Commercial Bank Resume Sample

7 votes
Danielle Witting
2242 Schaden Tunnel,  Boston, MA
+1 (555) 297 5320

Work Experience

Commercial Bank Product Manager
06/2017 - PRESENT
Houston, TX
  • Performs complex real estate based financial analysis, identifies risk, and interprets data for management's use in rendering sound credit decisions. Analysis is based on property operating statements, rent rolls, schedule of real estate owned and client’s financial balance sheet
  • Completes credit actions (annual family credit reviews) summarizing the financial analysis completed on a client’s portfolio including recommendations for future business
  • Liquidity/Deposit Analysis and Modeling
  • Performs complex financial analysis, identifies risk, and interprets data for management's use in rendering sound underwriting decisions. Analysis is based on property operating statements, rent rolls, schedule of real estate owned and client’s financial balance sheet
  • Completes credit actions summarizing the financial analysis completed on a client’s portfolio including recommendations for future business
  • Partner with the Specialized Industries CFO and Industry Head to develop strategic market plans
  • Align market goals and objectives to national priorities and initiatives
Commercial Bank
12/2010 - 03/2017
Chicago, IL
  • Represent JPMC's International capabilities both internally and externally
  • Identify opportunities for new products and services and better ways to effectively sell and deliver existing products
  • Provide sales input and the client perspective into product development, marketing initiatives and other related tasks
  • Background in Applications Support covering a variety of OS/DB technologies
  • Develop analytical methods and reports for monitoring business performance and for identifying and monitoring operational risks
  • Create reports that allow staff to align and track against business strategies, management goals, and operational objectives
  • Develop analytical methods to summarize complex business processes utilizing statistical methods, such as regression and trend analysis, using MS SQL Server, Tableau, and other data analysis software
  • Support production reporting, including providing customer support, issue and defect diagnosis, user training, and ongoing maintenance of established tools
Cb-commercial Bank-intern
10/2003 - 06/2010
Los Angeles, CA
  • Act as thought partner to the Industry Head on key business decisions
  • Expertise in Multi-family and Commercial real estate lending, review, or appraisal
  • Primary approval of annual risk reviews as wells as inspection reports
  • Responsibility to make timely and prudent credit decisions in a high volume environment, including proficiency in cash flow analysis and projections
  • A close partnership with Originations, Special Credits, and Loan Servicing
  • Continuous process improvement responsibilities includes modifying procedures, as needed, and being aware and proficient with the software used by the PM analyst team as well as PM and CTL management
  • Develop customized international solutions, including treasury management, overseas lending, trade finance and foreign exchange
  • Responsible for all stages of revenue generation activities, including regional strategy development, direct client interactions, prospect identification, customized proposal development, and deal execution


Globe University / Minnesota School of Business
1998 - 2002
Bachelor's Degree in Accounting

Professional Skills

  • Demonstrate strong analytical, communication, leadership, and quantitative skills; aptitude to drive reporting and projects individually and with a team
  • Strong decision making skills and understanding of the risk/ reward balance
  • Corporate or investment banking experience with strong corporate finance/credit background
  • Direct experience working with ESOP transactions from a technical standpoint (valuation, structure/design, financial modeling, and accounting)
  • Strong understanding of capital markets, financing structures, derivatives and cash management products as well as related documentation
  • Commercial banking or management consulting experience is ideal
  • Experience in a client facing role

How to write Commercial Bank Resume

Commercial Bank role is responsible for analytical, business, leadership, technical, planning, credit, finance, excel, analysis, procurement.
To write great resume for commercial bank job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Commercial Bank Resume

The section contact information is important in your commercial bank resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Commercial Bank Resume

The section work experience is an essential part of your commercial bank resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous commercial bank responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular commercial bank position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Commercial Bank resume experience can include:

  • Strong time management, organizational, planning and follow-up skills; ability to multi-task effectively and remain calm under pressure
  • Proven leadership skills. Able to recruit, manage, and motivate a team of underwriters who are at varying levels of development
  • Demonstrated aptitude to communicate effectively to multiple levels of management, both written and verbal
  • Strong analytical skills and ability to focus on the key issues and drive initiatives to conclusion
  • Possess outstanding analytical and corporate finance skills in order to underwrite and guide the structuring of complex and/or challenging credits
  • Exceptional interpersonal leadership and influencing skills and ability to achieve goals without direct control over resources

Education on a Commercial Bank Resume

Make sure to make education a priority on your commercial bank resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your commercial bank experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Commercial Bank Resume

When listing skills on your commercial bank resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical commercial bank skills:

  • Demonstrated system migration/consolidation leadership experience in leasing, lending and other commercial product technology platforms
  • Manages resources effectively and monitor expenses incessantly. Continually look for ways to increase efficiency and improve profitability
  • Strong knowledge of credit products and process (formal credit training required)
  • Able to prioritize and multi-task while partnering with multiple stakeholders in a matrix environment
  • A comprehensive understanding and work experience with AMCs
  • Experience working in a financial institution in a credit role for a medium size country

List of Typical Experience For a Commercial Bank Resume


Experience For Commercial Bank Product Manager Resume

  • Demonstrated experience delivering transformative information from the creation of new reporting universes
  • Demonstrated international experience understanding global differences and impacts
  • Typically have 10 -15yrs in banking and lending experience which includes credit, structuring and business development
  • Excellent telephone etiquette, including appropriately handling calls from senior management and clients
  • Collaboratively working around conflicts in a proactive and skilled manner and keeping manager aware of updates
  • Participating in the testing of liquidity reporting enhancements
  • Preparing and collecting account documentation

Experience For Commercial Bank-business Management Resume

  • Understanding of the commercial banking client segment, especially the small-medium sized US banks, and how they use and analyze rates data
  • Maintaining treasury products and accounts
  • Managing internal project initiatives for your portfolio of clients
  • Maintaining an existing portfolio of Commercial Bank clients
  • Assisting in driving to root cause for Commercial Bank owned and impacting incidents
  • Assisting other Commercial Bank production support staff and Commercial Bank applications in driving to resolution of production issues
  • Working knowledge of KYC activities within CB or another large financial institution
  • Strategize on improving current data capture process for quarterly reporting

Experience For Commercial Bank-oversight & Control Resume

  • Drive all people practices including staffing, talent, leadership development, performance management, organizational design, compensation, and diversity
  • Perform gap analysis against desired “End State” operational reporting requirements by soliciting input from across WLS stakeholders
  • Proactively provide support to the sales team as it pertains to CKC and Scorecard questions including researching
  • Develop dynamic/interactive reports, dashboards and scorecards using various Business Intelligence tools
  • Manage initiatives to monitor and adapt existing processes to meet regulatory, compliance, and technology changes
  • Liquidity reporting on 4G, 5G, LCR and Stress
  • Directs the strategic thinking and develops an approach / structure to the analysis required to achieve key deliverables
  • Conduct monthly financial review with all CDB businesses/region heads including preparation of market packages and line item variance analysis

Experience For Commercial Bank Risk-credit Risk Manager Resume

  • Work alongside the Commercial Bank Execution team in facilitating the negotiation of new facility documentation
  • Participate in development of training material and best practices documentation
  • Identify market and submarket trends and draw conclusions regarding impact to the portfolio
  • Develop expertise in surveillance analysis, reporting tools and management of large datasets
  • Build relationships with audiences ranging from peers to senior management

Experience For Big Data Lead, Commercial Bank Technology Resume

  • Manages detailed tracking of all key initiatives
  • Exposure to and understanding of treasury and cash management solutions typically used by clients with revenues over $100 Million
  • Provide and interpret financial information and research/report on factors influencing business performance
  • Address portfolio and scorecard inquiries from the banking team
  • Utilize CB Marketing and CB Market Research team to drive market research efforts
  • Proficiency with MS Office including Excel, PowerPoint/Pitchpro, Outlook, Word and Database Management
  • Oversight and ongoing strategy build-out of both India and US teams
  • Maintain CB Fraud Prevention and RED Reporting delivery calendar, establish hard delivery dates with appropriate time frames for analyzation and QA

Experience For Commercial Bank-mmbsi Resume

  • Production of weekly and monthly fraud reporting metrics
  • Extensive working knowledge of Microsoft Office applications such as Excel, PowerPoint, Access, and Word
  • Exhibit ownership in managing partnerships with multiple stakeholders across CB in order to deliver results in a complex environment
  • Lead and execute within a changing business landscape
  • Utilize CB Marketing and CB Market Research team to drive market research and data quality efforts
  • Proficiency with MS Office including Excel, PowerPoint/PitchPro, Outlook and Sharepoint
  • Self-starter capable of working in a time sensitive environment
  • Serve as back-up resource for daily, weekly, and monthly MIS reports

Experience For Commercial Bank Technology Resume

  • Maintain and manage the Resource Governance library for the department and build or maintain forms and documents to meet compliance standards
  • Develop meaningful executive level presentations and reports on ad hoc basis
  • Participate in ad hoc special projects as requested by management
  • Influence the agendas of the regional leadership team
  • Handle client interaction professionally
  • Develop presentations to summarize findings/recommendations and help syndicate across senior management
  • Knowledge of current real estate market trends

Experience For Commercial Bank Risk-business Management Resume

  • Prepare Monthly Executive Management Report
  • Retrieve Financial Results and complete Financial Pages
  • Accumulate reports from Business Management, New Markets Tax Credits, Bond Program, Credit Reporting and Permanent Loans. Review for reasonableness and formatting
  • Review region financial pages, identify and research unusual items
  • Update Outlook on a monthly basis
  • Work on the client’s documentation (Articles of Incorporation, Ficha Cadastral, etc.)
  • Perform monthly and quarterly reviews and attestations of the legal entity balances, which include intercompany accounts, reviews of equity rollforwards, and ultimate sign-off within the firm’s attestation tool
  • Assist with the development and execution of a strategic sales plan for Commercial Bank clients

Experience For Commercial Bank Middle Market & Specialized Industries Resume

  • Building relationships through frequent client meetings (co-ordinate with the Bankers and Treasury Sales Managers) and discussions covering product structures and innovations as well as market and industry developments including with internal CB and Trade Legal, Risk, Product, Operations partners
  • Assist with KYC / CIP and TPDD completion
  • Complete client on-boarding form and request confirmation from TSD that CIF, KYC, signature mandate and credit set ups are all in place before the client goes live
  • Maintain and manage the deal pipeline
  • Engagement in relevant CB CDMC meetings, contribute to trade-side CB approved product and NBIA initiatives
  • Participate in CB’s SOX program
  • Participate in implementation of new controls and strategic solutions
  • Assist with various initiatives to promote unified chart of accounts compliance
  • Knowledge of current commercial real estate market trends

Experience For Commercial Bank Finance Operations Program Manager Resume

  • Line of business’s Finance control self assessment and review and participation in line of business front office and operations control self assessments
  • Present Project Plan to stakeholders
  • Coordinate the sign-offs among the various accountable stakeholders
  • Own/manage a portfolio of specific markets within a geographic region
  • Review dashboards, reports, other information sources for changes/trends in portfolio quality
  • Monitor market real estate trends and develop expertise in market drivers in order to anticipate and forecast future trends

List of Typical Skills For a Commercial Bank Resume


Skills For Commercial Bank Product Manager Resume

  • Well-developed communication and diplomacy skills are required to work effectively with the deal team and with senior management
  • Demonstrated digital leadership experience in financial services
  • Create presentations tailored to specific audiences and effectively communicate findings
  • Remote/dispersed team management experience
  • Strong knowledge of risk management tools
  • Experience in Real Estate, Insurance, Titles and UCC processes
  • Ethics & Values: Demonstrates ethics, integrity and sound judgment in all decisions and actions, and escalates ethics issues as required
  • Strong creative solution and problem solving abilities
  • Apply a consistent control project/initiative management approach across the business to ensure an effective control agenda

Skills For Commercial Bank-business Management Resume

  • Strong understanding of C&I Treasury Market
  • Responsible for implementing strategic projects to support business growth, banker effectiveness and client satisfaction
  • Adheres to processes, procedures, and project plans to ensure a consistent client experience across all programs
  • Demonstrates superior judgment to mitigate risk that could impact the firm’s reputation
  • Demonstrate thorough understanding of each client’s authorization structure, documentation and adhere to client and bank requirements
  • Managing client interaction and calling
  • Providing subject matter expertise for Commercial Bank support issues
  • Representing Commercial Bank for enterprise-wide issues and coordinate efforts with other Line of Business Production Assurance Centre teams
  • Coordinating timely and precise trade settlement with various settlement groups across WLMO

Skills For Commercial Bank-oversight & Control Resume

  • Working on non-BAU projects and initiatives designed to improve automation and strengthen the team’s control environment
  • Driving growth of new profitable business
  • Managing the sales process, including any proposal writing
  • Managing incident management bridge calls with support teams, on-call support application teams and management
  • Providing detailed notes of highly visible production issues (P1 level tickets) on a timely basis to the on-call production support staff
  • Training of both team and recipients of research
  • Actively invested in building the team and developing junior team members; participates in staffing/deployment decisions, performance management, etc
  • Oversees daily staffing (including breaks and lunches),to minimize customer wait times and enhance service levels,leveraging the branch scheduler tool
  • Provides end-to-end project management and training coordination for all aspects of training programs (classroom and virtual programs, as well as eLearning)

Skills For Commercial Bank Risk-credit Risk Manager Resume

  • Ensures accuracy and organization of data in learning@jpmc (the Learning Management System), training calendars, shared drives, and intranet sites
  • Ensures learning attendees have proper communication about upcoming training sessions
  • Participate in preparing for marketing events including possible on-site assistant
  • Manages incoming and outgoing allocations and unit costing, business case review and development
  • Be the ‘go-to’ subject matter expert for commercial teams (and others) for product / workflow understanding relating to mortgage activities
  • Develop management information including user and usage reporting, salesforce analytics and other to support the business needs
  • Work with CFO, Business Head and Senior Management team to prepare annual budget and mid year forecasting including
  • Coordinate the production of CB’s annual plans including monthly appendix processing

Skills For Big Data Lead, Commercial Bank Technology Resume

  • Maintain the tracking and reporting of status for CB Client Fraud prevention program and its various work streams
  • Develop positive working relationships with partners to maintain and open environment for collaboration, trend identification and issue solving/resolution
  • Utilize existing business intelligence metrics and management reporting to perform data quality audits of information entered in appraisal systems
  • Expert understanding of cross border sales initiatives and challenges, specifically focused on Latin America, a critical growth area in this market
  • Carry Citi’s culture forward including Power of One initiatives

Skills For Commercial Bank-mmbsi Resume

  • Have knowledge of related commercial bank workflows and a genuine passion for creating customer-centric solutions
  • Own and manage the go to market strategy and product roadmap for the commercial lending lifecycle
  • Build a reputation as a subject matter expert in the tools, data and use cases for the commercial banking segment
  • Be comfortable talking to clients to discuss their business needs
  • Have a desire to bring creative data and analytical tools to market
  • CDB Overhead to CDRE, Intermediaries Lending and New Markets Tax Credits
  • Works as a Partner: Proactively builds relationships with internal stakeholders; seeks common purpose when addressing conflicts; acts with a “One Citi” mindset
  • Expert knowledge of Citi’s value proposition, processes and policies

Skills For Commercial Bank Technology Resume

  • Expert knowledge of Citi’s credit products and processes
  • Strong understanding of Citi’s operating model and critical partnerships with ICG – both banking relationships and product partners critical for execution
  • Technical and analytical skills – Able to produce accurate, error-free analysis. Understand business drivers and ensure that the team’s analyses are sound
  • Have strong attention to detail along with an entrepreneurial and creative spirit
  • Driven, enthusiastic and positive "can-do" attitude
  • Self-motivated with the ability to work independently to meet deadlines and produce quality results
  • Anticipate needs and/or problems that might arise and take steps to help resolve them and know when to escalate
  • Ownership of key products areas with an initial focus on developing our Rates solutions including bringing together the relevant assets of Market Intelligence and RateWatch. Develop maintain and communicate related product roadmap

Skills For Commercial Bank Risk-business Management Resume

  • Generate ideas for new products or enhancements and develop the related business cases and project submissions. Work with client feedback to define functional requirements & wire frames for developing the product and content
  • Work collaboratively with various internal departments to deliver upon product releases, develop effective marketing tactics, training materials, and commercial education
  • Create internal training materials and programs to maximize the effectiveness of the product launch
  • Perform product testing to ensure all released solutions meet our high quality standards
  • Assist relationship managers, new sales and client support with product demonstrations and product/workflow understanding

Skills For Commercial Bank Middle Market & Specialized Industries Resume

  • Become an internal evangelist for the solutions, develop thought leadership capabilities
  • Conduct market, company and competitor research
  • Initiative driven volume and profitability
  • Loan Balances and Revenue
  • New Markets Tax Credit Originations and Revenue
  • Direct Expenses and Headcount
  • Preparation of Review Packages and Analytics
  • Demonstrates to clients and bankers their product, process, country and global fluency across Treasury Services, Foreign Exchange, Credit, Syndicated and Bilateral Finance, ABL, Trade Finance, Investment Management and Investment Banking
  • Collaborates with local market managers within the Commercial Banking lines of business to create and implement appropriate business development strategies for each market supported. Represent JPMC's International capabilities both internally and externally throughout your territory

Skills For Commercial Bank Finance Operations Program Manager Resume

  • Coordinates with overseas partners in Product, Sales, Credit, Service, Implementation, Risk & Compliance to support overall sales opportunities
  • Through joint calling and periodic sales updates, assists in growing the International product knowledge of local Treasury Management sales representatives and Commercial bankers to improve and leverage their ability to profile for new global business opportunities
  • Identifies opportunities for new products and services and better ways to effectively sell and deliver existing products
  • Proven experience with the development & delivery of department policy, procedures and internal guidelines
  • Strong knowledge of Commercial Banking systems/ data and MMBSI knowledge would be an advantage

List of Typical Responsibilities For a Commercial Bank Resume


Responsibilities For Commercial Bank Product Manager Resume

  • Upholding the firm’s writing style guide and visual branding standards
  • Partner with, and provide secondary support to Managing Directors in managing PEG relationships
  • Evaluate delivery schedule, reporting deliveries and forums, making recommendations for improvements and efficiencies
  • Independently and successfully manage several senior level executive calendars and meeting scheduling
  • Maintenance of documents and managing customer databases
  • Partner with Bankers, Debt Capital Markets, Treasury Services, Leasing, Derivatives and Loan Operations
  • Support of the Post-Fraud Banker engagement and reporting process
  • Produce, QA and present monthly RED reporting metrics to senior management
  • Identify and articulate trends found in fraud and risk event reporting

Responsibilities For Commercial Bank-business Management Resume

  • Develop training materials and regularly communicate best practices to specialists
  • Partner with Bankers, Debt Capital Markets, Treasury Services, Leasing, Derivatives and Operations (WLO)
  • Drive process reengineering effort required to standardize disparate collateral processes
  • Develop roll-out and training plan for new CTRAC functionality
  • Facilitate the ingestion of disparate collateral processes and record keeping into single CTRAC tool by the end of 2019

Responsibilities For Commercial Bank-oversight & Control Resume

  • Inventory current state reporting universes across WLS, their purpose and usage as it relates to WLS stakeholders
  • Develop and articulate a dynamic, forward-looking risk assessment of client companies, transactions, competitive threats,
  • Attend client, bank, and other meetings to develop a better understanding of client companies, management teams, and
  • Promptly assess unexpected economic events in order to measure portfolio impact and identify potential mitigants
  • Independently create scopes of works and action plans to properly assess risk within assigned portfolio
  • Proactively deliver timely, actionable, and accurate risk and opportunity recommendations to Senior Management
  • Develops and maintains sound relationships with ASG management, business heads, QC/QA team, support team and other partners. Ensures that all service level agreements are being met and responsible for the development (or maintenance) of those SLA’s, as needed, for the various business lines served
  • Ensures compliance with the Bank’s appraisal policies, FIRREA, USPAP, and requirements of financial regulatory agencies, including but not limited to AMC requirements, Regulation B, and RESPA/TILA
  • Review and updating of potential clients for Mexico in each of the regions of the Commercial Bank in the US

Responsibilities For Commercial Bank Risk-credit Risk Manager Resume

  • Manage the team’s responsibilities to ensure timely and accurate completion
  • Support sales effort with bankers
  • Constant collaboration with members of the team of analysts and trainees in the US
  • Develop collaborative working relationships across WLO, Wholesale Technology, CB Technology, and the CB sub LOB’s while providing project oversight and transparency
  • Drive process improvement and engage with the key Reporting partners and sub LOB’s partners for dashboard development and efficiency performance metrics and score card development

Responsibilities For Big Data Lead, Commercial Bank Technology Resume

  • Managing corresponding schema in CB’s Data Mart, capturing requirements, updating the development queue, and signing off on quality assurance steps prior to production
  • Commercial Real Estate market knowledge for CTL including multifamily, industrial, retail and office property.
  • Assist dept. with on-boarding new hires, and technology issues, i.e. EURC’s, IronKey, Mi-Fi, etc
  • Oversee and direct preparation of marketing materials and presentations
  • Leads all aspects of the credit relationship, including credit analysis, financial modeling and coordinating credit approval for all products including loans, derivatives, leases and cash management
  • Proactively support and enhance client relationships
  • Leadership role in assigning and assessing internal ratings, risk assessment and risk mitigation. Recommend changes in structure or account management strategy to address negative trends. Assess monthly, quarterly and annual financial statements and borrowing base reporting

Responsibilities For Commercial Bank-mmbsi Resume

  • Leadership role in structuring and negotiating Credit Agreements, amendments and waivers. Manage and monitor loan products including affirmative, negative and financial covenant compliance. Manage ongoing communication with bank group members
  • Interpret collateral appraisals and field exams. Ongoing monitoring of collateral trends and liquidity, establishing reserves and recommending appropriate course of action to address issues
  • Communicate with Senior Management, respond to regulatory requests and maintain internal credit files
  • Lead advancement of a consolidated robust TPO and VM function for RES’ diverse vendor populations supporting real estate valuation and environmental services
  • Partner with senior HR Business Partner and senior management on business transformation and growth, including org structure design, talent management, and change management
  • Establish and lead progress against Human Resources priorities for the business, with a strong focus on talent management, employee development and engagement and other initiatives
  • Partner with Staffing to develop and implement proactive recruitment strategies and sourcing pipelines, to identify and attract a diverse and highly qualified pool of candidates and work with business management team to identify internal mobility

Responsibilities For Commercial Bank Technology Resume

  • Support the team’s shared objectives and Control agenda by contributing to multiple work streams
  • Hire and manage a team of 4 – 6 TMO’s/SA’s, providing leadership, coaching, feedback and development on all aspects needed to achieve successful performance
  • Ensure that necessary controls are in place and effective and serve as a consultant to CB business and functional partners to ensure integrity, relevance and adequate performance of those controls
  • Offer control subject matter expertise and provide guidance to businesses/functions as it relates to enhancing and analyzing existing controls; Collaborate with businesses/functions to ensure that operational changes are managed effectively
  • Optimize methods of business organization by recommending organizational and process changes to include furthering CB Risk’s globalization agenda
  • Serve as escalation point to keep all stakeholders aware of new and ongoing tasks
  • Recognizing the importance of Treasury Services to our clients, work with key product partners to deliver cash management solutions across the region. Structures range from the complex, pan-European liquidity solutions to in-country cash management
  • Provide the necessary oversight and local accountability to support Commercial Banking’s KYC processes, up to and including attesting to the quality & integrity of Due Diligence Forms and EMEA Addenda. All documentation to conform to JPMC policy
  • Perform reviews and attestations of the legal entity balances, which include intercompany accounts, reviews of equity rollforwards, and ultimate sign-off within the firm’s attestation tool

Responsibilities For Commercial Bank Risk-business Management Resume

  • Serves as logistical point of contact for individuals attending programs
  • Creates learning surveys, as well as other ad hoc reports when needed
  • Plan and direct field sales teams’ daily activities
  • Leveraging expert knowledge of payment technologies and solutions to drive an integrated payables approach that marries Core Cash with the firm’s Card, SCF and FX products
  • Fill in for TMO’s on vacation or out for personal reasons
  • Provide senior level management and oversight for key MMBSI programs and initiatives, as well as all activities / deliverables in scope for Business Management
  • Possess a strong sense of project management rigor, leadership, organization and communication with the ability to accommodate frequently changing strategies and decisions-pro-actively and reactively

Responsibilities For Commercial Bank Middle Market & Specialized Industries Resume

  • Develops the annual budget and monthly reforecast
  • Prepares decks and presentations for senior management
  • Serves as financial expert for their respective groups
  • Highly integrated with the business management team on project related initiatives
  • Develops business reviews and annual budget presentations for their respective groups
  • Responsible for all aspects of the business that impacts our financials
  • Proactively review account analysis statements on a monthly basis to identify pricing inconsistencies, billing errors, opportunities to convert paper based solutions to electronic, and protect the client’s from fraud. Partner with assigned TMO and Sales Associate prior to taking action

Responsibilities For Commercial Bank Finance Operations Program Manager Resume

  • Support TS Corporate Actions Specialists, TMO’s and Bankers with TS integration activities related to a corporate action; allowing them to focus on business development across key facets of our business including: core cash management, card, merchant services and liquidity
  • Be the center of expertise to our partners and clients on Liquidity Solutions offered globally including
  • Hire and manage a team of TMO’s/SA’s; provide leadership, coaching, and development needed to achieve goals and establish a visible practice within the defined market
  • Provide back up support for a senior executive, working closely with executive’s assistant, as needed
  • Interpret financial results and understand business drivers to assist in identifying opportunities to improve results
  • Research and resolution of customer’s treasury inquiries
  • Participate in joint client calls with Bankers and Treasury Sales Officers both in person and over the phone
  • Participate in preparing for marketing events including managing RSVP’s, preparing name tags, CKC nominations, possible on-site assistance and post event attendance updates

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