SHANON DE SILVA
Summary
Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service. Results-oriented sales worker engages with customers to help establish rapport. Proven track record of building customer relationships and successfully closing sales. Committed to delivering exceptional customer service and exceeding sales goals. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals.
Overview
11
11
years of professional experience
Work History
Executive – Relationship Manager
Hatton National Bank
07.2023 - Current
- Managing banking relationship with the corporate clients
- Conduct industry research and competitor analysis, delivering valuable insights to clients for informed financial decisions
- Ensure accuracy and compliance in client documentation, minimizing legal and financial risks
- Contribute to assessing client creditworthiness by analyzing financial statements, cash flow, and collateral
- Prepare and deliver periodic financial reports to clients, summarizing account activity and investment performance.
- Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
- Researched current trends to identify prospective customers and determine specific needs.
Junior Executive
Hatton National Bank
11.2021 - 06.2023
- Managing SME/Corporate Clients of the Branch Network
- Preparing credit appraisals for the higher authority for credit decisions
- Managing credit portfolio of the customer point
- Managing the lending recoveries
- Assessing the credit worthiness of clients
- Prepare and deliver periodic financial reports to clients, summarizing account activity and investment performance.
- Created and updated tracking techniques for Credit evaluations.
- Liaised with clients and beneficiaries to negotiate for successful contract execution.
Banking Associate
Hatton National Bank
01.2015 - 01.2021
- Deliver exceptional customer service, handling transactions, cross- selling banking products, and addressing customer inquiries
- Identify cross-selling opportunities, promoting savings accounts, loans, and credit cards to meet customer needs and increase revenue
- Execute various financial transactions accurately, including deposits, withdrawals, fund transfers, and currency exchange
- Maintain customer accounts, reconcile balances, update account information, and ensure compliance with Know Your Customer (KYC) requirements
- Providing international trade services to the clients
Trainee Banking Associate
Hatton National Bank
01.2013 - 01.2015
- Managing branch operational activates
- Support senior associates in addressing customer inquiries and resolving basic banking issues
- Cash Management of clients
- Familiarize yourself with banking regulations and compliance procedures, ensuring adherence to industry standards and internal policies
- Participate in training programs to acquire foundational knowledge of banking operations, financial products, and customer service
- Educated customers on features and benefits of banking products and services.
- Developed and maintained strong customer relationships, providing exceptional service and advice.
Education
Masters - Professional Finance
University of Kelaniya-Sri Lanka
Diploma - Australian Accounting
Cloud Accounting Academy
Diploma - Computerized Accounting & Book Keeping
London School of Business & Social Sciences
Certificate in Banking & Finance -
Institute of Bankers of Sri Lanka
Diploma - Applied Banking & Finance
Institute of Bankers of Sri Lanka
Diploma - Treasury & Risk Management
Institute of Bankers of Sri Lanka
Skills
- Financial Analysis
- PROFILE SUMMURY
- Experienced corporate banker with a strong track record in relationship management, financial analysis, and portfolio growth Skilled in team leadership, international trade, and strategic planning Committed to delivering tailored financial solutions and fostering client relationships
Affiliations
Associate Membership Of Institute of Bankers of Sri Lanka (AIB – IBSL )
Timeline
Executive – Relationship Manager
Hatton National Bank
07.2023 - Current
Junior Executive
Hatton National Bank
11.2021 - 06.2023
Banking Associate
Hatton National Bank
01.2015 - 01.2021
Trainee Banking Associate
Hatton National Bank
01.2013 - 01.2015
Masters - Professional Finance
University of Kelaniya-Sri Lanka
Diploma - Australian Accounting
Cloud Accounting Academy
Diploma - Computerized Accounting & Book Keeping
London School of Business & Social Sciences
Certificate in Banking & Finance -
Institute of Bankers of Sri Lanka
Diploma - Applied Banking & Finance
Institute of Bankers of Sri Lanka
Diploma - Treasury & Risk Management
Institute of Bankers of Sri Lanka
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