Banking Analyst Resume Samples
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Banking Analyst Resume Samples
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BB
B Borer
Berry
Borer
50088 Hettinger Street
New York
NY
+1 (555) 302 0445
50088 Hettinger Street
New York
NY
Phone
p
+1 (555) 302 0445
Experience
Experience
Los Angeles, CA
Banking Analyst
Los Angeles, CA
Gerhold, Bins and Homenick
Los Angeles, CA
Banking Analyst
- Developing and maintaining a thorough working knowledge of all aspects of banking in the Central Office
- Establish internal and external customer relationships
- Perform monthly g/l reconciliations
- Manage and monitor an assigned book of ASO (Administrative Services Only) self funded business through the contract life cycle
- Represent Banking as part of the account management team to explain the banking options and process
- Manage and monitor an assigned book of ASO self funded business through the contract life cycle
- Assist in the completion of various banking related projects
Chicago, IL
Private Banking Analyst
Chicago, IL
Conroy-Powlowski
Chicago, IL
Private Banking Analyst
- Work with other areas of the firm, and IT to improve existing processes
- Identify existing and potential risk, and work with other areas to minimize or eliminate the risk
- Underwriting – Provide analytical support for the Arizona Private Banking group
- Special Projects – Participate in special projects as requested by lenders and managers
- Provide necessary information for auditors during federal, state, and internal exams
- Intermediate working knowledge of Outlook, Word, and Excel
- Coordinate margin call satisfaction with branches while protecting the Bank?s interest regarding any outstanding margin calls
present
Detroit, MI
Fair & Responsible Banking Analyst
Detroit, MI
Mayert, Kirlin and Feil
present
Detroit, MI
Fair & Responsible Banking Analyst
present
- Provides data support to the Fair and Responsible Banking Advisor in performing advisory duties
- Partners with business units and business systems in reviewing and developing IT forms and databases to further enhance complaint reporting
- Maintains various databases that categorize complaint data and develops enterprise-wide risk metrics
- Assists in completing the Bank’s UDAAP Risk Assessment and prepares findings for presentation to internal and external stakeholders in written and verbal form
- Maintains up-to-date knowledge of regulations and regulatory guidance, enforcement actions, and industry trends and incorporates this knowledge into ongoing development of the UDAAP Program
- Collaborates with multiple business units to ensure the timely and accurate resolution of consumer complaints in conformance with internal policies and procedures
- Works with business unit management to develop leading risk indicators used to identify risks associated with unfair, deceptive, or abusive acts or practices (UDAAP)
Education
Education
Bachelor’s Degree in Business Administration
Bachelor’s Degree in Business Administration
Kaplan University
Bachelor’s Degree in Business Administration
Skills
Skills
- Strong working knowledge of and experience with Excel
- Strong communication skills and ability to work cross-functionally
- Knowledge of banking software/portals, treasury workstations, Bloomberg and/or SAP
- Monitor quality of system fed data
- Self-starter who thrives in a fast paced environment; can work independently but is also a great team player
- Ideally have some programming experience, knowledge of SAS/SQL would be advantageous but not essential
- Demonstrated ability to organize and process multiple document requests to assure timely and accurate completion
- Proven propensity to learn new technologies and skills quickly
- Ability to provide stellar customer service to resolution
- Ideally have knowledge of Data Analysis tools and Data Manipulation
15 Banking Analyst resume templates
Read our complete resume writing guides
1
Global Consumer Banking Analyst Resume Examples & Samples
- 5-7 years business experience in consumer financial services businesses, preferably gained at Citi. Prior consulting experience an advantage
- Understands consumer financial services businesses and how their operating models work
- Demonstrated ability to be a well-rounded generalist, with the ability to think strategically as well as perform detailed analyses
- Proven ability to drive results with a high sense of urgency and quality
- Possesses the ability to build strong relationships across different levels based on trust with demonstrated confidence, maturity and poise
- Able to translate data and metrics from across different constituencies in order to create clear and concise executive presentation materials
- Strong project planning and management experience; highly organized and detail-oriented
- Possesses excellent written and verbal communications skills
- Must be comfortable with uncertainty and working in a large, complex organization
- Self-starter – able to work independently and proactively identify opportunities that promote the GCB Strategy; own projects with limited direction and take them to fruition
- MBA or equivalent degree preferred
- Spanish language skills a plus
2
Senior Banking Analyst With English Resume Examples & Samples
- Understand market settlement standards and practices
- Built relationships with onshore managers, CSR's and Clients that are supported locally
- Maintain service levels (client feedback)
- Maintain existing control standards
- Fluent English – both speaking and writing
- Banking/Finance educational background
- Good PC skills (Word, Excel etc)
- 1-2-year banking experience
- Ability to work with their own initiative
- Able to adhere to strict deadlines and prioritize workload accordingly
- Client Service / communication skills
- Previous experience within a client service role would be beneficial
3
Private Banking Analyst Resume Examples & Samples
- Coordinate margin call satisfaction with branches while protecting the Bank?s interest regarding any outstanding margin calls
- In case of short fall, verify values in loan monitoring systems against loan officer?s original underwriting
- Coordinate account closings and ensure all interest and principal payments have been made before releasing the Bank?s pledge trait from the collateral accounts
- Coordinate and approve the release of excess collateral and dividend payments
- Notify branch and coordinate solutions with the financial advisors for any over limit situations
- Provide necessary information for auditors during federal, state, and internal exams
- Identify existing and potential risk, and work with other areas to minimize or eliminate the risk
- Handle escalated issues from branches, the Sales Desk, or others areas of the firm
- Work with other areas of the firm, and IT to improve existing processes
- Bachelor's degree; business or economics degree preferred
- Experienced margin background in securities-based lending preferred
- Intermediate working knowledge of Outlook, Word, and Excel
- Proven proficiency in problem resolution and demonstrated initiative
- Excellent organizational / time management skills to succeed in a high-pressure / fast paced environment
- Strong research / analytical, and math skills
- Able to prioritize and multi-task
4
Private Banking Analyst Resume Examples & Samples
- Underwriting – Provide analytical support for the Arizona Private Banking group
- Loan underwriting encompasses
- Financial assessment of the borrower and guarantors
- Collateral analysis
- Loan structure and documentation
- Completion of credit memorandum or similar approval documents
- Mentoring & Training – this position has no subordinates
- Special Projects – Participate in special projects as requested by lenders and managers
5
Private Banking Analyst Resume Examples & Samples
- Bachelor’s Degree preferred but not required provided it’s offset by a minimum of 3 to 5 years of industry experience
- Series 7 registration preferred or the ability to obtain
- Excellent teamwork, communication and presentation skill
- Ability to relate well with others and build relationships
6
Invesment Banking Analyst Resume Examples & Samples
- Preparation of Confidential Offering Memoranda
- Spreadsheet, business plan, budget and forecast preparation and analysis
- Highly motivated with a strong desire to be the "best of the best"
7
Lazard Middle Market Invesment Banking Analyst Industrials Resume Examples & Samples
- Improving the quantitative quality and timelines of all client-related work
- Strong undergraduate academic performance (3.5 GPA or better)
- Background in accounting, finance, or economics preferred but not required
8
Invsestment Banking Analyst Resume Examples & Samples
- Strong aptitude for analytical and financial modeling
- Previous experience is required and command of Excel is essential
- Solid writing skills and attention to detail
- Team player who works well within a small team environment but shows independence and resourcefulness in executing tasks
- Comfortable with handling pressure and has the ability to handle multiple tasks with varying priorities
- Demonstrated professionalism and maturity in dealing with partners and senior executives of client companies
- Eager to learn and carry a strong work ethic
9
Invsestment Banking Analyst Resume Examples & Samples
- 1-3 years of relevant work experience (pre-MBA level)
- Problem solver with strong communication skills
- Comfortable with handling pressure
10
Fair & Responsible Banking Analyst Resume Examples & Samples
- Collaborates with multiple business units to ensure the timely and accurate resolution of consumer complaints in conformance with internal policies and procedures
- Maintains various databases that categorize complaint data and develops enterprise-wide risk metrics
- Reviews third party business arrangements, marketing advertisements, and training materials for UDAAP risk, as needed
- Participates in UDAAP advisory assignments and analyzes targeted products or processes to monitor adherence with the Bank’s UDAAP Policy and available regulatory guidance. Reports on the results of these assignments to senior compliance management
- Identifies innovative approaches to monitor UDAAP risk
- Assists in completing the Bank’s UDAAP Risk Assessment and prepares findings for presentation to internal and external stakeholders in written and verbal form
- Maintains up-to-date knowledge of regulations and regulatory guidance, enforcement actions, and industry trends and incorporates this knowledge into ongoing development of the UDAAP Program
- Prepares and presents data sets with analysis to support internal management committees or regulatory requests
- Frequently interfaces with other areas of the Compliance Department
- Complies with all applicable federal and state laws and regulations
- 20150917
11
Business Management Banking Analyst Resume Examples & Samples
- BS/BA/BCom all majors considered, concentration in Finance or economics a plus
- Superior quantitative, analytical, communication and leadership skills are essential
- Strong grasp of internal control standards and best practices in operational risk management
- Extensive knowledge of Banking products
- Strong understanding of how the business operates as well as how it generates revenue
- Highly developed communication, presentation and influencing skills set
- Strong analytical, organizational, project management and problem-solving skills
- Be able to act independently and exercise broad discretion with minimal guidance and supervision
12
Private Bank Treasury & Banking Analyst Resume Examples & Samples
- Daily nostro funding, cash management and FX position management
- Daily banking transactions including IPB rate publishing, transaction approvals, calculating breakage costs and transactions with 3rd parties
- Updating and maintaining the Team’s intranet website
- Prepare and develop reports, statistics and presentations for Team MIS and monthly committee meetings
- Liaise with Front and Middle Office on queries or specific Client / Bank transactions
- Update and maintain Treasury and Banking procedures
13
International Correspondent Banking Analyst Resume Examples & Samples
- Provide relationship support in a variety of tasks
- Represent the Bank in dealings with foreign correspondent banks and foreign-owned domestic corporations
- Responsible for some business development including
- Five or more years of domestic and international banking experience or equivalent education and related training
- A thorough understanding of the regulatory mandates and compliance issues involving correspondent banking
- Understanding of credit management fundamentals
- A solid understanding of BB&T's banking product offering, i.e. cash management etc
- Motivated self starter with strong people skills, i.e. team orientation and marketing ability
- Second language proficiency
- Foreign living experience and diverse cultural interests preferred
- Undergraduate degree in a related field of study or equivalent experience
14
International Banking Analyst Resume Examples & Samples
- Track transaction pipeline and financial reporting
- Profile companies through financial and business analysis to identify opportunities relevant to our international capabilities
- The final officer title and job grade is at the discretion of the firm and will be discussed at the time of offer. It may be different than what is listed on the requisition based on candidate experience level
- Completion of an undergraduate degree and 1-2 years relevant experience
- Ability to synthesize information and prepare succinct presentations
- The ability to be a highly motivated, productive team player
- International background or experience, including the ability to speak one or more foreign languages, a plus
15
Senior Banking Analyst Resume Examples & Samples
- Assist the Payment Services Manager in ensuring all payment instructions received from clients are processed correctly through the various payment systems on a daily basis and within agreed bank cut-off times
- Ensure all Direct Debits are processed and SEPA requirements are met within the required cut-offs
- Deliver and promote quality customer care with a view to reaching management and customer service expectations
- Support strong working relationships locally and with colleagues in other locations to ensure that a seamless and best in class service is maintained by the unit
- Regularly review and update departmental procedures for all functions performed by the payment services team
- Assist with the on-boarding of new clients and ad hoc projects as they arise
- Perform requested payment analysis to include research of overpayments, misapplied, or unidentified payments and insufficient funds
- Third level qualification in Accountancy / Finance / Treasury or related discipline, or relevant experience related to the position
- Proficiency in Microsoft Office suite is required
- A background in Financial Services is required
- Minimum of 4 years payments or SWIFT experience is required
- Experience of direct debit processing is an advantage
16
Fair & Responsible Banking Analyst Resume Examples & Samples
- Conduct surveillance of fair and responsible banking risk data, such as lending performance and customer complaints, and make analysis-based recommendations on mitigating risks
- Proactively work with assigned business units to identify and assess the compliance risks associated with business activities, ensuring alignment with the corporate compliance risk framework, including
- Advising LOBs on compliance risks and controls and key risk indicators
- Advising LOBs on compliance risks related to new products and/or services and business initiatives
- Advising LOBs on compliance risks related to outsourced third party activities
- Provide role specific compliance risk training, as needed, to assigned business units to enhance organizational understanding of compliance risk, risk identification processes and control design and management processes
- Develop and recommends for approval policies, standards, procedures and guidelines to comply with corporate risk appetites, tolerances and policies
- Monitor and assess new or amended legal and regulatory requirements as they relate to the line of business both domestically and internationally (where applicable). Accountable for ensuring that policies & procedures and associated Risk Management programs are consistent with current applicable rules, regulations and laws
- Analyze and provide feedback around risks associated with the offering of new and/or enhanced products, services, processes, business initiatives and outsourced third party activities
- Responsible for proactively anticipating and responding to changes in regulations, rules and/or laws; assessing the impact of any change to the line of business areas and assisting them in responding to such changes
- Provide input and guidance to ensure that policies and procedures and associated compliance and compliance risk programs are consistent with current applicable banking and securities rules, regulations, and laws
- Develop and maintain positive working relationships with internal clients, staff, peers, and LOB senior management
- Maintain relationships with industry peers and regulatory agencies
- Escalates promptly to appropriate senior management or appropriate risk committee any material breaches of applicable laws, rules, policies or standards with actual or potential compliance risk impact, and necessary correction action
- Acts as Compliance Risk Subject Matter Expert on assigned Subcommittees and/or Working Groups
- Conducts review and challenge activities and escalation, including independent testing as required
- Provides advice on 2nd LOD requirements related to the Governance, Risk & Compliance application and Risk Assessment Processes
- Undergraduate degree is required. An advanced degree is desired and would be plus
- Minimum of 5 years of relevant industry and professional experience. Experience as a financial services regulator would be plus. CRCM designation would also be a plus
- Experience working with laws, rules and regulations relating to fair and responsible banking, including but not limited to Unfair or Deceptive Acts or Practices (UDAAP), fair lending, consumer banking and lending processes. Strong UDAAP and complaints monitoring experience is preferred
- Strong leadership and relationship management skills including the ability to lead up and across the organization is desired
- Possess high ethical standards
- Ability to effectively communicate to lines of businesses and senior management, both in writing and verbally
17
Banking Analyst Resume Examples & Samples
- Manage all bank account opening, closing and modification requests. Investigate requirements and determine appropriate course of action, ensuring quality service, processes and timely resolution of implementations and queries
- Lead bank rationalization and integration of acquired companies (as it relates to banking). Assess banking needs and review provider capabilities to recommend and implement appropriate accounts and services. Close existing structure
- Collect and verify bank account details and ensure BAWeb bank database system records are accurate and complete, including bank and legal documentation
- Design and document standard operating procedures for all bank related processes
- Maintain and expand bank reporting (including counterparty risk monitoring)
- Administrator for online banking platforms and treasury systems (users, authorization levels, access profiles). Design and implement plan for regular review of users
- Serve as Back-up for other geographies
- 2+ years work experience in Finance; Treasury or Banking, preferably with corporate/institutional clients
- Background in Business, Accounting, Finance or other relevant discipline preferred
- Fluent in English, Dutch is a plus
- Demonstrated ability to organize and process multiple document requests to assure timely and accurate completion
- Strong working knowledge of and experience with Excel
- Strong communication skills and ability to work cross-functionally
- Self-starter who thrives in a fast paced environment; can work independently but is also a great team player
- Proven analytical, critical thinking and decision making skills
- Knowledge of banking software/portals, treasury workstations, Bloomberg and/or SAP a plus
- LI-BA
18
Banking Analyst Resume Examples & Samples
- Completion of the monthly bank, credit card, and other G/L reconciliations
- Completion of monthly component bank account reconciliations
- Identify and follow up on missing deposits in a timely manner
- Investigate any unidentified deposits and proactively follow-up with related parties
- Communicate with the banks and operators to resolve any problems that may occur
- Assist in the completion of various banking related projects
- Internal and external audit preparation
- Participate in process improvement projects and streamline process
- University or College Education preferably in accounting and finance
- 2 to 3 years of related experience and/or enrollment in accounting/business program
- Analytical skills and attention to detail
- Bank reconciliation experience preferred
- Good understanding of Basic Accounting Principles
- Able to handle and manipulate large volume of numeric data
- Self starter that can work with minimal supervision
19
Banking Analyst Resume Examples & Samples
- Maintain funding performance for overdrawn and underfunded bank accounts, analyze deficiencies, contact customers to resolve funding issues, follow established escalation process
- Represent Banking as part of the account management team to explain the banking options and process
- Establish internal and external customer relationships
- Monitor quality of system fed data
- Research and resolve data issues to load new cases
- Manage and monitor an assigned book of ASO (Administrative Services Only) self funded business through the contract life cycle
- Run and analyze system queries
- Perform detailed activity analysis including issued, cashed and outstanding reconciliation as needed
- Participate in customer banking audits
- BS degree in Business Administration, Finance, Accounting or equivalent field
- Ability to analyze data and concisely present information in written and verbal communications
- Customer service and organizational skills
- Intermediate level of experience and proficiency in MS Excel
- Ability to interface with all levels of internal and external management to build relationships and address sensitive funding issues
- Ability to work with minimal supervision in a fast paced team environment with strong attention to detail
- Self--motivated to exceed performance goals. Willing to stretch beyond comfort zone
- Maintains composure, effectiveness, and flexibility under pressure
- Professional experience in accounting or finance
20
Mortgage Banking Analyst Resume Examples & Samples
- Performs analysis on business processes to assist management in strategic business decisions. Reviews and analyzes system and operating data to identify operational issues. Prepares and creates mortgage reports for department management. Works with the department and section managers to identify reporting needs. Provides information on an ad hoc basis as necessary. Prepares mortgage metrics including key performance indicators and portfolio analytics. Reconciles report information to the source applications or data to ensure completeness and accuracy. Works closely with other mortgage sections to ensure adequate information exists
- Works on project teams to identify, assess, and resolve operational issues and streamline and/or automate departmental processes. Represents Department on cross-functional divisional teams
- Plans and conducts small to medium projects. Prepares detailed project plans & schedules, business requirements, tests plans, and test scripts using software tools & templates. May oversee temporary staff to assist with completion of project tasks
- Reviews section and department procedures and Sarbanes Oxley controls. Recommends and assists with implementation of procedural changes. Trains staff on revised processes and procedures
21
ASO Banking Analyst Resume Examples & Samples
- Provides financial support to new and existing clients
- Performs banking related functions. Works with internal customer, vendors, clients and business partners to resolve more complex issues
- May set up, manage, and process funding reconciliations and maintenance for ASO, Minimum Premium, FSA and HRA clients
- May create and analyze standard or non-standard reporting and negotiate optional services that may apply
- Ensures case files are managed according to client expectations
- Monitors global communications and responds to requests from internal partners and clients
- Identifies and reports on trends
- Ensures compliance with ASO, Minimum Premium, FSA and HRA policies and procedures
- Identifies and recommends changes to improve department processing
- May act as coach or mentor
- High School Diploma is required or equivalent
- 1 year related experience preferred
- Strong and effective communications skills
- Proficient in MicroSoft Office products – Word, Excel, Outlook
22
Banking Analyst Resume Examples & Samples
- Bachelor's degree in Accounting, Finance or related field
- Proven propensity to learn new technologies and skills quickly
- Ability to provide stellar customer service to resolution
- Thrives in a collaborative team environment
- Demonstrates analytical problem-solving skills
- Proficient in Microsoft Excel and Word
23
Wholesale Banking, Analyst Resume Examples & Samples
- 60% Execution of operational duties regarding business origination process at direction of GRM (preparing pitchbooks, checking covenants and loan documentation, troubleshooting, problem solving, transaction follow-through, market research, internal/external communications, and maintaining of Salesforce)
- 20% Preparation of value-added information for marketing materials/customer research
- 10% Liaison with Overseas Branches / Product Offices / Planning. 10% Assist in the GRM's marketing of the Bank's ancillary products
- Minimum of two years' experience
- Strong business and interpersonal skills
- Credit training preferred
- Financial modeling skills
- Excel, Word, and Powerpoint experience
- BA or MBA or bank training program
24
Coverage Banking Analyst Resume Examples & Samples
- Developing and maintaining detailed financial models to value companies and depict projected financial results
- Ensuring high quality of client deliverables by having strong written communication skills and attention to detail
- Conducting extensive financial and industry due diligence to evaluate the risk/return parameters of a transaction
- Energetic self-starter with willingness to work long hours, take on significant and multiple responsibilities, and dedication towards excellence and achieving results
- Past relevant experience preferred (i.e., summer internships or 1-2 years past experience)
25
Functional Banking Analyst Resume Examples & Samples
- Experienced in analysis and design of internet and mobile banking systems
- More than 1 year of relevant, hands-on experience in JAVA programming
- Previous background on Financial Services
- University Degree, fluent in Spanish and intermediate-high level in English
26
Banking Analyst Resume Examples & Samples
- Manage and monitor an assigned book of ASO self funded business through the contract life cycle
- Perform monthly g/l reconciliations
- BS degree in Business Administration, Finance, Accounting or equivalent from an accredited college/university (must be obtained prior to start of employment)
- Strong customer service and organizational skills, along with competent MS Office skills
- Advanced level of experience and proficiency in MS Excel
- Self-motivated to exceed performance goals. Willing to stretch beyond comfort zone
27
Fair & Responsible Banking Analyst Resume Examples & Samples
- Collaborates with multiple business units to ensure the timely and accurate resolution of consumer complaints in conformance with internal or third party policies and procedures
- Maintains and further enhances a centralized complaint database to provide enterprise-wide risk metrics and periodic business unit complaint reporting
- Collaborates with business unit managers and advisory staff to continually enhance complaint reports
- Participates in presenting complaint data reports to the Compliance Department and business unit management
- Develops tracking mechanisms and communicates with Compliance Advisory staff to document sensitive complaint resolution
- Presents sensitive complaint reporting to the Chief Compliance Officer and the Head of Fair and Responsible Banking
- Partners with business units and business systems in reviewing and developing IT forms and databases to further enhance complaint reporting
- Works with business unit management to develop leading risk indicators used to identify risks associated with unfair, deceptive, or abusive acts or practices (UDAAP)
- Provides data support to the Fair and Responsible Banking Advisor in performing advisory duties
- Partners with business unit staff to collect data during the UDAAP risk assessment process
- Collaborates with the UDAAP and Complaint Analytics Program Manager to enhance and maintain the systems used to complete the UDAAP risk assessment
- Cross-trains with Fair and Responsible Advisor(s)
- Assists the UDAAP and Complaint Analytics Program Manager with development of tracking mechanisms and dashboards to monitor adherence to UDAAP and Complaints Management Program Documents
- Collaborates with Compliance Department staff to respond to requests from internal audit and regulatory agencies
- Business Analysis – demonstrated experience with identifying trends and tracking key deliverables and risks
- Operational/Regulations Processes (preferred) – Familiar with banking operations processes including loan servicing, deposit processing and documentation platforms. Knowledge of the Bank’s policies, regulations, objectives, and initiatives according to the job’s responsibilities
- Risk/Compliance (preferred) - Knowledge of financial regulations related to Risk Management, Compliance Administration, UDAAP and banking systems. This includes knowledge of all applicable local and federal laws and regulations
- Strong Fluency with Windows applications and Microsoft Office programs – Word and PowerPoint
- Advanced-level knowledge of Microsoft Excel and Access including database creation and maintaining a database, including data entry and validation
- Thorough knowledge of software applications applicable to position/business unit
- Identifies and resolves methodology problems
- Demonstrates attention to detail, identifies opportunities to increase accuracy and optimize resources and develops / recommends / implements solutions
- Strong aptitude for understanding and analyzing large amounts of data from multiple sources
- Performs complex analysis of data and develops insightful, value-added and actionable analyses
- Excellent oral and written communication skills with emphasis on ability to express analytical ideas and concepts clearly and logically
- Demonstrates follow-up skills
28
Banking Analyst Resume Examples & Samples
- As a chosen individual you will handle settlement orders, queries and breaks under the adherence to the Service Level Agreements and the relevant policies and manuals
- You will perform cancellations and corrections and liaising with involved counterparties and internal teams
- You will support the introduction of new products and processes
- You will detect sources of error and deriving error- and loss-reduction measures and process improvement
- Other tasks assigned by the senior unless they are contrary to the law or the contract of employment
29
Banking Analyst Resume Examples & Samples
- Developing and maintaining a thorough working knowledge of all aspects of banking in the Central Office
- Maintenance of Bank Reconciliation package to post and reconcile all Bank Accounts
- Making inland and overseas payments using the Bank electronic software
- Taking incoming calls from Claire’s Stores regarding banking queries and resolve any issues raised
30
Treasury Solutions Banking Analyst Resume Examples & Samples
- Provide timely reports summarizing results and analyze data to evaluate the impact and benefit of bank initiatives and strategies
- Compile, evaluate and analyze historical data necessary to determine trends
- Gather/categorize and evaluate scorecard information as required. Utilize data to formulate and propose goals
- Review all waived clients and analyze data to generate income
- Survey/assess products/services offered by competitors. Assist in the preparation of product recommendations (new products and/or modification of existing products)
- Collaborate with various departments to create/obtain comprehensive production reports (EIS, MCIF, EZ-SPEC, etc.) for dissemination to branch/district/divisional/senior management
- Create/prepare and present PowerPoint presentation for assigned initiatives
- Assist in preparation of strategic plan and business plan for the Treasury Solutions area
- Compile and analyze information regarding profit, loss and income/expenses to budget
- Provide Executive overviews for assigned reports
- Proficient computer skills using Microsoft Word, Excel and Outlook
- Ability to solve practical problems; ability to interpret a variety of instructions furnished in written, oral, diagram or scheduled form
- Ability to handle multiple projects simultaneously
- High School Diploma or GED and a minimum of one year of analytical experience