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 clients• 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 policies and procedures• 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 exceptions, and early fraud warning signals• 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 and wealth partners to increase business prospects• 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.