Kevin Chen, Mba, Prm, Rims-Crmp Email & Phone Number

Vancouver, British Columbia, Canada

• Ensure the timely completion of all Private Banking and Commercial/Custom credit activities, including analyzing, structuring, and presenting credit proposals for new requests, compliance, and annual client reviews
• Join the Private Banker in client meetings to establish relationships and gather information to better understand the client’s credit requirements and needs
• Keep senior management informed of any emerging credit issues in individual accounts by staying up-to-date with financial, legal, political, technological, and industry developments

Vancouver, British Columbia, Canada

Vancouver, British Columbia, Canada

• Manage and grow a $70MM business banking portfolio across diverse industries
• Identify opportunities to increase wallet share and portfolio balances, apply sales and service techniques, and generate referrals to CIBC partners
• Understand risks related to small business banking, deposit, lending, and investment products, and take appropriate actions to maintain operational integrity

Vancouver, British Columbia, Canada

• Conduct comprehensive risk analysis and work with the client strategy team to design suitable credit structures and terms
• Manage the risk of assigned portfolios accurately and promptly, focusing on the quality of information, analysis, and credit recommendations for profitable sales of credit products and services to Platinum Banking.
• Maintain effective relationships with Private Bankers and other team members to create a collaborative environment focused on client needs and experience

Vancouver, British Columbia, Canada

• Provide courteous, knowledgeable, friendly, and professional service to BPB professionals regarding Platinum Banking credit services, consistent with the desired client experience
• Provide timely and accurate administrative and sales support to Private Bankers, Lending Specialists, and peers for credit and non-credit activities
• Cross-train with support team members to ensure coverage and share knowledge.
• Mitigate identified risks and make credit recommendations and decisions in accordance with sound credit-granting principles and the Bank’s risk policies and procedures

Vancouver, British Columbia, Canada

• Exercise individual commercial credit-granting authority and ensure credit decisions, terms, and conditions for existing Commercial Borrowing customers comply with sound credit-granting principles and the Bank’s.
• Maintain acceptable asset quality in the loan portfolio by monitoring accounts for compliance with terms and conditions, completing annual and trigger reviews, and identifying deteriorating risk situations, material.
• Contribute to CAM’s success as a member of a highly functional community by maintaining customer contact, gathering information to understand customer objectives, and assisting in loan analysis

Vancouver, British Columbia, Canada

• Exceed the average sales goal by up to 4.46% by developing and maintaining relationships, advising on banking products and services to meet the needs of new and existing clients, and collaborating with service teams.
• Understand customer needs through quality conversations and identify opportunities to promote suitable financial products and services
• Quickly learn cash operations by training as an Operating Cash Custodian in less than 5 months, handling ATM machines and assisting with vault cash management
• Proactively lead in the lobby, educating customers on self-serve options to enhance their experience

• Maintain regular communication with the faculty supervisor to discuss the quality of performance
• Research and collect data using complex techniques and procedures, library research, structured interviews, or other project-specific methods
• Plan and adapt research techniques, procedures, tests, equipment, or software management as needed

Master Of Business Administration - Mba

Bachelor’S Degree, Finance, Entrepreneurship

Blockchain Strategy Programme (Certification), Blockchain Strategy

Activities and Societies: • Understanding blockchain • The blockchain ecosystem • Innovations in value transfer • Decentralized apps and.