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Customer Service Account Manager

Location:
Cambridge, Cambridgeshire, CB2 1QX, United Kingdom
Salary:
25
Posted:
April 28, 2023

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Resume:

NATALIE S. YANG

*** ********** ******, #***

Cambridge, MA 02139

617-***-****

adwsm2@r.postjobfree.com

PROFESSIONAL EXPERIENCE

ROCKLAND TRUST

**** – 2023. . Banker ~•-Somerville Union Square,, – MA

Perform customer transactions for services including account maintenances, credits, deposits, withdrawals and other requests. Ask open-ended fact finding questions to discuss Rockland Trust products and services to help customers needs with referrals.

STANDARD CHARTERED BANK

1998 – 2000 Global Account Manager – Corporate Banking, New York, NY

Managed a portfolio of U.S. multinational companies with total assets over $500 million. Generated total relationship revenues of $4 million. Coordinated global relationship and established strategies for prospecting and developing customer relationships. Marketed credit, cash management, trade finance, foreign exchange, consumer banking and corporate finance products.

1994 – 1998 Relationship Manager – Corporate Banking, Hong Kong

Played a key role in developing a start-up marketing effort focused on subsidiaries of U.S. multinational companies located in Asia. Helped build this market segment’s portfolio from near zero to one generating over $5 million in net revenues. Prepared financial analyses of customer’s business to establish credit limits. Liaised with Global Account Managers in the U.S. and credit risk management to resolve credit problems.

1991 – 1994 Credit Appraiser – Credit Risk Management, Hong Kong

Reviewed credit applications from North East Asia Region and made recommendations to Credit Officers in China, Taiwan, Hong Kong, Japan and Korea. Resolved compliance matters with credit policy unit.

BANK OF NEW ENGLAND

1990 – 1990 Credit Officer – Equipment Financing Department, Asset-Based Finance Division, Boston, MA

Reviewed credit proposals prepared by analysts and approved loans.

Organized and monitored analysts workflow. Supervised and trained all analysts and credit investigators. Generated management reports related to the department’s business activities and profitability.

1987 – 1990 Loan Analyst – Equipment Financing Department, Asset-Based. Finance Division, Boston, MA

Assisted marketing/lending officers in sales and customer service activities by calling on customers and coordinating with operations and administrative staff. Executed transactions and reviewed supporting loan documentation.

1987 – 1987 Collector – Equipment Financing Department, Asset-Based Finance Division, Boston, MA

Made collection phone calls for overdue ARs, targeted to work down AR aging and updated credit hold list.

EDUCATION and SKILLS

Bank of New England, Boston, MA - Credit Development Program

Cornell University, Ithaca, NY - B.A., Business/Economics/ Finance

Microsoft Office, Excel, Salesforce

Language – Fluent in Mandarin Chinese



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