Business Transactional Banker & CRM Champion
- Location
- Netherlands
- Rate, USD
- Not specified
- Work schedule
- Full Time,
- Language skills
- English, Portuguese
- Available for Hire
- Yes
About me
Highly experienced Banking & CRM Professional with 18 years of expertise in Business and Treasury Banking. Proven track record in client relationship management, credit assessment, and cross-functional collaboration. Skilled in regulatory compliance, lead generation, and digital platform integration. CRM D365 Champion leading projects from inception to on-going, including BI reporting. Driven, motivated, client-centric, loyal and committed team member.
Professional area
Skills
Account ManagementAdministrationAdministrative TasksAnalysisAnalytical SkillsBankingBusiness AdministrationBusiness AnalysisClient LiasonClient ManagementClient RelationsClient Relationship ManagementClient RetentionClient Service DeliveryClient SupportCollaborationCollaborativeCommercial awarenessCommunicationCommunication skillsComplianceConsultingCRMCRM ManagementCustomer and Client SupportCustomer CareCustomer RetentionCustomer ServiceSalesSales Management
Education
- 2001 / 2004 BCom (Economics, Banking & Investment Management) @ University of Pretoria
- 1996 / 2000 Matriculation @ Crawford College Pretoria
English, Afrikaans, mathematics, Business Management, Accounting, French, History
- 2000 Victorian Board of Examinations Certificate (Australia) @ Crawford College Pretoria
Experience
- April 2021 / October 2024 Internal Banker, Business Transactional Banking @ Investec Private Bank
• Client Engagement: Addressed and resolved client banking and online banking inquiries, identified potential banking opportunities, and coordinated account documentation for compliance and/or deal compliance (e.g., UBO/FICA documentation, Bank Guarantees, Letters of Reference, etc.).
• Sales & Cross-Selling: Promoted treasury and transactional products within existing portfolios, generating leads and supporting external consultants.
• CRM Management: Champion of D365 CRM system & BI system; led departmental projects and analyzed campaign data (from inception and on-going).
• Financial Analysis: Conducted financial reviews to ensure market fit for vanilla and/or non-vanilla banking products; supported deal approval forums.- April 2010 / March 2021 Internal Banker, Treasury Department @ Investec Private Bank
• Managed high-income client accounts with a focus on treasury transactions and product cross-selling.
• Oversaw bankers’ treasury budgets and collaborated on lead generation for external consultants.
• Facilitated compliance processes, including FICA documentation and Balance of Payment forms, while maintaining D365 CRM for optimal client tracking.- January 2010 / April 2010 Treasury Officer, High Income Banking @ Investec Private Bank
• Spearheaded a treasury-focused campaign, encouraging product cross-selling among bankers.
• Coordinated legal documentation for clients and ensured timely document submission for FICA compliance.- March 2009 / December 2009 High Income Banker @ Investec Private Bank, South Africa
• Managed a portfolio of 720 clients, prepared credit proposals, and conducted recovery management.
• Ensured regulatory compliance through KYC and FICA documentation.- June 2006 / March 2009 Internal Banker (High Income Banking) @ Investec Private Bank, South Africa
• Credit & Compliance: Prepared credit proposals, legal documents, and ensured FICA/KYC compliance.
• Client & Recovery Support: Managed inquiries, coordinated documents, and handled default clients.
• Sales & Cross-Selling: Identified cross-selling opportunities and engaged in marketing events.
• Documentation & Coordination: Facilitated necessary client documents and Balance of Payment forms.
