National Business Banking Director Resume Examples & Samples

Strategic Planning: Partnering with Division management to create a strategic plan for the Group and creating action plans to ensure the achievement of the plan including setting and tracking individualized goals for each team member in regards to production and revenue, and forecasting results for management based on existing pipelines
Management of Team: Monitoring and coaching performance of team members, ensuring that relationships are created and maintained, taking appropriate action to ensure goals are achieved (including sourcing deals personally if needed), while taking corrective actions if goals are not being achieved and leveraging expertise and knowledge to develop an outstanding team
Relationship Management/Revenue Generation- External: Ability to infuse the team’s network of clients and centers of influence with fresh prospects at any time in order to expand opportunities. Serves as an escalation point for any and all client relationships, addressing any issues and removing obstacles to ensure a smooth and beneficial transaction. Personally manages client relationships as needed or deemed necessary
Relationship Management- Internal:Work closely with marketing, product, and banking operations to ensure the efficient and effective delivery of services to client base. Continually work with supporting departments to improve the client experience
Client Quality: Ensuring the team is pro-actively monitoring the credit quality of their clients through monitoring client’s compliance with ongoing required reporting and properly analyzing financial information. Partnering with the credit team to review special loan requests and make recommendations to clients, as needed
Portfolio Quality:Closely partner with underwriting to develop an efficient review and approval process for loan requests. Establish policies around review of exceptions and modify the loan scoring/pricing model, as necessary. Review the quality of the loan portfolio and adjust the parameters of the underwriting practices, as needed
Talent Management includes, but is not limited to: conduct performance appraisals, coach and develop staff, hold accountability meetings, conduct team performance meetings, perform employee observations, maintain a manager action plan, maintain a low performer action plan, ensure cross training/back-up is available, implement succession planning, ensure all staff comply with compliance requirements, successfully exercise the usual authority of a manager
Manager is accountable for managing a direct expense budget: Manages the direct expense budget for assigned area, addresses variances and takes appropriate action. Coaches team related to cost effective spending within the business unit

142

Business Banking Intern Resume Examples & Samples

Assist with financial reporting covenant monitoring : scanning/saving financial information, loading files to OnBase, organizing loan files on the shared drive
Assist with research/audit requests by locating files on OnBase
Order certificates of good standing for Borrowers
Sit in on internal credit/deal structuring meetings and develop an understanding of the Business Banking platform
Occasionally join Bankers/Analysts on joint calls and property inspections; assist with note taking and due diligence
Assist with Google searches and research for renewals and prospects; assist with establishing Google alerts for new and existing relationships
Liaison with Marketing Department and assist Bankers with maintaining invite lists for client events, preparing mailers to clients/prospects, identifying and matching client groups with various marketing collateral/campaigns
Assist the Business Banking Director of Operations on ad hoc projects related to process improvement and ongoing sales support
Become proficient in Microsoft Office (Word, Excel, and Adobe), OnBase, Smeadlink, Eagle Reports, AFS RM Tools and Moodys
Assist with the monitoring of the loan maturity report and alerting Business Bankers and Credit Analysts of upcoming maturities
Develop the ability to eventually spread business financial statements, personal financial statements and individual tax returns. (3rd and 4th summers)
Local Manager may require additional duties unique to a team’s Geography, industry focus and other responsibilities which best utilize a candidate’s skill-sets
The ability to learn and comprehend basic instructions; understand the meanings of words and respond effectively; and perform basic arithmetic accurately and quickly
Vision must be sufficient to read data reports, manuals and computer screens
Hearing must be sufficient to understand a conversation at a normal volume, including telephone calls and in person
Speech must be coherent to clearly convey or exchange information, including the giving and receiving of assignments and/or directions
Position involves sitting most of the time, but may involve walking or standing for brief periods of time
Must be able to travel as position requires
May be required to lift up to 15 lbs

143

International Business Banking Team Leader Resume Examples & Samples

CCB culture that enables our teams to deliver for clients
An optimistic and proactive approach to finding new opportunities for clients,
Looking beyond immediate business silos and geographic borders
The ability to keep teams motivated, aligned and working together toward a common set of business objectives
The ability to lead by example and stay cool and under pressure, remaining resilient and focused on priorities despite challenging or changing environments
A deep expertise and aptitude for all topics related to commercial banking,
Products and risk management
Ability to embrace new technology and understand the role digital plays in the experience we deliver for our clients
At least 3 years leadership experience in acquiring new customers and 7-10 years banking experience
Good credit analysis skill and knowledge about PBOC/ SAFE regulations
Good knowledge about Banking products, manufacturing industry segments and experience in handling SME customers
Ability and experience to assist team members in new customer acquisition
Self-motivated and achievement oriented
Good command of Chinese and English in both oral and written communications

144

Inbound Business Banking Specialist Resume Examples & Samples

Two (2) or more years of recent phone/inside sales experience, Contact Center experience strongly preferred
Active communication/listening
Strong sales skills required
Hours & Work Schedule

145

Avp-business Banking Client Manager Resume Examples & Samples

Must be able to express a sound opinion, able to agreeably present another viewpoint
High level of energy, enthusiasm and motivation
Self-starter, someone who demonstrates by getting out in the marketplace

146

Client Manager Business Banking Resume Examples & Samples

Must have superior organizational skills
Proven leadership ability with excellent interpersonal communication skills at all levels. Reputation in market attracts talent
Sound decision making, while being able to agreeably present a different viewpoint

147

Business Banking Director Resume Examples & Samples

Act as the Business Bank face to the local Business Market and develop strong business networks
Generate proposals to increase the value of the Business Banking portfolio, through identification of new markets and or product opportunities, including potential alliances
Develop and agree stretching targets to maximise performance of Business Banking
Understand and interpret local business trends and developments
Lead the Business Bank Product (eg VAF) and Sector (eg Agri) capabilities as locally available
Be a role model leader and colleague
Play a key role in the successful integration and alignment of local Business Banking and Enterprise Banking objectives by providing the direction and framework to leverage to best effect, both the organisational and people capabilities of the Business
Lead the Business Banking team locally to best in Class standards, attracting the best available talent, drive performance and consequence management using reward practices to distinguish and reward top performers
To be a contributing member of the local Bank’s Country Management committee (EXCO). Contribute as a senior leader to the successful overall running of the Bank
Outstanding knowledge of Business and Commercial banking products and services
Sound knowledge of strategy and planning processes
Product development knowledge and expertise
Outstanding knowledge of control and governance requirements and environment
Minimum 10 years’ experience in Business Banking in emerging markets and that experience to bridge both Business and SME customer segments
Proven experience and expertise in credit risk analysis
Sound track record of relationship management
Proven networks within the Business banking field in emerging markets

148

Business Banking Business Manager Resume Examples & Samples

Develop collaborative working relationships across CTO, CTO -1, Finance, CCB Shared Services and HR teams while providing business value and transparency
Leverage the global location strategy to increase productivity of staff by identifying opportunities to co-locate and consolidate locations across defined strategy; develop execution plans against a defined OPT Location Strategy while managing tactical requirements
Drive process improvement and engage with the tools and automation team members across multiple working groups for dashboard development and KPI’s

149

Business Banking Relationshp Manager Resume Examples & Samples

Primary focus is on exceeding specific net portfolio loan and deposit growth goals along with new deposit, loan, cash management and total revenue production
Products marketed include but are not limited to: deposit, credit, interest and currency risk management products, cash management, international trade and liquidity solutions
Incumbents usually handle complex accounts and sensitive client relationships and are trusted to handle negotiations and credit assessments on an independent basis
Ability to source, structure and present business lending opportunities up to $10MM
Effectively utilize centralized credit support team for both new originations and portfolio management
Develop a targeted COI (center of influence) list and have a detailed plan to build relationships that lead to referral business to achieve goals
Build a collaborative internal relationship with key partners
Introduce top clients to appropriate specialist to deepen share of wallet. Joint calling and prospecting with specialists depending on situation
Provide specific assistance to assigned internal partners for outside joint calling, technical questions related to larger deposit and loan opportunities, etc
Utilize salesforce.com to manage your call/relationship management activities on a weekly basis
Required to make a targeted number of “in person” calls to prospects, customers, Centers of Influences and internal partners weekly & monthly
Practice sounds risk management protocols and adhere to internal and regulatory requirements
4+ years in a Business Banking Relationship Manager role or related business lending experience preferred
Advanced knowledge of business products and services
Strong business or commercial credit acumen preferred
Proven track record of sales and outside calling skills

150

CCB Risk-business Banking Resume Examples & Samples

Promptly review loan requests submitted by Relationship Managers (or "RM"), evaluate trends and potential risks that could impact the customer/prospect's ability to repay the credit extension and identify mitigating factors and/or additional information needs to offset these trends and risks
Interact with the RM (and, on occasion, the customer/prospect) to identify and quantify repayment sources including cash flow, collateral and individual recourse
Proactively develop alternative structures with a goal of growing loan portfolio while maintaining asset quality
Independently decision requests within individual loan authority or with the concurrence of the Risk Executive Director in cases where credit exposure exceeds individual loan authority
Work with loan center staff to ensure consistent adherence to regulatory obligations and bank processes and act as a resource to RMs and less experienced CAOs
This position could have Credit Approval Authority up to $4 million depending upon level and experience and offers a competitive base salary, bonus opportunity and unlimited career growth with a Global leader
Requires 5+ years of experience in commercial loan credit underwriting, financial analysis, and credit approval experience. Knowledge of fund accounting strongly preferred. 2+ years of experience with municipal credit/finance preferred
Requires credit approval experience in comparable commercial lending environment requiring the exercise of credit judgment
Minimum of bachelor's degree or equivalent experience, graduate degree in business preferred. Completion of advanced courses in finance, accounting, and credit either through a bank sponsored training program or college course work
Demonstrated computer aptitude
Work effectively in a team environment, while assuming individual responsibility

151

CCB Risk-business Banking Resume Examples & Samples

Bachelor's degree in a quantitative discipline from an accredited college/university required; Master’s degree preferred
5+ years of experience leading an analytic or process-centered organization
10+ years of experience in the consumer and business lending
Strong knowledge and understanding of laws and regulations governing consumer and business credit
Proven ability to develop effective controls and manage risk
Excellent communication and interpersonal skills facing off against Internal Leaders and External Auditors
Ability to efficiently manage concurrent assignments and quickly react to changing or competing priorities
Demonstrated leadership in pragmatically solving business problems through structured analytics
Strong project management skills and attention to detail to deliver new strategies in a complex decision technology environment

152

Business Banking & SME Credit Manager Resume Examples & Samples

Strong analytical and technical skills
Solid awareness of CCRS, core banking system and IT skills
Strong Interpersonal skills, enabling the candidate to deal business partners, stakeholders & customers
Strong Communications skills, demonstrated both verbally (active participation in meetings) and in writing (preparing credit packages, reports and memos/emails)

153

CCB Risk-business Banking Resume Examples & Samples

Familiar with Commercial and Consumer attributes to develop the best of class small business risk strategy in the industry through advanced analytical and segmentation techniques
Deep understanding of business with good data analyses to support initiatives from business partners, such as marketing, finance and other risk functions
Work with risk execution to implement, validate, and monitor the strategy quality and its performance; Ensure robust control and governance to manage operational risk
Manage projects in a cross-functional orgs working collaboratively across Risk COE's and xLOB partners, such as Business Banking and commercial banking
2+ years of relevant analytics/modeling/optimization experience. Experience in financial firm/business banking industry is preferred
Proven analytical thinker with ability to identify, analyze and solve problems in a thoughtful and organized manner to develop innovative strategy recommendations

154

Business Banking Market Manager Resume Examples & Samples

Bachelors degree or equivalent job related work experience and a minimum of 12 years broad-based commercial banking experience in sales within the financial services industry to include at least 5 years in a management capacity Broad exposure across financial services products, commercial segments and delivery channels
Demonstrated ability to work independently and leverage professional relationships within and outside the bank
Demonstrated superior sales, presentation, interpersonal, negotiation and written and verbal communication skills
Full utilization of CMG sales automation tools and related technologies
Solid knowledge of and experience with the investment banking community and its practices as it applies to middle market and commercial banking
Superior knowledge of commercial banking products and services (both credit and non-credit), Santander Banks Credit Policy and Procedures, competitor product lines and commercial compliance regulations

155

Business Banking Loan Closer Resume Examples & Samples

Generates closing checklist upon acceptance of commitment. 5%
Regular interaction with real estate attorneys. 10%
Collects and reviews all items on closing checklist to include all pre-closing conditions as set by the Underwriter. 40%
Stays abreast of SBA changes in policy to ensure file documentation is complete prior to closing. 5%
Drafts loan authorization consistent with the approval for all SBA loans. 5%
Helps to address and collect post-closing document exceptions. 10%
Orders and compares all 4506-T’s transcripts for SBA loans. 10%
Tracks all expenses associated with each closing including good faith deposits and expenses. 10%
Confirms clear to close prior to closing date being scheduled. 5%
2-5 years’ banking experience, lending experience preferred
SBA lending experience preferred
Computer skills (Word, Excel & Power Point)

156

Business Banking Client Manager 2 Resume Examples & Samples

Bachelor's degree, or equivalent work experience
Two to three years of business banking experience
Strong relationship management and business development/sales skills
Well-developed analytical and problem-solving skills
Basic knowledge of credit and credit quality
Basic knowledge of bank products and services
Ability to work effectively with individuals and groups in managing customer relationships
Excellent presentation, verbal and written communication skills

157

Metro Business Banking Producing Team Leader Resume Examples & Samples

Managing team loan quality, deposit growth, documentation, and collection of a designated team, industry or institution's commercial banking portfolio; including business development and compliance to ensure business objectives are attained and results are reported appropriately
Coaching and motivating the Business Banking and Commercial Banking Relationship Managers to achieve the sale of loans and deposits
Monitoring the combined sales to performance goals of assigned branches
Partnering with Human Resources and the Leadership team in selection, development and performance management of direct reports
College degree or an equivalent combination of education and work experience
5 years of relevant experience
Credit, Treasury Management, Private Wealth Management and sales training
Completion of Formal Credit Training Program
Prior supervisory or management experience

158

Business Banking Portfolio Manager Resume Examples & Samples

Requires a Bachelor's degree in business, finance or a related field and 2+ years of lending and bank sales experience
Basic knowledge of underwriting in business/commercial real estate lending transactions
Commercial real estate includes investor real estate loans for properties such as: warehouses, retail developments, office buildings, manufacturing facilities, lodging, etc
Requires understanding of specific underwriting considerations for various investor real estate projects
Knowledge of credit and/or related lending processes and procedures
Knowledge of applicable laws and regulations
Knowledge of credit analysis, spreading and analyzing financial statements, credit scoring, documentation, etc
Good oral and written communication skills needed to create relationships with clients
Good analytical, organizational and problem resolution skills
PC skills required

159

Business Banking Resume Examples & Samples

Responding to front line and customer requests for special purpose business accounts
Opening the accounts using established account opening platforms and processes
Handle client email/phone call interactions of complex new account requests by retaining a thorough knowledge of the
Demonstrate a strong knowledge and understanding of business ownership structures
Research complex trust requests to ensure the account structure is compliant and firm is not at risk
3-5 years of client service and /or operations background or the equivalent work experience, preferably in the banking or

160

Business Banking Market Manager Resume Examples & Samples

Must have minimum of 5 years of commercial banking experience serving businesses with greater than $5mm in annual revenues and 10 years in the financial services industry
Demonstrated leadership ability and experience in managing and leading sales teams required
Strong business development skills
A thorough understanding of cash flow analysis and the impact of business and economic cycles on industry segments required
Proven credit and treasury analysis ability with in-depth knowledge of credit and Treasury Management products, risk assessment, structuring and pricing are a must
Knowledge of sales force automation and how to leverage the technology in the sales effort is a plus
Excellent verbal and written communication skills required
Undergraduate degree in business, finance or economics required and advanced degree strongly preferred

161

SVP, Business Banking Team Leader Resume Examples & Samples

Executes diagnostic calling program to self-originate a variety of small business loans in accordance with bank policies, procedures and revenue objectives. Responsible for retention and growth of assigned loan portfolio; proactively manages client relationships
Utilizes a diagnostic sales and service process. Identifies and actively cross-sells the full suite of bank products; makes referrals to other lines of business, including but not limited to Berkshire Insurance Group, Wealth Management, Cash Management and Merchant Processing to generate interest and non-interest income
Provides leadership and direction to a team of Business Banking Officers. Coaches to develop individual performance and career development to ensure engagement. Performs supervisory activities including recruiting, goal setting, performance appraisals, salary recommendations and staffing changes. In conjunction with the SVP, Small Business establishes performance goals and objectives. Conducts regular team meetings; may participate in joint calls, branch visits and networking opportunities to offer feedback through management observation
Works directly with the SVP, Small Business, to develop consistent and specific sales strategies, priorities, targets, performance standards, marketing plans and accomplishments. Proactively builds internal and external visibility with other lines of business within the organization
Represents the Bank’s positive image in the community by serving on boards or as a volunteer in community organizations. Attends Chamber and outside events as a Bank representative for networking opportunity. An active and supportive member of all internal committees, programs, and initiatives. Continually builds a network of internal and external centers of influence to further enhance the client experience and to exceed customer’s expectations
5+ years’ experience as a commercial lender
Stellar customer service experience to include process driven outbound calling
Proven track record of working in partnership to achieve goals
Strong computer and analytical skills
Excellent customer service, communication and presentation skills

162

Bfs-p&t-business Banking Resume Examples & Samples

Produce business and non-functional requirements in an Agile development environment
Engagement of product, business and systems specialists to develop stories and define acceptance criteria
Change management to affected business areas

163

Business Banking Portfolio Admin Resume Examples & Samples

Assists the BB and PO with managing the collection of financial reporting within a market specific and/or an assigned credit portfolio
Assist BB and sales team in the new business development process by
Assisting in maintaining department prospect lists,
Updating sales pipeline,
Preparing BankUnited pitch books and call related materials,
Obtaining applications and financial packages from prospective clients,
Assisting in the completion of BB memo and sample term sheets,
Submitting pre-screen and related financials to submissions mailbox,
Ordering appraisal/environmental via RIMS,
Assisting the Closing Coordinators and BB with pre-closing process,
Assisting with other related process functions during new business origination process
Utilizes bank tools such as the financial tickler system to assist the BB and PO ensure timely and prompt collection of required financial reporting in line with loan & credit agreements, so that a) annual reviews may be conducted by the PO in a timely fashion and b) the PO and assigned BB can ensure early detection of potentially deteriorating credit quality of any particular assigned credit relationship
Works with BB and PO to ensure appropriate notification to clients of insurance and real estate payments
Work with BB and PO to clear documentation exceptions
Promptly escalates past due payments, past due insurance renewals, past due real estate tax payments, coming due financial reporting, and coming due annual reviews to the BB, STM and PO
Assists with timely preparation of Property Inspection Reports
Assists PO in ensuring proper documentation of the credit files with financial reporting, covenant testing, file memos, property inspections, quarterly reviews, CAR and LCAR reports, and all pertinent information that pertains to maintaining an active and up-to-date credit file that reflects the most current status of the relationship
For criticized assets, ensures collateral valuations (namely real estate appraisals) are conducted when required
Works closely with Credit Administration to fully understand credit culture, policy & procedures
Participates in training seminars and workshops to enhance skill level
Assists with various special projects as assigned

164

Head of Conduct & Control, Business Banking Resume Examples & Samples

Supporting the building of a safe, complaint, conduct-focused organisation – Establishing and overseeing the framework for managing conduct risk
Defining the business banking risk culture and awareness and providing insightful analysis and interpretation of risks through the client product life cycle
Proactively taking a forward looking view of the conduct risk landscape
Collaborating and interacting closely with the Regulation, WEBB, Risk, Compliance, Legal and Propositions team to contribute and deliver the strategy
Driving improvement to the conduct and control agenda
Ensuring continued adherence to and participation with the Group policies through the development, adoption and assurance of effective risk/control frameworks
The governance of the product set working closely across teams to address emerging issues and themes, in particular addressing any failures to comply with contractual or regulatory requirements
Accountable Executive for the timely delivery of internal and external attestations and audits on product and process controls (e.g. CIPRs, MRAs, Product Reviews, Lending Code Attestation)
Providing the 1st line of defence for Product, Coverage and Support functions
Ensuring continual adherence to and participation with the Barclays UK/Group policies through: development, adaptation and assurance of effective risk/control frameworks
Ensuring that Business Banking origination delivers within a framework of governance and excellence across its business protecting Barclays from operational risk and contributing to a seamless end-to-end control environment
Defining the risk culture and awareness across Business Banking
Partnering with the business at a senior level (Executive Committee and above) to effectively influence business behaviours and risk culture, highlighting issues and articulating outcomes
Providing oversight and independent robust challenge to risk decision making and the operational and conduct risks
Supporting and challenging the business, 2nd and 3rd line management through the use of and evolution of risk/control frameworks to deliver effective risk management and oversight to the business
Overseeing SMR through Risk & Control Boards, conduct RCAs, Group product reviews and Customer impact product reviews
Owning the embedding conduct and principle risk frameworks and managing the risk event process
Leading the development of end-to-end control environment and ensuring that the right assurance framework, monitoring and controls are in place
Ensuring L1 to L3 process are mapped, promptly updated and refreshed and that Operational procedures and hand-offs are robust and appropriately documented
Using influence and negotiation skills to identify, assess and control emerging risks and providing awareness to key stakeholders/senior management of control issues affecting their business area
Understanding and using key risk indicators (complaints, risk events, etc…) to build a strong control framework for the bank, including strong and effective cross-functional MI control reporting highlighting trends, understanding root causes and performing deep-dives into control gaps
Embedding understanding of and compliance with ERMF
Overseeing and managing of ad-hoc projects, potentially across all business areas, including ownership and successful management of assigned projects
Driving effective management actions and influencing across management outside reporting line
Delivering risk/control framework thought leadership, suitable to the business and education
COO, Business Banking
Head of Customer & Colleague Experience & Change, Business Banking
Head of Business Management & Strategy, Business Banking
Financial professional or risk/compliance qualifications
Excellent command of the English language with strong written and verbal communication skills being essential; a second language other than English would be advantageous
In depth knowledge of Financial Services industry (key providers, client groups and product sets) and the FCA Conduct Risk framework, including detailed knowledge of Corporate Governance with deep understanding of the business impact of the regulatory environment, compliance requirement and internal risk management
Knowledge of the UK and Corporate/Business/Commercial banking market place and competitive landscape is vital, as is an understanding of proposition design and development, processes and concepts relating to product strategy, and general commercial management
Knowledge and practical experience of business disciplines (e.g. regulated sales, marketing, finance, operations, IT), including experience in managing risk and governance effectively across diverse business units, from within a major financial services organisation
Strong knowledge of the SME landscape and passion for Business Banking
A ‘can-do’ and ‘will-do’ collaborative attitude
Strong planning, organisational and delivery skills with a proven track record of delivering under high pressure and tight deadlines
Sound commercial judgement and overall understanding of the Financial Services industry, particularly the business impact of the regulatory environment
Excellent stakeholder management, influencing and communications skills, including experience in achieving deliverables through working with and influencing peers and senior management
Experience in leading and managing a team, capable of collaborating together to achieve the right outcomes for internal and external stakeholders and each other’s careers. A team culture based on constant improvement (feedback) and built around respect and diversity (background, style and experience) is a must
Resilience – demonstrates strong self-confidence, asserting professional capabilities when necessary when facing challenging situations

165

Business Banking Specialist Resume Examples & Samples

Knowledge of the marketplace in which the bank operates
Knowledge of the features and benefits of retail products and services
Knowledge of other business line/partner offerings (ie. Wealth Management etc)
Knowledge of competitor offerings and alternate sources of financing
Knowledge of economic conditions and political events affecting Small Business and Commercial Banking

166

Business Banking Team Lead Resume Examples & Samples

Requires a bachelor's degree in banking, finance or a related field and 8+ years business banking lending, credit analysis or other directly related experience
Expert knowledge of business banking, credit analysis, lending, loan processing and closing processes
Ability to expand business banking loans, client relationships and cross sell bank products
Requires exceptional sales ability
Expert experience in applicant interviewing and perceptive character judgment skills
Ability to structure loans and monitor credit performance. Must have excellent interpersonal and communication skills
Ability to train, lead and mentor a team of relationship managers
Working knowledge of a software applications, including word processing and spreadsheets
Excellent supervisory or leadership skills required

167

KYC Specialist Business Banking Resume Examples & Samples

In-depth understanding of KYC policies and procedures
Analyze transaction activity against KYC standards
Utilize all available tools to verify consumer purpose and legitimacy
Interact with Bankers and customers to obtain required information
Accurately document the research and analysis conclusion to KYC standards
Escalate appropriately for those customers who do not meet KYC standards
Experience with Anti-Money Laundering / Know Your Customer policies & procedures strongly preferred
Consumer Banking Risk/Fraud experience preferred
Strong research/analysis skills required
Ability to research and understand consumer transactions using various customer account platforms
Independent decision making ability, and strong analytical skills
Excellent organizational and follow-up skills
Self-Motivated, Self-Starter, Team Player
Ability to manage a heavy workload in various stages of completion with little supervision
Ability to effectively partner with all levels of management
Ability to identify risk and provide process improvement suggestions

168

Business Banking Portfolio & Credit Manager Resume Examples & Samples

Bachelor’s degree (B.A.) in business, finance, or Accounting required, higher degree preferred
Minimum of seven years in commercial lending and/or commercial credit. Prior business banking experience preferred
Excellent customer service and interpersonal skills; Excellent written and verbal communication skills
Excellent mathematical, finance and highly advanced credit analysis skills
Ability to effectively present information and respond to questions from groups of managers and customers
Formal credit training and experience and prior lending experience
General knowledge of business banking products and services
Computer and Internet proficiency

169

Business Banking Resume Examples & Samples

CMB is a relationship business, at the heart of the Group’s strategy to be the Leading International Bank and is positioned as the Leading International Trade and Business Bank. Business Banking within CMB will increasingly be driven with a clear international orientation, achieving a superior return and growth rate from international SMEs
Against an increasingly competitive backdrop, the Business Banking segment of CMB seeks to grow Net Income, through the acquisition of quality customers, the retention of quality customers and by improving the average return and profitability of the portfolio
All Business Banking Relationship Managers will need to fully embrace the Group’s strategic objective to become the ‘Leading International Bank’ which builds on our global network, recognising the increasing globalisation of the world’s economy and the increased value of international customers. With ever increasing competitive pressure, and the need to drive income growth consistently, there is a need to show resolute strength in transacting high quality business. Solutions must be sensitively matched to appropriate customer needs maintaining service excellence at the centre of all activity
The jobholder will proactively look for new to Bank high value prospect customers, showing genuine conviction in the value that HSBC can bring to those customers. Relationship building with existing and prospect customers to advance sales opportunities locally and globally, achieved by working closely with relevant internal and external stakeholders

170

Region Mgr Business Banking Boston Resume Examples & Samples

Develop plans and strategies for the short term and long term success of defined territory
Manage the implementation and monitor marketing and strategic plans
Establish goals for Units which if achieved would result in exceeding plans
Monitor and report results to Executive Management
Assist team members in customer retention, new business and cross sell efforts
Advise team members in the structure, pricing and terms and conditions of new and existing credit facilities
Ensure loan quality and policy compliance in new and existing credit facilities
Contribute to the identification and development of new Webster products and services
Monitor competitive environment and current market trends
Visit customers, prospects and centers of influence to promote Webster and assist team members in customer retention, new business development and cross sales
Assist team members in the identification of cross sell opportunities
Participate in special projects and task forces as requested
Represent Webster in the "communities we serve" via active involvement in external activities
15+ years of related experience in Business Banking or related activity with emphasis on lending and relationship management
BS required -- Business, finance, related field
Strong general management, credit, and verbal and written communication skills
Financial Analytical Ability
Ability to negotiate and structure financing proposals
PC Skills for report and presentation preparation
LI-CL1

171

Business UAT Lead-business Banking Resume Examples & Samples

Responsible for managing all aspects of the business testing function
Define strategies and approaches for User Acceptance testing as well as setting and stewarding sound testing methodologies
Analyze business requirements to understand project impacts to Business Banking and determine how they can be tested and validated
Create and execute detailed test cases/scripts based on the business requirements, impact matrix and/or functional specifications
Utilize Application Lifecycle Management (ALM) to store and maintain all test results
Perform User Acceptance testing, Regression testing and Production Validation of Business Banking Credit Default systems Portfolio Management Collection System (PMCS), Early Warning System (EWS), Business Banking Credit IT Shared Infrastructure (BBSI), Electronic Statement Analysis (ESA), along with SmartApp, Apstar, Loan Track and VLS
Report and track project defects in ALM
Identify and prepare the appropriate data for testing
Ensure the data dependencies for Test Case execution are identified and plans exist to satisfy the account selection needs, partnering with UAT testers to ensure Account Selection Criteria Process is complete
Where Account selection does not satisfy data needs, ensure a plan exists to condition data
Research system issues and involve key players (requesters/development) to resolve disputes on resolutions
Participation in technology release validations
Participate in Business Requirement Document and Functional Design reviews and provide UAT sign-off, where applicable
Requires 5+ years’ experience in Business Analysis or Application Testing
Expertise in business analysis, analytical and problem solving skills
Specific system knowledge preferred: Credit Default Applications Portfolio Management Collection System (PMCS), Early Warning System (EWS), Business Banking Credit IT Shared Infrastructure (BBSI), Electronic Statement Analysis (ESA)
System knowledge of Credit applications SmartApp, Apstar, Loan Track or VLS a plus
Knowledge of Application Lifecycle Management (ALM) and Blueprint tools preferred
Previous experience in Retail Business Banking, Commercial Banking, and/or Credit Experience is desired
Ability to work with cross-functional teams and interact with all levels of management
Creative individuals with the ability to quickly adapt to changing business and operating environment
Must be able to work independently and as part of a fast-paced, high pressure environment to meet deadlines
Position will require some weekend work, specifically Sunday to support releases
Bachelor's degree in business related discipline or equivalent work/training preferred

172

Senior Director & Team Lead-business Banking Resume Examples & Samples

The jobholder will be responsible for managing all aspects of the implementation of strategy, operational logistics and credit integrity of the Area. Furthermore they will be the primary representative of the CMB brand in the business area/Region
The jobholder will need to show resolute strength in ensuring only quality business is transacted and objectives to effectively manage the extant asset book are achieved
Driving a high performance culture across the team delivering customer and financial objectives
Ability to effectively plan and organise, with tenacity to drive through results
Good commercial lending, risk assessment, trade finance experience
Excellent time management, planning and organisation skills
Leadership, performance management and team development
Visible and motivational leadership
Enthusiasm for collective management and the need to drive behavioural change, with an absolute intolerance of mediocrity
Knowledge of the Commercial Banking market both globally and specifically relating to the local environment, including the competitive landscape, with a detailed knowledge of competitor propositions
Broad knowledge of HSBC Group capabilities

173

Business Banking Market Manager Resume Examples & Samples

Facilitates Necessary Market Training. Effectively supports training relationship managers, as needed, around key Product, Market and Network initiatives, particularly cash management & business credit
Serves as a subject matter expert on key Small Business Products, Processes, Region, and Network
Align Support Activity with Local Leadership and Fosters Key Partner Collaboration
Communicate weekly with District Executives
Drives Small Business credit sales and process excellence by supporting credit appeals, renewals, application inspection, and being part of commercial mortgage sales process
Ensure compliance with all necessary regulations by providing oversight over key activities
Drive the completion of local market-related compliance or remediation activities
Bachelors degree in Business Administration, Finance or related field
12-15Yrs of experience in Sales and Relationship Management, Business Banking or Business lending
5+ years of experience in Banking Sales Management
Advanced business development skills with broad market knowledge and presence
Advanced knowledge of business credit underwriting and risk

174

Consumer / Business Banking Expediter Resume Examples & Samples

Responsible for ordering, receiving and review of Property Reports, Flood Determinations, UCC Searches (basic & detailed), Business Name Searches, Domestic Lien Searches and Appraisals in accordance with the Consumer and Business Banking Lending Division loan decision application conditions
Acquires and maintains a thorough knowledge of all applicable banking laws / state and federal regulations and the Bank’s Corporate & Lending Policies / Underwriting Manuals to ensure compliance
Advances knowledge through further education and/or obtaining certifications and attending training, where appropriate, on regulatory, platforms and audit issues or concerns
Assists in the development and maintenance (including updates) of the Quality Control and Expediting Processing manual to be used as both a training and reference manual
Works closely with the Consumer Lending and Business Banking Lending Quality Control Analyst to ensure all applicable procedures and compliance matters are current and assist on an as-needed basis
Maintains a positive and productive working relationship with all co-workers, vendors and bank customers. And demonstrates positive interpersonal skills with the ability to work independently as well as motivated to work as a team player to contribute to the success of the department and the Bank
Performs additional job duties as needed
2-5 years: Requires two to five years of general work experience in conjunction with loan knowledge and bank policies and procedures

175

Business Banking Team Leader Resume Examples & Samples

Strong communication skills verbal & written
Previous sales experience in banking or healthcare industry
7-10 years previous experience with direct lending experience in the healthcare industry
7-10 years previous banking experience
For this position, federal regulations require Commerce Bank to prepare an investigatory consumer report which will disclose credit history. If you express interest in and are considered for this position, you will be asked to authorize that report

176

Business Banking Market Leader Resume Examples & Samples

Achieves team deposit, production, portfolio retention and cross-sell goals
Works in close accord with Director of Business Banking to ensure departmental sales and credit objectives are met
Coaches team members and assists in developing and implementing action plans for assigned team. Meets with assigned team on a regular basis and documents any actions to be taken in employees personnel file
Meets continuously with Market Managers of the assigned areas and develops and implements ongoing tactics to achieve goals and provide for client satisfaction
Monitors and supervises employees' attendance and expenses
Is visible in the community and involved in civic and community organizations while promoting the BankUnited name
Assists with the development of campaigns and promotions
Reviews and approves rates and fees as need be
Overrules rates and fees
Supervise Team performance and coaches and assists team members in meeting and achieving goals
Monitor employee attendance and vacations
Review employee expenses
Time Management and ability to delegate duties to Team Members
Bachelor's degree or equivalent; and a minimum of seven years as a Business Banker or Commercial Lender
Formal Credit training or on the job training

177

Business Banking Group Manager Resume Examples & Samples

Sales Leadership and Management
Achieve remarkable sales results by implementing a sales action plan in an effective manner; conducting periodic sales meeting on the topics of prospecting, pipeline development, and deposit gathering; monitoring sales plan commitments; and recognizing efforts
Make Comerica successful by achieving new loan business goals, business deposit goals and new business client goals. Be accountable for demonstrating Comerica's commitment to the communities in which we serve by being actively involved in the local community organizations
Portfolio Growth, Development and Service Management
Make Comerica successful by achieving loan portfolio goals and loan deposit goals. Build and maintain strong portfolios by facilitating application turn-around time, the percentage of applications closed; and assuring that the team continually seeks service opportunities with clients and updates financial profiles as needed
Plan Income Management
Make Comerica successful by achieving plan income targets; maximizing loan spreads, fees and non-interest income; and managing direct expenses
Effectively lead and direct the work of team members. Identify, recruit, develop, assess and retain high-performing employees whose competencies are aligned with CMA's vision and strategy. Address performance issues in a timely manner with thorough follow-up and documentation with the intent to make the team member a higher-level performer
Connectivity Management
Achieve connectivity goals by coaching teams to work jointly with Comerica Banking Center partners; assuring the cross sell of Comerica products and services to existing and prospective small business customers, their owners and employees; building and strengthening relationships with existing customers; and cross selling as appropriate
Compliance Management
Ensure compliance by applying all applicable federal, state and local laws and regulations; and Comerica policies and procedures. Ensure completion of necessary and required compliance related training. Demonstrate compliance effectiveness by achieving satisfactory or better ratings on all audits
Bachelor's Degree from an accredited university
10 years lending experience with an emphasis on commercial lending and business development
5 years of portfolio management, underwriting and credit experience
3 years supervisory and/or management experience
Completion of a Commercial Credit Training Program

178

Business Banking Client Development Manager Resume Examples & Samples

Use sound judgment in qualifying potential customers/deals as well as recommending the right financial solutions/products for the customer. Ensure customers meet credit/compliance criteria before submitting to centralized credit for approval
Partner with other Citi businesses (i.e. Treasury, Trade, Foreign Exchange etc.) to ensure ongoing and appropriate communication to support overall client and franchise objectives
Maintain frequent interaction with centers of influence, diverse industry segments, community leaders, regulators, and senior business contacts
Ensure that the organization's activities are carried out in accordance with all regulatory, legal, and governmental regulations

179

Team Lead Branch Business Banking Resume Examples & Samples

Develops and executes cash flow management development plan. Meets clients to identify needs and recommend solutions
Drive business production and increase revenue. Provides coaching and support to the Contact Center, Branch Managers and Relationship Bankers. Will identify large and complex business opportunities and refer to a Relationship Manager, Treasury Services Officer or other lines of business
Directs and supervises work; determines work priorities and coordinates work assignments; interviews and recommends candidates; evaluates, orients, counsels and trains personnel and recommends associated personnel actions; supervises and develops staff
Assists Team members account relationships, and guides team members in matters relating to credit policy and complex products; serves as a resource to team Business Experts in the areas of marketing, new business development, and loan analysis and servicing
Assist the Regional Manager in coaching and developing to improve Branch Business Banking results. This includes helping lead sales calls, assist team members with account relationships, guide less experienced team members in matters relating to credit policy and complex financial arrangements. Serve as a resource to team members in the areas of marketing, new business development, loan analysis and servicing
Participates market leadership functions. Participate in various civic and social activities in order to enhance the Bank’s image and expand personal network of business contacts for development of new businesses
Advanced knowledge and understanding of Small Business Banking lending practices
Strong knowledge of accounting principles and practices
Advanced knowledge of Small Business Banking products, process and policies
Extensive working knowledge of Consumer Banking, Business Banking, Merchant and Treasury Services
Excellent communication skills with the ability to prepare and deliver persuasive oral and written reports and presentations
Strong PC skills including knowledge of word processing and spreadsheet applications
Ability to supervise a small staff in the origination of financial service products
Ability to partner with and influence others
Leadership ability and team building skills
Supervisory experience preferred

180

Business Banking Credit Specialist Resume Examples & Samples

Prepares complex financial analysis; performs secondary, specialized analysis of the largest and most complex credits/loans, involves sensitive or critical customer accounts which substantially effect lending profits for division; completes independent analysis and risk assessments for both significant prospects and key existing relationships; Makes recommendations to Account Officers regarding appropriate loan products and loan structure based upon findings. Provides Loan Pricing Analysis including pricing recommendations
Independently prepares commitment reports for all of the multi-state markets supported by the Small Business Lending Center; participates in credit discussions with Account Officers, Market Managers and senior management; influences credit decisions of senior management via the findings and recommendations contained in the Commitment Reports and Officers’ Credit Memorandums prepared by the Senior Credit Specialist
Participates in the initial and final structuring of credits; makes recommendations to Account Officers regarding loan products, credit structure, pricing strategies, policy compliance and credit/industry risk
Provides ongoing training to new and entry level Credit Specialists and serves as an accomplished resource to Account Officers with respect to loan underwriting, credit and underwriting guidelines. Often provides underwriting, risk management and credit policy training/guidance to less-tenured Account Officers
Conducts formal industry analysis; assists in development of new credit business via interaction with existing or prospective customers to gather key information for credit analysis
Extensive knowledge and understanding of accounting and credit principles, lending functions, and loan analysis and ability to demonstrate resourcefulness in application of general credit policies
Demonstrated ability to exercise consistent discretion and judgment
Extensive knowledge of loan documentation, loan policy and regulations
Excellent multi-tasking skills are required as the Senior Credit Specialist may frequently be working on as many as 10 different loan requests at any given time
Extensive knowledge of the Loan Grading Process
Strong interpersonal, teamwork and flexibility skills are needed as the Senior Credit Specialist interacts with more than 70 different Account Officers in a multi-state area
Extensive analytical skills regarding loan/credit review
Advanced PC and spreadsheet software skills

181

Business Banking Executive Resume Examples & Samples

Driving a structured operating rhythm to deliver relationship excellence to ensure improved commercial outcomes and a better customer experience
Coaching the team to work with a structured sales discipline through the Miller Heiman principles, building and leveraging relationships with specialists for the best outcomes for the customer
Implementation and management of strong risk management and compliance standards across your region
Development of a dynamic local market strategy and increase NAB's profile within the community and local networking

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