* Provided advisory services to a sizable portfolio of clients consisting of 200 High Net Worth Individuals. Communicated complete range of brokerage and investment service offerings. Delivered investment guidance tailored to the specific needs of each client.Key Contributions:• Fostered relationships with clients to ensure customer retention and referral business. • Secured new accounts through consultative sales methods, self generated leads and presentations.• Developed and processed credit memos. • Monitored loan repayments and overdrafts.• Retained and grew existing accounts through upselling and expanding range of offerings.• Served as Subject Matter Expert on relevant topics.• Ensured timely payment of American Express Card bills to avoid delinquency of accounts.• Provided visionary leadership, strategic direction and oversight to cross-functional teams to ensure effectual operations and goal attainment.• Collaborated with team members to secure commitments, remove potential barriers to success and to facilitate communications.• Tracked and resolved complex issues prior to further escalation.• Forged and managed relationships with external service providers, including American Express (AMEX).• Served as liaison between clients and treasury/ brokerage departments to secure favorable lending rates and investment terms.

* Managed over 75 sizable corporate accounts. Handled a complex, dynamic portfolio and established professional relationships with internal and external clients.Key Contributions: • Capably verified clients’ qualifications to safeguard from loan defaults.• Developed and processed credit memos. • Monitored loan repayments and overdrafts.• Led the Due-Diligence process and worked closely with legal, operation and treasury teams involving the customer’s request for a loan.• Examined the deal rational and assessed risk involving the corporate clients request for a loan.• Conducted a thorough investigation into the reputation and business practices of all corporate clients and potential customers.• Applied strong interpersonal skills and research experience to resolve client issues in a timely and sound manner.• Participated in credit committee meetings with executive level management to present and justify loan proposals.• Engaged in strategic deliberations regarding customer needs to effectively expand client base.

* Responsible for providing supervision and direction to back office activities. Key Contributions:• Ensured the successful delivery of all services in adherence to schedule and client expectations.• Conducted daily reconciliation of transactions received from other branches.

* Assisted in the monitoring and maintenance of a pipeline of 56 corporate accounts.Key Contributions:• Assisted in preparation of credit memos and credit files in regards to corporate clients• Monitored repayment of loans and overdrafts.• Obtained and kept record of audited financials issued by corporate clients.• Prepared Know Your Customers (KYC) documents concerning corporate clients and their affiliated banks.• Supported the team in customer service, marketing and relationship management with corporates and customers banks.• Promoted and marketed bank’s financial products and features to current and prospective clients.