Banking Consultant Resume Samples
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Banking Consultant Resume Samples
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EA
E Abbott
Era
Abbott
97953 Schiller Neck
Dallas
TX
+1 (555) 700 6901
97953 Schiller Neck
Dallas
TX
Phone
p
+1 (555) 700 6901
Experience
Experience
Chicago, IL
Banking Consultant
Chicago, IL
Mertz LLC
Chicago, IL
Banking Consultant
- Develop and implement product marketing strategies with Branch Management and FA team, consistent with providing sound financial private banking advice
- Work with and communicate effectively with Financial Advisors, Branch Managers, Branch staff and Product partners
- Establish a reputation of execution and excellence. Gain confidence of FAs to fully develop the banking opportunities with their clients
- Perform timely and accurate processing of electronic fund transfers
- Performs other duties and responsibilities as assigned
- Understand competitive environment and develop strategies to retain and win new business (Loans and assets)
- Partner with FAs to provide the best financial advice on private banking products to clients
Phoenix, AZ
Digital E-banking Senior Consultant
Phoenix, AZ
West Inc
Phoenix, AZ
Digital E-banking Senior Consultant
- Contact relationship manager and Cash Managers / Front officers to get their formal agreement to initiate the migration of the client onto CENTRIC
- Monitoring of the use of the new CENTRIC legal framework by implementation teams
- Product: existing features, new developments
- Follow up on the following Centric roll-out streams/tasks
- Serve as single point of contact between the local teams and central DB4C teams and handle all incoming requests liaising with the relevant team
- Reporting on roll-out progress, identification of risks
- Technical: migration approach, missing client information
present
Phoenix, AZ
Financial Services Business & IT Advisory Banking Senior Consultant
Phoenix, AZ
Bernhard, Bogan and Rutherford
present
Phoenix, AZ
Financial Services Business & IT Advisory Banking Senior Consultant
present
- Providing quality assurance and monitoring risks
- Collaborating to practice development
- Managing the development and delivery of high quality technical proposals
- Developing long-term trusted advisor relationships
- Developing high quality technical proposals
- Developing and sharing knowledge in key areas of expertise
- Developing long-term trusted advisor relationships and managing key EY accounts
Education
Education
Bachelor’s Degree in Business Administration
Bachelor’s Degree in Business Administration
University of California, Los Angeles
Bachelor’s Degree in Business Administration
Skills
Skills
- Detail orientation with strong organizational and analytical skills
- Build strong and productive relationships with Financial Advisors, Branch Managers, Clients, Product Specialists and matrix partners
- Partner with Financial Advisors to profile their client base, identify and analyze business opportunities and succeed in growing new banking revenue
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
- Attend to detail while maintaining a big picture orientation
- Efficiently, tactfully & professionally screen, manage and/or decline transactions while maintaining FA and client relationships
- Knowledge of cash collections and disbursements principles, methods, tools, and techniques
- Good collaboration skills in a team-oriented environment
- Possess excellent oral and written communication skills. Exceptional presentation skills
- Strong analytical, interpersonal, communications, time management, and project management skills
15 Banking Consultant resume templates
Read our complete resume writing guides
1
Banking Consultant Resume Examples & Samples
- Partner with FAs to provide the best financial advice on private banking products to clients
- Work with and communicate effectively with Financial Advisors, Branch Managers, Branch staff and Product partners
- Performs other duties and responsibilities as assigned
- Expert knowledge of credit products including, residential mortgage products, home equity lines of credit, securities based loans, high net worth tailored lending products and commercial credit facilities
- Interacting with Financial Advisors, clients and associates through the securities based lending process
- Operating standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases
- Analyzing financial/collateral information and determining credit worthiness
- Reading, interpreting, analyzing and applying information from credit reports
- Possess excellent business development and marketing skills and desire to consistently achieve top revenue results
- Demonstrate positive initiative, leadership and comfort working in a fast paced environment
- Efficiently, tactfully & professionally screen, manage and/or decline transactions while maintaining FA and client relationships
- Meet deadlines and manage Financial Advisor and client expectations
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines in a fast-paced work environment
- Make recommendations for initiating changes to policies and procedures
2
Banking Senior Consultant, Chicago Resume Examples & Samples
- Bachelor’s degree required (Accounting, Finance, Marketing, Computer Science, Engineering or MIS preferred)
- Minimum 2 years of consulting experience within the banking industry
- Minimum 1 year of experience managing projects
- Experience in developing work plans, project scopes, work and pricing estimates, and presentations to assist in selling work to clients
- Desire to participate in business development and manage client relationships
- Ability to travel as required for client or internal engagements (up to 70%, Mondays-Thursdays)
3
Consultant, Banking Operations Resume Examples & Samples
- Requires little supervision and direction to get the work done in a timely and professional manner
- Ensures that all required documentation is sent, received and completed according to audit/risk guidelines
- Demonstrates proficiency in billing & reconcilement
- Assists in the research and resolution of billing inaccuracies
- Serves as the implementation liaison between the client and application areas
- Inputs/modifies account setups into appropriate systems
- Coordinates and leads training presentations with clients
- Communicates with various application areas to ensure account information is processed within scheduled timeframes/due dates
- Responds to partner/client inquiries
- Demonstrates excellent analytical, communication and judgment skills
- Provides coverage during vacation or ill time. Trains/coaches new staff
4
Banking Solutions Consultant Resume Examples & Samples
- Building and maintaining relationships with: Complex Directors, Branch Managers, Financial Advisors, other key branch personnel, and clients within the flagship New York office, and becoming a trusted advisor for each of these parties
- Promoting Banking and Lending capabilities via branch education and marketing presentations, securing consultation with advisors to identify and analyze opportunities and needs, and providing guidance to clients, as needed, to identify products and strategies that fit their objectives
- Engaging Complex and Branch leadership in driving the Banking and Lending business by reviewing Banking business results within their territory, developing local execution strategies, and reporting results to field leadership
- Partnering closely with other field sales and marketing groups to provide expert content to the branch network and internal sales partners to support delivery of the wealth management platform
- Reviewing and analyzing origination pipelines, especially mortgage pipelines, of the flagship branch in New York, and identifying ways to improve processes so that communication with Advisors is proactive and timely
- Partnering with internal stakeholders (e.g. mortgage bankers, Sales desk specialists, credit offers or the operations center) to deliver an excellent client experience
- Defining the territory management strategy, tracking and reporting on business results related to market activities, sharing success stories and best practices with broader sales team
5
VP-banking Consultant Resume Examples & Samples
- Partner with Financial Advisors to profile their client base, identify and analyze business opportunities and succeed in growing new banking revenue
- Act independently in making financial recommendations on banking products to the client
- Develop and present creative and intelligent solutions and advise in structuring client transactions or offer constructive alternatives
- Partner with the home office for execution of mortgages, SBLs and margin
- Develop and implement product marketing strategies with Branch Management and FA team, consistent with providing sound financial private banking advice
- Develops and maintains strong relationships across all levels of the organization
- Established organizational policies, strategies and procedures for RJB securities based lending and RJA Margin Department and mortgages
- Principles and methods for promoting and educating on Securities Based Lending, margin and mortgages
- Providing a high level of client service in the spirit of Raymond James’ Service 1st commitment
- Preparing management reports
- Maintain poise, presence and professionalism with FAs and their affluent clients in the most difficult circumstances
- Detail orientation with strong organizational and analytical skills
- Possess excellent oral and written communication skills. Exceptional presentation skills
- Good collaboration skills in a team-oriented environment
- Build strong and productive relationships with Financial Advisors, Branch Managers, Clients, Product Specialists and matrix partners
- Train Financial Advisors on product suite
- Facilitate meetings, ensuring that all viewpoints, ideas and problems are addressed
- Attend to detail while maintaining a big picture orientation
- Articulate reasons behind decisions
- Clearly communicate regarding decisions, changes, and other relevant information
6
Consultant, Risk-banking Operations Resume Examples & Samples
- Highly motivated individual with a proven record of problem solving and delivering effective solutions
- Excellent written/oral communication skills
- Self-starter with good organizational and analytical/numeric capability
- Experience working across multiple banking operations areas
- Abilty to work with all levels within the organization
- The willingness to learn and ability to be creative within the role
- Attends seminars to maintain up-to-date knowledge of new issues and regulatory developments
- Escalate key issues to Senior Management and attend Operational meetings
- 5 years’ experience in a similar role or within an operations area with a strong working knowledge of the risks inherent in our business, particularly covering Custody Operations, Banking Operations and Client Reporting & Servicing Functions.·
7
Banking Solutions Consultant Resume Examples & Samples
- BSCs will be subject matter experts in our Banking and Lending platform, as well as that of our competitors. UBS capabilities include: Securities Backed Lending offered through UBS Bank USA and UBS Private Bank, UBS Mortgage, Credit Card and RMA programs. BSCs will also help advisors navigate referral partnerships offered through our Tailored Lending Platform (e.g. Art, Aircraft, Yacht financing, Commercial Real Estate, etc.)
- Additional responsibilities include building and maintaining relationships with: Complex Directors, Branch Managers, Financial Advisors, other key branch personnel, and clients within an assigned territory, and becoming a trusted advisor for each of these parties
- Promotes Banking and Lending capabilities via branch education and marketing presentations, close consultation with advisors identifying and analyzing opportunities and needs, and provide guidance to clients, as needed, to identify products and strategies that fit their objectives
- Engages Complex and Branch leadership in driving the Banking and Lending business by reviewing Banking business results within their territory, developing local execution strategies, and reporting results to field leadership
- Also partners with other field sales and marketing groups to provide expert content to the branch network and internal sales partners, to support delivery of the wealth management platform
- Actively be engaged in reviewing and analyzing origination pipelines, especially mortgage pipelines, of assigned branches and identifying ways to improve processes so that communication with Advisors is proactive and timely
- Partners with internal stakeholders (e.g. mortgage bankers, Sales desk specialist, credit offers or operations center) to deliver excellent client experience. To that end, requirements include a comprehensive knowledge of UBS organizational structure (or that of a comparable financial institution), the mortgage origination process, and excellent communication and organizational skills
- Will be responsible for defining territory management strategy, tracking and reporting on business results related to market activities, sharing success stories and best practices with broader sales team
- The successful candidate will have a proven track record in working within an organization supporting high net worth clients
8
Banking Solutions Consultant Resume Examples & Samples
- A fundamental knowledge of securities-based lending, mortgage banking and/or private banking products are required and the candidate must be able to quickly learn mortgage origination if not already experienced in this area
- Thorough understanding of the structure of UBS Wealth Management (or comparable financial institution)
- Ability to use a consultative and relationship-based marketing and sales approach with UBS Financial Advisors and their clients
- Able to work with ultra-high net worth clients and the financial advisors who represent them
- Highly organized and detail-oriented
- Ability to work independently as well as part of a team
- Ability to evaluate clients' needs and make sound recommendations
- Strong, professional communicator with presentation skills required for high end clients and FAs
- Ability to build and maintain strong professional relationships resulting in a trusted advisor role
- Series 7 and 66 required
- Willing to travel up to 75% of the time
9
Senior Consultant, Banking & Capital Markets Resume Examples & Samples
- Support senior managers and managers in the delivery of advisory and risk engagements for banks, superannuation funds, asset managers, corporate treasuries and commodity exposed companies
- Build valuable relationships with clients and other EY colleagues in other service offerings
- Build upon your experience, through challenging engagements and working with senior mentors and talented colleagues
- Assist in the delivery of thought leadership material
- Work effectively as a team member sharing responsibility, providing support, maintaining communication, and updating senior managers and managers on progress
10
Consultant Mobile Banking Resume Examples & Samples
- Understand customer demand and analyse the competitive landscape to translate into product requirements and detailed features
- Provide SME input as part of the delivery of projects and enhancements (articulating channel requirements, functionality, target customer experiences and business objectives
- Provide input into business case development, priorities and roadmaps, identifying benefits, costs and release considerations
- Define and shape the priority channel enhancements to our secure channels to deliver the target outcomes
- Plan and manage business activities and small projects for Mobile Banking releases where not covered by major projects, working with and coordinating with the Sales & Adoption teams on their activities such as change management, training, collateral and communications
- Provide input into updates and benefits realisation reviews for key stakeholders and relevant forums (e.g. Change Committee)
- A strong understanding of Retail and Personal Bank business and have a strong passion for driving performance and growth within these channels
- Your strategic direction and leadership style coupled with excellent communication and influencing skills will be key to excel in this position
- Maintain expert level knowledge of mobile and tablet technology and industry trends
- Proven ability to understand complex business and technical concepts and make balanced judgments when faced with trade-offs
- Strong results orientation with demonstrated track record of success
- Strong communication and presentation skills with the ability to interact at all levels of the organization
11
Financial Services Business & IT Advisory Banking Senior Consultant Resume Examples & Samples
- Supporting client proposals and bid team activity
- Supporting and deliver banking technology client assignments
- Building long-term trusted advisor relationships with client staff
- Building and developing banking and technology skills
- Collaborating to practice development
- Managing a client assignment
- Developing high quality technical proposals
- Managing on-site EY teams
- Liaising with service line teams, functional specialists and Area Partner
- Developing and sharing knowledge in key areas of expertise
- Managing a portfolio of clients and assignments and/or leading major assignments
- Developing long-term trusted advisor relationships and managing key EY accounts
- Leading proposals and bid teams
- Managing the development and delivery of high quality technical proposals
- Monitoring staff availability and chargeability and supporting the development of less utilised staff
- Providing quality assurance and monitoring risks
- Managing assignment teams and third parties
- Liaising with service line teams, functional specialists and Area Partners
- Acting as a career counsellor to a small team and being involved in the recruitment process as required
- Sharing knowledge in key areas of expertise
- Business consulting or IT advisory
- Banking, from an internal consulting, architecture or change delivery/business analysis function
- Digital banking including defining, designing and delivering digital banking solutions
- Payments Application software (e.g. C2P, Dovetail, FDI, D&H, ACI, TSYS) from a pre-sales, architecture or internal consulting function
- Core Banking Application software (e.g. Avaloq, ERI, C&W, Fidelity, Fiserv, Misys, Oracle, Temenos) from a pre-sales, architecture or internal consulting function
12
Consultant, Mobile Banking Resume Examples & Samples
- Planning
- Prior Product Owner experience or experience working on projects with Agile delivery focus
- Experience with using scrum methodology for product requirement gathering/management
- A tertiary qualification (or working towards), preferably in Commerce, Business, Computer Science, Information Systems/Technology or Finance
- Digital/eCommerce/mCommerce experience
- Proficient user of Microsoft Excel, Visio and PowerPoint
- Experience analysing and presenting data
- Financial services background preferred
13
Midwest Region Banking Consultant Resume Examples & Samples
- Locations include Raymond James Independent and Associate branches in Illinois, Missouri, Iowa, Wisconsin, and Minnesota
- Uses knowledge and skills obtained through education, training and experience to assist a business unit or department in making credit decisions by verifying credit information and analyzing collateral value and financial data
- Manage loans through approval and funding
- Work in partnership with RJA Margin in monitoring the collateral value of the loans and servicing the product
- Service and monitor a portfolio of securities based loans and influence strategic direction, develop tactical plans and completes difficult assignments with substantial latitude for decisions and actions
- Build product awareness and understanding among Financial Advisors, with emphasis on the high opportunity FAs
- Provide the best private banking financial advice to clients in conjunction with FAs
- Build, promote, market and maintain an adequate pipeline of opportunities to meet loan production and growth goals
- Establish a reputation of execution and excellence. Gain confidence of FAs to fully develop the banking opportunities with their clients
- Act as the subject matter expert for all FA and Branch inquires on private banking products and client service offering direct or indirect solutions
- Understand competitive environment and develop strategies to retain and win new business (Loans and assets)
- Advanced principles, practices, concepts and procedures of securities based lending, mortgages, banking and financial markets and products
- Proven new business development / origination experience with Lending products is required
- Using appropriate interpersonal styles to communicate effectively, both orally and in writing, with all organizational levels
- Understand the financial needs of the retail brokerage clientele
- Bachelors Degree in finance, accounting or business administration with a minimum of 7 years of successful
14
Associate Banking Consultant Resume Examples & Samples
- Partner with Banking Consultant (BC) to provide sound financial advice regarding private client banking products
- Build product awareness and understanding among Financial Advisors (FAs) with emphasis on high opportunity FAs
- Partner with BC to profile the client base, identify and analyze business opportunities and succeed in growing new banking revenue
- Develop and present innovative and intelligent solutions. Offer guidance or constructive alternatives when structuring client transactions
- Partner with the home office for execution of mortgages, SBL’s, margin and cash solutions
- Support the development and implementation of product marketing strategies
- Principles, practices, concepts and procedures of securities based lending, mortgages, banking and financial markets and products
- Established organizational policies, strategies and procedures for RJB securities based lending, RJA Margin Department, mortgages, Capital Access, credit card and cash sweep products
- Proven new business development/origination experience with Lending products
- Recognizing and understanding the financial needs of all types of clients
- Business development and marketing in order to consistently achieve top revenue results
- Build strong and productive relationships with BC, FAs, Branch Managers, Clients, Product Specialists and matrix partners
- Maintain poise, presence and professionalism with FAs and their clients in challenging circumstances
- Demonstrate positive initiative, leadership and comfort working in a fast-paced environment
- Train FAs on product suite
- Facilitate meetings ensuring that all viewpoints, ideas and problems are addressed
- Articulate reasons behind decisions. Clearly communicate regarding decisions, changes, and other relevant information
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadlines
15
RJ Bank-associate Banking Consultant Resume Examples & Samples
- Establish a reputation of execution and excellence. Partner with the BC to gain confidence of FAs to fully develop the banking solutions provided to their clients
- Offer direct or indirect solutions for FA and/or Branch inquiries regarding private client banking products and services
- Understand the competitive nature of the environment and develop strategies to retain and win new business
- Work with and communicate effectively with BC, FAs, Regional management, Product partners, Branch Managers and staff
- Credit products including residential mortgage products, home equity lines of credit, securities based loans, high net worth tailored lending products and commercial credit facilities
- Cash products including cash management accounts, cash sweep offerings and credit card offerings
- Using appropriate interpersonal styles to communicate effectively, both orally and in writing, with all organizational levels. Exceptional presentation skills
- Interacting with BC, FAs, clients and associates through the SBL and mortgage process
- Analyzing financial, collateral, trust or business documentation to determine suitability
- Detail orientation with strong organizational, sales and analytical skills
- Efficiently, tactfully and professionally screen, manage and/or decline transactions while maintaining FA and client relationships
- Meet deadlines while managing FA and client expectations
- Partner with other functional areas to accomplish objectives
- Bachelor’s Degree in finance, accounting or business administration with three (3) to five (5) years of successful lending business development experience with an investment, commercial or private bank
16
Experienced Banking Consultant Resume Examples & Samples
- Solide Experience in banking projects including Consultant and Systemintergration knowledge
- Sales Experience
- Project Acquisition
- Technical or Economy Degree
- German and English fluent
17
Banking Industry Experienced Consultant Resume Examples & Samples
- Support the client in determining its strategy and defining the right set of initiatives & projects
- Participate in banking process reengineering and operations reviews, restructuring of operations
- Translate organisational and operational efficiency assessments into implementable business requirements, making use of your strong Banking industry expertise
- Perform gap analyses based upon business requirements and define "To Be" organisation and “To Be” processes/solutions
- Manage and support implementation projects
- Challenge yourself in an international context through various client assignments
- Enjoy and promote diversity in our multicultural teams
18
Fair & Responsible Banking Consultant Resume Examples & Samples
- Build and maintain an effective CBSS Fair and Responsible Banking program including appropriate risk assessment, preventive controls, detective controls, issue management, and management reporting
- Lead/Participate in business unit projects and/or activities that support compliance with applicable federal, state and local laws and regulations
- Establish and maintain appropriate systems of risk management and internal controls to support business objectives, maintain acceptable risk appetite/tolerances and comply with applicable laws and regulations
- Provide training and support as needed
- Self-identify issues and effectively own risk management for the business
- Escalate potential risks as appropriate
- Maintain effective partnerships within CBSS, Community Banking and Branch Delivery (CBBD) and with Corporate Compliance including the Fair and Responsible Banking Division
- Provide assurance of the efficacy of the business line compliance with Enterprise Risk Appetite Statement and Enterprise Risk Management Policy
- Proven experience and knowledge of Fair and Responsible Banking program management
- Knowledge and experience with the industry, products, policies, operations and procedures related to Consumer Banking
19
Presales Consultant Banking Resume Examples & Samples
- Assist the sales team in winning new and extending existing business in line with the corporate business strategies wherever required
- Gather and understand the customers’ business requirements, and translates those into documents both for internal as external use
- Discuss scope and delivery schedules both with the customer as with the internal delivery teams
- Assist the bid team with your business expertise as with your project specific expertise
- Provide input/feedback to product management and implement the strategy set by product management
- Work both autonomously and as part of the sales team to manage the delivery of sales support material within the sales process, including the production of RFP/RFI responses, solution descriptions and product demonstrations, in conjunction with the Product Marketing department
- Participate in early stages of customer workshops, ‘Proof of Concepts’ and project definition studies
- Participate in commercial events, such as tradeshows and conferences, both as visitor, representative and speaker
20
Senior Principal Core Banking Consultant Resume Examples & Samples
- Subject matter expertise in core Banking Business Areas
- Basic IT skills (SQL)
- Good communication skills in English
- Working Knowledge of two or more Banking areas such as Teller, Liabilities products, Assets Products, Trade Finance, Treasury etc, Microsoft office - Word, Excel
- Exposure to Core Banking implementation environment is desirable
- Exposure to working with virtual team will be an added advantage
- Lead Implementation or Managed Service activity streams related to various business areas of Banking as well as Expertise such as Migration, Testing support and coordination with other Oracle teams both locally and offshore for various activities
- Assist with analysis, design and implementation of solutions for various business requirements
- Understand the business requirements from customers and help them document it in the Requirement Specification Document formats
- Coordinate with offshore team for various functional deliverables including parameterizations, requirement specifications documents, functional specification documents etc
- Perform proper handover/knowledge transfer at end of each assignment
21
Technical Banking Principal Consultant Resume Examples & Samples
- Programming in Java, Javascript, XML, Oracle SQL, PL/SQL, basic Unix shell scripting
- Source Control tools
- Exposure to Banking Domain with experience in Serbia/Balkan projects
- Educational Qualifications - bachelor's degree in computer science or equivalent
- Experience in core banking implementations is preferred especially if in FLEXCUBE implementations in Serbia/Balkans
- Should take up FLEXCUBE technical certifications as and when required
- Ability to work in a high pressure, fast moving and challenging environment
- He/she must use defined standards/tools/processes to achieve deliverable that meet quality expectations of oracle/client
- Coordinate with offshore team for various technical deliverables including customizations and support teams for patches, fixes
22
Consumer Banking Operational Risk Consultant Resume Examples & Samples
- 1) Business Change Risk Assessments (BCRA, within Archer, the system of record)
- 2) Issues Management (within IRM, the system of record)
- 4) Walkthrough Testing and Assessment (WTA)
- 5) Policy & Procedure Management Reviews (PPM)
- 6) And other risk responsibilities and duties, as assigned
23
Digital E-banking Consultant Resume Examples & Samples
- Operational support of the local roll-out projects to bring existing and new e-Banking clients to the Centric platform in circa 10 countries
- Coordination of the migration batch process
- Tact / follow-up RM and Cash Managers / Front officers to get their formal agreement to initiate the migration of the client onto CENTRIC
- Support CENTRIC presentation and give clarification on the migration process
- Prepare migration documentation and coordinate the sending of the document
- Write any ad-hoc client/user communication
- Synchronise with Client Management team to populate the migration batch file and update the data bases
- Prepare and animate bi-monthly project committees with local team
- Give visibility and report on the progress status per country
- Coordination of multi country / complex migrations (clients with European footprint / global footprint / Highly sensitive)
- Legal: terms and conditions, contractual set-up, cross country constraints
- Technical: migration approach, missing clients’ information
- Product: existing features, new development
- Enablement: on-boarding of new user, on new app, merge of token
- Client Management: client’s issue for the login, set-up, configuration
- 2+ years of experience handling international programs management and local operational implementation in different countries
- Progress status committee preparation and animation
- Knowledge of CIB business preferable
24
Digital E-banking Senior Consultant Resume Examples & Samples
- Operational support of the local roll-out projects to bring existing and new e-Banking clients to the Centric platform; Coordination of multi-jurisdictional / complex migrations (clients with European/ global footprint / Highly sensitive and support of the Junior resource on his countries scope
- Coordination of the client migration process
- Contact relationship manager and Cash Managers / Front officers to get their formal agreement to initiate the migration of the client onto CENTRIC
- Support CENTRIC presentation and give clarification on the processes
- Prepare and send all migration documentation (internal and external)
- Plan and coordinate with different teams all migration tasks Prepare bi-monthly project committees with local team
- Actively train people ( BNPP staff) on CENTRIC functionalities
- Serve as single point of contact between the local teams and central DB4C teams and handle all incoming requests liaising with the relevant team
- Distribution: commercial leads, interest for new products
- Technical: migration approach, missing client information
- Product: existing features, new developments
- Enablement: on-boarding of new users, on new app, access tokens
- Client Management: issue clients with information needed for the login, set-up, configuration
- Marketing: specific marketing material, dedicated communications
- Follow up on the following Centric roll-out streams/tasks
- Reporting on roll-out progress, identification of risks
- Monitoring of the use of the new CENTRIC legal framework by implementation teams
- Optimisation of the roll-out process
- Master’s degree or equivalent from top tier Business or Engineering university
- 4+ years of operational experience in business projects’ deployment phases
- Project management and methodology: planning, monitoring / follow-up, reporting, governance/coordination
- Knowledge of the CIB business’ products and processes; e-Banking notions preferable
- Significant experience in team management and communication / reporting to top-management executives
- Business Processes analysis and optimization
- Accountability, and high sense of responsibility
- Other European Languages are a plus
- Availability for training abroad of up to 3 months in London
25
Banking Consultant / Public Sector Consultant Resume Examples & Samples
- 2 positions are to be filled
- 1) government: consultative selling background in Gov with about 10+ years of experience. Know how in gov finance , budgeting and/or taxation is a plus
- 2) banking : consultative selling background with 8+ years of experience with IT or consulting firm is needed . The candidate should have know how in Analytics and /or digital
- 2) banking : consultative selling background with 8+ years of experience with IT or consulting firm is needed . He should have know how in Analytics and /or digital
26
FS Banking Consultant Resume Examples & Samples
- Applying banking industry and technology expertise to advise, change, transform and deliver outcomes that enable our clients to become high performing businesses
- The management of multiple streams of work – with a focus on shaping solutions and coordinating work across multiple streams, ensuring a sensible, workable outcome
- Alignment of change delivery across both business and IT teams to ensure successful designs, solutions or implementations
- Advising on how agile methods of working help clients transform the way and the speed with which they deliver change
- Articulating key messages, risks and issues to senior management and client stakeholders
- Creation of deliverables and tangible outputs, including roadmaps and plans, approach and framework documents, and reports
- Actively contributing to our community and clients as practitioners, who can think logically, solve problems and engage others
- That they understand and have a point of view on key trends within banking such as the Payments Services Directive (PSD2), and the impact that open banking could have on the industry
- Experience of digital delivery and how it is transforming the way banking clients engage with their customers
- Depth of experience of delivering change projects within banking, including launching new mortgage products or services; banking product launch, customer service launch or platform management
- A strong professional presence and an ability to demonstrate problem solving, negotiation, consultation and influencing skills
- An ability to thrive in a team environment and develop deep and ensuring client relationships
- To meet our growing demand, we are expanding our team and are focusing on those who can, in addition, demonstrate advisory and delivery experience in one or more of the following niche skill areas
27
Consultant With Banking Experience Resume Examples & Samples
- As a Consultant
- A university degree from a leading business school
- 2 to maximum 5 years of experience in the Banking industry (Retail, Corporate or Private) with skills in 1 or more of front office and back office processes: Distribution Channels (Web, Mobile) / Customer Relationship Management / Cash Management / Lending / Payment Processing / Risk Management / Finance
- Knowledge of Investment Banking in addition to core banking is a plus
- Deep quantitative and analytical skills
- Strong problem solving capability
28
Fair & Responsible Banking Consultant Resume Examples & Samples
- With minimal supervision, evaluate a Third Party’s ability to assess, manage, and mitigate risks arising from fair and responsible banking laws, regulations, and guidance
- Scope and perform reviews based on internal or external factors and risks such as industry scrutiny, reputational risks, complaint trends, or management requests
- Perform assessments of third party changes such as new or changed products/services in order to appropriately recommend and oversee risk mitigation
- Conduct reviews of controls including incentive compensation and performance plans, scripts, call monitoring and policies and procedures for fair and responsible banking risks
- Perform independent reviews of models and tools for fair lending and UDAAP risks
- Keep abreast of fair and responsible banking laws and regulations, guidance and other legal and regulatory developments that directly impact business unit practices and work with affected areas
- Advanced knowledge of fair and responsible banking laws, regulations, and oversight, including ECOA, FHA, UDAAP and related regulatory agency (e.g. CFPB) examination standards, applicable regulatory guidance, litigation and enforcement actions
- Certified regulatory compliance manager (CRCM) with advanced experience in performing consumer compliance functions; certified audit professional with advanced fair lending, consumer protection; or bank regulatory experience with emphasis in consumer compliance
- Testing, audit or investigation experience related to regulatory compliance
- Knowledge or past experience reviewing tools and/or models for regulatory compliance
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Senior Digital Banking Consultant Resume Examples & Samples
- Strong record in delivering complex digital projects in financial services
- Expert knowledge in one or multiple areas of digital consulting e.g. customer experience design, digital platform integration, front end design and build, UX, product and proposition design, customer analytics, digital marketing
- Strong industry relationships and networks that you can leverage to grow the digital business
- Strong understanding of market trends, dynamics and enabling technologies in FinTech and Banking or Capital Markets
- Be able to balance day to day client delivery and new business development
- Be able to manage large and multiple teams in unstructured and uncertain environments
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Wealth & Private Banking Consultant Resume Examples & Samples
- Delivering transformation in a Wealth Management organisation within a major Financial Services consultancy
- Defining and implementing new business and operating models within transformation programmes
- Understanding project and programme governance and delivery lifecycle
- Successfully performing as programme manager, project manager, PMO or business analyst in a major change programme
- Working knowledgeably on core banking and Wealth Management back office functions, processes, applications and controls for Wealth Managers and Private Banks
- Being fully at home with key regulatory themes including Client Suitability, FATCA, RDR, Data Privacy and associated compliance issues
- Understanding 1st, 2nd, 3rd line of defence model and associated roles and responsibilities for Wealth Managers
- Working with digital channels (especially internet and mobile) to deliver transactional or advisory services
- Working with Wrap platforms
- Outsourcing of Wealth Management / Investment Management services
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Digital Banking Consultant Resume Examples & Samples
- Experience in the design and delivery of online and mobile solutions in the FS domain
- Knowledge of the key issues currently facing the FS sector around consolidation and change, specifically within the digital domain
- Solid background in a consultancy or advisory role
- An appreciation of the commercial, financial and operational impact of IT within a business
- An appreciation of the definition and optimisation of the online customer journey and the ability to drive commercial development of the digital proposition
- Consulting experience (internal or external) / change management experience
- Experience of the digital industry within e-commerce, social media and mobile
- Team player with the ability to deliver projects and to work within integrated, multi-disciplinary project teams
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Fair & Responsible Banking Program Consultant Resume Examples & Samples
- Collaborate with business line and risk personnel in order to oversee and maintain the program activities at the business line level. Perform ongoing oversight of procedures and practices
- Perform evaluations of business line activities
- Perform assessments of business changes such as new or changed products/services in order to support the enterprise-wide change process and appropriately recommend and oversee risk mitigation
- Conduct reviews of incentive compensation and performance plans for fair and responsible banking risks prior to business line implementation
- Conduct reviews of the bank’s third party relationships for fair and responsible banking risks including adherence to regulatory guidance related to third party risk management
- With minimal supervision, scope and perform reviews based on internal or external factors and risks such as industry scrutiny, reputational risks, complaint trends, or management requests
- Strong knowledge of banking products, services, and operations
- Excellent verbal, written and analytical skills
- Thorough knowledge of U.S. Bancorp operations, policies and procedures, and the ability to review and suggest revisions to policies, procedures, and controls to demonstrate effectuate compliance
- Experience in providing guidance regarding complex operational and compliance matters, enforcing requirements, working with auditors and examiners, negotiating desired outcomes, executing project and implementation plans, and reporting issues and trends to management
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Ey-financial Services Operations Advisory Banking 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
- 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
- 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
- Support the wider team with the development of thought leadership, benchmarks, quality and risk management activities as well as team events
- 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
- Participating in on-site EY delivery teams
- Enhance skills that will help develop EY’s business
- Pro-actively support the people agenda including buddying for new joiners
- 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
- 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
- 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
- Ability to work under limited supervision (‘self starter’) in unstructured environments
- Excellent graduate level education
- 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
- 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
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Banking Analytics Consultant Resume Examples & Samples
- Banking experience – from the industry or consultancy environment. Experience in commercial or retail banking or within banking compliance or operations is an advantage. Fintech analytics experience is also a plus
- Highly analytical mindset with a clear passion for both analytics and performance improvement in the banking sector
- An Independent thinker who can formulate problem solving hypotheses, handle analyses with little oversight
- Ideally some analytics experience, in either an academic or professional setting. Experience working with data scientists strongly preferred
- Ability to prepare for productive meetings and problem solving discussions
- Produce high quality work and actively seeks input when required
- Present with confidence within small meeting settings
- Bachelors or Masters degree – excellent academic track record
- Demonstrable passion for both analytics and performance improvement in the banking sector
- Strong intrinsic problem-solving skills, ability to structure and solve problems and conduct and interpret analysis independently, withdemonstrated analytic and quantitative skills
- Ability to work effectively in ambiguous and challenging environments
- Ability to communicate with clients effectively
- Strong listening and interpersonal skills, able to quickly establish a rapport and credibility with clinical and managerial staff
- A self-starter able to work independently and deliver high-quality end-products
- Willing to travel within Europe up to four days per week, with occasional international travel as required
- Act as an analytics translator, communicating complex data related requirements between business, clinical and IT stakeholders
- Have a strong understanding of the design and development process of data analytics tools and experience working with data scientists
- Support banking clients through working as part of Client Service Teams with other generalist and specialist consultants, often taking responsibility for a work stream, usually with a strong analytics component
- Facilitate working sessions and meetings with banking executives, managers and staff to help them make plans to capture improvement opportunities
- Contribute to the development of our content knowledge and analytics capabilities
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Senior Consultant Banking Resume Examples & Samples
- Master degree in a quantitative field such as Financial Engineering, Applied Finance/Statistics/ Mathematics, Computational Finance
- Fluent English, both speaking and writing. Additional languages are relevant and welcome
- Minimum 4 years of relevant consulting experience ( ext/int )combining risk management and quantitative modelling in the financial services (preferably within the banking sector)
- An experience in the field of IFRS9 models and of prudential regulations is an important asset
- Experience in development or implementation of risk models (vendor or “in-house” models) for credit products (loans, securities,…)
- Showing interest in the testing, development and/or validation processes used banking risk models
- Fluency with analytical software packages such as SAS, MATLAB, C++,R and VBA
- Good general awareness of the full range of risks in financial services (both financial and nonfinancial) that make capable of understanding and analyzing their combined impact on an entire organization
- Excellent analytical and synthesis sense and autonomous way of working
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Senior Consultant Banking Resume Examples & Samples
- An experience in modelling or validation of Value at Risk (VaR) / Expected shortfall (ES) / Internal margin (IM) and in the field of prudential regulations is an important asset
- Understanding of financial mathematical techniques, risk measures, statistics, applied mathematics, and/or finance with practical experience of MATLAB/C++/VBA
- Capability of analyzing a client’s business context, risk management needs and risk projection capabilities. Ideally, this will complement an ability to propose multiple risk modelling responses to the identified needs
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Senior Consultant / Manager Banking Resume Examples & Samples
- Master degree or PhD in a quantitative field such as Financial Engineering, Applied Finance/Statistics/ Mathematics, Computational Finance
- 5-8 years of relevant consulting experience ( ext/int ) combining risk management and quantitative modelling in the financial services(preferably within the banking sector)
- An experience in the modelling or validation of Cash Flow models , as well as in the field of prudential regulations is an important asset
- Fluency with analytical software packages such as SAS, MATLAB, C++,R, VBA
- Excellent analytical and synthesis sense and high level of autonomy (e.g. expertise at level of being able to interpret test results against benchmarks, make most of the calls on where to focus on)
- Flexibility: multitasking, adapting to rapidly changing client contexts and managing time appropriately, being able of working under pressure with tight deadlines keeping discipline to deliver qualitative outputs, readiness to travel
- Capacity of building strong relationships with both colleagues and clients, bringing a positive and constructive mind and team spirit
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Banking Consultant Resume Examples & Samples
- Interact with internal stakeholders within and outside of Treasury in relation to collections and disbursements activities
- Support modification of existing or implementation of new disbursements and collections capabilities, including processes and infrastructure
- Perform timely and accurate processing of electronic fund transfers
- Maintain accurate and complete records of disbursements
- Initiate and request approvals for ad-hoc payments
- Prepare repetitive payment templates
- 4+ years of related treasury or finance experience in a public or private company
- Knowledge of cash collections and disbursements principles, methods, tools, and techniques
- Understanding of general banking infrastructure, bank communication, and payment clearing systems
- Understanding of the company’s products, trading strategies, and market characteristics
- Strong analytical, interpersonal, communications, time management, and project management skills
- Undergraduate degree in accounting, finance or related field; CCM or CTP preferred
- Strong computer skills with experience using MS Excel and MS PowerPoint; Treasury workstation experience preferred
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Senior Principal Core Banking Consultant Resume Examples & Samples
- Sound functional domain knowledge in the core banking domain (Focus on accounting, Lending, Treasury)
- Master’s in Business Administration (MBA) or equivalent degree
- Core banking and/or FLEXCUBE Universal Banking Implementation experience
- In Depth functional knowledge of FLEXCUBE modules, especially on Consumer Lending and Interest/Charges would be an added advantage
- Good understanding of project management and knowledge of core banking implementation projects
- Willing to work and travel outside Netherlands 100% time
- Willing to travel extensively across Africa and initial posting would be in Ghana
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SI Banking Fintech Senior Consultant Resume Examples & Samples
- 4+ years of relevant consulting or industry experience managing and delivering systems
- Subject matter expertise in Core Banking, Capital Markets, or Commercial Lending technologies (FIS, Fiserv, Jack Henry, D+H, Calypso, LoanIQ, nCino, etc.)
- Experience with banking processes and technologies including custom solutions and vendor solutions
- Experience customizing or implementing FinTech solutions at banking institutions or similar organizations
- 2+ years experienced in managing large program and project teams through all phases of the project lifecycle from scoping and planning, requirements gathering, design, development, testing, and go live. This effort can be within a management consulting environment or industry
- Project Management Professional (PMP) certification or other project/program management training
- At least 2 years of program and project scheduling development using MS Project, Evolve/Pro sight (Primavera), or other schedule management packages
- Must have 2+ years of experience with issue and risk management and mitigation
- Transaction algorithm and alert criteria
- Technology architecture
- Data requirements
- A willingness to travel 80 - 100% of the time
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Experienced Consultant German Banking Sector Resume Examples & Samples
- Work alongside other consulting professionals to help our clients identify, analyse and solve challenging strategic, operational or regulatory issues impacting his business
- Apply your experience and understanding of banking, investment fund or non-financial industries and experience in defining operating models, business requirements and providing business solutions
- Develop cohesive conclusions and participate in the report writing, analysis and presentation of results to clients
- Cultivate effective relationships with clients and your team
- Develop your expertise, ideally in the wealth management, banking or investment funds industries and your reputation as a business advisor
- Participate in the development and delivery of training programs
- Further develop your competencies with a tailor-made training plan
- Team up with dynamic and energetic young professionals within a challenging and knowledge sharing environment
- Enhance your network in the Luxembourgish and international market
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Consultant, Banking Analytics Resume Examples & Samples
- Understand, articulate and document project requirements
- Structure business problems and work with project team to design solutions that meet client needs
- Identifying data requirements and perform client data assessment to shortlist data required for analysis
- Extract and prepare data for the analysis
- Investigate, define and resolve data and result inconsistencies
- Design, develop and deliver high quality outputs and analytical frameworks
- Structure outputs and draw actionable insights from data
- Develop reports to address the project requirement
- Communicate analysis results in the client’s business context
- Document outputs (including codes, raw files and supporting material)
- Seek client feedback after each delivery and learn and apply insights on subsequent projects
- Proficient in at least one of SAS, R, HiveSQL
- Experience in data visualization tools like Microstrategy, Tableau, Xcelsius or Spotfire
- Should have at least 2-4 years of experience on transactional data and customer data
- Hands-on modeling experience on SAS or R is good to have
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Deloitte Digital Digital Banking Consultant Resume Examples & Samples
- You will develop digital strategies, and work on digital deliveries for a diverse
- You have a Master’s degree from a reputable university
- You have 2-5 years of experience within a top consultancy practice, agency,
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Treasury Consultant Business Banking Resume Examples & Samples
- Global Outlook – ability to think globally
- Patient, strong collaborator
- Highly motivated, energetic, professional
- Highly effective communication and influencing skills
- Positive/can-do attitude, drives forward in the face of challenges
- Highly customer oriented
- Build trust with internal partners and develop relationships with TTS colleagues
- Leverage internal Citi relationships to get things done
- Proven Sales Professional - Exceptional consulting and presentation skills; ability to probe and listen to help clarify inquiries, gather and present data to advance transactions
- Strong analytic skills and ability to rapidly assimilate complex information
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Silverlake Banking Business Consultant Resume Examples & Samples
- Minimum of 2 years of broad banking experience in bank operations
- Experience with SilverLake software
- Travel required – 50%
- Deposit Operations Experience
- Drafts proposals, including detailed reports that outline the findings and recommendations for process improvement
- Creates solution deployment strategy
- Ensures testing and customer training are referred to support organizations
- Creates project plans to monitor progress, assuring all milestones are completed as projected
- Effectively discusses JHA products, services and solutions with customers to ensure client retention
- May identify company products or services sales opportunities to fulfill customer’s current or future needs and communicates to appropriate sales team
- May assist customers in the design and development of marketing plans for products and services
- May communicate marketing campaigns and assist customers with the campaign program
- May have some financial responsibilities including project cost estimating, proposal generation, and invoicing
- May participate in sales and proposal presentations in addition to completing ongoing team account activities
- May assist less experienced peers
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Financial Services Banking Consultant Resume Examples & Samples
- Candidates are expected to be proficient in core consulting skills such as structured problem solving, project management, design thinking and solution delivery lifecycle. We expect consultants to have applied these skills in at least one of the key change lifecycle stages such as strategy, design, build and test, deployment or change management
- Candidates need to thrive in a team environment. As an Accenture consultant you will always work in teams. You are expected to have worked within or have led tasks as part of scrums combining client, technology partner and other specialised consulting resources
- As a consultant, candidates are expected to be self-starters, operate independently and often lead the delivery of their task on behalf of the client or Accenture. Typical candidates will have had roles such as designer, business analyst, architect, product owner, project manager, scrum master, test lead, change manager etc
- Structured communication is crucial to the success of our consultants. The ability to tell a story and present ideas and logic clearly and accurately, both written and verbally is important. We are seeking candidates with a solid base of negotiation, consultation and influencing skills
- Candidates may have already demonstrated an ability to work with senior stakeholders, engage with their personal and their organisation’s global network, and facilitate workshops. We prefer candidates to already have a strong professional presence
- 3+ years Financial Services experience required. Contribution to a new banking domain or banking thought leadership preferred
- 3+ years in consulting roles or consulting-like roles (such as internal consulting roles) preferred
- Australian banking experience preferred
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Consultant Core Banking Functional Resume Examples & Samples
- Core Banking Solutions - Solution/ implementation
- Core Banking with cross functional skills in Digital, AI/Robotics and Fintech
- Digital Transformation Strategy, Digital Architecture Strategy. Omni Channel , Analytics , Big Data
- RPA, Artificial Intelligence, Cognitive Robotics, Voice Intelligence(AI Over Voice)
- Program/ Project Management - Experiences regarding management of transformation programs, IT solution implementation projects or business solution implementation projects
- Architecture Design - Knowledge regarding design of e.g. Application; Infrastructure, Interface, Integration Architecture
- IT Strategy - Definition and design of the IT strategy
- TxB processing - Clearing, Settlement, Confirmation, Asset Servicing etc. understand flows and data captured to support processing
- Credit, card, payment experience - Product knowledge e.g. Pricing, Processing, Life Cycle Management, Sales
- Banking - E.g. Cards, Loans, Finance, banking, Private Banking, Branch Management
- Islamic Banking - Specialties regarding products and processing rules and policies
- Risk management and Compliance - Cross asset risk management, analytics, client valuation / default valuations, market risk, credit risk and operational risk
- 4-7 years of Core Banking implementation experience based on participation in a transformation program driven by a core banking implementation
- Experience in one or more of this platforms
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Consultant for Transaction Banking Tender Group Resume Examples & Samples
- Delivering and supporting your colleagues to produce an excellent level of all communication (especially written) targeted at CFOs, Treasurers, and senior company management
- Working with our senior TxB specialists to convert specialist knowledge into customer focused responses
- Managing diverse tender response projects within tight deadlines
- Managing your many internal and external stakeholders at all levels
- Developing your insight and understanding of treasury and cash management/TxB solutions
- Being an ambassador for Expertise, Integrity, Value, Agility & Collaboration
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Consultant Cognitive Banking Entry Level Resume Examples & Samples
- Demonstrated history of achievement in academics, internships, course work, coops and/or work experience, ideally combined with initial steps in the banking/financial markets sector
- Superior organizational, problem solving and time management capabilities
- Thorough and analytical traits, with the capability to apply logic to solve problems
- At least 6 months experience in banking and financial markets industry
- German: Fluent
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FS Midwest Banking Ncino Consultant Resume Examples & Samples
- 2-4 years of Wholesale Lending industry experience
- Bachelor’s Degree WIllingness to travel up to 80% (Monday - Thursday).*
- Industry experience within business, commercial, or large corporate lending segments. - Experience across the end-to-end Wholesale credit lifecycle spanning sales, origination, fulfillment, servicing, and portfolio management. - Successful track record of performing operating model design, business process design, and system functional design. - Experience conducting solutioning workshops with client maangement. - Experience with Salesforce.com or nCino is preferred.*
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FS MW Banking Misys Consultant Resume Examples & Samples
- Develop world-class business and technology solutions for Wholesale credit institutions
- Perform process design, requirements gathering, and functional design as part of Wholesale credit systems implementation engagements. - Serve as a business SME to other project team members
- 2+ years consulting experience
- Successful track record of performing operating model design, business process design, and system functional design
- Experience conducting solutioning workshops with client management
- Experience with misys is preferred.*