yyyyyy x. yyyyyy                                                    0000 xxxxxx xxxx , xxxx , xxxxx 00000

                                                                                                                                                  xxx-xxx-xxxx

                                                                                                                                               abc@xyz.com

 

objective

experienced financial services professional eager to contribute dynamic operations, marketing, accounting, administrative and coordination skills in a challenging transaction banking/client services assignment.

 

career profile

ø  long-term financial services industry experience.

ø  international banking certification.

ø  skilled in exceptional customer service and complex complaint resolution.

ø  well-versed in cross-selling and revenue retention.

ø  notable coordinator and facilitator with strong leadership skills.

ø  knowledgeable in revenue analysis, payment product marketing and proposal development.

ø  expertise in letters of credit, loans, ebanking and regulatory compliance.

ø  well-organized multi-tasker with strong detail orientation.

ø  self-motivated, self-directed.

ø  knowledgeable in business unit operations and interdepartmental coordination.

ø  contributor in critical process improvement.

ø  adept in relationship development and facilitating repeat business.

ø  proven accomplishments in coordination, strategic planning and project management.

ø  spanish linguist.

professional experience

standard chartered bank (formerly american express bank), new york, ny                                  1982 - present

client service manager, transaction banking - sales (year-present)

      oversee client satisfaction, new accounts, pricing, rebates, compliance and other documentation.

      process payments, reimbursements, letters of credit and loans for u.s. and european accounts.

      coordinate with clients and ebanking, compliance, legal, product management and other departments.

      draft client proposals, pricing schedules, customize financial solutions and monitor lines of credit.

      analyze revenue from banks in ecuador, peru, bolivia, mexico and central america.

      support rm in marketing products and services to high-revenue banks.

      administer call reports and documents.

 

assistant manager, production management and marketing/financial institutions (1982-year)

      originated pricing proposals and business analyses to optimize scb/aeb and clients latin american revenue.

      successfully resolved complex service issues, solicited new business and completed requested proposal packages.

      oversaw and tracked 40 active accounts for clients with and without credit limits while identifying new opportunities.

education

core level trade - application of international trade finance

 

usd cash management and trade seminar

 

american institute of banking, new york, ny

certificate, international banking

 

bergen community college, paramus, nj

business management course credits