Paul Baroudi
Montréal,Québec
Summary
Dynamic professional with extensive experience at Bank Audi, excelling in client relationship management and credit structuring. Achieved a 15% annual portfolio growth by delivering tailored financial solutions and advocating for digital banking. Proven ability to enhance team performance through critical thinking and strategic problem-solving, driving business development and client satisfaction.
Overview
18
18
years of professional experience
Work History
Universal Fraud Agent - Inbound Calls
Canadian Imperial Bank of Commerce (CIBC)
, Canada
01.2025 - Current
- Deliver proactive client support via inbound calls, addressing fraud concerns and providing tailored solutions to meet individual needs
- Conduct risk assessments on suspected fraudulent activities, ensuring compliance with Canadian banking regulations and safeguarding client portfolios
- Advocate for digital banking tools, enabling clients to engage with secure online and mobile platforms
- Build client trust through exceptional communication and thorough understanding of their financial circumstances
Team Leader - Best Buy Accounts
Fairstone
, Canada
06.2024 - 11.2024
- Managed a team of credit agents, prioritizing client-centric service and delivering financial advice to support day-to-day operations
- Improved team performance by 20% through needs-based training and process optimization, aligning with business objectives
- Conducted client discovery sessions to identify opportunities, collaborating with partners to fulfill financial needs
- Ensured due diligence in risk management, developing action plans to address concerns and maintain compliance
Credit Trainer / Quality Agent
Fairstone
, Canada
04.2021 - 06.2024
- Designed and led training programs for 50+ new hires, focusing on credit structuring, risk assessment, and client service excellence
- Evaluated client interactions to ensure high-quality financial advice and satisfaction, providing actionable feedback to enhance performance
- Championed digital enablement by training staff on banking systems and mobile applications, improving client accessibility
- Analyzed client needs and operational trends, contributing to process improvements and risk mitigation strategies
Sr. Relationship Manager - Corporate
Bank Audi LLC.
Doha, Qatar
01.2014 - 01.2016
- Managed a $300M commercial portfolio, doubling it from $150M in 3 years through strategic client relationship growth
- Provided financial advice and credit solutions, conducting financial analysis and presenting proposals to the credit committee
- Partnered with cross-functional teams to develop pricing strategies, balancing risk and client needs for optimal outcomes
- Visited clients on-site to understand their business objectives, strengthening partnerships and identifying growth opportunities
Relationship Manager - Group Corporate
Bank Audi SAL
, MENA Region
01.2012 - 01.2014
- Oversaw credit facilities (loans, LCs, LGs) for commercial clients, achieving 15% annual portfolio growth and 50% profitability increase over 3 years
- Delivered tailored banking solutions through client discovery and needs assessments, enhancing satisfaction and retention
- Prepared financial projections and risk assessments, ensuring due diligence and compliance with banking policies
- Introduced innovative financial products, including the bank's first upstream oil & gas deal, driving business development
Credit Officer - Commercial Banking
Bank Audi SAL
Beirut, Lebanon
01.2007 - 01.2011
- Managed commercial credit portfolios for SMEs, providing advice on day-to-day banking operations and financial products
- Conducted risk assessments and financial analysis, presenting credit requests to the risk department for approval
- Built lasting client relationships through on-site visits and proactive service, earning a bank scholarship for exceptional performance
Education
MBA - Finance
IE Business School
BBA - Finance
American University of Beirut
Skills
- Client Relationship Management
- Financial Advice & Solutions
- Credit Structuring & Risk Assessment
- Business Development
- Commercial Banking Operations
- Digital Banking Advocacy
- Time Management & Organization
- Critical Thinking & Problem Solving
Languages
- English, Fluent
- French, Fluent
Professional Highlights
- Grew commercial portfolio by 100% ($150M to $300M) as Sr. Relationship Manager at Bank Audi.
- Trained 50+ banking professionals in credit and risk management at Fairstone.
- Achieved 15% annual portfolio growth and 50% profitability increase over 3 years at Bank Audi SAL.
Affiliations
- Tennis / Padel
- Skiing
- Hiking / adventure / traveling
- Music Production
Languages
English
Native/ Bilingual
Spanish
Professional
French
Native/ Bilingual
Arabic
Native/ Bilingual
Accomplishments
- UN-Habitat 2020 :
Timeline
Universal Fraud Agent - Inbound Calls
Canadian Imperial Bank of Commerce (CIBC)
01.2025 - Current
Team Leader - Best Buy Accounts
Fairstone
06.2024 - 11.2024
Credit Trainer / Quality Agent
Fairstone
04.2021 - 06.2024
Sr. Relationship Manager - Corporate
Bank Audi LLC.
01.2014 - 01.2016
Relationship Manager - Group Corporate
Bank Audi SAL
01.2012 - 01.2014
Credit Officer - Commercial Banking
Bank Audi SAL
01.2007 - 01.2011
MBA - Finance
IE Business School
BBA - Finance
American University of Beirut
Similar Profiles
NIYOUSHA JAHANBIGLOOEINIYOUSHA JAHANBIGLOOEI
Lead Client Service Representative at Canadian Imperial Bank of Commerce (CIBC)Lead Client Service Representative at Canadian Imperial Bank of Commerce (CIBC)
Golam RabbiGolam Rabbi
Customer Service Representative at Canadian Imperial Bank of Commerce (CIBC)Customer Service Representative at Canadian Imperial Bank of Commerce (CIBC)
Azla SheriffAzla Sheriff
Fraud Investigator at Canadian Imperial Bank of Commerce - CIBCFraud Investigator at Canadian Imperial Bank of Commerce - CIBC