Jane Doe
123 Fake Street City, State 10022 Cell: (000) 000-000 email@nyc.rr.com
Executive Profile
Results driven corporate banking executive with over 17 years’ progressive experience in international banking, customer relationship management, and consultative sales seeks to take next career step with a well-respected financial institution that rewards proven success in business development, portfolio management, and strategic planning. Demonstrated success in working within collaborative environments to exceed multi-million-dollar sales targets while delivering quality customer service. Outstanding ability to develop strategic plans to maximize cross sales, increase client retention and loyalty, and drive bank objectives for continued financial success.
Highlights
International Banking Portfolio Management Relationship Management Business Development Treasury Solutions Management Asset Management Risk Management Strategic Planning
Professional Value Offered
Portfolio Management Grew client base while fostering relationships to maximize cross sales and optimize profitability. Currently administer 50 key corporate accounts, including Fortune 500 and middle market clients as vice president and developed 20 key corporate client portfolios as assistant vice president. Secured 10 new client accounts by focusing on middle market initiative effectively generating more than $50M in revenues as assistant vice president. Business Development Strategically expanded business development focus to include foreign direct investment (FDI) to simultaneously enhance US entity bottom line while benefiting Irish economy. Contributed $1 – $2.6M (of $5 – $6M division target) to meet and exceed established customer development and retention goals as vice president; successfully collaborated with multidisciplinary team members to generate $2B in deposits over two years as vice president. Generated annual revenues in excess of $800,000 as assistant vice president. Customer Relationship Management Collaborate with clients, including multinational corporations to develop and deploy customized foreign exchange and interest rate derivative strategies. Analyze client portfolios to identify opportunities for growth; anticipate client needs by evaluating profit structures and recommending solutions to protect profits. Reactivated six former trading accounts by reaching out to clients and proposing solutions for improved customer service and retention.
Professional Experience
Vice President, 01/2001 Current Allied Irish Bank City, State Utilize strategic consultative approach to sell treasury management solutions to new clients. Conduct market research to identify and evaluate client, competitor, and market data and facilitate decision-making, targeting, and planning while proposing effective cash management solutions. Research and resolve client requests, operational issues, and discrepancies.
