LOBNA ABIDI
Everett,WA
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs.
Overview
15
15
years of professional experience
Work History
Business Relationship Manager I
Chase Bank
07.2022 - Current
- Use knowledge of business, finance, banking, credit, and risk management to identify, recommend, and promote solutions that best serve the client and ensure the profitability of the portfolio.
- Achieved goals for sale of bank products and services and exceeded performance metrics.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
Chase Private Client Banker
Chase Bank
02.2019 - 07.2022
- Demonstrated success using value-added, relationship-oriented approach to acquire and deepen client relationships
- Proactively manage book of business of 350 clients utilizing proactive and disciplined approach to generate growth in their balances
- Partnering with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers), to connect customers to experts who can help them with specialized financial needs
- Help coaching and mentoring Relationship bankers and Associate bankers.
Relationship Banker
Chase Bank
04.2018 - 02.2019
- Managing assigned customers and proactively meeting with them to build lasting relationships, discover financial needs, and tailor product and service recommendations
- Achieved outstanding production in short period of time and got promoted to next level position.
Universal Banker
U.S. Bank
10.2015 - 04.2018
- Ability to educate and connect customer to technology and share value of mobile banking options
- Ability to help customers succeed financially by offering introductions to additional team members as appropriate.
Executive Assistant
YAZAKI Europe
01.2009 - 01.2015
- Developed and updated spreadsheets and databases to track, analyze and report on performance and sales data
- Transcribed minutes of meetings and executed meetings and events for company to support sales, business development and senior management teams.
Education
Masters - Business Administration And Management
ISG Sousse
Tunisia 06.2008
Skills
- Analytical Thinking
- Decision Making
- Conflict Management
- Global Mindset
- Listening and feedback skills
Timeline
Business Relationship Manager I
Chase Bank
07.2022 - Current
Chase Private Client Banker
Chase Bank
02.2019 - 07.2022
Relationship Banker
Chase Bank
04.2018 - 02.2019
Universal Banker
U.S. Bank
10.2015 - 04.2018
Executive Assistant
YAZAKI Europe
01.2009 - 01.2015
Masters - Business Administration And Management
ISG Sousse
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