U.S. BankBanker
Oct. 2007 - May. 2013New York, United StatesCorporate & Commercial Banking - Public Sector Banking - Performed fundamental credit analysis and macro-economic analysis and assessed risk and rewards involved with extending credit to borrowers in public infrastructure and transportation sectors. - Drafted credit memos on borrowers and calculated returns on capital to the bank's credit committee and to senior management team in the Government Banking division to obtain credit approval. - Managed risk exposures of a municipal credit portfolio exceeding $1.5 billion by performing quarterly and annual credit reviews on borrowers to assess financial conditions. Corporate & Commercial Banking - Investment Services - Delivered a high level of customer service to corporate and municipal clients to both maintain and expand the relationships for potential future business opportunities. - Provided coverage for clients in healthcare, private universities, local governments, insurance, and asset management sectors and identified opportunities to cross-sell cash management, credit, capital markets, corporate trust, and custody products resulting in a 15% annualized revenue increase.
- Worked closely with internal product managers and communicated client needs to appropriate teams.
- Offered a variety of banking products including money market funds, commercial paper, CDs, cash management, payment solutions, and credit to corporate and non-profit clients as part of cross-selling.