Financial Planning Banking Services

Hilaire Dormil Phone : 305-***-****

**** ********* **,**********, ** 33460

Email: ***************@*****.***

Professional Summary

Experienced Accounting & Finance banking professional focused on completing work quickly to consistently exceed targets. Diligent about keeping organization on sound financial footing through expertise in financial planning and management.

EXPERIENCE

Associate Banker

JP MORGAN CHASE, April 2024-Current

● Recommending and explaining banking services and products to clients based on their needs

● Managing client bank accounts, including opening and closing accounts, and overseeing transactions

● Presenting and selling banking services and products to existing and prospective clients

● Preparing documentation to open or close accounts, including obtaining signatures, and assigning account numbers, when necessary

● Processing applications for credit cards, safe deposit boxes, and loan request

● Tailor advice and solutions,Manage opportunities. Personal Banker

CAMBRIDGE SAVINGS BANK, December 2023-March 2024

● Recommending and explaining banking services and products to clients based on their needs

● Managing client bank accounts, including opening and closing accounts, and overseeing transactions

● Presenting and selling banking services and products to existing and prospective clients

● Referring clients to in-house financial experts and/or relevant bank departments, such as mutual funds, and trust management, when necessary

● Preparing documentation to open or close accounts, including obtaining signatures, and assigning account numbers, when necessary

● Processing applications for credit cards, safe deposit boxes, and loan requests

● Discussing bank policies and procedures and any changes affecting policies and procedures, with client Assistant Financial Controller

SEABOARD MARINE OF HAITI, August 2012-September 2023

● Completed month-end and year-end closing processes in line with GAAP

● Streamlined payroll processing procedures to increase accuracy and improve data collection

● Track financial data with JDE ORACLE spreadsheets and ran regular analytics to maintain strong financial review

● Analyzed historical financial data to identify the deficiencies and development opportunities available to the organization

● Reviewed collection reports regularly to determine status of collection and amounts outstanding balances and formulate effective strategies to bring numbers back in line with targets.

● Coordinated efficient account payable and receivable operations, keeping accounts current and liabilities paid in time.

● Prepared presentations and reports management to aid and key financial planning and decision-making

● Reconciled bank statements and accounts to keep records accurate

● Reviewed accounting procedures to identify deficiencies and recommend improvements EDUCATION

Financial Planning & Wealth Management December 2022 Corporate Finance Institute, Vancouver, Canada

Financial Modeling & Valuation Analysis

Corporate Finance Institute, Vancouver, Canada November 2021 Science of Accounting

Institut des Hautes Études Commerciales et Économiques 2004 - 2008 Port au Prince-Haiti

SKILLS

● Budgeting & Forecasting

● Financial Accounting

● Business Intelligence

● Financial Planning

● Customer Relationship Management

● Financial Reporting

● Project Management

● Portfolio Management

LANGUAGES

● French

● English

● Creole

ADDITIONAL INFO

● Microsoft Word

● Microsoft Excel

● Power Point & Pitchbook

● SQL

● Tableau

● Refinitiv

● Quickbooks

● JDE Oracle

● Microsoft Outlook

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