Начальник Управления разработки банковских продуктов Департамент банковских продуктов и технологий
Наталья Владимировна Шмелева
Город
Алматы
Описание
Natalya Shmeleva Business Banking Relationship Manager/ Business Development Manager careernatalya@gmail.com (310) 883 8791 Profile My experience includes 20 successful years of banking. I believe in providing the best experience through communication, honesty, and transparency. I have 20 years’ experience in developing and managing exceptional relationships with high net banking clien ts. I ensure the overall success and growth of an assigned portfolio by developing deeper trusted relationships, engaging in prospect activities and contact strategies, focusing on generating new business relationships. Also, I effectively collaborate and consult with internal business partners and stakeholders to resolve complex customer or process issues and achieve business goals. I cross sell business banking products & Lending solutions, such as Commercial Lending, Lines of Credit, and Deposit Accoun t Analysis, to commercial and private clients with annual revenues from USD $250k to $75 million, Treasury Management products and investments. I Focus on driving bank profits ( e.g. by identifying cross -sell and larger business opportunities and actively s oliciting referrals), while ensuring operational integrity and corporate compliance. Strong track record of sales performance and customer retention. Professional Experience Wells Fargo Bank 2022 -2024 Business Relationship Support Specialist in Commercial Banking Los Angeles, CA ● Support complex and large portfolio of high net Business clients in Commercial Banking with $25ml -$75ml in revenue ● Developing and maintaining business relationships ● Work with Relationship Managers to structure and execute transactions for most complex clients, and to manage portfolio with high operating exposure ● Collaborate with executive, management, relationship managers and other internal partners or business lines ● Assist with components of audit of compliance reviews and exams ● Make decision on complex customer issues and problems ● Cross sell Treasury Management products Wells Fargo Bank 20 18 -2022 Senior Business Banker/ Business Development Manager /Business Relationship Manager Los Angeles, CA ● Ranking Top 10 Bankers in Southern California ● President Club Award winner ● Ensure overall growth opportunities for customers and understand their business, goals and strategies. ● Participate in the completion of major transactions. ● Originate, structure, and execute transactions related to commercial lending, investment banking, tr easury management and other credit related products. ● Represent Wells Fargo in the Community through conferences and networking events. ● Acquire and grow new relationships with business customers. ● Develop and maintain new client relationships. ● Collaborate an d influence all levels of professionals including more experienced managers. ● Lead team to achieve objectives. ● Work closely with business partners (Private Bank, Wealth Management, Investment Bank , and Wholesale) to obtain additional opportunities to meet customer’s needs. ● Partner with exciting customers to fully understand their business, goals, strategies and challenges. Wells Fargo Bank 2010 -2018 Business Banker Los Angeles, CA ● Ranking Top 3 Bankers in South Bay Region ● Support customers in an assigned local market by Deepening relationships and engaging in prospective activities ● Onboard, manage, and grow account relationships with Small Business Customers with assigned portfolios ● Develop exceptional customer relationships with solid understanding of cash flow ● Effectively collaborate and consult with internal small business and contribute to large – scale initiatives related to cust omer relationships and business growth ● Ensure the overall success and growth of an assigned portfolio by developing deeper relationships of existing customers and managing risk ● Engage in prospect activities and employ contact strategies focused on genera ting new small business relationships ● The products and services include and not limited to the following: o Owner occupied & Investor Purchase and Refinance Loans o SBA Financing (7A Program and 504 Program) o Practice Financing o Business Line of Credit o Busine ss Credit Card o Cash Management Services o Merchant Services o Business Deposits Bank of the We st 2008 -2010 Business Banker/Relationship Manager Culver City, CA ● Expand existing customer relationships through cross -selling products and services. ● President’s Club Award Winner – Ranked # 1 out of 250 business bankers. ● Sales of business, deposit, loan, cash management and insurance products (phone, in -person, etc.), i ncluding planning of marketing activities ● Work to foster new customers through active participation to the variety of networking groups ( CPA’s, Attorneys, Chamber of Culver City, Beverly Hills) US Bank 2005 -2008 Senior Licensed Banker Manhattan Beach, CA ● Develop, maintain, and grow portfolios and cross sell personal, business accounts, insurance, annuities, CD’s, etc. ● Sales of financial products & services including and refer qualified opportunities to the commercial bankers and financial consultants. ● Loan origination –home equity and business lines and loans. ● Coaching of associates teams (audit preparation, sales goals , bank policies, etc.) ● Assist and support branch manager in leading a team of sales and service professionals to meet and exceed goals. ● Ranked # 1 in the Southern District Education Bachelor’s Degree political science and World History 1997 -2021 Pedagogical State University Ulyanovsk, Russia Skills & Competencies Relationship Manager, Account Management, Customer Service, Negotiation, Contract Management, Strategic Planning, Financial Analyst, Risk Management, Collaboration and Teamwork , Problem solving and Analytical Thinking, Adaptability and Flexibility, Time Management and influencing Skills, Customer Focus and Customer Service, Strategic Thinking and Planning, Leadership and Team Management, Emotional Intelligence and Empathy
24 июля, 2023
Газиз
Город
Алматы
Возраст
54 года (11 декабря 2024)
24 июля, 2023
Биназир
Город
Алматы
Возраст
54 года (11 декабря 2024)
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Aigerima Amirzhanova
Город
Алматы
Возраст
54 года (11 декабря 2024)