Banking senior resume

Michael Candy

30 Francis Street
Smithville NSW 2031
Mobile: 0400 000 000
Home: 02 8888 8888
Email: mc@webland.com.au

Career Objective

My expertise is focused on team management and product diversification in the banking industry. I have held managerial positions in major banks such as Westrack and Money Bank, have effectively supervised large teams and have developed long-term contacts and relationships with potential and existing clients. As a member of the Sydney Carbon Reduction Society, I am also very interested in improving corporate social responsibilities.

Education

Employment History

Responsibilities:

• Present and differentiate the bank's service and product capabilities to the CEO and senior executive teams
• Develop and manage collaborative relationships within product teams to facilitate and improve their access to the client base
• Create high value-added deals with business lines
• Organise and deliver client marketing programs for product specialists and support their transaction origination efforts

Achievements:

• Increased profit margins by 15 per cent last year
• Delivered and coordinated cross-selling activities of relevant businesses and increased the revenue generated portfolios by 8 per cent
• Participated in the Australasia Group strategic planning, client management strategy and prepared an annual budget that was approved by the head office

Responsibilities:

• Obtain understanding of bank products relevant to client base
• Prepare marketing program for customer portfolios
• Prepare credit submissions for corporate clients (both loans and treasury products – include financial, industry and borrower analysis)
• Liase with local management on credit issues in relation to new customers
• Review and ensure that all legal documentation corresponds with credit approvals

Achievements:

• Increased revenue, maximised return on risk assets and ROE whilst maintaining credit quality of the portfolios
• Supported the director and global relationship manager with marketing and origination initiatives of products including debt, treasury, project and export finance, debt finance and advisory

Responsibilities:

• Assist the relationship manager and director with client planning for a number of major clients
• Foster a culture of communication among staff in various client support divisions to maintain the focus on commitment and excellence

Achievements:

• Maximised value creation and profit generation of the portfolio team
• Built quality relationships with support areas that actively contributed to delivering superior service to our clients

Responsibilities:

• Develop knowledge of daily branch operations
• Gain experience via rotations through frontline positions
• Assist the executive manager and team in each rotation
• Complete financial plans for customers in complex legal environment
• Comply with legal and dealership business rules to produce clients' investment and risk profiles on time

Achievements:

• Gained an understanding of sales management tools
• Successfully completed reports using business tools to assist in day-to-day sales management

References