Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jib Raj Bhandari

Houston,TX

Summary

Determined individual with attention to detail and well-trained in keeping meticulous financial records, trade finance activates, banking administration with 7 years plus experience desiring a Finance Assistant/Trade Finance Assistant/Audit Assistant/Senior Teller position in the banking/finance industry.

Overview

6
6
years of professional experience

Work History

Trade Finance Assistant

Nepal SBI Bank Ltd
01.2021 - 06.2023
  • Processed new customer credit applications accessing credit agency data to open new accounts.
  • Scrutinized Sales Contracts / Performa Invoices, fulfilled application procedures and established trade relations through import and export LCs of clients as per their requirements.
  • Prepared and processed credit appraisals of Education Loans and Mortgaged Plus Personal Overdraft Loans along with their legal documentation and vetting.
  • Liaised between clients and vendors and maintained effective lines of communication.

Assistant

Nepal SBI Bank Ltd
12.2016 - 01.2021
  • Dealt with checking of compliance status of branch to meet regulatory requirement in operation department (Account Opening, Deposit and Payment Vouchers, Registers updation etc)
  • Performed Teller Tasks: Received Deposits, Loan Payments, Cashing Checks, Issuing Saving Withdrawals, Wire Transfer and SWIFT.
  • Organized marketing and cross selling of banking products to existing customers and stretch out to new customers through mail, phone calls and presentation events.
  • Prepared and submitted daily, weekly, monthly and quarterly and annual closing reports as per financial reporting requirements.
  • Overseen petty cash, scheduled appointments with potential customers, record keeping of Fixed Assets and other administrative tasks.
  • Teamed up with procurement department for managing logistic operations of branch, inventory management and control, reconciliation of inventories and reporting of discrepancies if/any.
  • Supported to Human Resources Department in updation of employees records, leave records and other benefits.

Education

Masters in Business Studies - Finance

Tribhuvan University
City College Of Management, Nepalgunj, Banke
07.2021

BBA - Finance

Pokhara University
Tilottama Campus, Butwal, Nepal
02.2016

High School Diploma -

Oxford Higher Secondary School
Butwal, Nepal
08.2011

Skills

  • Financial Transaction Posting
  • Audit Tracking
  • Vendor Record Management
  • Data Extraction
  • Microsoft Office (Excel, Word, Powerpoint and Outlook)
  • Operation of Banking Software Finacle
  • CRM Tracking

Timeline

Trade Finance Assistant

Nepal SBI Bank Ltd
01.2021 - 06.2023

Assistant

Nepal SBI Bank Ltd
12.2016 - 01.2021

Masters in Business Studies - Finance

Tribhuvan University

BBA - Finance

Pokhara University

High School Diploma -

Oxford Higher Secondary School
Jib Raj Bhandari