Retail Banking Resume Samples

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

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D Turcotte

Devante

Turcotte

7646 Moen Wells

Phoenix

+1 (555) 995 1050

7646 Moen Wells

Phoenix

Phone

p +1 (555) 995 1050

Experience Experience

Dallas, TX

Retail Banking

Dallas, TX

Goldner, Hand and Johnston

Dallas, TX

Retail Banking

Active mentor in each Store; coaches and develops Store Manager and oversees coaching of other Associates
The drive and determination to win new work, build our reputation and expand our service offerings to our clients
Providing high quality face-to-face customer service to direct retail customers
Sets priorities and makes day-to-day decisions independently
Providing professional selling and advisory service delivery to customers
Creates partnerships with other Business Line leaders for mutual goal attainment and to better serve our clients
Build strong relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration

New York, NY

Global Retail Banking

New York, NY

Beier, Lowe and Fritsch

New York, NY

Global Retail Banking

Program Development & Execution: partner on global program development activities around sales and network development, including project plan management
Develop a system to manage global sales and distribution data and approaches to global common performance analyses
Develop communication plans, decks, talking points, etc. for senior management reporting, town halls and key initiative deployment
Develop test-and-learn programs; work with regions to build programs for global deployment
Some responsibility for developing and delivering standardized and ad hoc reporting
Partner with regions in the roll-out of Smart Banking; define, communicate, implement and measure global standards; program manage new and existing initiatives
Competitor & Market Analysis: create competitor benchmarking & market sizing

present

Phoenix, AZ

Manager, Retail Banking

Phoenix, AZ

Dicki Inc

present

Phoenix, AZ

Manager, Retail Banking

present

Work effectively both with management and support staff to establish long term client relationships
Provide leadership, coaching and support to retail management and staff in the development of the Bank's deposit base
Provide leadership, coaching and support to Personal Banking, Wealth Management and Front Line staff in the development of the Bank's loans and deposit base
Develop a portfolio of retail clients with a strong emphasis on a high quality portfolio and effective risk management
Prepare and regularly review annual goals and career development plan with manager/supervisor
Recommend credit requests in excess of assigned lending authority to the AVP & Branch Manager or their delegate
Make decisions guided by common sense and sound business judgement

Education Education

Bachelor’s Degree in Business Administration

Bowling Green State University

Bachelor’s Degree in Business Administration

Skills Skills

Excellent communication skills with an ability to deal with all levels in a confident and professional manner
Ability to build solid relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration
Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
Experience in financial services and prior knowledge of financial services industry, products and solutions
Knowledge of banking (credit and deposit) products and services
Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals
Relevant third level qualification prerable
Excellent communication skills both written and oral
Prior sales experience in a salary plus incentive environment with individual sales goals where goals were met or exceeded routinely

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Global Retail Banking Resume Examples & Samples

Sales, Productivity and Distribution Analysis: work with Global Finance team and Regional partners to determine metrics, synthesize data and prepare reporting. Lead working groups to common on global initiatives that require consistency
Develop a system to manage global sales and distribution data and approaches to global common performance analyses
Develop business cases for investment in country retail distribution and supporting global technology and operational infrastructure
Demonstrate a significant grasp of the organization, the business and the markets to deliver crisp and succinct executive-level responses
Competitor & Market Analysis: create competitor benchmarking & market sizing
Program Development & Execution: partner on global program development activities around sales and network development, including project plan management
Synergy Identification: take global perspective to streamline processes and programs
Initiative Tracking: manage tracking and reporting on key initiatives with critical attention to detail, as appropriate for Corporate public reporting
Some responsibility for developing and delivering standardized and ad hoc reporting
Bachelor's degree in finance or economics, MBA an asset
6-8 years experience managing complex projects in financial services, management consulting, or a management associate program
Ability to assess and analyze business and financial impact of proposed initiatives and document a business case
Ability to conduct complex data analysis, modeling, problem solving, and financial analysis
Excellent analytical, project and process management skills
Ability to operate in a matrix organization and influence others
Organized and able to juggle multiple projects at one time
Ability to travel internationally
Ability to work effectively with a great degree of independence
Strong interpersonal skills and the ability to work as a team member, and form collaborative working relationships with key business leaders within Citi
Multi-cultural, multi-country experience building strong collaborative relationships
Strong command of MS Excel and MS PowerPoint

IA Audit Manager, Retail Banking, VP Resume Examples & Samples

Develops and executes a robust Audit Plan, by reviewable entity, for assigned businesses in accordance with Internal Audit standards, relevant government statutes and regulations and Citigroup and Citibank policies
Applies in-depth level of expertise in one or more of the corporation's businesses and leverages this knowledge into a leadership role in one or more teams
Proactively advances integrated auditing concepts and use of technology
Demonstrates strong judgment, political astuteness, and sensitivity to cultural diversity
Frequently involved in matters that require complex judgments and solutions based on sophisticated analytical thought such as identifying solutions for a variety of complex and novel audit control issues. Analyzes reporting findings; Recommends appropriate interventions where needed. Proposes creative and pragmatic solutions for risk and control problems. Partners with Directors and Managing Directors to develop approaches for addressing broader corporate emerging issues
Specific subject matter expertise regarding technology application control disciplines and a solid business understanding of retail banking products, especially those associated with the investment, insurance, deposit, unsecured lending and outsourcing risks business
Effective negotiation skills, a proactive and 'no surprises' approach in communicating issues and strength in sustaining independent views. This individual must be an articulate and effective communicator, both orally and in writing, with an energetic, charismatic and approachable style

Wisconsin Retail Banking Market Manager Resume Examples & Samples

Manage the Risk (Risk Management and Control)
Preferred: MBA or equivalent + 7 - 10 years Branch Management / Business Banking experience
Solid performance management and people development skills

Retail Banking Market Manager Resume Examples & Samples

Manage the Relationships (Client and Relationship Management)
Manage the Business / Organizational Leadership
In-depth knowledge of Bank products, Bank organization, and banking group inter-relationships
Expert business acumen
In-depth sales and sales management skills
Demonstrated negotiation, problem resolution and leadership ability

Head of Retail Banking Operations Resume Examples & Samples

Understand and drive in-year business goals, divisional priorities, sales plays, service and people strategies to ensure divisional targets are met or exceeded
Consistently monitor and execute national campaigns and initiatives, ensuring Personal Market and Commercial Community leaders are prepared and supported during change management
Maintain a high touch relationship with key HQ and business partners to ensure requirements are understood, feedback is provided, best practices are shared and integration between centre and line is seamless and consistent
Work with HQ and partners on the creation, development, modification, amalgamation and divestiture of Divisional organizational units and real estate infrastructure
Collect and synthesize market and competitive intelligence through industry networks, in-market activities and other means to drive current in year plan and inform future strategy
Ensure the Division is operating within assigned NIX
Identify opportunities to significantly improve employee productivity, reduce costs and manage risk
Provide subject matter expertise to in market leaders with respect operational, cost and productivity matters
Business Planning
Managerial Leadership
Personal Sales and Marketing
Commercial Sales and Marketing
Strategic Market Analysis
Operational Oversight
Verbal and Written Communications skills

Retail Banking Market Manager Resume Examples & Samples

Monitor and coordinate staff to achieve business plan objectives
Escalate issues that are not under direct managerial control to reporting manager(s)
Review all deals over $1 million
Veto or advocate a deal in the region
Monitoring authority to maintain familiarity with Business Bankers’ activity in the region and the overall credit portfolio

Retail Banking Product Manager Resume Examples & Samples

Over 3 years of financial services experience, preferably with liability management products
Strong numerical, analytical and planning skills and expense management experience is a plus
Fluent English both in writing and speaking
Proficient in using office computer
Can work independently and under pressure

Retail Banking Small Business Strategist Resume Examples & Samples

Manage the development and implementation of initiatives in support of the Retail Banking Small Business strategy
Develop communication content and provide process support to various communication vehicles, such as; the point, executive keypoints, keypoints and Teammate Readiness materials
Provide senior level job family/teammate advocacy to influence and enhance strategic planning efforts for roles and/or initiatives
Manage efforts to analyze, define, enhance, recommend, and implement ongoing client and teammate enablement initiatives
Serve as subject matter expert for Retail Banking Small Business activities
Serve as a strategic change agent playing a key role in the development of capability, confidence and engagement among retail teammates in sales, service and operational excellence
7+ years of relevant experience, preferably with SunTrust or another large bank
2+ years experience working in a Retail Bank Branch
2+ years training experience to include instructional design, class facilitation and writing content material for adult learners
Deep and broad understanding of Retail Banking and voice of teammate methodologies
Proven abilities to think strategically and to drive strategic change
Ability to execute on a project and define realization factors proving the success of the project
Proven ability to make decisions and prioritize competing initiatives
Familiarity with retail bank programs such as licensed banker, small business banking, in-store banking, mortgage partnerships, etc
Highly developed verbal and written communications skills
Retail line leadership experience

Retail Banking Specialist Resume Examples & Samples

Work directly with retail customers to ensure a comprehensive and professional selling and advisory service is provided
Convert enquiries into sales opportunities and ensure the highest service level throughout the process
Generate retail cross sales leads
Operate to monthly, quarterly and yearly sales targets
Ensure work is carried out and completed in a controlled, compliant, timely and accurate manner with emphasis on attention to detail
Ensure procedures and compliance requirements including AML are adhered to in relation to daily tasks
A minimum of 18 months previous financial services sales experience, preferably with sales experience within deposits, mortgage sales and insurance

Global Retail Banking Resume Examples & Samples

Partner with regions in the roll-out of Smart Banking; define, communicate, implement and measure global standards; program manage new and existing initiatives
Identify and solve for key challenges and opportunities around a globally consistent and omni-channel remarkable client experience
Engage with regions to uncover and understand emergent Sales best practices and deploy them globally
Manage the on-going development and deployment of global training (e.g., Smart and Branch Manager); partner with regions and functions to create and implement employee development programs; track results and identify opportunities
Support the development of global branch role profiles and compensation standards
Manage country compliance with new branch approval processes
Perform market research to identify innovation trends and translate to opportunities for Citi
“Mystery Shop” Citi, competitors, and retail leaders to identify opportunities for training, innovation, and competitive differentiation
Develop test-and-learn programs; work with regions to build programs for global deployment
Partner with Distribution to collect and analyze success metrics, including Sales, Productivity, Target Client Penetration and Digital Offload data. Improve process through development of globally consistent definitions and automated reporting
Represent Sales & Distribution with global partners to ensure alignment with global strategy and to drive efficient and effective execution
Develop communication plans, decks, talking points, etc. for senior management reporting, town halls and key initiative deployment
Bachelor’s degree in business preferred or another quantitative discipline, MBA an asset
6-8 years of experience managing complex projects in financial services, management consulting, or a management associate program
Bias toward and ability to drive execution
Ability to assess and analyze business and financial impact of proposed initiatives (prospectively and retrospectively) and document a business case
Ability to identify solutions through collaboration, data / financial analysis and problem solving
Interest in market research, specifically around innovation and emerging client-facing technologies

Retail Banking Resume Examples & Samples

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

Portfolio Manager Retail Banking Resume Examples & Samples

Enhance segment proposition across products, services, channels and rewards & privileges
Singularly responsible for offering best-in-class service excellence to Citi’s clients across ALL touch points
Drive marketing campaigns and portfolio strategy to acquire and upgrade customers and well as leverage X-sell opportunities across products
MBA or CA
Minimum 5 years relevant experience in Sales, Product, Analytics and Business Management
Minimum 5 years relevant experience Sales, Product, Analytics and business management experience
Customer service oriented person with excellent communication skills
In-depth knowledge of affluent customer insights, market practices, competition trends and bank operations
Strong interpersonal, oral/written communication skills
Analytical and strong problem solving skills
Independently driven and resourceful
A sense of pragmatism and urgency in execution of strategy
Innate leadership ability to galvanise resources across multiple stakeholders
People with relevant Banking/Finance/Client Service or relationship management
Ability to work with broad group of stakeholders

Retail Banking Resume Examples & Samples

Sets priorities and makes day-to-day decisions independently
Escalates matters to senior management as appropriate
Communicates effectively and professionally, and conveys the key information needed to ensure compliance goals are met
May serve as a subject-matter expert for specific regulations, regarding its purpose and legislative history, remaining aware of changes to the regulation or to applicability of the regulation to the businesses in the US. If responsible for a specific regulation, serves as the central point of contact for US Compliance and oversees the accuracy of the information regarding the regulation in the risk assessment tools while serving as the advocate for consistency for controls
Strong background in compliance within a financial services environment and be able to understand, interpret, and apply complex regulatory requirements to business practices
Minimum of seven years proven audit, compliance, financial services operations and/or regulatory experience, or equivalent
Well-developed communications, negotiation, analytical, organizational, project management, and strategic and/or operational planning skills
Supervisor/management experience preferred
Minimum of a Bachelor’s degree in business, related field or equivalent experience
Ability to meet deadlines
Proactive and independent
Proficiency with personal computers and software packages including Microsoft Excel, Word, and PowerPoint

Retail Banking Development Program Trainee Ashland Resume Examples & Samples

Preferred: Undergraduate degree or equivalent work experience (1-2 years)
Demonstrated ability to change behavior consistent with new learning or feedback
Understands the time commitment involved to successfully complete the RBDP
Is willing and committed to pursue open positions at any branch within their district

Gcg-head, Retail Banking Resume Examples & Samples

Transform Retail Banking business under Asia Consumer Execution 2.0 to leverage on regional center of excellence and drive business towards a complete wealth advisory focusing on needs of the customer
Design and develop remarkable client experience at all key touch points and complete the transformation of branch experience under Citibank Signature Branch Experience
Drive improvements on client engagement and deepening of relationships through discipline approach to relationship management and account planning to achieve best in class NPS scores for Wealth Management and Transaction Banking. Driving Digital is key
Develop strategies for the Retail Banking business in terms of product, pricing, servicing, and distribution in order to maintain year-on-year growth on number of customers, product penetration, profit and build the long term franchise in the marketplace. Review RM productivity in the analysis to drive overall business performance
Manage the P&L of the Retail Banking business including direct and indirect revenue and expenses, setting clear objectives and strategies to build and grow the assess business
Grow market share and penetration into the three segments ; Citibanking, Citigold and Citigold Private Client and improve and sharpen our value propositions for the three segments
Oversee rest of other Retail Banking products development, sales and distribution via matrix relationship with respective SMG
Co-ordinate with regional office to work on new initiatives and strategic projects. RM productivity and Driving Digital are key initiatives that help drive the new transformation of the Retail Bank
Execute KYC/AML procedures to ensure consistent compliance within Retail Banking to regulatory demands on AML
Branch network profitability: implementing smart banking concept, developing Eco system and driving sales of full product range in the branches
Bachelor’s degree in Business Administration, Finance, Economics or equivalent experience
15+ years of experience, with relevant knowledge and experience in the financial industry including Retail Banking
Strong understanding of both local and Citi compliance and regulations
Effective business planning and strategic skills
Ability to balance and resolve multiple and quite often conflicting objectives

Head Retail Banking Controls Resume Examples & Samples

15 years+ experience in risk management with a strong focus on operational risk and controls
Must have knowledge of Consumer Banking; must have significant experience within financial services in the management and evaluation of risk, underlying processes, and other areas of performance controls
Experience in preparation and interpretation of information for executive management and the board. Budget setting experience, project management experience is a significant plus
Outstanding communication and presentation skills required. Demonstrated sound business judgment

Retail Banking Market Manager Resume Examples & Samples

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

Controller, Retail Banking Resume Examples & Samples

A Bachelor's Degree in Accounting or previous accounting experience that would be equal to a 4-year degree is required. Applicants with professional certification (CPA) or an advanced degree (MBA) would be preferred
In addition to the required education, 10+ years of progressive accounting/finance experience including; in-depth technical accounting, accounting process and controls, and proven ability to interpret technical accounting standards and regulations to implement effective accounting procedures and controls is required. Previous financial Services and/or banking experience are preferred
Individuals with a strong Regulatory Reporting background are preferred
Must also be able to demonstrate proficiency with the following skills

Retail Banking Branch Manager Resume Examples & Samples

You will lead the development and implementation of the Branch Strategy, aligned to Area, Regional, Retail and Group Strategy, to increase the Banks profile and grow their customer base
Provide vision, leadership, regular communication and mentoring support to team members to promote employee development and maximise team performance
Drive sales, income, service, and productivity standards in the Branch in line with our World Class Customer service and sales ambitions
Lead and ensure effectiveness of our key business models, including market planning, sales and relationship management
Champion the Bank amongst relevant business and civil communities, including media, customers, and the financial community
Lead and manage organisational change in the Branch so employees foster and implement change initiatives in line with Retail strategy
Review and monitor regulatory and compliance frameworks to ensure the business adheres to agreed Group standards and controls covering systems, processes and procedures
Measure, monitor and proactively manage credit management risk information in a manner that fulfils the business strategic goals while complying with standards related to risk management
Ensure that the credit reputation of the business is protected and adequately represented in order to secure ongoing support for key credit/risk initiatives
Ensure optimum and efficient resourcing plans are in place
Oversee the day-to-day management of the Branch to ensure delivery of business objectives through most efficient means, including the promotion of Channel Integration to optimise customer adoption of phone, online and self-service channels
Ensure optimum and efficient resourcing plans are in place in the Branch

Financial Analyst, of Retail Banking Wayzata Resume Examples & Samples

Prepares/maintains more complex management reports and/or management reporting applications. May be responsible for preparation and analysis of financial statements. May review management reports and work papers prepared by others in department
Assists with certain aspects of the annual planning process that may include preparation of forecasts/projections, utilizing and/or maintaining planning systems, assisting operating divisions with budgeting processes and preparation of budgets
Communicates via routine internal correspondence to ensure complete understanding and interpretation of financial statements, management reports and special projects. May have responsibility for documenting and communicating policies and procedures to various groups
May have responsibility for completing journal entries to the general ledger for the month-end closing process. Journal entries may be prepared using various automated methods including AJET and/or upload files from spreadsheets or other subsystems
Responsible for data collection, documentation and preparation of work paper support for various assigned tasks
Responsible for following internal controls, policies, and procedures when completing assigned duties
A minimum of 2-4 years of related work experience or 0-2 years’ experience with an advanced degree or professional certification (CFM, CMA or CPA) is required
A minimum of a bachelor’s degree in Business, Accounting and/or Finance is required. Candidates with an advanced degree or professional Certification (CPA, CFA, CFM, etc.) would be preferred
Knowledge of and/or experience in the financial services industry would be considered a plus
Must be able to demonstrate proficiency with the following skills
Ability to multitask effectively with proven ability to meet deadlines
Demonstrated problem solving abilities
Advanced organizational skills

Head of Credit Risk Retail Banking Resume Examples & Samples

Responsible for developing a long term and sustainable credit risk strategy for the private clients of ING Bank Italy, and for its adherence to the Risk Appetite Statements and applicable group policies
Together with the Head of Credit Risk Management, interact with the Retail Management Team to align on the commercial strategy and support the objectives of the bank
Manage the retail credit risk team: translate the strategy into personal objectives for the team. Motivate and empower the team to bring the strategy to life. Manage the hiring strategy and compensation and development of the team
Be a specialist on CQS and PL, with at least 5 years specific product experience in a credit role with strong product experience
Develop credit scoring, credit analytics and non-regulatory models with particular reference to CQS and PL
Actively collaborate in the development of a new and flexible decision engine infrastructure
Responsible for using best in class credit risk management techniques
Responsible for accurate and complete reporting
Be a sounding board on retail credit risk management
Coordination and alignment with Credit Operations, Product Development and Customer Intelligence
Effectively collaborate with the rest of the domestic bank credit risk teams
Strong sense of accountability: delivers on promises, takes ownership
Problem solver and entrepreneurial
Effective communication skills
Good leadership, planning and organisational skills

Retail Banking & Wealth Management Head Resume Examples & Samples

P&L Responsibility
Target Client Model & Client Experience Ensure local resources are aimed only at target client segments (Emerging Affluent, Affluent, HNW, Global Client) Optimise the existing client base through portfolio management and a targeted approach to deepen the relationship of mass-market deposit-only customers Exit non-target market segments Drive intiatives to deliver a remarkable client experience to wherever our customers are Utilise customer insights such as Top-down and Bottom-up NPS, complaints, client events etc to ensure processes are client-centric Take personal responsibility to ensure complaints are dealt with within agreed time-frames and that service levels are being consistently met
Strategy & Execution
Day-to-Day Business Management
Technology Platform and cluster strategy alignment

Thailand Retail Banking Head Resume Examples & Samples

Manage all Wealth management teams, face-to-face channel (Branches and Sales) with effective sales and customer assets
Ensure implementation of action plans aimed at acquiring, servicing and building targeted consumer; develop and implement sales plan
Actively manage the awareness of all issues arising in Branch Banking and set action plans to solve these issues
Liaison with other Citibank’s groups (Global Corporate Banking Group & Private Banking Group) to improve global customer satisfaction
Initiate and lead Branch Banking for process improvement
Ensure compliance with local and US laws
Ensure control and compliance policies / procedures are maintained at all time
Direct the development of measurable tools Management Info System (MIS) to track sales activities and productivity
Develop & administer appropriate Sales Incentive Program for effective Sales
Direct Liabilities Marketing to segment and provide targeted marketing programs to maximize acquisition/ retention objectives
Drive the businesses to achieve growth in terms of new accounts booking, Revenue, and EBIT
Distribution channel expansion including new branches
Increase productivity of Marketing Officers, telemarketing for all products and Customer Services Representatives
Continue to look for Cross-selling opportunity on existing customer base
Come up with new products innovations that fits with target customers/ add value to customers
Enhance strategic partners relationship through marketing activities and joint promotion
Establish appropriate capacity plan and necessary infrastructure to support the volume growth and maintain good control environment
Leveraging Decision Management to increase response rate and reduce attrition rate
Maintain high VOE and employee satisfaction thru consistent communications work & life balanced, and career development
Bachelor's degree in Business Administration, Finance, Economics or equivalent experience or an MBA or equivalent degree
12+ years of experience, with relevant knowledge and experience in the financial industry including Retail Banking
Strong understanding of Citi policies
Experience managing large group of people
Strong financial and business analysis skills
Strong command of both spoken and written English
Ability to deal comfortably on a highly complex function, multiple aspects of business and matrix structure
Ability to translate business strategy to detail processes and high attention to details
Good communication and negotiation skills
Results oriented

Operations Specialist Retail Banking Resume Examples & Samples

Knowledge in any of the following areas Deposits & Loans, Retail banking operations
Good knowledge of risk metrics analysis and reporting, operational and financial risk and controls and governance and oversight frameworks
3-5 years of related work experience in Operation Risk for Retail Banking
Experience leading initiatives (process improvement, operations)
Good knowledge of process and/or project management
Experience with / strong knowledge of Microsoft Office products (i.e. Excel, Word, Access, PowerPoint, InfoPath, etc.) and SharePoint. Ability to write macros and scripts, basic to intermediate coding skills is highly desirable
Knowledge of BMO Policies/standards and best practices is an asset
3-5 years’ experience in operations (Retail Banking)
Experience with Logical Access management
Experience in Collections is an asset
Operational Risk Management experience
Experience within Controls Framework for Retail Banking
Change management experience
Good facilitation/ presentation skills
Good written communication skills
Good operational risk management skills
Solid change management skills
Advanced analytical skills
Solid prioritization skills
Good decision-making skills
Solid relationship management skills
Good conflict management/ resolution skills
Demonstrated ability to work in an evolving environment
Interest in applying technology solutions in a business environment
Ability to learn quickly / develop the necessary skills
Experience with / strong knowledge of Microsoft Office products (i.e. Excel, Word, Access, InfoPath) and SharePoint
Ability to write macros and scripts, basic to intermediate coding skills is highly desirable

Retail Banking Group Division Executive Resume Examples & Samples

Oversees and coordinates regional banking activities/functions as well as other lines of business in a geographic area. Develops overall business plans and financial budgets for the division. Manages strategies, tactics, programs and budgets to meet agreed upon objectives and periodically reports status to top management
Ensures a high standard of credit quality through the process of credit approval and portfolio maintenance
Implements policies and procedures to comply with fundamental business and credit priorities of the bank
Analyzes pertinent financial and credit data; has authority to recommend and/or approve loans within signing authority level; recommends to higher level of authority if appropriate and/or recommends loans for denial
Provides input regarding loan product pricing and features for loans over approval authority
Provides direction and leadership in the development and communication of bank policies and goals. Delegates authority to ensure that values and culture support the bank’s long-term business goals and the effective utilization of human resources
Represents the bank as appropriate in its relationships with joint ventures, major customers, suppliers, competitors, government agencies, professional societies and similar groups
Obtains and evaluates general and specific business conditions, and keeps top management advised on such matters
Makes recommendations regarding the bank’s product and market coverage in collaboration with research, product development, marketing, pricing, and operational activities
Assumes responsibilities for carrying out operations in accordance with federal and state laws and regulations, securing professional counsel when necessary
Manages employees through subordinates, usually other managers. Establishes performance goals, allocates resources and assesses annual performance for direct subordinates
Ensures that customer service personnel maintain a positive, customer-focused attitude achieving stated service standards
Monitors markets, industries and competitive financial institutions with potential acquisition or merger interest to maintain an updated information base
Participates in acquisition and growth or divestiture activities, including investigations and evaluations in accordance with bank objectives and plans
Assess present and future needs, trends, problems and profit opportunities for functions within the division and for creation and development of new functions
Prepares short and long-range plans. Monitors progress
Reviews operating plans, programs, capital and expense budgets submitted by subordinate units for adherence to established objective objectives and procedures
Gathers market intelligence so that market opportunities may be capitalized on as they occur and the effects of competitive activity may be minimized
Ensures that the division’s operating procedures are in compliance with the approved policies and procedures of the bank
Participates in community and business functions/groups to ensure a positive image for the bank within the designated marketplace. Ensures compliance with CRA outreach program
Bachelor's degree in management or business-related subject Pref Education or Equivalent Experience
Over 15 years
Thorough knowledge of consumer and commercial lending, sales, and financial service needs of individuals and business prospects and customers
Analytical and research
Bank product and service knowledge
Coordinate events and meetings
Demonstrated management skills
Marketing skills
Use personal computer
Written and verbal computer

Cbna-gcg-retail Banking Head Resume Examples & Samples

Develop strategies for the Retail Banking business in terms of product, pricing, servicing, and distribution in order to maintain year-on-year growth on profit and build the long term franchise in the marketplace
Oversee all other Retail Banking products development, sales and distribution via matrix relationship with respective product/channel owners
Monitor tracking of client satisfaction measures using data to improve or enhance strategies; review relevance of all service tracking indicators, recommend improvements, and give updates
Ensure a robust control environment from an overall franchise perspective
Analyze the position of the business to maximize opportunities adjusting to the continuous market changes
Co-ordinate with Regional Office to work on new initiatives and strategic projects
Ensure audit readiness and strong controls at all times and secure successful audit results

Retail Banking Resume Examples & Samples

Achieve referral goals, while adhering to regulatory policies and procedures, by identifying opportunities to refer customers to other specialists for additional expertise or specialized needs
Build strong relationships with teammates, business partners and specialists by fostering teamwork, partnership and collaboration
Meet customer needs by partnering with specialists and business associates to understand what they offer to customers and the most effective way to generate business referrals (for example, customer’s banking, small business, mortgage and investment needs) in adherence with policies and procedures
Conduct outbound and inbound client engagement activities, adhering to call monitoring policies
Participate in weekly proactive planning sessions for client engagement activities and drive sales-related topics
Work with customers and small business clients to build and deepen relationships by uncovering financial needs and recommending the best products, services and solutions to meet those needs

Retail Banking Market Mgr-grade Resume Examples & Samples

Manage the People
Minimum: University degree or equivalent experience + 5 - 7 years Branch Management / Business Banking experience
Expert knowledge of local market, competitive market place, and trends in product offerings
Strong knowledge of financial service industry
Solid business planning and strategic market analysis skills

Retail Banking Market Mgr-grade Resume Examples & Samples

History of successful sales and sales management results in financial services industry
Exceptional team building skills
Strong interpersonal, communication and negotiating skills referred MBA or professional designation, (ie CFP)
Expert in client management, sales, and coaching
Outstanding leadership and organizational skills

Manager, of Retail Banking Incentives Resume Examples & Samples

A minimum of 6-8 years of previous related work experience or four to six years of experience with advanced degree or professional certification (CFM, CMA or CPA)
A bachelor’s degree in Accounting and/or Finance is required. Candidates with the required experience and an advanced degree or professional certification (CPA, CFA, CFM, etc.) would be preferred
Knowledge of and/or experience with the financial services industry would be considered a plus

Senior Retail Banking Analyst Resume Examples & Samples

Bachelor’s degree in a related field. Master’s degree or MBA preferred
Experience with SAS or other analytical tools and be able to extract, segment and analyze customer data.is not required but highly desired
Exposure to customer and business intelligence, finance or risk role, including campaign management, dashboard reporting, promotion analytics, credit scoring, pricing analytics, brand analysis, segmentation or equivalent experience is preferred
A strong desire to motivate and influence dynamic teams in a fast changing, dynamically growing payments industry
Proven ability to work independently as an individual contributor on multiple cross-functional team projects; paying attention to key milestones and related deliverable dates
Strong attention to detail and excellent communication skills with drive for collaborative and creative approach

Citi Retail Banking Resume Examples & Samples

Analyze and assist with research and provide accounting assistance and oversight for month-end close
Analysis and review of the monthly balance sheet and income statement for GAAP reporting
Provide support in the preparation and analysis of financial statements
Assist with the oversight responsibilities over FRO (Costa Rica and Tampa) for month-end close and US regulatory reporting (monthly and quarterly)
Assist with the internal and external audits including preparation of notes to annual stand-alone financial statements
Provide support for quarterly MCA testing
Provide support for GARS reconciliation
Perform eRecon responsibilities, i.e., perform AO role for several accounts
Journal entry preparation and specialized accounting
Detailed research and analysis
Assist with ad-hoc project and/or other work, as assigned by manager
Bachelor’s Degree, Accounting 6+ years of experience in financial services requested, CPA designation a plus
Strong working knowledge of the financial services business
Experienced working independently within a large, fast paced, dynamic environment
Strong interpersonal communication skills (both written and verbal)
Proficiency in Microsoft Office applications including Excel, Word & PowerPoint
PeopleSoft and General Ledger skills useful
Loan accounting and associated reserving techniques are a plus (TDR, Cash Basis, FAS 5/114)

Z-retail Banking Resume Examples & Samples

Ability to learn and understand technology to assist customers with self-service needs
Demonstrated ability to influence and collaborate with others outside of reporting authority to achieve shared goals
Applies strong critical thinking and problem-solving skills to meet customers’ needs
Strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills
Prior experience servicing and delighting customers

Retail Banking Workforce & Portfolio Management Manager Resume Examples & Samples

Supports the team in collaboration with Sales Heads, and Market Analytics on sales performance analysis
To assist the Head in design, enhance the sales scorecard to drive the desired sales behavior and sales outcome with relevant measurement and appropriate rating
Responsible for frontline capacity planning, target setting and administration through proper workforce scheduling
Ensure proper load allocation, productivity and execution of client engagement & portfolio management model
Designs, implements and evaluates core sales incentive program to ensure competitive compensation for sales force
Collaborates with product and segment teams to design, implement and evaluate tactical incentive programs
Designs, implements and evaluate suitable business model for the distribution channels
Ensure branch effectiveness by implementing and refining capacity models
Effective communicates business strategy to frontlines to ensure sales focus
Facilitate priority banking on portfolio analysis, review and re-allocation
To assist project team on financial model build up & project feasibility study at project define stage
Handle project budget preparation and forecast as well as project execution document drafting

Retail Banking Resume Examples & Samples

Providing high quality face-to-face customer service to direct retail customers
Providing professional selling and advisory service delivery to customers
Converting enquiries into sales opportunities - cross-selling and up-selling and ensuring the highest service level throughout the process
Operating to specific sales targets
Ensuring work is carried out ensuring compliance to all regulatory requirements (AML etc.)
Previous financial services sales experience, preferably with Deposits and Mortgage Sales
Excellent communication skills with an ability to deal with all levels in a confident and professional manner
Customer focussed
Be a proactive team player and target driven

Head of Finance, Retail Banking Resume Examples & Samples

You will direct and oversee all aspects of the Finance & Accounts Department and Administration Department
In charge of financial accounting and regulatory reporting, including monthly group financial statement, annual audit assignment etc
Leading monthly management accounting and annual budgeting, including detailed financial analysis of income and costs, achievement of preset target and company return
Participation in the corporate governance procedure of the company (various committee meetings) and execution of required responsibility
Management of company's projects when required

Singapore Internship, Retail Banking Resume Examples & Samples

Self-driven
A proactive approach toward resolving issues
Contactable at all times during office hours
Team player ready to support the team and business

Executive Assistant, Retail Banking Resume Examples & Samples

Supervise and lead staff of three administrative assistants for the Washington Region
Provides diversified administrative support to the leader including scheduling, travel arrangements, and coordination of meetings
Serves as a liaison to internal and external stakeholders
Interacts with the most senior leaders in the region
Prepares confidential and sensitive documentation and correspondence which may be distributed to various internal and external stakeholders
Schedules appointments, answers phone calls and provides information to callers; composes and types correspondence; reads and routes incoming emails and other forms of communication
Maintains frequently changing calendar(s) and extensive contact lists
Consistently follows through on deadlines and projects, taking initiative on all work requests, providing status updates to managers and team as needed
Undergraduate degree in Business related field or equivalent experience
5 or more years of experience working with senior executives
Strong working knowledge of Word, Excel, PowerPoint, Outlook
Strong verbal and written communication skills and ability to work in a team environment

Cbna-gcg Retail Banking Product Manager Resume Examples & Samples

Degree holder in Marketing or related disciplines (MBA preferred)
At least 1 year Marketing, Credit Card or Retail Bank marketing experience
Strong analytical skills with customer centric mindset
Good communication, interpersonal and problem solving skills
Strong team player with potential leadership skills
Proactive, assertive and highly adaptable to change
Ability to prioritize & handle multiple projects in a fast-paced, dynamic environment

Senior Anti-money Laundering Business Consultant Retail Banking Resume Examples & Samples

University Degree or equivalent with 5 years+ experience in a compliance or compliance related function, regulatory body, or equivalent business experience
5+ years of Retail Banking and Retail Banking Products is strongly desired
In-depth knowledge of business products, services, processes, and organization
Ideal candidate has AML-related certification (e.g., CAMS) or is currently pursuing completion of certification
Working knowledge of AML and OFAC regulatory requirements
Strong communication skills and ease interacting with Senior Manager level

Manager, Retail Banking Resume Examples & Samples

Minimum 7 - 9 years retail banking experience establishing strong relationships and banking practices
Complete knowledge of Mutual Fund products
Leadership and coaching experience required
A complete understanding of all aspects of consumer lending
Excellent interpersonal, organizational, and communication skills, both verbal and written
Strong knowledge of all Bank and subsidiary's products and services
Strong marketing and negotiation skills
Provide leadership, coaching and support to retail management and staff in the development of the Bank's deposit base
Develop a strategy and implement a marketing plan to achieve retail asset growth, including loans, deposits, and mutual funds
Develop and maintain regular branch activities to ensure effective client contact is maintained to develop relationships and guarantee client needs are being met
Analyze, prepare, recommend, and approve credit requests within discretionary limit
Work effectively both with management and support staff to establish long term client relationships
Implement programs and procedures to ensure the branch’s retail administration is functioning effectively and complies with applicable policies & regulatory requirements in all areas of retail banking and retail operations
Ensure the safety of the Bank’s funds through proper loan portfolio management focusing on loan quality, exposure limits, and security requirements

Account Manager, Retail Banking Resume Examples & Samples

Minimum 4 years banking experience with a strong exposure to lending required
Mutual Funds sales experience required
Excellent knowledge of the Bank's products, services, and BFE/HOBS system
Financial Statement Analysis experience an asset
Work closely with the Senior Manager, Retail Banking and AVP & Branch Manager to develop the retail lending, deposits, and mutual funds portfolio
Responsible for relationship development of asset growth and regulatory compliance maintenance of a mutual fund portfolio
Ensure branch activities and processes are followed to promote retention and growth of existing clients
Preparation, completion and processing of loan documents/applications while following established guidelines

Global Retail Banking & Mortgage SVP Risk & Control Resume Examples & Samples

Senior leadership driving common control activities for Retail Channels supporting Sales and Distribution/Smart Banking, ATM’s, & Digital
Support key sales and distribution initiatives providing guidance on risk and control content for training covering Global Branch Manager Program, Branch Operations, Branch Automation
Key member of work streams to drive the digital transformation of Retail Banking
Provide recovery and remediation activities in support of overall GCB Cleaner Year performance objective
Develop consistent global KRI’s in support of preventative and detective GCB initiatives
Lead the implementation and execution of global common key control initiatives and projects
Work with CBORC team and all functional business heads to strengthen and update change control processes/activities ensuring they are effective and relevant
Prioritization and planning of a variety of meaningful initiatives across businesses, in collaboration with Senior Leadership, reengineering partners, and corporate support if/when applicable
Work with business to seek Legal Opinion and Compliance advisement requirement on matters and clarification that have impact on regulatory and policy matters
Over 10 years of operational risk and control-related experience
Bachelor of Arts or Bachelor of Science
Highly effective influencing skills. Able to manage by persuasion and influence others by building strong partnerships
Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned
Ability to interpret regulatory requirements for a broad range of Consumer Banking Business
Experience in project management and on Consumer banking operations and controls
Ability to work in a matrix reporting environment
Strong financial and analytic skills and ability to rapidly assimilate complex information
Sound decision making, while able to agreeably present another viewpoint
Proven leadership with excellent interpersonal communication skills at all levels
Position requires a global mindset
Excellent written and presentation skills
Ability to use Microsoft tool suite (Excel, Word, Access, PowerPoint)

Retail Banking Channel Consultant Resume Examples & Samples

Interprets client and market needs, assesses the full business requirements and business architecture, and identifies solutions to non-standard tasks/queries
Collaborates with senior-level clients, product management and technical architects to develop, enhance and implement the business architecture for complex business solutions to support specific client requirements and address market opportunities
Participates in management reviews, including presenting and interpreting business requirements and results of business analyses, summarizing conclusions, and recommending a course of action
Interfaces with all areas of the client and internal enterprises affected by the project including strategic planning, product management, product development, technology services, and client services to ensure the client’s expectations and market requirements are met
Defines, constructs, supports and provides training for enterprise business systems
Documents functional product solutions for key FIS product strategy and product management initiatives leveraging defined functional component model libraries and the defined product line roadmap
Documents functional product solutions for key sales opportunities leveraging defined functional component model libraries and the defined product line roadmap
Maintains a catalogue of reusable functional application components consumable across applications and product lines
Reviews functional and business process designs to identify areas of risk and/or missing requirements
Negotiates with and influences both the solutions architects and external clients to achieve a business solution that meets client expectations and market requirements
Documents and communicates opportunities to leverage inter-project synergies, application and enterprise software or infrastructure asset re-use, and opportunities to expose application assets for enterprise consumption
Communicates business architecture to technical and business audiences
Identifies and incorporate business process improvements for increased efficiency and enhanced client experience into new solutions
Willing to travel 25% to 50% or as needed
Recognized by peer group and external clients as a Subject Matter Expert (SME) in the appropriate product line(s)
Must have led or participated in the definition and implementation of business solutions for multiple projects in software development and client implementations
Five or more years working in the product line(s) as a Business Systems Analyst at a Senior or Specialist level
In-depth knowledge and expertise of the assigned product line(s) area and related business
In-depth knowledge of financial services industry practices, regulations and processes
In-depth knowledge of process taxonomy and flow of a specific client organization and/or the overall market
Working knowledge of end-to-end systems development life cycles (e.g., iterative, waterfall, and other modern approaches to software development)
Proficiency in defining and implementing an overall solution and expertise in the business architecture
Proficiency in solutions design and requirements definition disciplines leveraging model driven design based tools and techniques including conceptual solution component models, business process models, use cases, etc
Advanced knowledge of the tools, techniques and principles used in business process development, documentation and re-engineering
Proficiency in quality management methods, tools and technologies
Excellent organization, team-building, negotiation, conflict management, project management and time management skills
Requires long-term vision and executive presence
Strong analytical, statistical, problem-solving skills
Ability to utilize judgment in decision-making processes and decisions related to job tasks
Requires excellent skills in communicating ideas both verbally and in written form in a clear, concise and professional manner including presentations
Ability to communicate effectively with all levels of management in an organized, professional manner
Proven success in building relationships
Ability to persuade and influence others on the best approach to take
Ability to travel frequently

Senior Account Manager, Retail Banking Resume Examples & Samples

7 years banking experience in a lending capacity with strong negotiating skills, including, mutual fund sales
Branch Compliance Officer experience an asset
Ability to interpret and analyse Company financial statements would be an asset
Strong knowledge of credit structuring for self-employed and professional clients
Proven business development and sales skills that enhance client relationships
Excellent organizational, and communication skills (both written and verbal)
Prepared to join business associations and attend networking events
Strong focus on the development and growth of mutual funds portfolio
Participate in the development of retail deposit and loan portfolios
Actively seeking to identify opportunities to develop and enhance client relationships as well as seeking and making appropriate referrals to/from the commercial banking team
Participate in establishing and implementing the branch retail lending and deposit marketing plan

Test Lead w / yrs Retail Banking Required Resume Examples & Samples

Lead projects by applying Traditional Software Development Life Cycle (SDLC)
Manage stakeholders & acted as a liaison between Business sponsors and the project team to ensure that all parties understand and sign-off on the objectives
Create the Test Plan, Execution plan, Test Scenario, Test Cases, Test scripts and Test Result
Coordinate and follow up with Business & Development Leads on defect fix estimates and retesting estimates
Prepare and Maintain Daily Status Report (DSR), Weekly Status Report(WSR) and MOM
Prepare and Maintain Traceability Matrix, Test Coverage Matrix, Data guidelines document
Understand the highlevel requirements through review of documents (eg Component Design Document/ Requirements document)
Document the understanding as part of the reverse KT
Seek signoff from the client
Partner with the Business Analyst to provide suggestions on the requirements to drive clarity based on experience in earlier projects
Update/Review KT documents created by Test Analyst
Seek review of updated documents from relevant stakeholders
Understand the critical business flow in terms of resource load, volume of data etc
Conduct feasibility study to identify tools /methodologies /frameworks to meet the client's requirements
Design estimates based on the analysis of the requirements and inputs from the test analyst
Proficiency Legends

Retail Banking Wealth Management Solutions Specialist Resume Examples & Samples

The role operates within the RBWM Contact Centre and interacts with HSBC USA N.A. internal customers. The post holder must have the ability to deal with different processes, where applicable, and different internal customer personalities/demands and requests on a daily basis
There are four overriding principles that must be applied to the delivery of all propositions, products and services through all channels to all internal customers at all times
Strong interpersonal and empathy skills with strong decision making and ability to deliver on set objectives
Bachelor’s degree or minimum of three years of working in financial services industry
Previous experience in Personal/Premier Banking preferred
Understanding of core products, Premier and Advance propositions and systems
Solid knowledge of appropriate Branch and Contact Center operational procedures
Knowledge of relevant regulatory governance in market
Strong knowledge of HSBC and Premier, Advance and Personal Banking solutions
Team played with collaborative skills
Knowledge of local and Group compliance regulations
Able to deliver on the internal customer experience effective communication, influencing, and customer service skills
Must be proficient in language(s) required by the process
Open to working flexible shifting schedules
Must be flexible, patient, customer centric and have the ability to thrive in a team environment seeking feedback and open to development
Takes pride in delivering what is promised in line with the customer and service expectations
Wants to do a good job, is concerned about getting it right for the customer and checks everything is in order
Ability to work in a high-volume, fast paced environment is required
Proficiency with personal computers and basic software packages
Excellent communication skills and is polite and friendly at all times
A knowledge expert who has the ability to teach/mentor others
Have an understanding of the immediate regional RBWM Strategy and the ability to plan/prioritize own activities accordingly
Ambitious about providing the highest standards of delivery to internal and external customers
Demonstrates ability to set stretch goals for self and the ability to deliver these with courage, tenacity, and integrity
Authentic and shows ability to engage with internal and external customers to deliver at pace
Makes considered decisions that protect HSBC and our customers

Supervisor, of Retail Banking Incentives Resume Examples & Samples

Oversight and ownership for administering and executing the Retail Banking incentive plan, including but not limited to: Incentive plan communication, accurate and timely incentive payments, performance reporting, quarterly changes to improve performance and sales and other adjustments as requested
Assurance that processes in all areas of responsibility are adequately and effectively controlled and that effective change management is in place
Drive process and technology improvements to increase efficiency in the overall incentive process and maintain credibility
Work with the executive and regional management team to ensure incentive reporting communicates the achievements and criteria effectively. Identify reporting and process improvements
Ensure timely and accurate completion of all ad-hoc requests related to Retail Banking incentives. Calculate impact to incentives based on adjustments including impacts to financial statements
Manage all activities of the department. Includes setting priorities, monitoring performance, evaluating and developing procedures and motivating staff to achieve an efficient, economical work environment
Oversee personnel functions within the department, including staffing, promotional changes, training, performance evaluations, disciplinary action and other issues that arise
Resolves difficult or complex problems or issues that arise, and oversees any special projects assigned to the department. Escalates significant issues to the appropriate level of senior management for resolution
Bachelor’s Degree in Business, Accounting, Finance, or equivalent work experience
Four to six years related work experience or three years’ experience with advanced degree or professional certification (CFM, CMA, or CPA)
Two or more years of Supervisory experience
Advanced end user computer skills
Demonstrated problem solving ability
Demonstrated project leadership skills, including directing the work of others
Strong leadership and managerial experience
Advanced organization skills
Ability to work under deadlines
Microsoft Access/Excel and/or Tableau skills
Experience in technology driven change
Direct supervision of Accountant/Financial Analysts
Physical Demands/Working Conditions(See attached)

Retail Banking Technology Resume Examples & Samples

Strategic partner to Retail Banking leaders to align technology strategy with business needs
Based on the needs of Retail Banking Business Units, will manage one or more Systems Managers responsible for ensuring that the development, maintenance, modifications and implementation of applications programs and services are performed within established time constraints
Evaluates incoming service requests and determines priorities with the business unit; assigns and delegates work to subordinate managers. Reviews and approves project plans and monitors work progress. Approves final packages to ensure systems adhere to corporate policies, practices and data processing standards
May review analysis performed by business and systems analysts and subordinate managers to ensure all aspects of the project development phase have been considered
Familiarity and compliance with the Bank standard project methodology and guidelines is required
Collaborates with business unit leadership and project teams for project documentation including a Cost Benefit Analysis (CBA) for any infrastructure project work being done in support of the Business Unit. This position requires the ability to measure benefit for such projects. Understands business and technical requirements, and the responsibility for the cost side of the CBA to ensure the project completes with the anticipated internal rate of return
Formulates long-range financial plan proposal for assigned area based on current and anticipated growth rate, staff development, changes affecting Applications Development, overall changes in the future of data processing, etc
Assesses the impact of new application systems, technology, physical location changes and priority changes on contingency plan. This role will be responsible for analyzing exposure/risk/vulnerability of applications to the overall success and existence to the Bank. This individual ensures that applications needed to support the essential needs of the Bank are provided in times of system failure or disaster
Responsible for developing short-medium term goals and objectives for staff. Will determine the most effective organization structure and specific responsibilities within that structure. Will perform the standard managerial functions such as performance appraisals, salary increases, transfers, promotions, new hires and terminations of staff members as needed. This role will also establish criteria to measure group performance
Assists subordinates in the long-range strategic plan by defining organizational goals and objectives, identifying the attributes and long-term needs of customer/user groups, evaluating market opportunities and threats, evaluating the capability and long-term viability of information processing equipment and supplies, application systems, data management systems, human resources, etc
Defines a proactive and integrated Maintenance & Support plan to ensure version and release currency with all vendor provide software packages. Creates and manages defined release schedules appropriate to enable activation of key vendor enhancements while balancing risk to the Bank
10 years or 15 plus years of IT management and business/industry work experience is required; Qualified candidate will typically have at least 10 years of experience managing multiple, medium to large, cross-functional teams with ability to influence senior to executive level management and key stakeholders
Must have experience and knowledge of the Retail Banking business
Understanding of Retail Banking applications
Executive presence and ability to interact with C-level executives on a global basis
Have a strong Technical and strategic understanding of the architecture necessary to oversee and leverage platforms in an aggressive growth environment
Must be a strong communicator and leader. Ability to be flexible, decision oriented, and motivated to establish support from senior management. Ability to approach strategic decisions in a consultative manner with a particular emphasis on delivery. Must be an exceptionally strong technologist, with a superior intellectual capacity, who is a natural leader, bringing a business perspective to the organization
Requires an in-depth knowledge of the system development life cycles, client area functions and system, and application program development alternatives
Solid project development/management skills and a proven track record in managing vendor relationships and contract negotiation
Must be able to build a strong technology strategy
Must be able to understand the impact of technology trends on the bank's current Retail Banking technology capabilities
Knowledge of regulations governing Retail Banking
Strong knowledge of the inherent risks in Retail Banking
Proven record of influencing and driving change
Strong ability to build and lead high performance teams
Ability to recognize a crisis when it happens and know how to lead in a crisis
Understand complex business problems
Ability to inspire and motivate others
Ability to educate peers and stakeholders on the value of IT
Education: Bachelor’s degree. M.B.A. or M.S. is preferred
Certifications: IT Audit, Security, Governance, Risk is preferred

Retail Banking Resume Examples & Samples

Is active on at least one Board in the local community
Creates partnerships with other Business Line leaders for mutual goal attainment and to better serve our clients
Will be active participant in team approach to large and influential customer relationships within assigned region. Should be familiar with top 50-100 customer reltaionships in Area
Does joint business calling with Store Managers to mentor and grow their skills
Does joint business calling with other Business line leaders/groups to grow our business
Actively asks for referrals from Centers of Influence and promotes Umpqua Bank
Active mentor in each Store; coaches and develops Store Manager and oversees coaching of other Associates
Over 10 years of relevant community banking experience
Proven ability to effectively manage and develop others
Experience in creating and implementing banking policies, procedures, practices and documentation
Effective written and verbal communication and presentation skills
Ability to work effectively with individuals and groups across the Bank
Demonstrated accountability, dependability, initiative and an ability to effectively prioritize tasks to ensure optimal results
Proven ability to “think outside the box” when solving problems
Proficiency with personal computers and related software packages such as Word
Bachelor’s degree in business administration, finance, a related field, or equivalent
Ability to train and present to small and large audiences or has the interest in learning to train and present

Program Lead-retail Banking / Branch Services Resume Examples & Samples

Effectively navigate the Consumer Branch Bank organization to ensure issues raised through the Service and Banking teams are escalated urgently addressed and resolved to satisfaction
Track escalated issues through resolution
Responsibilities include implementations of the different Business initiatives as well as support with implementation for future system modules, or sunsetting of current systems or updates which will interact with the Global Rainbow platform. Strong knowledge of Eclipse, RSM and CBNA systems will be key for this position
Actively participate in technology related initiatives to ensure clear understanding of impact to branches
Support training efforts to ensure efficient use and knowledge of Consumer Bank platforms
Work closely with Consumer Banking Products team to ensure servicing is aligned with product initiatives; and awareness and communication is facilitated across the organization as needed
Active communication on status and progress regarding initiatives and issues
Capable of managing projects simultaneously with providing production support tasks
Ability to establish relationships and partner effectively with various Consumer groups including sales, service, operations, compliance, legal and marketing
Ability to communicate with technical and business groups
Ability to problem solve and analyze information with demonstration of attention to detail
Strong organizational, interpersonal, written and communication skills
Ability to successfully manage relationships with business/ technology representatives and vendors
Proficiency and aptitude in utilizing systems, MS Office, web based and other desktop applications

Retail Banking Head Resume Examples & Samples

Develop strategies for the Retail Banking business in terms of value proposition, pricing, servicing, and distribution in order to maintain year-on-year growth on number of customers, product penetration, profit and build the long term franchise in the marketplace
Grow market share and penetration into the segments ; improve and sharpen our value propositions in the segments with product team
Innovate and oversee the development of new wealth management and transaction banking products and ensure that our products are best in class
Oversee and partner with other Retail Banking products development, sales and distribution
Manage the organization with the right structure and right people placement to deliver business results
Co-ordinate with regional office to work on new initiatives and strategic projects
Ensure audit readiness and strong branch controls at all times and secure successful audit results
Ensure high compliance and regulatory standards as well as high levels of customer satisfaction and employee satisfaction
An MBA or equivalent advanced degree desired
Strong understanding of Citigroup’s policies (GCCFRP)
Team player and leader
Flexibility and adaptability
Ability to work under pressure and solve problems in an expedite manner
Good communications and negotiation skills

Retail Banking Director Resume Examples & Samples

Bachelor’s degree or equivalent experience required. MBA preferred
12 – 15 years progressive bank management experience, with specific emphasis in retail banking, administration and operations
Demonstrated ability to apply strategies for attaining profitability in retail banking
Demonstrated executive leadership skills
Excellent interpersonal, coaching and and team building skills
LI-Exec

Retail Banking Development Program Resume Examples & Samples

Required: Undergraduate degree
Passion for sales, driven to achieve goals/targets, high performer and ambitious
Experience and/or interest in customer-facing skills
Outgoing, ability to build relationships and connect with customers
Demonstrated interest in a retail career, preferably in retail banking
Is willing and committed to pursue open positions at any branch within their market
Fast learner, inquisitive, takes responsibility for self-development and performance
Collaborative, supports team members and takes personal accountability for team performance

Core Retail Banking Workforce Manager Resume Examples & Samples

Manage high profile or key projects to ensure success of the business expectation
Work with various business unit strategic groups to identify and achieve project objectives
Support establishment of strategic goals and budget, assessing status to goal
Analyze various data points and environmental factors, finding key trends and opportunities for improvement
Create a baseline from which the progress of implemented strategic plans can be measured
Track, monitor, and report on key implementation milestones to ensure ability to successfully deliver on metrics and course correct as needed
Support and make recommendations to define new business and enterprise opportunities
Work with business unit leaders and market managers to increase awareness and knowledge required to make informed decisions and maximize opportunities
Develop materials for and support presentations as needed
Facilitate sessions / meetings as required
Build a deep understanding and awareness of key strategies, initiatives and opportunities
Keep abreast of industry publications and possible upcoming changes that could impact business
8+ years of progressively responsible experience involving strategic thinking and project management; experience in a Retail Banking role preferred
Ability to effectively communicate, present and facilitate across varying levels of the organization
Ability to work collaboratively across teams and all levels of leadership
Strong judgment and ability to resolve complex problems for which standard alternatives may not be available
Demonstrated understanding that inspires confidence in related information and recommendations
Strong acumen in Microsoft Office applications, including Excel, PowerPoint and Word

Retail Banking Head Resume Examples & Samples

Strong understanding on banking and finance industry, experience with consumer bank and understanding of consumer products and services is preferred
Experience in managing P&L , analytical with great drive in meeting objectives and overcoming challenges
Strong leadership with good execution skills
Excellent communication skills with good command of both Mandarin and English
15+ years of experience, with relevant knowledge and experience in the financial industry. Strong experience in Investments, Banking and/or Insurance sales is desired
Bachelor’s degree in Business Administration, Finance, Economics or equivalent

Retail Banking & Wealth Management Intern Resume Examples & Samples

Undergraduates heading into their graduating senior year with minimum 3.0 cumulative overall GPA
Appropriate eligibility and authorization to work in the United States during summer 2017
A willingness to commit to the full 10 week program (including social events) (June-August)
A second language is strongly desired, but not required

Retail Banking & Wealth Management Careers With Hsbc Resume Examples & Samples

Work is moderately complex and specialized in nature and involves mostly straightforward challenges
Work is performed under general direction according to set parameters and set sales / performance targets
Requires initiative and independent judgment in completing work but supervisor provides direction for unfamiliar situations
Work is reviewed for attainment of standards, achievement of targets, adherence to policies, procedures, and timelines
Decisions impact the productivity / performance of the functional area, customers and other employees
May be required to work shifts outside of regular business hours
May be required to travel within region to backfill sales responsibilities
Supervisor Level 2
Cash In: 0
Cash Out: 0
Transfer Limit: 2,000,000
Clearing Limit: 2,000,000
Officer Approval for Overlimit Account: 100,000
Note: Check/withdrawals and Deposits limits subject to Letter of Authority and will not exceed those listed here
Secondary school graduation
At least 2 years of experience in banking or related industry in a customer service / client facing role
Mutual Fund Licensing. Requires Completion of
Investment Funds in Canada Course; or Canadian Investment Funds Course; or Canadian Securities Course; and
Mutual Fund Skills Builders Course
Completion of HSBC Way of Selling
Completion of basic HSBC Premier training
Career minded team player
Proven ability to sell and meet set sales / performance targets
Advanced communication and customer service skills
Willingness to be mobile in local community
Strong interpersonal skills to support the building of strong relationships with diverse groups of people
University / College degree preferred
Knowledge of HSBC’s products and services
Knowledge of HSBC’s policies, practices, and procedures within own area
Excellent analytical and critical thinking ability
Competent in conflict resolution
Understands / speaks second language is an asset (French, Mandarin, Cantonese)
Could include shift work depending on roles (8am-4pm, 4pm-11pm, night shifts)
Various locations across GTA (Mississauga, Markham, Scarborough, Downtown)

Internship Retail Banking Taiwan Resume Examples & Samples

Assisting and guiding customers to use automated banking services
Assisting to promote digital banking services to meet monthly digitalization target
Assisting customers with application for digital banking services and transaction document handling; in addition to providing inquiry services to guide customers to available automated services, such as ATM
Taking priority in assisting differently enabled customers with banking transaction needs
Proactive in understanding and identifying financial products and services needs from customers, and proactively providing retail banking product referral, such as deposit, credit card, personal loan, etc
Referring customers to the appropriate sales personnel or channel, such as CRM, Branch Sales and Service Executive, BDO
Providing cross branch support (as needed)
Assisting administrative tasks assigned by supervisors
Business related major

Retail Banking & Wealth Management Graduate Development Analyst Resume Examples & Samples

Driving activities to ensure opportunities are identified and client needs are met effectively, maximizing all available resources
Compliance with the relevant Group standards including GHQ and the Regulatory organization as applied to the implementation of the RBWM strategy in the US
Build extensive knowledge of HSBC Bank and Wealth systems, products and procedures in order to handle customer needs
Increasing net new Top Tier clients, supporting PRAs/PWAs to increase total client relationship balances during all economic times
Ensure our customers consistently receive a professional Premium service which exceeds their expectations
Maintain high standards of control and operational practices in line with HSBC’s expectations
Identify opportunities in day to day activities that directly or indirectly contribute to the success of colleagues/team members with differing responsibilities, particularly in other areas of HSBC such as GMP, GPB, Insurance and Asset Management as appropriate
Wealth and Premier is a key proposition in RBWM’s strategy. Over recent years, our business and organization has made considerable progress both in our performance versus peer group and in our strategic transformation. Over the medium term we have been improving both our profitability and our ability to meet the needs of our target clients
There are four overriding principles that must be applied to the delivery of all propositions,
Products and services through all channels to all internal customers at all times
We will treat all internal customers fairly
We will apply the HSBC Group values and business principles in all of our dealings
We will meet, or exceed, all local and international laws, regulations, and codes of practice
We will deliver services to internal customers in a manner that provides speed, ease, certainty and empathy
Bachelor’s degree with a GPA of 3.0 or higher (graduation no later than June of the next calendar year)
Obtain the Series 7, 63 and appropriate state licenses (life and health insurance) are required. Licenses are required to discover and refer investment and insurance opportunities with potential and existing customers
Sales aptitude and/or experience in customer service
Strong leadership skills demonstrated through active participation in volunteer, community, and/or extra-curricular activities
Proficiency with personal computers as well as pertinent software packages
Mobility/flexibility across North America and abroad
Appropriate authorization to work in the United States
Language skills

Retail Banking & Wealth Management Graduate Analyst Resume Examples & Samples

Build on project management skills, key stakeholder management and understanding of strategic context, whilst developing confidence around senior managers
Develop people management skills like performance management, motivating, coaching, absence management, fostering open communication etc
Create a customer centric culture by ensuring sales floor management is fully embedded in branch
Ensure the fair treatment of our customers is at the heart of everything we do, both personally and as an organization
Proactively manage financial and non-financial risks and help promote HSBC's balanced risk culture
Actively contribute towards activities that have a positive impact on the branch’s financial performance
In addition to the details listed above, there is the need to be a proactive forward-thinking, ready to challenge the status quo, with strong drive and determination, keen to learn and develop at all times, passionate about customer service skills with a natural ability to build relationships with colleagues along with a willingness to deliver on difficult assignments, possess an aptitude for understanding the underlying strategy which underpins the bank direction, be skilled at project management and a keen interest in business development
Minimum 12 months length of service at HSBC
Strong Performer (or above) performance rating

Retail Banking & Wealth Management Global Generalist Intern Resume Examples & Samples

BA/BS, all majors are considered, concentration in Business Administration or Finance a plus
Undergraduates heading into their graduating senior year with minimum 3.2 cumulative overall GPA
Appropriate eligibility and authorization to work in the United States during summer 2016
Superior quantitative, analytical, communication and leadership skills are essential
A second language is also advantageous, but not required
Candidates should have a desire to obtain full time employment beginning summer 2017
Demonstrated ability to work collaboratively
Experience working to build effective customer relationships
Have self-awareness with the confidence to work independently and take responsibility for your own development

Retail Banking Consultant Resume Examples & Samples

You have will have proven experience of project work within the Financial Services Industry as a consultant
You have a proven track record of delivering large scale programme initiatives, reporting directly to senior stakeholders and managing multiple teams
You have a strong understanding of the project lifecycle and the ability to employ these concepts in process design, system implementation and the development of client deliverables
Highly effective relationship management skills, with the ability to find ways of solving or pre-empting problems
Experience in Banking transformation
Sound knowledge of programme planning and control techniques

Retail Banking Operations Leader Resume Examples & Samples

Bachelor's Degree or Equivalent Experience; Between 9 - 11 years specialized knowledge and experience with Retail Branches and the banking industry
Effective verbal and written communication skills including PC Literacy; MS Office Word and Excel
High level of ability to function in a fast-paced, challenging and changing environment; organized and detailed oriented
Excellent Knowledge and understanding of operational concerns in the Retail Branches and the banking industry
Strong Interpersonal skills; able to interact with all levels of the organization in a consultative and relationship management building approach
Strong management, leadership and coaching abilities
Superior analytical and problem resolution skills with proven ability to exercise informed judgment in complex situations

Retail Banking Operations Leader Resume Examples & Samples

Bachelors or Equivalent Experience
Between 9 - 11 Years Specialized Knowledge
Effective verbal and written communication skills including PC Literacy; effective with use of MS Office Word and Excel
Knowledge and understanding of operational concerns in the Retail Branches and the banking industry
Strong Interpersonal skills; able to interact with all levels of the organization in a consultative, relationship management building approach
Individual Contributor

Retail Banking Administration Specialist Resume Examples & Samples

Works with Senior Vice President - Branch Banking and Human Resources to ensure that the ICM system accurately reflects the most current Retail Incentive plan
Coordinates with Business Systems to update ICM as the incentive plans change. Designs and brings to implementation new calculations, Web forms, Reports, and Workflows
Researches and answers inquiries from Retail staff relating to Retail Incentives. Recommends any payout adjustments where appropriate
Reconciles manual payout files from MB Mortgage, Telephone Banking Center, or for various Specialty incentives
Supports the creation and distribution of monthly sales performance reports, including charts and graphs to Retail Management
Prepares various required monthly, quarterly, semi-annual and annual management reports by collecting and analyzing information
Coordinates and assists with the gathering of data and authoring of responses to internal and external audit requests
Provides administrative support to the Senior Vice Presidents of Retail Banking on a variety of projects
Coordinates and arranges retail team meetings, reserves and prepares facility and catering orders
Participates in team and committee meetings by preparing the agenda, taking meeting minutes, writing reports and preparing correspondence. Attends meetings in place of Retail Management when necessary and appropriate
Complies with all applicable federal and state laws and regulations
Other duties will be assigned
12

Retail Banking Intern Resume Examples & Samples

Welcome clients, build rapport and provide outstanding service while performing account transactions
Participate as an active member of the branch team, following the Branch Playbook
Accept and accurately process all financial service transactions
Maintain responsibility for cash drawer and follow proper balancing procedures
Build Client Rapport Provide excellent customer service to all KeyBank clients
Accurately process all financial service transactions
Take ownership of client issues when possible, with the assistance of the branch management
Help create and establish a business relationship between the Personal Banker and the client Review and maintain knowledge of product guides, fees and policies to stay current on offerings
Provide answers and assistance for client questions/concerns, utilizing resources within the branch
Coordinate time between Personal Banker and client for business meetings as necessary
Fulfill Client Needs Have a full understanding of Key’s Financial Wellness strategy
Continue to build the client relationship by viewing client accounts when performing transactions and identifying potential needs Participate in branch huddles to better understand specific client needs
Follow-Up Maintain relationships with Personal Bankers and Branch Managers and notify them of client sales opportunities
Ensure more complex sales activities/opportunities are handed off to the Personal Banker
Ensure compliance with security and audit procedures
College student in their junior year who is pursuing a Bachelor’s degree, minimum 3.0 GPA is preferred – all majors considered - Relevant work or internship experience in sales, service or finance role
General understanding of PC with Windows based applications and calculator
Sales experience with established goals. Competencies Operating: Keeps on point, plans and organizes, gets work done, uses time management skills; follows work processes and focuses; manages workload; organized; exhibits an openness of new ways of doing things and an adaptable, continuous improvement mindset; understands and applies Key’s risk management philosophy in day-to-day interactions

Retail Banking Teller Resume Examples & Samples

Provides consistent world class customer service to internal and external customers which exceeds their expectations
Resolves customer issues with guidance
Promotes, refers and sells bank products and services
Performs within the balancing guidelines, compliance and security procedures
Establishes and maintains the bank way as the singular priority in all activities
3 months cash handling experience or degree in accounting or finance
Retail or customer service experience preferred
Basic computer knowledge and Windows skills required

Summer Retail Banking Intern Resume Examples & Samples

Act as a resource to identify and resolve client servicing issues
College student in their junior year pursuing a Bachelor’s degree, minimum 3.0 GPA is preferred – all majors considered
Relevant work or internship experience in sales, service or finance role
Ability to learn quickly and take action in a fast-paced environment
Effective sales skills (professional, assertive, confident, driven)
Strong analytical and decision-making skills
Effective interpersonal and relationship building skills
Ability to work branch hours to include weekends and occasional evenings
Physical Requirements: Prolonged Standing (5- 8 hours per day), frequent use of hands to manipulate/grasp objects, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 - 10 lbs., occasional lifting of up to 30 lbs
Sales experience with established goals

Head of Queensland & Wa-retail Banking Resume Examples & Samples

Driving high performance culture to be one of the world's great companies for diversity, flexibility and health & safety
Drive an active customer-centric culture where we earn our customers business and grow our customer base
Drive revenue growth and market share (Deposits and Residential lending)
Increase St.George Bank wealth penetration
Support AFS funding liquidity and balance sheet management through improvement in deposit to loan ratios
Drive improved productivity across retail distribution
Leadership to support development and growth of the accountable areas

Manager on Retail Banking Resume Examples & Samples

University Business Administration or Tech Degree
A keen interest in technological innovations
Self-starters with an entrepreneurial spirit who are intellectually curious and have a passionate view about the future of financial services
Excellent communication and interpersonal skills, team spirit, proactivity and result orientated initiative
Fluency in English and one other European Language (especially Spanish or Italian)
Proven track record of consultancy in Digital, Retail Banking or Cards and Payments across programme/project management, target operating model, business advisory, process reengineering/improvement and complex transformation delivery
Strong record delivering complex multi stakeholder digital projects in financial services
Strong analytical and presenting skills
Excellent stakeholder management skills
Expert practice knowledge e.g. customer experience design, digital marketing for banking and insurance clients
Solid understanding of market trends and technologies in FinTech
Availability to work abroad for international assignments or for foreign branches
Previous experience in management consulting is a must

Director of Retail Banking Resume Examples & Samples

Greets and directs customers upon entering the Bank or by phone, using the ISB established Service and Sales Standards
Maintain strong knowledge of all bank products and services, including lending products, with a solid understanding of the features and benefits of each
Profile business and consumer clients to determine financial needs and through a consultative needs based sales approach, open appropriate products and services to meet those needs
Actively profile for future business by uncovering potential business that is held by competitors and asking for that business
Make appropriate referrals to other business lines, including commercial and business banking based on information obtained through profiling
Manage sales and service process; follow up activities and referral lead generation through active use of the Bank's 360 View CRM system
Maintain appropriate tickler system to ensure prompt follow up on all leads and discoveries through profiling process
Maintain strong knowledge of competitor offers, rates and products
Completes file maintenance via the computer as needed including: name and address changes, rollovers, stop payments, processes customer check orders linking accounts and statements, overdraft protection, account closures, share loans, etc
Sells and redeems savings bonds and travelers' checks and updates appropriate logs
Assists customers with problems and questions regarding existing accounts and products
Orders new and replacement ATM cards and processes pin changes as required. Updates appropriate logs
Issues replacement passbooks, completes and updates appropriate paperwork and logs
Processes outgoing wire transfers and collections
Prepares CTR form on appropriate transactions
In some branches, opens, closes and processes billing for safe deposit boxes
Performs Consumer Loan closings as required
Maintains brochure inventory and displays
Demonstrate ISB Core Values in all actions
Performs other duties as may be assigned

Retail Banking Director Resume Examples & Samples

Management of performance
Cultural and change management
Networking
Team working – building and developing high performance
Change Management
In-depth understanding of full range of Barclays Retail services, Local Business and an overview of Corporate
In-depth understanding of Barclay’s strategy, operating structure and interfaces with other functions
Good understanding of Retail risk policy & Overall Risk framework
Understanding of Retail business processes and an overview of other associated processes
Understanding of technical support systems e.g. BRAINS, WINFOS etc
Maintain up to date knowledge of competitor and local market activity
Detailed knowledge of People policies and procedures
Detailed understanding of Retail processes and procedures
Graduate caliber with circa 10 years’ experience in business management
Experience of managing teams
Proven knowledge of the EM Retail Markets

Summer Retail Banking Intern Resume Examples & Samples

Act as a resource to identify and resolve client servicing issues Build Client Rapport
Provide excellent customer service to all KeyBank clients
Greet and welcome every client as they enter the branch; acknowledge by name, if known
Participate in client appreciation events
Help create and establish a business relationship between the Personal Banker and the client
Review and maintain knowledge of product guides, fees and policies to stay current on offerings
Coordinate time between Personal Banker and client for business meetings as necessary Fulfill Client Needs
Have a full understanding of Key’s Financial Wellness strategy
Continue to build the client relationship by viewing client accounts when performing transactions and identifying potential needs
Participate in branch huddles to better understand specific client needs Follow-Up
Maintain relationships with Personal Bankers and Branch Managers and notify them of client sales opportunities

Retail Banking Branch Resume Examples & Samples

Ensures that cluster branch sites sales/service culture supports the overall corporate objective to provide superior customer service
Oversees the planning, implementation, and management of operating and capital budgets for the cluster branches sites to maximize branch profitability
Ensures that the cluster branches meet all regulatory compliance standards and follows all operating policies and procedures. Ensures that cluster personnel comply with all laws and regulations. Documents and communicates individual compliance performance in annual staff evaluations
Directs business development through outside calls, in-branch selling, telemarketing, branch campaigns and targeted direct mailing and oversees business development activities for the cluster
Ensures expansion of customer relationships through cross-selling activities
Develops and manages an annual marketing plan and oversees the development and management of annual branch marketing plans for the cluster
Directs the cluster branch sites activities to manage customer portfolio for optimum performance
Bachelor’s Degree require
Five to eight years banking experience; Five years lending experience including commercial, consumer and real estate (depending upon branch)
Complete knowledge of sales, branch banking and consumer lending
Working knowledge of the Bank's products (i.e., deposits, cash management, loans and other fee income generating products)
Manages multiple sites

Retail Banking Branch Operations Manager Resume Examples & Samples

Ensures operational integrity and risk management by ensuring that procedural requirements and processes are known and utilized
Oversees the staffing, coaching, and performance management of all tellers
Provides a supporting role ensuring platform team members are also aware and adhering to operations policies and procedures
Participate in the daily teller activities needed to meet the demands of the branch including processing teller transactions and performing standard teller activities
Meets established sales goals and acts as a leader in the branch
2 years of cash handling experience
1 year of supervisory experience in a cash handling position
1 year of customer service experience
1 year of banking experience (preferred)
General working knowledge of the Banks products and services
Ability to Create and foster a cohesive team and promote a positive work environment
Strong computer knowledge and Windows skills required
Ability to multitask and juggle competing priorities while successfully meeting objectives and goals

Manager, Retail Banking Resume Examples & Samples

Analyze, prepare, recommend and approve credit requests within discretionary limit, ensuring applications exhibit quality risk assessment and analysis as well as appropriate pricing
Develop and maintain regular branch activities to ensure effective client contact is maintained through the team to develop relationships and identify client needs are being met, as well as to probe/listen for new growth opportunities
Ensure KYC (Know Your Customer) is utilized regularly for client retention and relationship building
Ensure an inspection rating of Satisfactory is maintained with limited major and repeat findings identified
Implement programs and procedures to ensure the administration of the branch’s mutual fund portfolio is of the highest quality and meets regulatory compliance requirements
Prepare and monitor monthly and quarterly reports including branch non-interest expenses (NIE)
Provide ongoing formal and informal coaching with retail management and staff to develop skills and confidence which will enhance client relationships and grow the retail banking portfolios
Preparation and effective delivery of the annual Performance Appraisals for each direct report
Prepare and implement weekly/monthly meetings to communicate progress of branch goals and objectives
Treat all stakeholders with professionalism, dignity and respect and support an environment where people can contribute and excel
Demonstrate strong interpersonal skills that contribute to working effectively in a diverse working environment
Accept responsibility and accountability for actions and results
Make decisions guided by common sense and sound business judgement
Prepare and regularly review annual goals and career development plan with manager/supervisor
6-7 years of banking experience with 3-4 years of leadership and coaching experience

Retail Banking Senior Group Manager Resume Examples & Samples

80% Provide direction for the retail line of business through branch managers including financial reviews, management and reporting; talent management including staffing levels, performance reviews, coaching, counseling and recognition; product knowledge and training with all activities conducted in compliance with established policies and procedures
15% Works closely with branch managers to manage retail sales and marketing efforts for the assigned branches to meet established individual and branch goals and maximize potential through collaboration with other lines of business; may also be assigned individual sales/business development goals
5% Maintains awareness of financial performance of assigned branches; identifies opportunities for improvement and recommends appropriate actions
Thorough knowledge of effective sales management techniques
Proven ability to develop teams
Thorough knowledge of all retail products/services
Working knowledge of bank operations
Working knowledge of small business/wealth management/insurance products/services
Demonstrated ability to motivate/coach teams to meet goals
Working knowledge of accounting, budgeting, financial management and reporting

Applications Development Technical Specialist for Retail Banking Consumer Deposit Products Resume Examples & Samples

Resource will be the Tech lead and assume end to end responsibility for implementation of application software changes
Perform effort estimation, guide developers, conduct code and unit test reviews, partner with test team and review test scripts & results, and production monitoring and support
Create High level design documents; capture statements of work for each impacted application; create SIA documents
Guide application teams to create the low level designs and interfaces
Guide business and test team to plan test scenarios
Assist delivery team during SIT & UAT to triage and resolve findings and issues
Resolve design issues as and when needed
Assist test team to assess data and batch requirements
BS or MS or MBA in Computer Science/Information Technology or related fields
Must have 5+ years of design experience in Retail banking with in depth of knowledge of deposit accounts and mainframe
Must have 5+ years of development experience in mainframe of applications
Good working knowledge of FIS suite of applications preferable
Very good understanding of Mainframe technology and tools
Good understanding of overall banks application suite including consumer and commercial systems
Technical background in banking application development and framework
Excellent knowledge of agile methodology

Program Lead Retail Banking / Branch Services Resume Examples & Samples

Track escalated issues through resolution, active communication on status and progress regarding initiatives and issues
Responsibilities include implementations of the different Business initiatives as well as support with implementation for future system modules, or sun setting of current systems or updates. Strong knowledge of Eclipse, ECRM and Book of Business applications will be key for this position
Weekly participation in meetings, perform intergroup coordination, communicate issues relating to projects
Understand Consumer Branch end to end processes across products and processes to allow problem troubleshooting and subject matter experience
Continuously build and leverage relationships to identify opportunities and adopt best practices
Assist in submitting technology requests, writing technology requirements for seamless delivery of projects an active communication on status and progress
Develop presentations, reports and ad hoc status checks, as required
Support Management Control Assessment (MCA) and Annual Risk Assessment efforts for the Banking Products team, including oversight and adherence to established product policies and quarterly management reporting
3-5 years of experience in the financial industry with focus in Consumer Branch Banking, preferably within Citi
Required experience in Branch banking systems and technology
The ability to multi task and constantly assess and change priorities in line with the demands of the business and client base
Daily management of system problem management and resolution
Polished skills in preparing and sharing presentations

Retail Banking Regional Lead Resume Examples & Samples

Global Focus
Leverage MasterCard’s competitive advantage and a deep understanding of the retail bank needs to design unique solutions that address customer needs,
Detail business requirements for the new solution including solution’s purpose, features, functionality and behavior – all what must be delivered to provide value that reflects the customer needs
Work with the solution architect team to select technology and to translate business requirements into technical requirements
Oversee the development of the new solution in partnership with solution architect team
Detail a global go to market strategy for the new solutions including ( Definition of target markets, channels and customers; description of competitive advantage; development of marketing material; and sales training)
Support the business performance team in stablishing a business case for the new solution

Head of International, Retail Banking Resume Examples & Samples

Oversight and guidance regulations regarding cross-border sales and marketing of banking and wealth services
The role will require extensive synchronization with numerous stake-holders including
Proposition Lead - Working with Product and Propositions partners to create a competitive offering - with controls - that can effectively be executed by the distribution teams
Network – Responsible for creating processes, capabilities and procedures that allow sales and marketing staff to help grow the business and drive revenue while adhering to the requirements of cross border policies (in a clear, controlled and auditable manner)
Sales and Marketing – Responsible for delivering effective programs that attract international prospects such as immigrants to Canada or customers with cross border banking needs in the Canadian corridor
Operations – Responsible for new to Canada customer onboarding process. Also responsible for ensuring that marketing programs comply with all cross border restrictions
Compliance/BRCM – Responsible for providing support and guidance to the business to ensure the policy remains appropriate. Responsible for ensuring manuals remain up to date. Ensure that the testing and assurance function can adequately monitor any new business conducted under the International Client TOM
Minimum of 10 years of experience within product, sales and/or marketing roles
Minimum of 5 years of leadership/management experience required
Familiarity with international corridors and immigrant expectations/needs related to banking and wealth
Familiarity with Chinese and Indian diaspora needs preferred
Experience addressing the needs of internationally mobile high net worth clients (includes expats) and their banking and wealth needs preferred
Language skills preferred: English and Chinese / South Asian
Prior experience working with or in foreign markets beneficial
Excellent communication, presentation and interpersonal skills
Proven management and leadership skills, with solutions focus
Bachelor’s Degree required. Advance degree (MBA or equivalent) a plus

Mexico Retail Banking FP&A Senior Analyst Resume Examples & Samples

Degree in Finance, Economics, Accounting, Industrial Engineer or a related field with at least 3-6 years of experience
Understanding of Banking & Finance products and markets is preferable but not essential
Financial analysis foundation creating forecasts and models is desirable
Keen interest in business and economic environment
Bilingual: English and Spanish. Articulate with excellent verbal and written communication skills. Portuguese is a plus
Proficient in MS Excel and PowerPoint skills
Ability collaborate within a team while being able to work independently as an individual contributor
Good analytical skills, intellectual curiosity
Ability to question status quo, and identify opportunities to reengineer/streamline processes
Ability to partner with senior stakeholders across businesses and geographies
Ability to exchange information in a concise and logical way as well as be sensitive to audience diversity

Retail Banking Financial Analyst Resume Examples & Samples

Conducts/compiles and analyzes data for deposits, operational KPIs, and client experience
Manages day to day data needs for reporting and analysis while continuously creates efficiencies
Develop complex dashboards that serve the needs of senior leadership and customer facing job roles
Requires deep understanding of business lines supported to properly align data and reporting to the strategic goals and plans. Identifies trends and developments in competitive environments and presents findings to senior management
Manages the sales data through ad hoc and management reporting. Will be responsible for process improvement/automation pertaining to reporting and data management
Develops and runs complex models to produce projections, simulate scenarios, and obtain comparative data
Establishes assumptions and critical decision variables
Tests for consistency and validity
Creates and maintains models used for forecasts and strategic business decisions
Develop and track KPI metrics for the business line senior management
Tracks, monitors, and analyzes the goals and associated metrics
Develop sophisticated spreadsheets that include advance and interactive functions such as macros/pivot tables or other advanced formulas, etc
Maintains a sales cube and various databases
Runs the necessary reports and/or programs for reporting, analysis, and data management
Acts as liaison between department and systems personnel to develop or enhance systems
May oversee preparation of reports/data used to determine incentive compensation payouts under various incentive plans. Internal consulting - guide/assist business units on best practices in reporting their results, obtaining goals, etc
May work closely with Business Intelligence Group for long-term automation opportunities and may develop executive reports that leverage Business Intelligence databases
Requires a four-year college degree (or comparable work experience)
One or more of the following designations: MBA, CFA, CPA or similar professional designation in Financial Management, or MS in Math and/or Accounting is strongly preferred
Generally minimum of 3+ years of increasingly more complex responsibility in performing financial and statistical analysis and model preparation using MS excel, (or comparable)
Requires the ability to communicate comfortably and concisely with Executive Management
Report development and modeling experience preferred
Ability to work under time pressure and handle multiple projects at a time
Ability to communicate, influence, negotiate, and persuade team members at all levels
Requires good time management skills
Experience with PowerPoint, Access, Excel, SQL, SQL Plus, Oracle, Tableau, and SAP Business Objects

Executive Assistant to Executive VP Retail Banking Resume Examples & Samples

Exceptional organizational and time management skills
Executive Assistant experience is preferred
Strong PC skills including MS Office and Outlook
Understanding of and experience with Financial Institutions considered an asset

Retail Banking Operations Manager Resume Examples & Samples

Directly manage and develop all Regional Operations Manager
Act as functional liaison for operational activities between Retail Sales and all operational support departments
Ensure acceptable audit results and adherence to bank and regulatory procedures
Assist in coordination of branch openings, closings, relocations and reductions in branch services
Assist with bank acquisitions or conversions
Ensure delivery of sales/service vision by automating, centralizing and streamlining policy and procedure
Maintain adequate controls to ensure compliance with consumer protection statutes/regulations in a defined area of responsibility
Maintains expert knowledge of the bank’s core and ancillary deposit systems and serves as strategic adviser to the direction of the systems that impact operations. Works closely with business units to provide subject matter expertise for core and ancillary deposit systems
Oversees the assessment and revisions to account agreements and disclosure documents for effective loss avoidance, compliancy, and strategic direction as to the delivery of documents
Oversees production aspects for regulatory compliance, including but not limited to BSA, Regulation CC, Regulation E, Regulation D, Regulation DD, UDAAP, and GLBA
Maintains expert knowledge of regulations related to deposits, payments, anti-money laundering, and privacy to ensure that deposit operations are carried out in compliance with internal regulations and all applicable local, state and federal laws and regulations
Oversees the research, development, testing and implementation of new deposit product types
Oversees the development, implementation and monitoring of deposit operational policies and procedures. Makes decisions about appropriate operational procedures factoring in considerations for regulatory compliance, risk mitigation, efficiency, and customer service. Ensure timely modifications in response to changing regulations, revised business practices, new or revised systems, etc
Meets regularly with executive management and other business units to discuss deposit metric information and service improvement recommendations
Responsible for ensuring that controls related to Sarbanes-Oxley (SOX) are maintained and supported for the areas of responsibility
Coordinate projects as assigned, either by directly performing the work or by overseeing direct reports, to ensure the projects are successfully completed on time and within budget
Responsible for ensuring timely payment of all department invoices. May be assigned vendor relationships to manage for service, pricing, new services, and communications. Develops and maintains working relationships with other financial institutions, governmental agencies, and internal and external auditors as required
Bachelor’s degree required. Business Administration or related field strongly preferred
10 or more years of progressive, hands-on and strategic management experience in deposit operations at a bank/financial services institution of at least $1 billion in asset size required
Must have extensive knowledge of

Retail Banking Operations Coordinator Resume Examples & Samples

Provide support to financial centers by performing a variety of operational, administrative, project, and technical duties to provide retail banking support
Schedule and supervise work schedules of employees by accepting shift requests from financial centers and coordinating with shift availability of peak time employees
Coordinate and communicate across retail banking and operational departments to ensure needs are being met
Compile statistical and allocation reports
Schedule and organize training and orientation for retail banking employees
Hold weekly operations/sales meetings to ensure each coach is certified in the training curriculum and operational updates
Requires a High School diploma or Equivalent and 1+ years of banking, bank operations or other directly related experience
Supervisor experience preferred
Working knowledge of banking, branch operations, and accounting principles
Ability to supervise and coordinate temporary employees
Good organizational, problem resolution, client relation, and communication skills, both verbal and written
Knowledge of computer software including spreadsheet, word processing, etc

Retail Banking Operations Manager Resume Examples & Samples

Manage various areas related to retail banking scheduling and operations
Be responsible to oversee the creation and maintenance of scheduling for all financial center staff, including fulfilling the daily needs related to peak time requests
Work closely with other retail banking leaders to ensure staffing and training levels are meeting needs
Recruit, hire and train new retail schedulers
Perform performance evaluations for retail support schedulers
Ensure that monthly reports are prepared timely and accurately
Requires a college degree and 2+ years experience in retail banking, banking operations, staffing, or other directly related experience
A combination of education and experience may meet requirements
Knowledge of retail banking operations, including staffing, scheduling, and training, and capability to do the work of the group
Ability to set and maintain high quality work standards
Experience with organization development and change management projects preferred
Supervisory or leadership experience preferred
Working knowledge of HR practices, principles, applications, methods and laws preferred
Flexible team-player able to adapt to changing priorities preferred
Ability to establish and maintain healthy working relationships with people preferred
Possess strong initiative, follow-up, feedback and timely decision making skills preferred
Strong MS Office skills including MS Access preferred

Product Manager Retail Banking & Wealth Management Solutions Resume Examples & Samples

Key Working Relationships
AVP Deposits, Senior Product Managers, Product Solutions senior Management Team
Key stakeholders from other departments
Degree preferably in Business Administration or business related
Previous experience in analysis preferred
Computer literacy – besides strong abilities re: regular applications e.g. Word, Excel, PowerPoint must demonstrate an understanding of databases and data mining and extraction tools, statistics, forecasting and ROI analysis
Strong communication skills, especially writing, report creation, analysis reporting and internal communication documents
Problem solving, influence and negotiating skills
Ability to anticipate and act proactively
Previous project management experience an asset
High degree of ownership and constructive sense of urgency
Strong sense of Company and business objectives

Senior Admin Assistant Retail Banking Resume Examples & Samples

Calendar and meeting management
Budget, Travel and Expense management
Document, mail and file management
Manage office supplies
Provide phone coverage for Director, Retail Banking
Prioritizes conflicting needs; handles matters expeditiously, proactively, and follows-through on
Projects to successful completion
Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with excellent attention to detail
Very strong interpersonal skills and the ability to build relationships with stakeholders
Expert level written and verbal communication skills
Demonstrated proactive approaches to problem-solving with strong decision-making capability
Highly resourceful team-player, with the ability to also be extremely effective independently
Proven ability to handle confidential information with discretion, be adaptable to various competing demands, and demonstrate the highest level of customer/client service and response
Demonstrated ability to meet deadlines in a fast paced environment
Forward looking thinker, who actively seeks opportunities and proposes solutions

Retail Banking Regional President Resume Examples & Samples

Requires a Bachelors degree in Business, Finance or a related field and 6+ years in the banking industry, lending and/or finance or other directly related experience, management experience required
Motivational, budgeting and project management experience preferred
In-depth knowledge of banking, lending, revenue generation, cost control, banking products, services, regulations, policies and procedures
Strong management, judgment, community development and public relations skills required
Ability to resolve problems and manage budgets
Requires a considerable working knowledge of other related fields and the ability to apply that information to current role

Director of Retail Banking Product Management Resume Examples & Samples

Manages the enhancement of retail banking product lines, consumer deposit and lending portfolios, ensuring profitable and sustainable account balance and revenue growth
Researches, designs and develops new products to augment and enhance product lines and improve competitive position
Builds relationships with all areas necessary to develop and deploy new products, changes to existing products and enhancements to processes
Defines target segments and strategies for products and bundles of products
Develops, tests and implements enhancements to the features and benefits of Santander's existing product lines
Evaluates pricing, forecasts financial impact and recommends actions to address emerging opportunities and promote products; defines product distribution channel needs
Interfaces with third party providers and processors to ensure the Bank is realizing best value and providers are performing according to established agreements
Manages strategic planning process for consumer deposit and lending products, developing comprehensive yearly product plans
Bachelor's Degree required. Business, Economics or Finance major preferred, but not required; Advanced degree is a plus
A minimum of 15 years in consumer product development and/or financial services product management
Ability to work on multiple projects simultaneously
Flexible schedule with attention to detail and accuracy
Strong mathematical, analytical, research and problem solving skills

Deloitte, Retail Banking, Risk Analytics Resume Examples & Samples

Leading and delivering a portfolio of data analytics and information management and based projects and building senior client relationships across our key Financial Services clients locally, nationally and internationally
Growing our business through development of client opportunities, managing a pipeline of sales, and driving innovation across our practice by identifying opportunities for new data driven products and solutions
Developing deep and lasting relationships with our clients, continuing to act as a trusted advisor in data analytics through consistently high quality project and programme delivery
Managing, strengthening and broadening key business areas and senior client relationships
Identifying business development opportunities, and managing a pipeline of sales opportunities
Working across the Firm’s network, and with external technology partners (e.g. Fintechs), to develop new insights and offerings based on challenges our clients face and emerging areas of focus
Developing the people around you to create a network of specialists we can draw from to support clients in their data challenges
Supporting in building awareness and eminence of our capabilities and propositions to ensure our clients understand how we can help them
Application experience of robotics and/or computer vision
Postgraduate degree in a scientific subject (Mathematics, Natural Sciences, Computer Science, Artificial Intelligence, Robotics, Data Science, Engineering, etc.) or equivalent and/or relevant professional qualification and/or significant relevant consulting/industry expertise
Degree or relevant professional qualification and/or significant relevant consulting expertise

Deloitte, Retail Banking, Risk Analytics Resume Examples & Samples

Plan and implement a range of data analytics and information management and based projects, supporting our key Financial Services clients locally, nationally and internationally
Help drive innovation across our practice by developing new data driven solutions, harnessing cutting-edge technology to help solve our clients most challenging problems
Managing and delivering analytics and data driven projects with our FS clients
Identifying and leveraging new technologies to develop data focused solutions that can help address client needs – e.g. how to manage and address Conduct, Operational or Financial Risk
Developing deep and lasting relationships with our clients, continuing to act as a trusted advisor in data analytics
Understanding of Data Privacy considerations in the context of Information Management

Retail Banking Administrative Assistant Resume Examples & Samples

Provides diversified administrative support to the leaders including scheduling, travel arrangements, and coordination of meetings
Prepares presentations within PowerPoint while sourcing information from other systems and/or databases (i.e. Excel, Word, etc.). Edits and proofreads complex documents for accuracy
Effectively formats and manipulates data within Excel while creating and using a variety of formulas
Proactively anticipates needs and issues; recommends and takes action to proactively resolve challenges
4 or more years of experience as an Administrative Assistant
Strong working knowledge of Word, Excel, PowerPoint, Lotus Notes
Demonstrated problem solving, relationship-building and interpersonal skills
With direction, solves problems and anticipates needs
Proven problem-solving skills with the ability to prioritize in fast-paced, high-pressure environment
Demonstrated personal leadership
Handles confidential information with discretion

Retail Banking & Wealth Management Resume Examples & Samples

Develop, coordinate and launch digital and offline programs and assets to support customer engagement programs through the customer lifecycle and across all customer segments
2-3 years of experience in marketing and campaign management, with proven record of developing and executing and digital campaigns and marketing programs, preferably in the financial services industry
Experience in agency management, results-oriented with sound analytical-thinking skills, excellent communication skills, previous responsibilities for budget coordination
Bachelor’s degree in Marketing, related field or equivalent experience
Minimum of two - three years proven and progressive marketing experience, including a minimum of three years proven financial services or industry-specific segment or management consulting experience or equivalent
Bachelor’s degree in Marketing, Business, related field, or equivalent experience
Strong planning, analytical, communications, decision-making, lateral thinking, influencing, interpersonal and project management skills
Demonstrated understanding of customer segmentation and management techniques. Confirmed knowledge of the business, products and services supported as well as the external environment affecting them
Proven ability to work in a team-oriented environment and effectively influence and communicate across various business lines, units and at senior levels within the organization; history of communicating effectively within the organization and with customer groups

Retail Banking Operations Senior Consultant Resume Examples & Samples

Contributing and/or leading on process re-engineering initiatives that result in real benefits to the client both financially and from a compliance point of view
Identify and implement cost reduction opportunities across an entire organisation or within a specific function
Work with our clients who are in the process of merging or de-merging (including carve outs) to ensure their operation functions going forward
Operationalise regulatory driven changes e.g. Financial Crime (including AML, Sanctions), Tax, Conduct Risk, Cyber, Access Controls, KYC etc
Help develop our business by supporting sales activities and leveraging their own networks and contact
Adopt to the advisory life style which includes flexibility to work away from home – sometimes for longer periods of time
Deliver on a client assignments as part of a larger team
Networking to develop long-term trusted relationships
Aiding proposals and bid teams
Participating in on-site EY delivery teams
Liaising with service line teams, functional specialists and Area Partners
Enhance skills that will help develop EY’s business
Knowledge or at least an awareness of the regulatory challenges that banks face and their impact on operations
Knowledge and skills in specific areas of a bank either as part of a wider function or specific processes
Ability to transfer industry specific skills to similar situations outside the own area of specialism
Specific skills in one or more consultancy approaches such as process re-engineering, Target Operating Model development and implementation (ideally at a group or divisional level), cost reduction, post merger integration and carve outs etc. Specifically, we are keen on the following two skills
Ambition to build / develop a career in advising Financial Services clients
Natural networker that has and/or develops strong relationships that can be leveraged for EY
High level of drive, commitment to achieving solutions, and ability to work under pressure
Ability to develop impactful written presentations and participate effectively in meetings with senior clients
Flexibility to travel to, and work in, other locations is essential

Retail Banking Operations Manager Resume Examples & Samples

Design and implement new or enhanced operating models applying our Enterprise Operating Model approach. This needs to be done within a specific function or enterprise wide
Operationalise regulatory changes such as AML, Conduct Risk, KYC etc
Support the wider team with the development of thought leadership, benchmarks, quality and risk management activities as well as team events
Managing workstreams for larger client assignments and sometimes manage smaller assignments altogether
Work as an Engagement Manager responsible for budgeting, billing and EY’s essential quality and risk management activities
Developing further existing relationships and networking to build new ones
Identifying opportunities for and securing new business working with the EY delivery and/or sales teams
Responsible for specific sections in proposal or bid activities to help produce high quality technical proposals
Pro-actively support the people agenda including counselling of graduates and executive, recruitment of graduates and executives etc
Successful track record in retail banking operations gained through a top tier consultancy (Big 4, IBM, Accenture etc.), a specialist financial services consultancy or a top tier Bank
Appreciation of current market trends in Retail Banking, Corporate Banking and/or Wealth Management and the related operational areas
Strong retail banking operations experience either enterprise wide or within a specific function or process. This also includes operations and capacity planning and operations strategy
Intellectual strength / flexibility to rapidly understand complex problems and rationalise these into a workable solution which can then be delivered
Ability to develop and deliver high quality output against stated project objectives and meet tight deadlines
Team player who openly supports, encourages and shares knowledge with colleagues
Ability to work under limited supervision (‘self starter’) in unstructured environments
Excellent graduate level education

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