Ekaterine Kochalidze
Vancouver,BC
Summary
Private banker focused on satisfying customers by providing high-quality service. Determined and dedicated to exceeding mandates. Eager to take on higher responsibilities.
Private Banker well-versed in setting up new customer accounts, following security protocols and assisting with audits. Well-organized with strong relationship-building, time management and documentation skills. Results-oriented banking professional experienced in handling customer needs. Skilled at maximizing client satisfaction and bank profits by utilizing persuasive communication skills, in-depth product knowledge and hands-on customer service abilities.
Overview
6
6
years of professional experience
Work History
Senior Private Banker
JSC Credo Bank
Tbilisi, Georgia
01.2016 - 05.2022
- Monitored markets and economic conditions to provide timely investment advice that meets client's needs.
- Reviewed account documents to ensure accuracy and compliance with regulations and policies.
- Drafted reports outlining current market trends, competitive analysis, portfolio performance, industry news.
- Maintained accurate records of client accounts including deposits, withdrawals, transfers, payments, securities trading activity.
- Responded promptly to customer inquiries via phone or email regarding account information or service issues.
- Developed and maintained long-term relationships with clients, providing tailored financial advice to meet their needs.
- Negotiated terms of banking transactions on behalf of clients such as loan agreements or lines of credit.
- Attended conferences and seminars related to private banking topics such as investing strategies or regulatory changes.
Education
MBA - Business Administration in Finance
East European University
Tbilisi, Georgia 07-2021
Career Advancement in Top Management training
ESB-European Bussines School
Georgia, Tbilisi10-2019
Service Standards And Sales Training
Credo Academy
Georgia, Tbilisi12-2017
BBA - Business Administration in Turism
Batumi Shota Rustaveli State University
Georgia, Batumi06-2016
Skills
- Banking Solutions
- Investment Advice
- Report Preparation
- Excellent Scheduling Abilities
- Reporting And Documentation
- Account Planning
- Accounts Payable Processes
- Account Maintenance
- Check Payment Processing
- Account Oversight
- Portfolio Management
- Account closings
- Customer Service-Oriented
Languages
- English -B2 Upper Intermediate
- Russian - A2 Pre-Intermediate
Timeline
Senior Private Banker
JSC Credo Bank
01.2016 - 05.2022
MBA - Business Administration in Finance
East European University
Career Advancement in Top Management training
ESB-European Bussines School
Service Standards And Sales Training
Credo Academy
BBA - Business Administration in Turism
Batumi Shota Rustaveli State University
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