Summary
Overview
Work History
Education
Accomplishments
Languages
Additional Information
Timeline
Generic

Maxim Mikhaltsov

Winnipeg,Manitoba

Summary

Economist well-versed in conducting analyses and studies on effects of economic conditions on business products, assets and investments. Skilled in financial and risk management, capital market projects. Successfully represent company in professional meetings with customers.

Overview

13
13
years of professional experience

Work History

Economist

Bank Leumi Le-Israel
Tel Aviv, Israel
08.2018 - 05.2024

Economist of the Middle Office Economic department in the Capital Marker Division.

The duties and responsibilities as an Economist are follows:

- In-depth business data analysis of securities trading (bonds and derivatives).

- Market risk management in Nostro portfolios.

- Exposure analysis of positions in Nostro portfolios.

- Measuring directorate limitations of Nostro portfolios.

- Preparation of business data for the investment committee.

- Preparation of reports and conclusions for the bank's management.

- Profitability reports preparation of Nostro portfolios for division and bank management.

Banker

Bank Leumi Le-Israel
Tel Aviv, Israel
07.2013 - 07.2018

Banker in the International Trade Center.

The duties and responsibilities are follows:

- Technical operations and support of International Credits in bank's real-estate business.

- Management and support of import/export business ( preparation of Letters of Credit, preparation bank's guarantees)

Personal Banker

Bank Leumi Le-Israel
Tel Aviv, Israel
06.2012 - 06.2018

Personal Banker in the Foreign Customers Department

The duties and responsibilities as follows:

- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.

- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.

- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.

- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.

Phone Banking Officer

Bank Leumi Le-Israel
Tel Aviv, Israel
11.2011 - 06.2012

Phone Banking Operator in the Call Center of the Bank.

The duties and responsibilities as follows:

- Assisted customers with account inquiries, resolving issues promptly and professionally.

- Delivered exceptional service by empathizing with customers during difficult situations and providing solutions in a timely manner.

- Collaborated closely with colleagues, fostering a positive work environment that led to increased productivity within the team.

- Contributed ideas for process improvements during team meetings, leading to increased efficiency and better customer experiences.

Education

Economics And Logistics

Bar-ilan University
Ramat Gan, Israel
11.2011

Accomplishments

Responsible, hardworking, trustworthy, thinking "out of the box"

Languages

English
Professional Working
Russian
Native or Bilingual
Hebrew
Native or Bilingual

Additional Information

Currently prepare to CSC exams.

Timeline

Economist

Bank Leumi Le-Israel
08.2018 - 05.2024

Banker

Bank Leumi Le-Israel
07.2013 - 07.2018

Personal Banker

Bank Leumi Le-Israel
06.2012 - 06.2018

Phone Banking Officer

Bank Leumi Le-Israel
11.2011 - 06.2012

Economics And Logistics

Bar-ilan University
Maxim Mikhaltsov