Grenvile Pitchen Email & Phone Number

Edmonton, AB, CA

Edmonton, Alberta, Canada

• Lending roles:
• Reviewed and evaluated online and walk-in customers financial loan applications up to $20,000 in unsecured loans and up to $100,000 for home equity loans
• Assess the applicants’ credit worthiness
• Perform financial analysis and other risk assessments to maximize quality of the sale and limit future collection items
• Develop and maintain professional relationships with customers withing Edmonton, Alberta and ensure customer satisfaction and providing guidance to help customers get their credit built.
• Ensure confidentiality of all client information.Collection roles:

Edmonton, Alberta, Canada

• Volunteering as a data entry staff to file taxes.
• Inserted tax data on the UFILE system for individuals and families.
• Completed training on the systems for individuals already residing in Canada and newcomers and retired people
• Data entered for people with no income as well with 100 percent accuracy

Edmonton, Alberta, Canada

• Counter Sales at COSTCO Wholesale
• Worked with fellow sales team members to achieve group targets with 100% success rate.
• Sold Zwilling Products and Primus telecommunications exclusively to Costco customers by explaining unique features and educating customers on proper usage
• Trained completely in handling Primus telecommunication to be provided to customer comprising of internet and home phone services across Alberta

United Arab Emirates

• Responsible for assisting the treasury manager and finance manager to carry out banking activities, which include account opening/maintenance, receiving and processing payments and daily reporting
• Handled and completed the KYC requirements for monthly review for multiple banks within GCC (Gulf Cooperation Council)
• Steered daily communication with the banks trade finance team and the relationship manager on follow up, and formulated banking products necessary for business growth
• Expected to draft, negotiate, and issued letter of credits, guarantees and all kinds of trade finance instruments for company functioning

Dubai, United Arab Emirates

• Responsible for assisting the treasury manager and finance manager to carry out banking activities, which include account opening/maintenance, receiving and processing payments and payroll and daily reporting
• Point of contact for all banking operations at the head office and group entities
• Handled the KYC requirements for monthly review for multiple banks within GCC (Gulf Cooperation Council)
• Drafted, negotiated, and issued letter of credits worth AED 50-60 million and guarantees worth AED 2 – 3 million for various contract requirements for the retail and construction projects within the UAE
• Prepared monthly schedules and reports for management on the issuance and utilization of banking facilities

Dubai, United Arab Emirates

• Managed portfolios under transaction banking Sales and product solutions with Trade Assets worth of AED 6 billion and CASA balance of AED 18 billion.
• Sourced and implemented cash management mandates covering payments, receivables, Liquidity, System integration host to host solution.
• Sourced new to bank relationship and drive trade utilization to maintain monthly sales targets.
• Worked with network international to source Credit card POS machines, payment gateway.
• Migrated corporate clients to online platform which was an increase from 30% to 60%.
• Offered collection solutions that manage incoming payments which include remote cheque scanning, cash collections and liquidity management solution. Successfully set up the first cheque scanning solution and direct.

Dubai, United Arab Emirates

• Assisted large and mid-corporate customers in banking operations processes worth AED 2.3 Bn majorly cash intensive clients.
• Coordinated with Treasury and other departments and booked foreign exchange rates for transfers within accounts and telegraphic transfers and Fixed deposits.
• Analyzed all business objectives and ensure achievement of cross sell across the portfolio related to online banking, corporate credit card and payment gateway.
• Provided customer service and assistance on account opening and maintenance of necessary constituent documents from KYC, customer due diligence and signature verification.
• Raised and monitored service requests on CRM (Customer Relation Management) to the relevant department in the back office for immediate and timely resolutions.
• Supervised development of credit applications, credit renewal and monitor portfolio as a part of the Relationship Managers Target growth which was 20% of the overall portfolio.

Dubai, United Arab Emirates

• Point of contact assisting internal staff between the branches and the back office of the bank for the corporate, priority, private, and retail banking segments
• Managed and processed account opening/maintenance and signature capture for retail and corporate clients
• Actively monitored and conducted payments processing/investigation and payroll processing for the bank within centralized operations
• Ensured user queries or issues were captured, validated, and triaged for further processing; totaled to around 150 emails a day
• Tracked and resolved service requests on CRM pertaining to fixed deposits, inward and outward payments, postdated cheques, bank account openings and account maintenance with a target of 15 cases a week
• Monitored daily operation reviewing weekly productivity and quality of the unit with expected standards and SLA (Service Level Agreement) and TAT (Turnaround Time)