Mariana Migliorini
Victoria,Canada
Summary
Results-driven banking professional with over 3 years of commercial banking experience and 15 years in the finance industry, showcasing a strong client-centric approach and excellence in business development and relationship management. Proven ability to acquire new clients through effective pitching of value propositions, lead generation, and leveraging referrals. Well-versed in utilizing emerging communication and technology, including web-based meetings, social media, digital banking, and mobile applications, to enhance client engagement and service delivery.
Overview
20
20
years of professional experience
Work History
Sr. Relationship Manager
CWB/ NBC
03.2024 - Current
- Conducted in-depth assessments for aligning services with business objectives.
- Developed comprehensive client engagement plans for enhancing client satisfaction.
- Ensured compliance with all relevant regulations by adhering to established policies and procedures in all aspects of the role.
- Increased portfolio growth by effectively identifying new business opportunities through market research and networking.
- Developed new banking relationships with business prospects.
Financing Specialist
RBC
08.2022 - 03.2024
- Deliver business priorities of growth in authorized credit, acquisition of new borrowing clients, credit quality and timely completion of credit renewals
- Client-facing Mid-Market Commercial credit specialist required to balance the needs of the client and the bank
- Support client needs by understanding the client (industry-specific), analyzing financial information and structuring appropriate credit solutions
- Collaborate with Relationship Managers to provide professional advice and tailored solutions to prospective clients
- Lead Annual Credit Review of existing facilities in partnership with the Relationship Manager ensuring portfolio quality and client needs continue to be met
- FYE2023: Exceeded target of $20MM new money per quarter (Health Care throughput)
- FYE2023: Maintained expired credit below the National Average
Manager, Credit Structures
RBC Royal Bank
03.2017 - 08.2022
- Provide innovative credit solutions and individual financial advice to the most affluent clients in the bank
- Built Private Banking client relationships and proactively managed client credit
- Partner with Commercial partners to provide unique credit solutions to our mutual clients
RBC - Various Roles
RBC
08.2005 - 03.2024
- Progressively senior roles in Business Banking and Retail Management.
Education
Bachelor of Science - Major Biology
University of Victoria
Victoria05.2005
Skills
- Customer interaction
- Client rapport
- Business development
- Business strategies
- Continuous improvement
- Sales professional
Timeline
Sr. Relationship Manager
CWB/ NBC
03.2024 - Current
Financing Specialist
RBC
08.2022 - 03.2024
Manager, Credit Structures
RBC Royal Bank
03.2017 - 08.2022
RBC - Various Roles
RBC
08.2005 - 03.2024
Bachelor of Science - Major Biology
University of Victoria
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