Chanel Louise Goodman

New York Area 718-***-**** adi5ms@r.postjobfree.com

Strategic client-servicing banking professional specializing in Foreign Exchange, Treasury, and Repo and Rates products and processes. Adept at key relationship management and front-to-end onboarding of new clients, providing education and resolving issues to drive new business and accelerate outcomes. Effective promoter of organization at industry events. Trusted team member and go-to internal knowledge resource. Thrives in high-energy environments that offer growth and learning potential. Concentration in aligning customers’ needs and with business practices. EXPERIENCE

CLS Bank International, New York, NY Aug 2018 – Nov 2019 Relationship Manager, Americas Team

Provided client servicing to clients and prospects of CLS, which provides settlement solutions to members in the FX market

Communicated with asset managers to answer questions, resolve issues, and educate them on risk mitigation

Developed and executed a regional client engagement program to actively position CLS risk mitigation and FX PvP settlement solutions at critical levels within member organizations

Promoted and represented CLS at market events and industry forums, including ISITC and proprietary Asset Manager Forums

Served as primary contact for the largest and most strategically important relationships in the Americas, including 15 settlement members and other key market participants such as regional banks, large corporates, asset managers, custodians, pension funds and insurers

Identified opportunities to promote participation in CLS shareholding, Settlement Membership and third-party participation; Business Development through effective complex execution of pipelines

Analyzed available data to determine customer health and identification of new data in order to drive proactive outreach, which in turn increases customer satisfaction and lowers sales and delivery risks

Consulted with clients and prospects on best practices in reaching long- and short- term goals

Worked with the Strategic Initiatives (SI), Product and Currency and Operation teams to address and manage the technical aspects of CLS services and implementation of CLS initiatives

Led discussions on commercials, business cases, pricing, industry initiatives, and new product concepts

National Australia Bank Limited, New York, NY

Senior Associate Client Services Team, Global Institutional Banking Jan 2015 – July 2018

Member of Client Services Team (Funds & Insurance - Global Institutional Banking) specializing in onboarding Fund Managers to transact Foreign Exchange, Repo and Rates products – front-to-end

client onboarding

Senior team member responsible for executing the FICC opportunities pipeline and delivering the end-to-end onboarding and servicing process for the funds management sector – encompassing 30 institutional client relationships, servicing 6,300 underlying subaccounts and managing over USD$25b of notional exposure

Responsible for analyzing counterparty credit risk, authoring credit submissions, obtaining internal risk approvals (including KYC, FATCA, Dodd Frank and G20 obligations), negotiating facility documentation and conducting on-site operational due diligence client visits with global institutional clients

Managed the Client Lifecycle utilizing Fenergo, which streamlined the front-to-end onboarding process and maintained client information

Consistently sought out new ways to implement Fenergo into the onboarding process and trained the Client Onboarding team on new tools within the platform that can be utilized for best practice

Responsible for internal coordination and engagement with senior stakeholders across credit, risk, operations, legal, compliance and markets to consistently deliver a positive client experience

Managed Prime Brokerage client portfolio including onboarding of new customers, completing global KYC requirements and operational system set up utilizing GTSS, FXAll, and Bloomberg

Provided additional onboarding support to other business units such as the Money Markets desk and Institutional lending and Infrastructure portfolios

Maintained workflow summary of existing deals, potential transactions and assist with special projects and report

Developed knowledge of Unix/Linux operating system, SQL, and basic programming

Managed KPIs for the Client Services Team by highlighting attained key business objectives and growth initiatives; monthly presentation provided to senior members of the bank Associate, Portfolio Management & Origination, Financial Institutions Group May 2010 – Dec 2014

Researched characteristics and regulations of common fund types domiciled in the US, Canada,

Europe, and Cayman Islands

Streamlined methodology for conducting AML due diligence and credit analysis for high volume

onboarding

Performed KYC process, credit analysis, and account set-up for FX-trading accounts

Assisted with closing of lending transactions with concentration in capital call and redemption facilities

AllianceBernstein, New York, NY Oct 2006 – Apr 2009 Administrative Associate, Fixed Income Portfolio Implementation and Operations

• Ensured the productivity of the Senior Vice President / Director of the Fixed Income Department by eliminating and reducing his time on all administrative and personal matters

• Developed and maintained the Microsoft SharePoint site for the Operations and Implementation departments to effectively maintain documents

• Managed SVP’s and 7 VP’s calendar, mail, email, faxes and phone messages; scheduled meetings, telephone conferences, domestic and international travel arrangements, expense reports and appointments

• Coordinated and prepared information for use in discussions / meetings with clients

• Organized and managed monthly seminar meetings which provided training to the Fixed Income Associates

• Increased staff morale levels by planning departmental events EDUCATION

American InterContinental University

• Bachelor of Business Administration, Management, 2005