Business Banking Specialist
Berg Global Limited
Total years of experience :3 years, 2 Months
Challenger Bank, offering Business Banking, Lending and Payment Services, through its EMD status from RailsBank.
Providing high quality services for the Bank and its clients whilst contributing to high standards of client care and diligence throughout my role within this firm. A very dynamic and ever-changing fast-paced environment with the aim of increasing the bank’s turnover and profits as much as possible through the acquisition of new corporate clients.
Offering access to Business Bank Accounts, Business Loans, Payment Services and Partnerships deals whilst becoming an expert on the bank's products, adhering to financial regulation and offering excellent client service to its existing customers whilst maintaining successful winnings of new clients for the bank.
Developing a well-maintained database of prospects and clients, updating the CRM through each action taken and moving the sales funnel to from prospects to clients.
Understanding external customers' needs to then match them with the bank’s products available, giving the client the most tailored and specialist onboarding experience.
Working with the Operations and Compliance team to help move the sales pipeline through to live and active customers, whilst dealing with any issues which may arise in a swift manner. In turn putting the needs of the client as top priority.
An established global payments company and electronic money institution which is licensed and regulated by the Financial Conduct Authority.
Served as a Payment Specialist and directly contributed to offering correspondent banking solutions and payment products for corporate business, other banks and financial institutions.
Managed the end-to-end sales and onboarding process from prospecting through to qualifying, onboarding, dealing execution and upselling through enhanced outbound and inbound activity. Understood specific client needs for payment and banking services. Analyzing the information to identify how to improve client development and increase profits in turn providing expertise on different banking products and such as corporate accounts, vIBANS and payment rails.
Offered payment solutions and correspondent accounts with direct access to SEPA, SEPA Instant, Faster Payments, BACS and CHAPS to target clients and customer base. Used the banks existing infrastructure provided by The Central Bank of Lithuania and Clear Bank UK, to deliver excellent client service whilst simultaneously collated KYC and AML documents for the compliance team when onboarding.
Build pricing models for new prospects, based on forecasted revenue/profit and delivered excellent client service by liaising with the relationship management team with discussions on the best payment solutions for clients once onboarded.
A start up FX Brokerage. Authorized and Regulated by the Financial Conduct Authority.
Joined Universal Partners FX after completion of my university degree. Administered the onboarding of new clients to the firm via outbound sales and supported a base of clients through effective relationship management abilities:
Successfully identified new opportunities within the FX market through efficacious lead sourcing/farming and highly professional outbound calls to key decision makers, directors and shareholders in turn developing a well-researched database of prospective clients for the firm and discussed key FX needs and requirements with UK corporates for their commercial domestic and international business needs. Understood these needs/problems and used a set standard sales methodology and solution selling to gain clients and close deals.
Worked on analysis of company accounts and balance sheets to indicate any potential FX Losses or Gains and used this information as a selling point. Evaluated key financial information from global institutions (Bloomberg, The Big 4 etc.) to pinpoint key vertical performance per quarter. Targeted corporates within those industries to gain clients and demonstrated commercial market awareness within the Global FX world.
Gained a thorough understanding of the processes of the global FX market and focused on G10 and Exotic currencies, constantly looking at their prices, swings within the market and understood how global events and financial news would affect these prices, profit and losses on specific currency pairs. Understood why this would potentially affect clients, both positive and negative, and used this information as a selling point.
Oversaw the onboarding process for clients, accumulated KYC and AML Documents for the compliance team. Dealt with onboarding and compliance issues in a swift and engaging manner. Once onboarded, oversaw their trades and deals identify areas to upsell them on forward contracts and delivered excellent client facing service. Dealt with customer service issues and responded within a swift manner. Update clients regularly on market volatility and move within certain FX pairs to mitigate losses on their FX positions
Politics & Economics
A Levels in Politics, Sociology and Philosophy