Haris Skaljic
Zurich, Switzerland
Summary
Private Wealth Management Banker with over 10 years of experience in managing high-net-worth client portfolios. Expertise in credit analysis and banking operations, leading to enhanced client satisfaction and growth. Demonstrated ability to deliver customized financial solutions through effective relationship management. Strong communication skills and product knowledge drive profitability and customer service excellence.
Overview
12
12
years of professional experience
Work History
Private Wealth Management Banking Analyst
U.S. Bank
09.2023 - Current
- Handling all consumer and commercial loan applications for the East Region, including New York, the Tri-State area, Ohio, St. Louis, Florida, and Nashville, covering the entire life cycles of revolving lines of credit, HELOC, and LAS LOC, from performing preliminary analysis to post-loan close monitoring activities.
- Provide comprehensive support to senior bankers in evaluating client portfolios and identifying growth opportunities.
- Management of account relationships for private clients (net worth of $3 million and above). Development of a book of business consisting of high-net-worth clientele.
- Manage day-to-day banking operations, including processing client transactions, deposits, withdrawals, and account management.
Private Wealth Management Universal Associate
U.S. Bank
New York Tri State
06.2021 - 09.2023
- Complete daily banking operational tasks, including invoice payment, wire transfer, opening consumer and business accounts, and CDs.
- Collaborate with the New York Tri-State team across disciplines, including Private Banking, Private Wealth Advisor, Wealth Planning, and Market Leader support, to drive sales and ensure high client satisfaction.
- Complete daily banking operational tasks, including invoice payment, wire transfer, opening consumer and business accounts, and CDs.
- Closely working with the Private Banking Managing Director on loans, daily transactions, reviewing documents for accuracy and legal compliance, and managing client bank accounts, including opening and closing accounts.
- Handling all loan applications for the New York Tri-State area, the entire life cycle of revolving lines of credit, from performing preliminary analysis to post-loan close monitoring activities.
- Assisting in asset-based lending activities, including but not limited to performing preliminary credit analysis, collateral management, monitoring monthly loan balances, processing annual reviews, maturity extensions, reviewing materials on potential new transactions, as well as monthly collateral monitoring.
- Prepare financial analyses for clients, including retirement plans, budgets, spending analysis, estate flow charts, cash flow analysis, asset allocation, education funding, stock options, and risk management analysis.
- Provided excellent customer service by greeting customers, answering questions, and responding to complaints.
Branch Banker
PNC Bank
Milburn
11.2020 - 06.2021
- Collaborated with ecosystem partners, including PNCI, Wealth Management, and Mortgage sectors.
- Managed and expanded Business Banking relationships generating under $1 million in sales revenue.
- Delivered tailored solutions to enhance customer well-being and meet specific needs.
- Addressed customer issues promptly, escalating when necessary to ensure resolution.
- Coordinated with Branch Manager and Business Banker to identify and pursue independent growth opportunities.
Relationship Manager of the Client Portfolio
Ziraatbank BH
Sarajevo
02.2013 - 08.2019
- Daily communication and coverage of corporate clients with yearly revenue of over $30 million.
- Originated and implemented the best solutions for clients across the corporate banking product range, including short- and long-term loans, bank guarantees (averaging $3M per product).
- Performed detailed credit and financial analysis, including cash flow forecasting.
- Business and credit committee approval process.
- Receive and analyze credit requests, prepare written analyses, loan approval summaries, and credit proposals.
- Monitor corporate portfolio asset quality on an ongoing basis.
Education
Joint Master's degree - Economics
University of Sarajevo And University of Zagreb
12-2026
Bachelor of business administration - Faculty of Economics
University of Sarajevo
BiH01.2011
Skills
- Interpersonal and communication skills
- Organizational skills
- Teamwork
- Team and project management
- CRM tools (Salesforce, Fusion, nCino)
- Strong work ethic
- Detail-oriented
- Loan process and servicing
- Proficiency in Excel
- Credit analysis
- Banking operations
Language Ability
- Bilingual in Bosnian
- Serbian
- Croatian
- English
References
References available upon request.
Timeline
Private Wealth Management Banking Analyst
U.S. Bank
09.2023 - Current
Private Wealth Management Universal Associate
U.S. Bank
06.2021 - 09.2023
Branch Banker
PNC Bank
11.2020 - 06.2021
Relationship Manager of the Client Portfolio
Ziraatbank BH
02.2013 - 08.2019
Joint Master's degree - Economics
University of Sarajevo And University of Zagreb
Bachelor of business administration - Faculty of Economics
University of Sarajevo
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