yvan panhali

relationship manager, commercial banking

About

Bilingual Relationship Manager, with multiple years of experience in financial services, sales, customer service, retail and commercial credit. Charismatic leader. Strategic thinker. Customer-focused with solid interpersonal and communicational skills. Team player that can work well independently. Self-starter and strong negotiator with focus on delivering against KPIs. Great time management and organisational skills, ability to multi-task and prioritize in a deadline-driven environment. Thorough, Sound decision-maker, Analytical and Innovative problem solver. I am in a way a civil engineer as I strive to build bridges between people.

Country

canada

City

toronto

Industry

financial services

Skill

financial analysis, banking, management, analysis, credit risk, customer service, loans, leadership, finance, credit, credit analysis, microsoft office, investments, sales, business development, financial services, strategy, business analysis, crm, corporate finance, risk management, coaching, mutual funds, performing arts, entrepreneurship, debt restructuring, residential mortgages, mergers and acquisitions, change management, sap, account management, collections, negotiation, team leadership, business strategy, pricing strategy, process improvement projects, compliance, eye for details, portfolio management, project management, teamwork, microsoft excel, marketing, public speaking, strategic planning, business process improvement, storytelling, marketing strategy, salesforce

Experience

relationship manager, commercial banking

cibc

2020-4 - Present · 6 yrs 6 mos

financial services manager

bmo financial group

2014-1 - 2015-1 · 1 yr 1 mo

Saint-Laurent Branch. Sales & Business development. Customer relationship management. Personal & Small business, Personal and Commercial cards, mortgages, loans and lines of credit. Investment (Mutual funds, RRIF, RRSP, RESP, TFSA, GIC). Creditor Insurance and various retail products. Financial planning & Budgeting. Selected to represent BMO to a Campus Recruitment Fair at HEC Montreal (February 2015).

commercial account manager

tcf bank

2011-11 - 2012-9 · 11 mos

Verdun branch. Manage 85 accounts, $125 million in commercial credit lines. Credit and collections. Day-to-day operations. Revise financial statements. Support BRP sales force.

supervisor, customer service

2008-1 - 2011-7 · 3 yrs 7 mos

Inbound bilingual (French-English) and multicultural world class call center. Sales and customer service oriented. Personal, Commercial cards, Everyday banking and Merchant services. Escalations and retention. Analyze credit applications. Team Leadership, Coaching and Managing conversations. Problem solving. Generating leads. Business development.

mba candidate

hec montréal

2013-8 - 2014-9 · 1 yr 2 mos

relationship manager

jpmorgan chase & co.

2016-3 - 2018-7 · 2 yrs 5 mos

Bilingual. Chase Paymentech Solutions. Mid-market accounts. Merchant services. Business development. Contract negotiation. Pricing strategy. Business reviews. Client & account management. Quarterly meetings and presentations. Projects & Process improvement.