Sheila Simms Email & Phone Number

Chicago, Illinois, United States

Skokie, Illinois

Chicago

Brisbane, Australia

As a Relationship Manager in Premier Banking I looked after high value customers providing a dedicated relationship management to aid in the achievement of financial goals. I provided a high level of financial expertise, catering to all of my customer's needs. I provided personalised one on one service by thoroughly understanding my clients and their financial position and ambitions. Based upon the latest product offerings and investment opportunities I was able to tailor my services to meet my customers needs.

Brisbane, Queensland

Worked closely with Relationship Executive to support the on-going needs of a 17 client portfolio of Corporate Banking Clients across the complete range of Bank Products. The focus of the role was on developing new business opportunities from existing clients and increasing the portfolio with new clients. Actively pursued the identification of opportunities to assist clients to meet their day-to-day financial needs and medium term goals by gaining an in depth understanding of their needs and enlisting the involvement of product specialists when appropriate. Negotiated commercial terms of transactions and oversaw the progress of deal execution through to conclusion to ensure timely and efficient delivery of client requirements. Prepared call reports, monitored cross-sales to ensure that our customer satisfaction is met and to maintain client relationships. Completed credit submissions in addition to annual reviews to ensure a timely delivery of decisions, documentation and funding to the client and the accuracy of information on source systems. Covenant monitoring ensuring that client conducted facilities within the agreed arrangements with the Bank.

Brisbane, Australia

Brisbane, Australia

Greater Chicago Area

Chicago, Il