Associate, Banking Resume Samples

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J Stehr

Jodie

Stehr

82809 Block Lodge

Philadelphia

+1 (555) 756 3127

82809 Block Lodge

Philadelphia

Phone

p +1 (555) 756 3127

Experience Experience

Philadelphia, PA

IBD Associate Banking

Philadelphia, PA

Collins-Daniel

Philadelphia, PA

IBD Associate Banking

Manage the industry sales and business development activity calendar
Attend industry functions, such as association events and conferences, and provide feedback and information on market and creative trends
Maintain our industry reference collateral site / tool
Conduct relevant customer and industry research to support our industry sales teams
Train up and support new-hire or new to-territory sales and tele-marketing representatives on industry initiatives / trends and Salesforce industry value propositions
Present to and consult with Salesforce local and EMEA management on business trends with a view to developing new industry programs and demand generation activities
Act as liaison between field sales/presales/marketing and Global / regional organizations such as Industry luminaries in collaboration with the Senior Industry Business Development Manager

Houston, TX

Business Banking Loan Closing Associate

Houston, TX

Terry, Weber and Donnelly

Houston, TX

Business Banking Loan Closing Associate

Working knowledge of legal documents
Effectively work with sales partners, customers, legal, and third parties to clear all pre-closing conditions associated with a credit approval
Self starter with the capacity to work independently with minimal supervision
Successfully manage a loan pipeline of ~50 transactions; communicating clearly and timely to sales and customers on status and conditions
Draft and/or review loan closing documentation
Coordinate funding and booking activities
Ensures all activities meet Bank, departmental, and regulatory expectations

present

Boston, MA

Senior Associate, Transactional Banking

Boston, MA

Schiller, Harber and Bauch

present

Boston, MA

Senior Associate, Transactional Banking

present

Sell Transactional Banking product to new and existing Business clients via an inbound and outbound calling program
Increase share of wallet on existing NAB transactional banking customers through cross sell of multiple transactional banking products including NAB's more complex transaction products
Retain existing NAB transactional banking clients through effective execution of Transaction Banking Solution directs' retention strategy
Build and maintain strong internal relationships within Transactional Banking Teams, Specialised Sales Teams, Business Bankers, and other relevant business partners
Assist the Transactional Direct business in achieving its revenue plan and financial success through open communication, active collaboration, efficient and effective delivery of our service proposition
Assist customers & bankers through the end to end Transactional Banking on boarding process
Maintain professional standing within the community and within NAB amongst key stakeholders

Education Education

Bachelor’s Degree in Finance

University of Southern California

Bachelor’s Degree in Finance

Skills Skills

Strong working knowledge of Microsoft Office systems is essential (Word, Excel, Power Point, Outlook)
Proven relationship management skills: ability to develop strong and effective mutual relationships and clearly articulate RBC’s Value Proposition
Proven client service skills: ability to earn the respect of sophisticated high-net-worth clients
Strong written communication skills
Excellent organizational and time management skills
Ethics, integrity and discipline: dedicated to conforming to policies and procedures
IFIC mutual funds registration mandatory

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Associate Enterprise Commerical Banking Specialist Resume Examples & Samples

Marketing enterprise-wide commercial solutions to Advisors' business owner and c-suite clients, with a focus on commercial banking, investment banking, global markets and commercial real estate
Maintaining a high level of expertise in credit and treasury and continually building and sharpening their expertise through their partnership with the BAC line of business leaders and Client Managers
Demonstrating foundational knowledge in other BAC product areas including Investment Banking, Private Sales Referral Network, Global Markets, Commercial Real Estate and other enterprise-wide commerical solutions
3 yrs middle market or business banking client management or credit experience
Previous work with Financial Advisors a plus
Series 7, 66 & 79 (will support if selected candidate does not have licenses)

Associate, RBC Private Banking Resume Examples & Samples

Delivers high-end Client Experience and advice to high-net-worth Canadians, following all five principles of the Black Card Experience
Provides support as part of the relationship team and delivers financial advice through the presentation of product and servicing options with a recommendation that clearly articulates value
Adheres to national professional servicing standards, including use of meeting agendas and appointment confirmations, and by conducting recaps and follow-ups
Educates clients on available servicing and day-to-day banking channel options (Online, Branch, Royal Direct, RBC Express, ATM, etc.)
Maximizes the use of technology (ClientView, Sales Platform, WMBBN, Outlook,, etc.) to maintain data integrity, documenting all relevant client sales and service contacts and results
Ensures that product and process knowledge is up to date
Stays abreast of and leverages industry-related information to spot opportunities and deliver value-added solutions to clients
Builds and maintains a network of RBC contacts essential to effective execution of superior client servicing
Proven relationship management skills: ability to develop strong and effective mutual relationships and clearly articulate RBC’s Value Proposition
Excellent organizational and time management skills
Strong working knowledge of Microsoft Office systems is essential (Word, Excel, Power Point, Outlook)

Private Banking Margin Associate Resume Examples & Samples

Bachelor’s Degree preferred but not required provided it’s offset by a minimum of 3 to 5 years margin experience
Series 7 registration preferred
Knowledge of Regulation T and NYSE rules
Knowledge of Equities, Fixed Income Products, and Options
Ability to use appropriate analysis, judgment, and logic when solving problems & making decisions
MS Suite literate (Excel, Word, Access, Outlook)
Ability to listen and communicate effectively with others both Verbally and Written

Associate, Global Banking Resume Examples & Samples

Work closely with all product teams in order to implement client plans to meet revenue targets
Communicate with internal flow product specialists including Treasury, Derivatives, FX, Fixed Income Sales
Communicate with internal event/Capital Finance product specialists including PEF, LAF, Infrastructure, REG, Real Estate and support business development and deal flow
Experience in financial statement analysis and general financial modeling would be an asset
Familiarity with covenant and other banking compliance measures for portfolio maintenance would be an asset
Experience in Project finance or Asset/Real estate finance would be an asset
Familiarity with treasury and hedging instruments would be an asset
Technical affinity and desire to learn/become resource for deal flow and metrics
Strong comfort in Excel and Powerpoint

Associate, Private Banking Resume Examples & Samples

Proven communication (written and verbal) skills in English and in French
IFIC mutual funds registration mandatory
Proficient requirements +
Ability to complete Family Snapshot
Ability to deliver Financial Literacy
Certificate of Financial Services Advice (this includes the IFIC or CSC plus CSI courses #700,774,778)
Ethics, integrity and discipline: dedicated to conforming to local policies and procedures

Associate, Global Banking Client Management Resume Examples & Samples

Work closely with GBM to capture requirements for new requests and to raise new requests as required. Client Management Associates should be working with Relationship Managers prior to new request being raised so that they are fully aware of the requirements
Obtain all required information to ensure the smooth completion of requests, including information required by all downstream functions
Prioritize multiple requests according to business priority, and set expectations with regard to delivery time
Develop expertise of client onboarding and due diligence, including systems and best practices
Orchestrate cross-border requests, to and from other jurisdictions if needed for clients by working closely with other Client Management Associates across the globe
Own and manage off-boarding of clients managed in their locality, ensuring that all checks have been completed before exiting a relationship with a client
Adhere to all service level agreements and metric requirements at all times
Undergraduate degree in Operations, Finance, Business, Engineering or equivalent
Exceptional communicator and outgoing personality with the ability to build strong relationships with across many stakeholders with differing objectives
Commercially aware – understand what drives profitability for the bank and how the tasks being performed contribute to (or hurt) that measure
Gravitas, confidence and experience to drive the required outcomes in any given situation, engaging with senior management and important clients
Excellent client service skills
Working knowledge of HSBC’s organizational structure, business lines and policies and procedures to ensure compliance on all proposals and able to manage new product due diligence is an advantage

Trilingual Associate, Everyday Banking Resume Examples & Samples

The motivation to meet and exceed your personal sales targets
Solid multi-tasking ability with above average keyboarding and internet/computer navigation skills for searching on-line for client data and product information while simultaneously conversing with client
Possess the ability to be a self-starter and embrace change

Associate, Personal Banking Resume Examples & Samples

High School Diploma-some college preferred
Effective organizational and time management skills
Flexibility to work overtime,weekends and holidays

Merchant Banking Analyst to Associate Resume Examples & Samples

Principal Investment on be half of Global Investment Bank and its Clients
Focus on Private Equity, Debt Investments, Real Estate and Infrastructure
Minimum 2 year experience in Principal Investment or M&A experience in Investment Bank based in Japan
Native level fluency in written and spoken Japanese and Fluent level English
Principal Investment experience in Global Investment Bank based in Japan

Associate, Online Banking Resume Examples & Samples

Contact centre management and staff Other C&RPS management and staff Direct Banking BMO Branches
High school completion
All Bank products and services (in-depth)
Knowledge of C&RPS procedures related to customer correspondence
Analytical thinking (in-depth)
Computer skills (e.g., Word, Excel, Internet) (in-depth)
Investigative, research and analysis skills in-depth)
Fonctional French

Associate, Personal Banking / Virtual Teller Resume Examples & Samples

90% answer all incoming calls in prompt and professional manner
10% Process paperwork in accurate and timely manner
2-3 years work experience in customer service environment
Computer knowledge
Solid interpersonal and communication skills
Flexibility to work overtime, weekends and holidays
Spanish Language - fluent

Associate, Online Banking Resume Examples & Samples

REQUIRED: strong knowledge of English language
Strong knowledge of French language is an asset
Bachelor degree completion
Perfect bilingualism is a strong asset

Associate GCM Banking Resume Examples & Samples

Working with other associates / associate directors, and marketers/product teams on a portfolio, including money center banks, hedge funds, asset managers, pension plans, broker dealers, central clearers and other clients of GCM. Team members within the group are the primary service contacts for the onboarding, credit execution and maintenance of these GCM relationships
The oversight of the negotiation and review of documentation for related transactions and onboarding of accounts for BNS, SCI, SBE and SCUSA
The Associate will be responsible for monitoring industry developments and supporting new business products / initiatives as required
Will liaise with GRM, CCR, MRM, Legal, Tax, Finance, Compliance, GWS, GCM Documentation, and other Execution teams
The job will expose the incumbent to various aspects of the derivative, foreign exchange, precious metals, fixed income and equity business of GBM, and exposure to new business growth areas
Outstanding teamwork
Ability to prioritize and achieve deadlines
Ability to react positively to change

Associate Banking Specialist Resume Examples & Samples

Serve as primary contact for new account openings and cross-sell other products and services to associate clients, retirees and prospects through proactive and reactive client contact
Support team sales process by acting upon or referring identified client needs to other lines of business (e.g. Retail Loan, Mortgage, Investments, BB&T Wealth, Insurance)
Serve as contact for client problem resolution and perform maintenance for current associate clients regarding deposit, credit, convenience and other products and services
Employ BB&T supported service processes to ensure high-level of client service by performing basic client service maintenance (e.g. account reconciliation, address changes, stop payments, account closings, transfer, processing check orders)
Continue to grow in role and support team sales efforts by attending weekly sales, service, and product knowledge meetings
Adhere to internal controls, operational procedures and risk management policies
Responsible for attending applicable training classes and completing computer-based training
Stay abreast of all changes in policies and procedures to ensure compliance with current guidelines
Associate's degree or equivalent education and related training
Two years of banking experience, preferably in a role similar the Associate Banking Specialist
Desire to interact with associate clients and prospects
Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
Bachelor's degree or equivalent education and related training
Spanish speaking skills

Associate GCM Banking Resume Examples & Samples

Working with other associates / associate directors, and marketers/product teams on a portfolio of financial institution clients, including money center banks, hedge funds, asset managers, broker dealers, governments, central banks/SSAs, central clearers/depositories and other clients of GCM. Team members within the group are the primary service contacts for the onboarding, credit execution and maintenance of these client relationships
The job will expose the incumbent to various aspects of the derivative, foreign exchange, precious metals, fixed income and equity business of GCM, and exposure to new business growth areas
Highly proficient with Excel, Access, other database tools

Associate, Everyday Banking Resume Examples & Samples

Other processing centres Symcor Cardholders (customers)
REQUIRED: strong knowledge of French language
Experience or diploma in translation is an asset
Strong knowledge of English language is an asset
Customer service techniques
C&RPS policies and procedures
Knowledge of writing techniques (in-depth)
Knowledge of Bank policies related to customer correspondence
Required: ***Oral and written communication skills in French (in-depth)***
Attention to detail and vigilance
Flexibility

Senior Associate, Banking Resume Examples & Samples

Execute the day-to-day activities of audit engagements of various Banking clients, including Securities and Exchange Commission (SEC) registrants
Supervise Audit associates and interns on engagements
Strong knowledge and experience of audits within the Banking or Financial Services Sector
Demonstrated supervisory experience

Associate Director, Cell Banking Resume Examples & Samples

Authoring technical documents
Regulatory filings
Participating in technology transfer to collaboration partners
A PhD in Chemical Engineering or Biological Sciences or Biochemistry with at least 3 years of relevant experience OR MS in Chemical Engineering or Biological Sciences or Biochemistry and with at least 12 years of relevant experience OR a BS in Chemical Engineering or Biological Sciences or Biochemistry and with at least 15 years of relevant experience is required
Knowledge and hands-on experience in cell culture and cryopreservation are required; cell bank testing is preferred
Experience working in a GMP environment is required
Experience in cell bank repository and shipping, managing facility construction projects and equipment validation are preferred
Experience maintaining written records of work in the form of (electronic) notebooks, technical reports and protocols is required
Prior managerial experience is required
Occasional weekend work and travel may be requiredProduct Development

Senior Associate, Cft-franchise Banking Resume Examples & Samples

Tertiary qualified in Finance or a Business related discipline is essential
CFA or similar post-graduate qualifications are highly regarded
Relevant experience in Corporate Finance
Strong understanding of debt products
Credit and execution experience

Senior Associate, Transactional Banking Resume Examples & Samples

Sell Transactional Banking product to new and existing Business clients via an inbound and outbound calling program
Increase share of wallet on existing NAB transactional banking customers through cross sell of multiple transactional banking products including NAB's more complex transaction products
Retain existing NAB transactional banking clients through effective execution of Transaction Banking Solution directs' retention strategy
Build and maintain strong internal relationships within Transactional Banking Teams, Specialised Sales Teams, Business Bankers, and other relevant business partners
Assist customers & bankers through the end to end Transactional Banking on boarding process
Maintain professional standing within the community and within NAB amongst key stakeholders
Assist the Transactional Direct business in achieving its revenue plan and financial success through open communication, active collaboration, efficient and effective delivery of our service proposition
Price in line with our customer/product segmentation guidelines. Where appropriate provide bespoke transactional banking pricing offers in line with assigned delegated credit authority
Proactive monitoring of risk and compliance requirements
Ensure that client solutions are suitable for their situation through CIS and information gathering
Continually generate system and process improvements through Kaizen initiatives

Associate Everyday Banking, Online Banking Resume Examples & Samples

REQUIRED: deep knowledge of French language
Bachelor degree completion is an asset
All C&RPS products and services (in-depth)
Understanding of the inter-departmental dispute resolution process

Associate Director, Private Banking Resume Examples & Samples

Five or more years of wealth management experience in the financial services industry, with at least three years in private banking
UHNW Credit/Underwriting experience required
Strong interpersonal relationship skills
Broad knowledge of all facets of Wealth Management
Understanding of financial acumen as it pertains to the high-net-worth market

Associate, Institutional Banking Resume Examples & Samples

A relevant business-related tertiary qualification
Strong work ethic with experience in corporate or business banking
Working knowledge of debt products and applications
Passionate about sales and customer relationship management
Financial modelling experience including sensitivity, P&L and cash flow forecasting
Passion for teamwork

Business Banking Loan Closing Associate Resume Examples & Samples

Effectively work with sales partners, customers, legal, and third parties to clear all pre-closing conditions associated with a credit approval
Draft and/or review loan closing documentation
Coordinate funding and booking activities
Successfully manage a loan pipeline of ~50 transactions; communicating clearly and timely to sales and customers on status and conditions
Ensures all activities meet Bank, departmental, and regulatory expectations
3 years banking or financial services experience. Loan processing or closing background preferred
Exceptional customer service and communication skills
Ability to effectively liaise with relationship managers, legal counsel, third party vendors and external customers to address and resolve issues
Self starter with the capacity to work independently with minimal supervision

Associate Director, Private Banking Resume Examples & Samples

Strong networking and relationship management skills and well networked with rain makers in local region
Astute business acumen, including sound technical knowledge of the industry, market and investment and lending products
Knowledgeable in Banking, Accountancy and Law and have an understanding of related services, including Treasury, Investment Management and Taxation and a full understanding of Financial Service related products and their interface with Private Bank
Analytical and creative in reaching solutions, strong strategic ability and project management experience
Graduate Diploma in Business Studies with a Personal Financial Planning endorsement or equivalent
AFA qualification

IBD Associate Banking Resume Examples & Samples

Become the key point of contact for industry sales topics in the region
Conduct relevant customer and industry research to support our industry sales teams
Adapt existing industry sales kits and re-usable assets to assist our sales teams in their customer engagements. Run our industry driven communities across EMEA for aligning our sales teams around best practice & knowledge sharing
Maintain our industry reference collateral site / tool
Present to and consult with Salesforce local and EMEA management on business trends with a view to developing new industry programs and demand generation activities
Act as liaison between field sales/presales/marketing and Global / regional organizations such as Industry luminaries in collaboration with the Senior Industry Business Development Manager
Attend industry functions, such as association events and conferences, and provide feedback and information on market and creative trends
Strong analytical background, ideally at a Tier 1 strategy consulting firm
Entrepreneurial spirit and confident to pick up new projects
Willing to travel (inside EMEA) to support on-going activities, deals and meet internal customers (field sales, presales, marketing) and customers at times (~10-20% of time)

Senior Associate, Sme-franchise Banking Resume Examples & Samples

Assess economic value and risk potential of brand portfolio and relationship
Maintain and enhance the credit risk profile and profitability of the portfolio
Develop and improve professional excellence through management of individual performance and influence of team performance
Work with the team to prepare and submit business lending proposals
Provide input into transactional guidance to win business

Associate Director, Institutional Banking Resume Examples & Samples

Deep understanding of financial statements and credit assessment
Fair level of experience and understanding of corporate/commercial or business banking environment’s needs and expectations
Ability to work responsibly with a team to meet client’s needs
Strong verbal and written communication skills and problem solving skills
Tertiary Qualification in a business related field

Ccb-risk-business Banking Credit Forecasting Associate Resume Examples & Samples

Execute mathematical or statistical models to generate, interpret, and summarize credit loss results to support ALLL, budget and regulatory stress testing (CCAR/ICAAP) processes
Review and vet credit forecast results to ensure accurate and error free reporting
Identify risk drivers to support and explain credit results
Provide thought leadership to complex problems and help guide and influence others to drive results
Partner closely with model development, finance, accounting, and the wholesale teams
Execute these tasks flawlessly and in a timely manner for a wide range of forecasting initiatives
Adopt and implement best practices and standards for all production processes
Create documentation and presentations and communicate forecast results to senior managers
3+ years of related Risk and Finance experience preferably in credit risk management
Degree in Accounting, Finance, Economics or other quantitative field
Understanding of accounting standards and requirements
Experience in managing complex processes leveraging complex data and models
Strong skills in tools such as SAS/SQL to support creation of model ready data and perform ad hoc portfolio analytics
Self-motivated and pro-active with proven ability to work accurately and under pressure to meet deadlines
Ability to work well under pressure by staying focused
Proven ability to communicate effectively within a team environment and interact across departments
Ability to summarize and explain clearly large and complex information to a wide range of audiences (senior managers, audit, controller, finance, model developers, regulators and controls)