Financial Institutions Resume Samples
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Financial Institutions Resume Samples
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GK
G Kozey
Grant
Kozey
94200 Franecki Wall
New York
NY
+1 (555) 926 8421
94200 Franecki Wall
New York
NY
Phone
p
+1 (555) 926 8421
Experience
Experience
Detroit, MI
Credit Risk-financial Institutions
Detroit, MI
Prohaska Group
Detroit, MI
Credit Risk-financial Institutions
- Associate will cover a counterparty portfolio in the Financial Institutions sector with responsibility for
- Analysis of credit quality (commercial banks, broker-dealers, insurance companies), review of both financial and sector developments
- Counterparty due diligence conducted via calls and on-site visits
- Approval of daily trading requests for products including: Derviatives, Repo, MBS, Forwards, FX and Futures
- Internal Credit Rating assignment on an ongoing basis
- Limit monitoring for utilization and breaches
- Transaction Review: Work with senior credit officers to review structured transactions as they arise. Present Credit Risk�s recommendation within Risk and to committees
Phoenix, AZ
Account Manager, Financial Institutions
Phoenix, AZ
Stiedemann and Sons
Phoenix, AZ
Account Manager, Financial Institutions
- Establishes strong, long-term customer relationships and identifies new business opportunities and maintains relationships with key decision makers
- Applies knowledge of business and its constituent workflows to conceive and position value-added solutions to promote sales and revenue growth
- Strategically develops, executes and maintains a growth-centric account plan and own overall strategy for revenue growth and retention
- Maintain deep knowledge of the designated accounts and the clients’ workflow and challenges
- Manages and grows revenue and market share across all TR Business Units in designated accounts by maximizing customer satisfaction
- Keeps management in touch with accounts in a timely fashion, gathers intelligence on competitor activity, and gives feedback to other internal stakeholders
- Provide high level specialised training on product and functionality
present
Phoenix, AZ
Associate, Global Financial Institutions
Phoenix, AZ
Wehner-Hamill
present
Phoenix, AZ
Associate, Global Financial Institutions
present
- Proactive marketing to potential clients and business development activities
- Client presentations, proposal development, etc
- Manage clients’ T&C records
- Account management/Client service
- Day to day information management
- Assist in objective setting
- Monitor existing accounts’ daily activities/balance/performance
Education
Education
Bachelor’s Degree in Accounting
Bachelor’s Degree in Accounting
Southern Illinois University Carbondale
Bachelor’s Degree in Accounting
Skills
Skills
- Strong communications skills, verbal and written and ability to build relationships internally and externally
- Excellent strategic planning and execution ability,
- Strong commercial acumen
- Ability to work independently in a self-directed way
- Demonstrated ability to deliver results
- Proven management and leadership skills with ability to motivate a team
- Ability to influence, including under pressure, while retaining independence
- Strong understanding of credit risk in traded products across Sales & Trading
- Deep knowledge of the region and sub-regions, and key products across all BUs
- Executive presence and leadership ability based on both influence and expertise
15 Financial Institutions resume templates
Read our complete resume writing guides
1
Finance, Crma, Financial Institutions Sector Resume Examples & Samples
- Perform ongoing surveillance and provide guidance to senior management and colleagues about counterparty credit worthiness
- Train and develop more junior research analysts
- Participate in development of credit systems and methodologies
- At least six years experience performing credit analysis, including financial and business profile analysis, of financial institutions companies
- Demonstrated experience leading a team and providing training to junior colleagues
- Ability to speak Spanish, Portuguese, French, German, Italian, Dutch, Swedish or Russian preferred but not required
2
Financial Institutions Credit Risk Manager Associate Resume Examples & Samples
- Monitor and manage credit risks associated with a portfolio of Financial Institutions in the EMEA region
- Product expert within the team, with a particular focus on the full suite of Interest Rate products
- Point of contact for Sales and Trading for all trade requests relating to product coverage
- Liaise as necessary with other functional groups including operations, risk reporting, regulatory, controllers and capital groups
- Produce product/portfolio related reports for use in both internal and regulatory meetings
- Proven experience operating at an associate level
- Strong analytical skills, particularly related to fundamental research for Financial Institutions
- Superior written and verbal communication skills; a quantitative orientation and the ability to manage dynamic priorities
- Track record of dealing with traded products and the trade approval process i.e. dealing with traders, sales coverage, and strong knowledge of derivative documentation
- Bachelor’s degree or equivalent in a quantitative discipline
- Working knowledge in a foreign language would be an advantage
3
Financial Institutions Solutions Resume Examples & Samples
- Knowledge of debt capital markets, proficient in Rates, Credit and FX derivatives
- Strong knowledge of Commodities and Equity, strong understanding of credit terms and covenant packages
- Entrepreneurial, self-motivated, ability to work in teams
- 7+ years of experience in Financial Institutions Solutions or similar role
4
NA TTS Liquidity Management Services Financial Institutions Market Manager Resume Examples & Samples
- Understanding of liquidity management products a plus
- Experience with Cash Management products
- Comfort and experience working within a large organization
- Familiarity with DDA product platforms a plus
- Ability to manage and influence within a matrix organization
- Bachelor's Degree, MBA a plus
- Strong skills in Microsoft Office (Excel, Powerpoint, Word)
- Comfort modeling with large data sets
- Capacity to proactively anticipate, identify, and resolve problems
- Product, market management or Financial Institutions sales experience a plus
- Strategy oriented with ability to multi-task
- Excellent written, communication, and interpersonal skills, ability to present internally and externally to senior executives
- Self-motivated and goal orientated
- Teamwork driven
- Highly organized and responsive
5
Head Financial Institutions Groups RoA Resume Examples & Samples
- B-degree / NQF level
- 8 years successful and relevant relationship management and corporate banking experience with knowledge of Investment and Corporate Banking offering
- Experience of providing Corporate banking solutions to Non-Bank FIG and Bank clients
- Background in ‘commercial banking’ products and experience of African business
- Business leadership experience
- Be able to build out and grow business from an almost zero starting point, i.e. have a good entrepreneurial inclination
- Strategic planning and execution ability
- Relationship management (must know profile of a ‘star’ RD) and be credible with senior clients
- Strong performance management skills; ability to drive performance
- Excellent organizational ability
- Good teamwork skills across a range of constituencies, countries, cultures
- Broad economic awareness & business development understanding
- Knowledge of debt and investment banking product
- Visible excellent communication skills (written and verbal)
6
VP / SVP, Financial Institutions RM Resume Examples & Samples
- Maintain existing relationships and generate new opportunities with Financial Institutions with a focus on Private Banks
- Assess clientsâ needs and provide financial solutions
- Proactively market clients and prospects, work closely with different product groups to expand the business opportunities particularly in the Private Banking space
- Analyze market trend to contribute to the competitive business strategies
7
Financial Institutions Credit Associate Director Resume Examples & Samples
- 4+ years of direct credit risk experience
- Self-motivated professional who works well in a team environment
- Strong command of financial statement analysis, including U.S. GAAP
- Experience with spreadsheet creation and analysis
- Ability to handle numerous projects simultaneously
8
Credit Risk VP-financial Institutions and Resume Examples & Samples
- University graduate in relevant technical field
- Minimum 5+ years of experience with Financial Institutions including credit risk analysis, business case evaluation and approval process
- Strong understanding of Greater China's macroeconomics and financial system. In depth knowledge on Chinese Banks is a must
- Solid credit / risk assessment skills
- Strong understanding of banking products (e.g. Trade finance, derivatives etc.)
- Strong written and verbal communications skills in English and Mandarin required
- Strong interpersonal skills with an ability to interface with clients and business partners
- Sound Excel, Word and PowerPoint skills
9
Sub Saharan Africa Financial Institutions Head & Non Presence Countries Head Resume Examples & Samples
- P&L / Business management responsibility for the SSA FI business which includes the FI Businesses in South Africa and Nigeria and the FI Businesses across West/Central/East Africa including then NPC Business and the Ghana Representative Office
- Act as a trusted advisor to Head of Banking on business trends and opportunities available in market
- Managing a complex and senior client base including the CEO’s and International Division Heads of Banks/Governors of Central Banks (in our NPC markets)
- Working with key product partners in TTS/Markets/DCM/CMO/IB to drive the various product agendas across this client base
- Chairing the quarterly Franchise Governance Forum which includes Ghana
- Portfolio Risk Management (both credit and country risks) as the “first line of defence” for the combined business including
- Bachelor or Masters (preferred) Degree in Finance, Economics, Engineering, Maths (other areas of specialization would be considered on a case by case basis)
- Prior work experience in Citi in the areas described above (business management, risk, Banking, TTS) a strong plus. Minimum of 15-20 years of work experience
- Multilingual a strong plus, specially French
- Strong credit skills essential and Senior Credit Officer preferred
- Business builder with a strong track record to prove it
- Strong product understanding of TTS/FXLM (including derivatives), DCM/CMO etc
- Self-starter / self -motivated individual
- Client Management skills at the senior most level
- Independent and strategic thinker
10
Financial Institutions Credit Risk Management Resume Examples & Samples
- Identifying, assessing and monitoring liquidity risks related to the Firm’s derivative activities, deposit liabilities, lending portfolio, cash management and related intercompany activities
- Perform all necessary credit due diligence and analysis. Review, approve or recommend for approval credit risk-related transactions originating from FI counterparties
- Maintaining active dialogue with trading desks, corporate treasury, risk management colleagues, and other support groups regarding trading and hedging strategies, risk representation, and limit compliance
- Leading projects to investigate and improve the risk representation of the Firm’s liquidity risk, contingency funding plans, asset-liability management, and stress testing framework*LI-LT2
- Bachelor's degree in Business Administration, Finance, Mathematics or Economics. MBA or CFA candidates preferred
- At least 8 years of credit risk experience covering Asia Pacific FIs in a leading global financial institution
- In-depth knowledge of traditional banking products such as corporate lending, and deposit funding
- Broad knowledge of financial products across derivatives, interest rates, foreign exchange, credit instruments and prime-brokerage related products
- Quantitatively oriented with strong intuition and ability to make sound decisions
- Excellent communication skills for written, graphical and verbal presentation
11
Cib Credit Product Financial Institutions Analyst Resume Examples & Samples
- Prepare credit applications, including in-depth credit analysis, rating sheets, relationship return analysis and any other requested or required forms or information needed to complete a proper assessment of the customer/transaction
- In-depth credit analysis should include historical financial analysis, industry and market analysis, transaction analysis (i.e. structure issues, collateral, etc.), and financial modeling (as required)
- The application should identify the major trends, issues, risks, strengths and weaknesses of the
- Sector/customer/transaction, along with a complete assessment and recommendation
- Review and/or preparation of legal documents in conjunction with the Legal Department or outside counsel
- Prepare marketing materials and proposals (as required)
- Respond to various customer requests
- Through industry knowledge, identify opportunities with both existing and prospect customers to support business origination activities
- Contact Agent Banks to seek information
- Monitor all customers, with publicly available information, on a daily basis according to the monitoring policy of the Division
- Evaluate customers/transactions for changes in risk and make recommendations on any risk rating changes or other measures to be taken
- Complete risk rating review for each customer/transaction as required
- Collect and review financial statements, covenant compliance statements and other required information, on a timely basis
- Ensure covenants are adhered to and that all required customer information is obtained in a timely manner
- Monitor and report as required on any changes in industry/market trends
- Assist and coordinate booking requests and other administrative functions with the Administration Group of the Division and Middle and Back Office at Harborside
- Assist Team Leader and senior staff with other administrative duties within the team, as assigned
- Four-year college degree in Accounting, Business, Finance or Economics or strong quantitative background
- Formalized Credit Training (preferred) from an accredited financial institution
- 1-3 years credit experience in a financial institution/rating agency (financial sector coverage experience preferred)
- Strong PC skills, including knowledge of MS Word, Excel and PowerPoint
- Good interpersonal skills and a team oriented person
12
Icg-financial Institutions Resume Examples & Samples
- University graduate with minimum 3 years of relevant banking experience at reputable financial institutions
- Strong credit, analytical and organization skills required
- Experience in financial institutions with a relationship management focus is preferred
- Good written and spoken English. Mandarin is an advantage
13
Financial Institutions Risk Management Credit Analyst Resume Examples & Samples
- Working closely with the Credit Officer in performing due diligence and analysis of portfolios and hedge fund counterparties and preparing credit approvals (initial reviews, interim reporting and annual reviews)
- Manage the portfolio through active counterparty and product stress testing
- Analysing trade approval requests including assigning initial margins for all hedge funds (including global hedge funds trading in the APAC region)
- Work closely with Traders / Salespeople, provide credit terms and negotiation of documentation such as ISDA’s, Secured Financing master agreements, etc and to facilitate transaction approvals, limit allocations or exception resolutions related to counterparties under their remit
- Responsible for ensuring that the Firm’s credit business with counterparties is done in compliance with the FIRM Policies and Procedures
- Stay well informed of industry, product and macro economic developments in order to properly position the portfolio
- Recommend credit limits for the assigned portfolio
- Use our existing tools to perform appropriate portfolio stress testing
- Monitor industry, product and macro economic developments and assess impact on portfolio
- Ad hoc projects and presentations
- Candidate should have 2-4 years of financial institutions credit or related experience. A basic understanding and knowledge of derivatives / capital market products. Good understanding of ISDA / other trading agreements and loan agreements is beneficial
- University Degree/Graduate Degree in Business, Finance or Economics or equivalent is a plus
- Capital markets experience
- Strong analytical skills and ability to decompose transactions into the core risks. Good quantitative skills a plus
- Sound Risk and Business judgment on the full spectrum of risk issues including Operational and Franchise Risk
14
Product Owner Payables & Financial Institutions Resume Examples & Samples
- Being responsible that products develop in a manner that they continue to fulfill client needs and remain sustainable and profitable while they enjoy support from multiple stakeholders within the organization
- Being the center-point between the Commercial Product Managers (FI) and stakeholders, translating client needs and commercial opportunities together with the Commercial Product Managers, stepping into the lead of change by the Devops teams
- Ensuring COPAF changes through feature management, building stories, refinements and getting change delivered
- Contribute actively to the Agile way of working
- Aligning initiatives within the team and ensure the realization of an overall product roadmap
15
Central Counterparty Clearing & Financial Institutions Coverage VP Resume Examples & Samples
- Credit analysis and risk management for a portfolio of Central Counterparties (CCP’s) and Financial Institutions in the EMEA region, focusing on Fixed Income products
- Lead the related credit research and act as counterparty expert within the wider team
- Represent credit risks associated with CCP portfolio to senior management
- Main regional contact for Sales & Trading Division for all CCP related requests
16
Global Financial Institutions International Credit Portfolio Manager Resume Examples & Samples
- Knowledge of finance and accounting
- Basic investment industry knowledge
- International awareness and interest
- Comfortable with legal and regulatory issues
- PC literate – Excel/Word
- 2 -5 years banking/financial analysis experience
- Bachelor’s degree with finance and or accounting course work preferred
- Strong demonstrated analytical skills
- Familiarity with collective investment schemes and foreign exchange
17
Financial Institutions Credit Risk Analyst Resume Examples & Samples
- Fundamental Credit Analysis of Financial Institution clients (including assessment of source of repayments, financial analysis using the CAMELS format)
- Perform comprehensive and in-depth client and industry research
- Participate in due diligence sessions and client-facing meetings
- Be accountable for active client monitoring with a regular review and update of the analysis of counterparties and existing risk ratings as well as industry trends and news flow
- Engage in other credit related activities including presentations to senior management and local regulatory attributions
18
Credit Analyst Transactions Decisions Financial Institutions Resume Examples & Samples
- University degree or international equivalent, preferably in accounting or finance related subjects
- Excellent communication skills (both written and spoken) are a pre-requisite. The ability to write clear and concise risk analysis to support recommendations is crucial
- Some knowledge of financial accounting concepts as well as financial markets, fund management, securities, and banking industries
- Strong analytical and problem solving skills as well as an ability to think critically
- Strong emphasis will be placed on the ability to quickly grasp new concepts and perform ad hoc analyses
- Individual must be able to work productively both within a team environment and independently when required
- Natural curiosity, ambition to succeed in fast paced & challenging environment
- Computer proficiency required in Excel, Word; experience with Bloomberg or Bankscope is helpful; will learn numerous applications specific to the department
- Up to 1-3 years relevant work experience
- General understanding of the credit rating drivers of financial institutions or corporations
- Familiarity with derivatives and capital markets products and the transactional risks associated with them
- Language skills (Spanish or Portuguese)
19
CIB F&BM Business Manager for Financial Institutions & Governments VP Resume Examples & Samples
- A trusted advisor to the head of the EMEA FIG business in all aspects of the business; strategy, controls, people and financial performance
- Optimising business performance and planning by driving key initiatives such as SVA, ROE, capital and other resource utilisation
- Key POC for front office and support functions to help identify, facilitate and achieve business objectives and opportunities
- Help communicate the business strategy, performance and priorities. Ensure it considers market structure and regulatory changes
- Identify, escalate and mitigate business risk. Oversee that an effective control environment exists
- Proactively and on request provide strategic analysis and reporting to facilitate business progression
- Ensure the business is aligned with key control and support functions (such as Legal, Compliance, Operations, HR, Audit, Technology, etc.)
- Ensure the business is in compliance with LOB and corporate-wide objectives and policies
- Build effective relationships and work closely with F&BM colleagues (Planning & Analysis, Finance Controllers, Industry/Product business managers, Office Management)
- Driving business strategy and growth
- Understanding of Investment Banking and Capital Markets products, systems and processes
- Strong organisational, project and time management skills; flexibility, ability to dynamically prioritise requests and multi-task in the face of ever-changing and sometimes conflicting demands
- Proactive with the ability and willingness to take initiatives
- Strong analytical and numeric skills, excellent attention to detail. Able to analyse large data sets and present conclusions concisely
- Strong communication skills and ability to build relationships and influence others, across multiple disciplines and across levels of seniority
- Ability to work well individually and partner effectively within a team
- A thorough understanding and appreciation of risks and controls
- Disciplined approach to managing processes and controls with a view to improvement
20
VP / Assistant VP, Financial Institutions Resume Examples & Samples
- Implement the business plan of the sales team on a range of investment products (both traditional & alternative) through a distribution network of Consumer banks, Private banks, Insurance companies, FoF managers and reputable IFAs, in the Greater China region
- Generate sales inflow from business partners by proactively arranging various promotional campaigns such as seminars, briefings, training’s, fund manager briefings and outbound sales call etc
- Establish and maintain excellent relationship with business partners via regular contacts and meetings and act as a day-to-day client contact
- Provide timely investment information to business partners and maintain their awareness of Franklin Templeton Investments
- Maintain a database of business development, sales and marketing activities and monitor any follow up items
- Prepare and update sales presentations and regular communication materials, together with support from the Marketing team
- Work with Client Service team to ensure regular client reports and ad-hoc queries are responded to on a timely basis
- Back up team members in all kind of marketing and ad-hoc activities
- Contribute to sales presentations, marketing meetings and client reviews as required
- A University degree preferably in a business, finance or marketing discipline
- At least 8 years working experience in finance, sales and marketing related field, experience in top tier fund management firm preferred
- Solid experience to work within or deal with wholesales channels
- Excellent verbal and written communication skills in both English and Chinese (Cantonese and Mandarin)
- Able to deliver strong sales presentations
- Excellent interpersonal, communication and presentation skills
- Self-motivated, detail-oriented and energetic team player
- Hands-on experience of using PowerPoint, Excel and Chinese word processing
- Ability to maintain a professional image
- SFC License (Type 1)
- MPFA License
- CFP or CFA a plus
- Candidate with less experience will be considered as Assistant Vice President
21
Director Financial Institutions Latam & Caribbean Resume Examples & Samples
- The incumbent is accountable for the growth and profitability of the Financial Institutions portfolio and associated revenues in the regions composing LATAM and Caribbean
- The incumbent is responsible for maintaining our correspondent banking network in the LATAM and Caribbean region to support the needs of Scotiabank’s corporate and commercial customers and monitoring credit/compliance (KYC/AML) risks of correspondent banks to ensure an adequate and effective network in line with our risk appetite
- The incumbent is also responsible for ensuring full compliance of FI – LATAM and Caribbean business and that it meets internal, regulatory, anti-money laundering and anti-terrorist financing guidelines and procedures
- For TS&FI business lines, the incumbent will be the lead officer for any Due Diligence, Integration Planning and Integration Execution for all potential/actual M&A activities undertaken by the Bank in the region
- Maximize Financial Institutions revenues in the assigned region and personal client portfolio, meeting business development and cross-selling targets by
- Analyzing the assigned region on an on-going basis; identifying new business opportunities with the FIs in the portfolio and in the region
- Planning and conducting business development calls on FI’s, analyzing customer needs, preparing client presentations and proposals
- Initiating credit applications; overseeing/providing sign-off to the analysis and preparation of credit applications including recommendations for pricing, terms and conditions, and documentation requirements for credit, clearing and non-credit products marketed to financial institutions
- Negotiating terms, conditions and documentation with clients, culminating in the closing of new correspondent bank arrangements and financial transactions
- Providing effective post-call follow-up; ensuring all customer enquiries/concerns are effectively resolved
- Providing ongoing relationship management for all Financial Institution business in the assigned region, including ongoing business development/servicing/coordination of TS&FI and all other Bank products, utilization of credit lines within established limits, completion of documentation requirements, and preparation of annual and interim reviews as required.2. Promote cross-selling/referrals to/from other parts of the Scotiabank Group
- Managing and balancing the FI relationships from an overall client coverage perspective encompassing all Bank products and services offerings
- Keeping abreast of product offerings from all relevant Bank business lines (including trade finance, cash management, payments, bullion, and capital markets products); identifying potential fits for those products within the client/prospect calling base
- Developing a marketing strategy to sell all the Bank’s relevant products and services in the locations where the Bank has no physical presence as well as those of Scotiabank’s international banking network, including subsidiaries and affiliates; and by initiating or facilitating business on behalf of other Scotiabank divisions
- Monitoring financial results from referrals and promoting continuous improvement in individual and group referral results
- Providing direction to subsidiaries and affiliates of the Bank in order to coordinate their FI relationships and selected service providers to align with Scotiabank’s in order to minimize costs / maximize returns for the Group
- Jointly direct with local GTB – FI officers the ongoing Financial Institutions and related Trade Finance business development activities throughout the region by
- Designing and prioritizing short and medium term Financial Institutions business development strategies for the region’s key markets
- Formulating and communicating TS&FI’s strategic objectives to the field and collaborating with the Corporate/Commercial Banking executives/managers in International Banking and in the field offices to bring cohesive focus to FI (and related Trade Finance) activities within the countries, to assist them in developing country-specific, goal-oriented TS&FI business development plans, and to negotiate such business objectives with field units
- Acting as an expert information resource for regional staff; sharing knowledge and experience regarding the TS&FI product lines/processes/procedures/systems/business practices
- Providing support to in-country marketing officers with their FI and FI-related trade finance business development activities through joint-calling programs and assisting field staff, on as “as needed” basis, on large, complex proposals and needs analysis as required
- Coordinating and facilitating cross-border TS&FI business between BNS units and with third party FI’s, such as the FI business from American banks to our Bank subsidiaries in LATAM or between LATAM and our Bank’s Asia network; and
- Developing, delivering and maintaining technical/operational TF training programs (in English and Spanish), designing additional training aids, as needed
- Maintain an adequate and effective correspondent banking network in the region to support our bank’s corporate and commercial clients by
- Facilitating and supporting our bank’s corporate and commercial clients for their trade and other requirements where correspondent banking relationships are needed
- Monitoring the risk level of the correspondent banking network from both credit and compliance perspective to ensure that it is in line with our bank’s risk policy and appetite
- Monitoring the country, market and each FI’s conditions; report significant market and counterparty developments to management as necessary and make recommendations as appropriate
- Ensure that a high level of customer service is provided to TS&FI field units, customers, financial institutions and subsidiary/affiliate/branch clients by
- Maintaining close liaison with all units in the territory to ensure the highest level of external and internal customer service
- Responding promptly and thoroughly to enquiries of all types and working closely with delivery units, credit, product and operations groups on service issues
- Providing direction/authorization on issues with policy implications
- Probing customers (internal and external) about their service expectations and actual service experience
- Anticipating problems before they happen
- Taking prompt action(s) to correct service issues before becoming critical to relationship continuity
- Maintain a high market profile within the assigned geographic areas with both internal and external contacts by
- Identifying key business contacts and centres of influence within the markets
- Building and maintaining relationships with key internal and external players/contacts
- Ensuring the involvement of appropriate level team members and other stakeholders from internal sources in order to further business interests
- Representing the Bank on various industry and regulatory committees and functions in order to further develop business opportunities (e.g. Bank representative for the Federation of Latin American Banks and Inter-American Development Bank)
- Delivering external presentations to FI groups, as required, to assist field offices with business development; assisting with FI-related external events, e.g. for new product launches
- Manage the foreign operating requirements of Scotiabank’s branches, subsidiaries, and affiliates by
- Soliciting and evaluating (in conjunction with Product and Strategy units) service proposals from pre-authorized financial institutions for “outgoing” transactional business
- Participating proactively in the selection/authorization of the best and most cost effective service providers while maximizing reciprocity; and
- Ensuring the understanding and use of the Bank’s preferred supplier network for TS&FI business
- Assist in compliance with established TS&FI Policies and Procedures at all units in the assigned region by
- Ensuring all units are fully aware of E.O. regulatory and internal Bank compliance requirements, advising them immediately of any changes
- Ensuring adherence to E.O. regulatory and internal Bank requirements including anti-money laundering/anti-terrorist financing and compliance criteria, while being cognizant of local regulatory parameters
- Managing the ECD process including initiating, collecting, assessing all compliance documents for FI relationships (local and cross border); conducting on-going monitoring and reassessment of FI risk ratings based on changing market conditions
- Monitoring/assessing FI account activity for compliance with the Bank Security Act; escalating unusual activity with recommendations to TS&FI Compliance
- Providing advice and direction to reporting units on compliance issues as required
- Assist in the bank’s acquisitions and integration in the region by
- Participating in due diligence teams for TS&FI aspects of potential acquisitions, as required; and
- Actively participating with IB M&A integration teams for new acquisitions to ensure that TS&FI business lines are properly integrated into the BNS network, that our preferred supplier network for FIs are respected and that TS&FI Policies & Procedures are applied
- Lead and manage direct reports and indirect matrix-managed groups by
- Defining clear roles, tasks and expectations
- Establishing relevant measurement of success for all reports; monitoring performance against agreed goals and objectives and providing timely feedback; providing direction, coaching and training as required
- Ensuring staff are knowledgeable in products, services and procedures relative to the needs of their customer base and market area they are serving
- Developing cross-selling capabilities by identifying needs, procuring training and monitoring progress
- Motivating and focusing the efforts of all reports (direct and indirect)
- Recognizing performance and managing non-performance
- Preparing and obtaining agreement on individualized Employee Development Plans for Direct Reports; and
- Excellent PC skills including spreadsheet software and planning tools
- Expert knowledge of sales techniques
- Thorough knowledge of the Bank’s structures, processes and resources
- Working knowledge of products and services provided by the Bank’s specialized sales forces within GTB and other delivery channels such as GBM (including ScotiaMocatta), Commercial Banking, and Treasury
- Working knowledge of the Bank’s systems, routines and operating procedures and the services provided by support areas such as Shared Services
22
Financial Institutions Banking Associate Resume Examples & Samples
- Bachelors degree and at least 5 years of relevant work experience OR MBA and at least 1 year of relevant work experience
- Work experience in investment banking (or related field)
- Excellent quantitative and analytical ability
- A proven ability to think commercially about the needs of the client
- Strong team orientation, and a proven ability to work effectively with multiple different teams to solve problems
23
Financial Institutions Head Resume Examples & Samples
- Mainly responsible for business development and marketing of transportation finance products to Japanese clients, mainly Non-Banking Financial Institutions such as insurance firms, broker dealers, new internet securities, consumer & credit card finance
- Provides full-service products coverage
- Responsible for origination of new clients as well as client management of existing portfolio
- Minimum 15 years of experience in corporate banking
- Experience with Non-Banking clients
24
Associate, Global Financial Institutions Resume Examples & Samples
- Day to day relationship coverage and product promotion to I&TS clients
- Maintain regular contacts with existing clients as per determined schedule and take efforts to enlarge business shares
- Being aware of client’s business requirement and identify new business opportunities and competitors’ status
- Proactive marketing to potential clients and business development activities
- Keep eyes on potential clients and identify opportunities
- Client presentations, proposal development, etc
- Liaise with product and risk groups if needed
- Account management/Client service
- Monitor existing accounts’ daily activities/balance/performance
- Facilitate internal account reviews
- Assist in objective setting
- Account terms and conditions review
- Responsible for the completion of account opening/BKE exchange documentation
- Responsible for clients’ monthly statement in a timely manner
- Take care of client’s inquiries and communicate with HO CSFI/Investigation team
- Keep inquiry records and proceed periodic review
- Day to day information management
- Ensure Product/Service marketing material is complete and updated
- Manage clients’ T&C records
- Other I&TS/trade soft/hard copy documents filing
- Participate in trade finance sales activities
- Keep regular dialogue with existing clients
- Proactive marketing activities in line with trade finance strategy in Beijing Branch
- Deal execution/follow up
- Client analysis and market review
25
Credit Analyst Transactions Decisions Financial Institutions Resume Examples & Samples
- Excellent English communication skills (both written and spoken) are a pre-requisite. The ability to write clear and concise risk analysis to support recommendations is crucial
- Some knowledge of financial markets, fund management, securities, and banking industries and financial accounting concepts
- Computer proficiency required in Excel, Word; experience with Bloomberg or SNL is helpful; will learn numerous applications specific to the department
- 1-2 years relevant work experience
- General understanding of the credit rating drivers of Funds and other Financial institutions
- Very good written and spoken in Italian, German or any other European Language is desirable
26
Credit Analyst Transaction Decisions Financial Institutions Resume Examples & Samples
- Join our Financial Institutions/ Banks Team within the Transaction Decision – HF/FI department of Credit Risk Control
- Be responsible for the credit assessment, monitoring, control and transaction decision approval of UBS' counterparties, which encompass European based Banks
- Evaluate counterparty credit risk based on the analysis of both quantitative and qualitative factors, including fundamental credit analysis and assess counterparty exposure and evaluate transactional risks associated with various trading activities
- Interact with counterparties to conduct due diligence and obtain relevant information to complete credit requests and assist the Credit Officers in the portfolio analysis and on-going monitoring of the counterparty credit quality and of various risk reports (e.g. stress reports, risk sensitivities reports, sector reports)
- Prepare written periodic reviews/credit proposals for submission and presentation to Credit Officers, providing recommendations and drawing conclusions related to credit assessment and risk tolerance
- Interact with Risk Control Operations and Risk Reporting Departments, salespeople, traders and other various internal departments, e.g. Onboarding, Legal, Operations, Finance, Market Risk etc
- Participate in negotiations of trading documentation and in global & regional sector reviews / projects as well as perform other tasks as needed
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Head of Financial Institutions RM Resume Examples & Samples
- Responsible for Relationship Management of Financial Institutions in Corporate Banking
- Minimum 7 year Financial Institutions RM experience with Bank based in Japan
- Financial Institutions RM experience in Global Bank based in Japan
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Manager Financial Institutions GTB Resume Examples & Samples
- Maintain and grow existing business consistent with Bank objectives/targets
- Work with minimal direction and to deal independently with routine matters for existing accounts
- Refer business to Scotiabank partners
- Provide a customer service experience which meets the Bank's Scotia Service and Complaint Resolution Standards
- Ensure all activities meet internal credit policies and regulatory guidelines and procedures
- Strong knowledge of the Global Transaction Banking products
- Strong knowledge of Global Transaction Banking presentation and proposal steps, templates and all related presentation tools
- Thorough knowledge of documentation required to sell / service GTB products
- Thorough knowledge of other Bank’s electronic banking products
- Familiarity with Salesforce is an asset
- Knowledge of liquidity rules, Basel III, OFSI, SEC
- Sound knowledge of enhanced due diligence practices
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Credit Risk-financial Institutions Resume Examples & Samples
- Associate will cover a counterparty portfolio in the Financial Institutions sector with responsibility for
- Analysis of credit quality (commercial banks, broker-dealers, insurance companies), review of both financial and sector developments
- Counterparty due diligence conducted via calls and on-site visits
- Approval of daily trading requests for products including: Derviatives, Repo, MBS, Forwards, FX and Futures
- Internal Credit Rating assignment on an ongoing basis
- Limit monitoring for utilization and breaches
- Transaction Review: Work with senior credit officers to review structured transactions as they arise. Present Credit Risk�s recommendation within Risk and to committees
- Assemble portfolio reviews targeting specific sectors or products within the Financial Institutions portfolio
- Global Project Work covering initiatives affecting the Financial Institutions space with colleagues in EMEA and Japan covering new risk frameworks and regualtory developments
- Communicating credit decisions with other relevant Nomura areas including Legal, Finance and Middle Office
- 2 � 4 years of Credit Risk experience covering Financial Institutions
- Strong familiarity with financial statement analysis and credit risk metrics
- Background in trading products mentioned above in the fixed-income and equities spaces
- Comfortable interacting with senior management within Risk Management as well as the relevant business areas
- Experience negotiating industry standard documents, including ISDA/CSAs, MRAs and MSFTAs
- Strong desire to grow your skillset and expand responsibilities
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Financial Institutions Resume Examples & Samples
- Provide relationship coverage to a portfolio of institutional investor client segment in insurance, asset managers or securities companies
- Develop deep understanding of clients within the assigned portfolio, including regulatory and business trends driving industry developments and drawing up account plans so as to effectively cross sell the Bank’s full suite of products and services
- Work jointly with product partners and other business units towards seamless client centricity and business excellence
- Work closely with Credit teams to establish and deepen client credit relationships to achieve business drivers
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International Banking & Financial Institutions Enhanced Due Diligence Analyst Resume Examples & Samples
- Bachelor's degree or equivalent work experience
- Three to five years of experience in International Banking and/or Correspondent Banking (domestic or foreign)
- Past experience in financial crimes, audit, compliance or risk management
- Fundamental knowledge of BSA/AML and OFAC regulations, investigations and affiliated technology
- Analytical research and investigative skills including experience with background checks/intelligence/customer research/transactional analysis
- Excellent time management, planning and organizational skills, with a strong ability to prioritize work, track deliverables and manage due dates
- Excellent written and oral communication skills with the ability to summarize findings and present in a clear concise manner to peers, direct and senior level management
- Strong knowledge of International and Correspondent Banking customers and products/services
- Preferred knowledge of US Bancorp AML Policies, Wholesale Banking AML Procedures, as well as internal bank systems critical to the Customer Due Diligence (CDD) and Enhanced Due Diligence (EDD) processes, including, but not limited to WebKYC, Hogan, ComplianceLink, Lexis Nexis, World Check
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Financial Institutions Examinor Resume Examples & Samples
- Knowledge of Federal and State laws, pertaining to financial institutions
- Ability to evaluate accounting and regulatory compliance practices and reach conclusions based on facts and evidence
- Computer skills, including use of sophisticated software products to perform examinations and monitoring
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Financial Institutions Credit Products Manager Resume Examples & Samples
- Able to add value directly to client and coverage in articulating Regions’ underwriting methods, processes and risk appetite for specific debt products
- Maintains market knowledge of loan pricing and structural trends to match client needs with Regions’ debt product solutions
- Works with coverage banker to develop client strategy focusing on existing and potential credit exposure. Assists coverage banker in optimizing relationship through cross sell activities of debt products
- Leads the credit process on identified debt product opportunities. Ultimately accountable for structuring, underwriting, closing and management of new and existing debt products for clients
- Well organized, attention to detail, and able to manage multiple projects under pressure
- Proven leader with ability to make sound judgments
- Ability to negotiate with both internal and external parties
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Icg-financial Institutions Resume Examples & Samples
- University graduate with a minimum of 3 years relevant banking experience and proven record in credit and relationship management at reputable institutions
- Experience in Financial Institutions/Transaction Services/Markets with Relationship Management or Sales focus is preferred
- Strong credit and analytical skills is required
- Good knowledge of Cash Management, Securities and Fund Services and Markets products is preferred
- Good written and spoken English and Cantonese; Mandarin is a must
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Head of Financial Institutions Resume Examples & Samples
- Proven track record in driving business growth, retention and maintaining high level customer satisfaction
- Demonstrated ability to deliver results
- Outstanding communication skills – written, verbal, presentation and engagement
- Excellent strategic planning and execution ability,
- Change and innovation mindset and leadership
- Successful outcomes through collaboration and partnership in a complex, matrixed environment
- Track record of building CXO relationships with customers and partners
- Executive presence and leadership ability based on both influence and expertise
- Deep knowledge of the region and sub-regions, and key products across all BUs
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Midwest Region Financial Institutions Leader Resume Examples & Samples
- Sets strategic direction for the Midwest Region Financial Institutions Practice
- Works closely with other Midwest-based Geography and Segment Leaders to deliver Products and Broking support that maximizes Willis Towers Watson opportunities
- Implements the regional strategy for strong cross-product placement in the region
- Develops a wide range of senior Carrier relationships across products regionally
- Provides marketing and technical guidance to sales teams within specialty area
- Serves as an advocate for the practice area with senior management
- Serves as a technical resource within the specialty area or oversees that resource
- Holds all regulatory licenses with professional designations preferred
- 5-10 years of experience managing within the financial institutions industry
- Proven track record leading within a matrix environment
- Experience leading and building high performing ‘virtual’ teams
- Knowledge of Insurance and/or Brokerage business
- Technical knowledge of financial institutions product areas
- The ability to build and maintain business relationships
- Ability to travel 50% domestically
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Global Financial Institutions Resume Examples & Samples
- A graduate degree in a field such as business, economics, analytics, etc
- An undergraduate degree in business, finance, engineering, or another relevant field accompanied by demonstrable analysis abilities
- Outstanding collegiate academic record with superior problem-solving and analytical capabilities; solid understanding of economic, financial, and general business concepts
- Experience or knowledge of the banking and/or insurance sectors in Argentina and/or Chile
- Strong interpersonal and analytic skills
- Strong communications skills – both oral and written
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Sector Manager, Financial Institutions Resume Examples & Samples
- Commercial plan: monitoring the proposal pipeline and sold cases, reaching out to relevant CCOs/Partners, supporting road shows and client events, consolidating materials where necessary
- Expertise: mapping expertise and identifying gaps; monitoring the CT pipeline
- People plan: facilitating the implementation of the people plan, e.g., Building affiliation of partners/principals, FI KT/ECT recruiting, ring-fencing, and mobility, by working closely with HR, the practice, and the regions
- Communication and training: help animate the CB and CM segments (i.e. organize internal/ external events and nodes calls), suggesting agendas for meetings, preparing communication, coordinating calls, VT, and LAB
- Business analysis and planning for the CB and CM segments at large: handling financials, NCC and other reporting, NCC allocation to segments, ad hoc analysis, and presentations to the different BCG committees; managing the annual planning exercise
- Clients: Monitor client portfolio, consolidate plans and initiatives (e.g. campaigns) as necessary
- T1 support: Support staffing on Tier-ones and execute budget monitoring; monitor the advancement, support road shows or client events where necessary
- Support development of topic agenda together with topic leaders, topic managers and segment managers in the CB and CM Segments; curate Navigator topic pages/content and credentials; engage as part of T1s (on module work or overarching project lead)
- Digital support: Coordinate CB and CM repositories of topic-related digital tools, demos, apps, microsites, working closely with KT and DBI teams
- Marketing: Work with marketing colleagues to support CB and CM marketing efforts, including email distribution of segments' materials
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Director, Financial Institutions Resume Examples & Samples
- Manage and grow the APAC Commercial Banking business of S&P Global Market Intelligence, specifically focusing on business performance vs revenue and usage targets
- Effectively identify and evaluate opportunities for growth within APAC’s commercial banking markets through commercialization efforts, new product development, and potential acquisition/M&A opportunities
- Develop the APAC commercial banking strategy as a component of the overall global commercial banking strategy. Clearly communicate and deliver product strategy across organization
- Oversee the strategy and product development of our Financial Institutions product within the Asia Pacific region
- Drive Go-To-Market plans for key strategic initiatives to maximize market impact, client value and return on investment
- Work with client-facing teams to drive the commercialization of S&P Global Market Intelligence’s commercial bank solutions in the context of client workflows, business needs, and use cases
- Regularly collaborate with other product management and client services/sales teams to drive prioritization and evaluate opportunities
- Work within S&P Global Market Intelligence’s enhancement & development frameworks to prioritize and deliver solutions to meet commercial banking needs
- Meet regularly with clients and prospects to define needs, user profiles, and business requirements
- Be able to promote S&P Global’s brand and thought leadership position through speaking engagements at industry events etc
- BA/BS in Finance, Economics, or related field
- MBA candidate with concentration in Finance preferred
- Minimum 7years experience in banking or banking sector focused research
- Strong understanding of banking, both from a financial analysis standpoint as well as understanding key roles and workflows within a bank
- Significant Financial Services, Banking, and M&A knowledge, Market Research, Management, Strategic & Trend Assessment Skills
- Some experience working in all phases of development cycle and within a team environment managing technical projects preferred
- Business development, leadership & management experience with a demonstrable track record of influencing effective decision making
- Strong organizational skills and ability to prioritize
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Superintendent of Financial Institutions Resume Examples & Samples
- Works with the Director/Assistant Director of Commerce to establish a strategic vision for the Division of Financial Institutions and to execute the vision
- Provides effective leadership by building, motivating and inspiring a high quality team within the Division to implement the objectives and vision of Commerce; exhibits objectivity and openness to others' views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of the team above personal interests and supports the team's efforts to succeed. Prioritizes staff development and succession planning
- Maintains broad, solid compliance knowledge of bank regulations & laws across multiple sections within the Division, and serves as a subject matter expert to help maintain an effective compliance program. Is proactive in keeping up-to-date on regulatory changes; is involved in industry-related associations; is comfortable networking inside and outside of the Department to broaden business knowledge base and to increase personal effectiveness; establishes and maintains a network within the financial community
- Develops and maintains strong internal partnerships with other divisions within the Department to share best practices; collaborates with the legislative liaisons to understand policies, regulations and regulatory proposals
- Works in collaboration with the Director's administrative support offices (IT, Fiscal and HR) on activities including budgeting, recruitment/staffing levels and other internal procedures designed to ensure the best possible efficiency in providing outstanding customer service
- Directs special projects as they relate to the Division; serves as liaison with local, state officials and the banking industry. Promptly responds to inquiries. Represents the Division at meetings and delivers presentations and/or speeches
- All other responsibilities and duties as assigned by the Director of the Department of Commerce
- Ability to lead and manage a large and complex business operation
- Demonstrates problem solving and analytical expertise; writing proficiency; excellent customer service/interpersonal skills; strong communication skills, computer competency; negotiation and persuasion capabilities; ability to work without extensive supervision
- NMLS Certification a plus
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Financial Institutions Coverage Trainee Resume Examples & Samples
- Perform economic and financial analysis on Key clients and prospects
- Conduct industry research including: peers analysis, sector/country studies
- Prepare presentation and marketing materials for use in client meetings and transaction execution, covering topics such as financing alternatives, capital markets activity, capital structure advice, treasury services, and derivatives
- Conduct internal reviews and follow up action plan per client/portfolio: analyze business potential and cross selling opportunities, participate in meetings with salespeople to identify the opportunities/gaps
- Monitor Market trends and track client performance
- Understand the impact of new regulation, market evolution on Financial Institutions clients and SG offer (AQR, Basel III, Solvency II, and MIFID)
- Some experience in a financial institution preferred
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Finex Financial Institutions Leader Resume Examples & Samples
- Directly handle several key large and complex accounts
- Function as a senior resource on all other FINEX FI accounts; participate in client communications/conference calls/meetings where high level, technical expertise is needed
- Contribute to the resolution of complex claims matters
- Maintain meaningful, senior-level market relationships
- Set growth strategy; spearhead new business opportunities
- Analyze new forms and products in the marketplace
- Oversee the creation of marketing materials, quarterly market updates
- Manage the dissemination of content to the team; provide newsletters, alerts, blogs, real-time updates to staff
- At least 10-15 years of insurance experience
- Ability to analyze and provide concise conclusions
- Proficient computer skills relevant to Microsoft Office, Outlook, and web-based applications
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Icg-financial Institutions Resume Examples & Samples
- Minimum 8 years of industry experience, preferably in sales support or operation function with banks
- Basic knowledge in banking products and credit is an advantage
- Mandarin is an advantage
- Strong customer orientation and service commitment
- Positive attitude, self-motivated and willing to learn
- A good team player with excellent interpersonal, organizational and communication skills
- Diligence and attention to details
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Financial Institutions Team Resume Examples & Samples
- Oversight of the credit analysis and risk management for financial institutions in EMEA, in particular the credit due diligence and rating process as well as setting and monitoring of credit risk limits
- Transaction analysis and credit approval process including credit risk mitigation and documentation requirements
- Represent credit risk and risk sensitivities associated with the EMEA Financial Institutions portfolio through development and production of ad-hoc and regular reports
- Liaise with other departments including legal, operations, risk reporting, regulatory controllers and capital groups
- Regular interaction with Sales & Trading Division for all financial institutions related requests
- Dedicated product coverage for FID and IED derivatives
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Financial Institutions Industry Specialist Resume Examples & Samples
- Research Financial Institution Risk exposures , capital modelling and regulatory capital
- Liaise with Regulators to understand Basel “three pillars” approach and how we can structure products to map to risk exposures
- Liaise with clients to ensure AIG has a full understanding of their key risk management needs
- Strong ability to communicate difficult concepts to a broader audience
- Experience in the development of risk management frameworks and in identifying key risks
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Financial Institutions Operational Risk Specialist Resume Examples & Samples
- Research Financial Institution Risk exposures, capital modelling and regulatory capital
- Design solutions for clients across risk exposures
- Focus on Financial Institutions Operational Risk, designing and delivering solutions to clients
- Liaise with brokers to ensure AIG is at the heart of Operational Risk based products
- Highly motivated and proactive individual who takes ownership of tasks and projects
- Strong interpersonal skills with a proven ability to successfully communicate with clients, internal stakeholders and regulators
- Training and upskilling underwriters in banking operational risk and regulation
- Desire to expand skills and expertise in developing an operational risk solution for financial institutions
- Operational risk experience within banking, consultancy or insurance environments
- Ability to interpret and articulate regulatory rules and requirements
- Experience within insurance underwriting desirable but not a requirement
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Head of Financial Institutions Resume Examples & Samples
- Oversight of the credit analysis and risk management for financial institutions in EMEA, in particular the credit due diligence and rating process as well as the setting and monitoring of credit risk limits
- Main regional contact for the Sales & Trading Division for all financial institutions related requests and dedicated product coverage for FID and IED derivatives
- Assist in developing stress tests relevant to the credit risk in the Financial Institutions Portfolio and assess results against risk appetite
- Own and deliver regulatory projects as far as these relate to the Financial Institutions Portfolio / Sales & Trading, including but not limited to IMM and IRB remediation activity
- Represent credit risks associated with the Financial Institutions Portfolio to senior management
- Proven experience in Credit Risk Management for financial institutions
- Strong understanding of credit risk in traded products across Sales & Trading
- Ability to influence, including under pressure, while retaining independence
- Proven management and leadership skills with ability to motivate a team
- Ability to work independently in a self-directed way
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Associate, IFC Financial Institutions Funds Resume Examples & Samples
- Strong client service orientation with an openness to feedback and new ideas
- M.B.A or equivalent degree
- 4+ years relevant experience in a financial institution or private equity firm, focusing on principal investments (preferably in financial services sectors) and/or emerging markets
- Strong analytical and investment assessment skills, and sound knowledge of equity investment documentation, accounting, financial statement analysis and financial modeling (building projections, running valuation and scenario/return analysis)
- Sound business judgment and problem solving, negotiation and commercial skills
- Ability to work effectively under pressure in a diverse, team-oriented environment
- Excellent oral and written communication skills in English are required, including a demonstrated ability to communicate complex ideas clearly and tactfully to a variety of audiences; fluency in other languages (e.g. French, Spanish, Portuguese, Chinese) would be a plus; and
- A willingness to travel frequently is required. To apply for this position, please send your CV and cover letter to AMCRecruit@ifc.org.IFC Asset Management Company, LLC is an equal opportunity employer
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Financial Institutions Practice Manager Resume Examples & Samples
- Bachelor's degee required; advanced degree is a plus
- Fluent in English (verbal and written); Portuguese and/or Spanish language is a plus
- Ambition, strong drive and a passion for excellence
- Strong management skills including analytics, problem-solving, project management, communications and people development
- Ability to work independently, while also having a collaborative leadership style
- Good understanding of organization practice knowledge domains and their relevance and importance for the various constituents and stakeholders
- High tolerance for ambiguity and complexity
- This will be a maternity leave coverage for 6 to 8 months; flexibility regarding this time frame is important
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Credit Analyst of Banks & Financial Institutions Resume Examples & Samples
- The annual/ On demand credit analysis of Czech and Slovak Banks and other financial institutions (BAFI)
- Analysing and giving a recommendation on the credit transactions with BAFI
- The rating monitoring on BAFIs and Sovereign
- The watchlist monitoring for BAFIs
- Supporting the administration of country risk management
- Preparing ad-hoc analysis/presentation of credit risk management for the management of the department and of the Bank
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Global Finex Financial Institutions Practice Leader Resume Examples & Samples
- Set overall FI growth strategy
- Manage current established FI teams in both the US and UK and oversee the creation of new teams elsewhere in the world
- Facilitate the process of servicing global accounts through global connectivity
- Create new products designed to meet existing needs of clients/evolving exposures
- Represent FINEX FI/Willis Towers Watson on industry panels, webinars, social media, etc
- Manage the dissemination of content to the teams
- BA/BS required. Advanced degree preferred (e.g., JD)
- Broker’s license or requirement to obtain license within one year of obtaining this position
- Understanding of and ability to execute complex placements
- Knowledge of the global marketplace; strong market relations
- Knowledge of both broking and claims processes and procedures
- Strong verbal and written communication skills at the executive level
- Advocacy and sales skills
- Proficiency in analytics and benchmarking
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WO Internship Debt Capital Markets Financial Institutions Resume Examples & Samples
- Minimum of Bachelors of Science degree required, Master level preferred
- Well-rounded academic background with coursework in finance and / or economics preferred
- Strong teamwork skills
- Ability to work well under pressure and tight deadlines
- Diligence and attitude to continuously learn
- Adaptability and an ability to continually climb a steep learning curve
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Account Executive for Trust & Financial Institutions Resume Examples & Samples
- Solicits new accounts to conduct cross selling, direct selling and cold calling
- Responsible for renewal business and soliciting additional lines of coverage
- Services accounts and provides claims assistance as needed
- Completes applications, obtains quotes, negotiates premiums and commissions, prepares proposals and presentations
- Binds coverage, prepares binders and delegates certificates
- Reviews coverage, identifies deficiencies and determines appropriate level of coverage
- Meets with clients as needed or directed by producer
- Reviews accounting history, responds to accounting inquiries, corrects discrepancies and contacts client on receivable collections
- Serves as technical expert, assisting department members to resolve complex issues
- Engages in optimal and appropriate usage of applicable agency management systems
- 8 - 10 years related work experience
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Key Account Manager Division Financial Institutions & Fintech Europe Resume Examples & Samples
- Own all aspects of the operational, tactical and strategic relationship with Key Accounts and deliver well thought out, structured plans for their growth
- Investigate and understand the commercial business models of Key Accounts. Implement changes to Wirecard services/commercials to ensure alignment, where relevant
- Assist in delivering the FI vertical growth and profitability strategy by suggesting and implementing initiatives to grow and optimize Key Accounts
- Deliver plan to manage the Key Account Management of clients with FI team for sign off
- Develop and implement handover process from Sales Acquisition to Sales Account management
- Coordinate with Wider FI team on event strategy and ensure that FI clients are aware and contributing to our marketing/event efforts
- Be proactive in seeking opportunities to deliver more revenue growth to the team
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Account Manager Financial Institutions Resume Examples & Samples
- As Account Manager, you work in close cooperation with the various Support Departments, Operations, the Relationship Manager and TS Sales, you will take pro-active actions to ensure that client satisfaction targets are met, and that the commercial and operational quality of the service in your client portfolio improves
- Accountable for the services of a client portfolio of Financial Insitutions clients
- Entry-point for the client for all day-to-day and operational service and implementation requests
- Ensuring an excellent service level to the client by guiding the client to the appropriate online channel or specialized support desk
- Take pro-active measures to enhance the service to the client
- Coordinate and orchestrate with stakeholders from other departments
- Act as escalation point for internal stakeholders
- Pro-actively and regularly make client visits in order to discuss service levels and service needs
- Provide sales leads to TS Sales or the Relationship Manager from a servicing point of view
- Understand well the client servicing needs and match client needs with ING services
- Act as Voice of Business in improvement projects with other stakeholders
- Taking the lead in improvement projects of the department
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Account Manager, Financial Institutions Resume Examples & Samples
- Manages and grows revenue and market share across all TR Business Units in designated accounts by maximizing customer satisfaction
- Develops and maintains high level relationships to ultimately drive revenue growth and retention
- Develops and executes account strategy collaborating with sales specialists to deliver a comprehensive product offering to meet overall customer needs
- Develops key stake holder communities both internal and external
- Maintain deep knowledge of the designated accounts and the clients’ workflow and challenges
- Act as point of contact for the client and orchestrates the entire relationship within designated accounts
- Strategically develops, executes and maintains a growth-centric account plan and own overall strategy for revenue growth and retention
- Accountable for end-to-end service delivery and performance
- Establishes strong, long-term customer relationships and identifies new business opportunities and maintains relationships with key decision makers
- Applies knowledge of business and its constituent workflows to conceive and position value-added solutions to promote sales and revenue growth
- Keeps management in touch with accounts in a timely fashion, gathers intelligence on competitor activity, and gives feedback to other internal stakeholders
- Tracks customer activity in internal systems in order to execute on account strategy, identify additional opportunities and promote accurate forecasting
- Maintains up to date product knowledge on all products and solutions
- Provide high level specialised training on product and functionality
- Strong understanding of customers and their business model and workflows
- Strong relationship building skills and experience in establishing C level relationship
- Ability to develop client / account strategy, provide direction to sales team and lead from the front
- Proven account management experience in a customer facing environment required
- Ability to develop and execute an account plan
- Problem solving skills and ability to understand, articulate, structure and solve client needs
- Presentation and communication skills: ability to deliver presentations and communicate at all levels within an organization
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Director, Financial Institutions Solutions Resume Examples & Samples
- Determine solution value proposition, assess market and customer feedback with regional and market teams, and define product requirements
- Design and implement product localization in main markets
- Develop business cases for new product development and/or business opportunities
- Develop market opportunity analysis and launch prioritization
- Lead the product development roadmap in new the digital platform, managing projects with external and internal technology partners
- Define product pricing, packaging and go-to-market strategies
- Prepare sales materials (decks, sell sheets, case studies, demos), product training, and communication on new product releases
- Support product implementation and deployments in the markets
- Bachelor's Degree Required, MBA preferred
- English proficiency (spoken and written), other languages a plus
- Senior level presentation and communication skills
- Experience in reputable management consulting firms a plus
- Database and business intelligence skills a plus
- Eagerness to succeed and collaborate in a team environment
- Self-motivated with a proven track record of learning fast and delivering on results
- Open and creative mindset, comfortable with uncertainty and in a changing environment
- Ability to work effectively under pressure and aggressive corporate targets
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Small Business Channel Partner for Financial Institutions Resume Examples & Samples
- Strong written and Oral skills
- Bachelor’s degree in Business preferred or equivalent work experience
- 5 + years of sales, channel or business development experience in a highly competitive environment
- Proven success throughout work experience
- Demonstrated ability to generate marketing and strategic initiatives that will drive referral activity
- Great business acumen, understands small business model
- Excellent people skills, able to build rapport with all contacts
- Highly adaptable and able to manage through change
- Excellent organizational skills, highly disciplined
- Tenacious, driven to succeed attitude, entrepreneurial spirit
- Computer literacy with standard office applications and experience using a salesforce automation tool (CRM)
- Ability to operate effectively in a matrix organization
- Direct industry experience in the HCM, Financial Services, Franchises, or Accounting industries working with and selling to Senior HR and C-level roles
