Harleen Chhina
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Harleen Chhina Email & Phone Number

Client Outreach VP Manager at Bank of America Merrill Lynch
Location: New York, New York, United States 5 work roles
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Current company
Bank of America Merrill Lynch
Role
Client Outreach VP Manager
Location
New York, New York, United States
Company size
23988 employees

Who is Harleen Chhina? Overview

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Harleen Chhina is listed as Client Outreach VP Manager at Bank of America Merrill Lynch, a company with 23988 employees, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for Harleen Chhina.

Harleen Chhina previously worked as Vice President, Complex Deal Manager at Union Bank and Vice President, Credit Executive at Union Bank.

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Bank of America Merrill Lynch

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Profile bio

About Harleen Chhina

With over 16 years of experience in the Banking industry, I have significant experience and expertise in Corporate Trust, Credit Analysis, Complex Deal Management for Commercial Card, Client Relationship Management and Data Integrity. My mission is to deliver exceptional value to clients by providing innovative solutions, seamless execution, and unparalleled service. I have a strong passion for Project and Client Relationship Management. I truly enjoy being the single point of contact for my client base as well as collaborating with internal cross-functional teams to achieve shared goals and objectives.In my most recent role as Vice President, Complex Deal Manager at Union Bank, I managed the Bank's complex commercial card deals resulting in accelerated time to revenue. I led and coordinated activities with various stakeholders, ensuring card agreements were executed in accordance with bank policies and procedures. I also delivered a seamless client experience from mandate to implementation of cards. Some of the skills that I leveraged in this role were business relationship management, project management, legal contract negotiation, and problem-solving.

Current workplace

Harleen Chhina's current company

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Bank of America Merrill Lynch
Bank Of America Merrill Lynch
Client Outreach VP Manager
charlotte, north carolina, united states
Website
bofaml.com
Employees
23988
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5 roles

Harleen Chhina work experience

A career timeline built from the work history available for this profile.

Vice President, Complex Deal Manager

Union Bank

New York, United States

Manage complex commercial card deals resulting in accelerated time to revenue. Leading & coordinating activities with Client, Sales, Legal, Product, Credit and Risk to ensure Card Agreements are executed in accordance with Bank policies & procedures. Delivering a seamless client experience from mandate to implementation of cards.

Nov 2019 - Aug 2022

Vice President, Credit Executive

Union Bank

Walnut Creek, California

Superior underwriting and portfolio management skills with focus on Domestic Financial Institutions and Custody. Performed complete credit analysis including gathering, analyzing, and interpreting all types of credit information on existing and prospective credit customers.

Jul 2014 - Nov 2019

Assistant Vice President, Data Custodian

Union Bank

Walnut Creek, CA

Managed Data Integrity for the Global Treasury Management portfolio. Developed and implemented quality control processes governing Key Data Elements (“KDE's”). Reviewed and signed off on new and renewed credits, confirming accuracy of KDE's before and after closing.

Oct 2011 - Jun 2014

Associate, Corporate Trust

Bny Mellon

New York, United States

As the single point of contact for clients, ensured greater client satisfaction, retention, & compliance with policy and procedures governing fiduciary relationships. Expertise in complex transactions including Monolines. Legal document negotiation for Indentures, Custody & Escrow Agreements and Trust Deeds. Settled trades through DTC, Euroclear &.

Aug 2006 - Mar 2011
Team & coworkers

Colleagues at Bank of America Merrill Lynch

Other employees you can reach at bofaml.com. View company contacts for 23988 employees →

MM Michael Molatch Michael Molatch Colleague at Bank Of America Merrill Lynch Boston, Massachusetts, United States, United States View → PT Phui Tin K. Phui Tin K. Colleague at Bank Of America Merrill Lynch Kuala Lumpur, Federal Territory Of Kuala Lumpur, Malaysia, Malaysia View → FZ Francisco Zilhão Francisco Zilhão Colleague at Bank Of America Merrill Lynch London, England, United Kingdom, United Kingdom View → AD Ali Dhaloomal Ali Dhaloomal Colleague at Bank Of America Merrill Lynch London, England, United Kingdom, United Kingdom View → EM Ellie Marshment Ellie Marshment Colleague at Bank Of America Merrill Lynch Greater London, England, United Kingdom, United Kingdom View → MR Mary Rowe, Mba Mary Rowe, Mba Colleague at Bank Of America Merrill Lynch Annandale, New Jersey, United States, United States View → HL Hongyu Li, Cfa Hongyu Li, Cfa Colleague at Bank Of America Merrill Lynch New York, New York, United States, United States View → AB Adam Barroso Adam Barroso Colleague at Bank Of America Merrill Lynch Princeton Junction, New Jersey, United States, United States View → AR Ayyappa Reddy Ayyappa Reddy Colleague at Bank Of America Merrill Lynch India, India View → BA Bardia Aghdaey Bardia Aghdaey Colleague at Bank Of America Merrill Lynch Washington, District Of Columbia, United States, United States View →
FAQ

Frequently asked questions about Harleen Chhina

Quick answers generated from the profile data available on this page.

What company does Harleen Chhina work for?

Harleen Chhina works for Bank of America Merrill Lynch.

What is Harleen Chhina's role at Bank of America Merrill Lynch?

Harleen Chhina is listed as Client Outreach VP Manager at Bank of America Merrill Lynch.

Where is Harleen Chhina based?

Harleen Chhina is based in New York, New York, United States while working with Bank of America Merrill Lynch.

What companies has Harleen Chhina worked for?

Harleen Chhina has worked for Bank Of America Merrill Lynch, Union Bank, and Bny Mellon.

Who are Harleen Chhina's colleagues at Bank of America Merrill Lynch?

Harleen Chhina's colleagues at Bank of America Merrill Lynch include Michael Molatch, Phui Tin K., Francisco Zilhão, Ali Dhaloomal, and Ellie Marshment.

How can I contact Harleen Chhina?

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