Summary
Overview
Work History
Education
Skills
Timeline
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Pia Grover

Irving

Summary

Relationship-driven banking professional with a distinguished record of accelerated promotion and leadership in expanding high-growth client portfolios with the Digital, Technology, Media and Communications sectors. Dedicated professional with extensive experience in managing client relationships within the commercial banking sector, achieving a substantial increase in client retention through strategic engagement initiatives. Proven track record in collaborating with cross-functional teams to deliver customized solutions that align with client needs. Expert in originating, structuring, and executing treasury, transactions driving significant revenue growth. Skilled in utilizing CRM software to enhance operational efficiency, ensuring compliance (KYC) while facilitating seamless communication between subsidiaries and corporate teams. Committed to driving measurable results and providing exceptional service, uniquely positioned to contribute to organizational success.

Overview

6
6
years of professional experience

Work History

Commercial Subsidiary Group Relationship Associate

Citi Commercial Bank
01.2024 - Current
  • Executed client requests via CRM software to manage client interactions and track engagement, resulting in an increase in client retention rates.
  • Delivered communication between subsidiaries and corporate teams to ensure alignment on goals and initiatives.
  • Collaborated with cross-functional teams to deliver tailored solutions that meet the unique needs of each subsidiary.
  • Organized and led training sessions for new team members on best practices for managing subsidiary relationships.
  • finalized accurate and up-to-date records of client interactions and contract details to ensure compliance and facilitate audits.
  • Coordinated with finance teams to ensure accurate billing and payment processing for subsidiary transactions.

Cash Management / Treasury Sales Associate

Citi Commercial Bank
07.2023 - 12.2023
  • Developed and maintained relationships with corporate clients to understand their cash management needs and provide tailored solutions.
  • Collaborated with cross-functional teams to enhance service delivery and improve client satisfaction metrics.
  • Conducted market research to stay abreast of industry trends and competitive offerings in cash management services.
  • Managed daily operational tasks related to treasury functions, ensuring accuracy and efficiency in all processes.
  • Assisted clients in implementing digital payment solutions, improving transaction security and efficiency.
  • Provided exceptional customer service by promptly addressing client inquiries and resolving issues.
  • Maintained up-to-date knowledge of treasury products and services, ensuring clients receive relevant advice.
  • Enhanced client on-boarding processes, contributing to a smoother transition and quicker service activation.

Commercial Relationship Manager

Citi Commercial Bank
08.2019 - 07.2023
  • Developed and maintained strong relationships with key commercial clients to enhance customer satisfaction and loyalty.
  • Managed a portfolio of high-value accounts, achieving a 15% increase in client retention year-over-year.
  • Trained and mentored junior team members on best practices in client relationship management.
  • Analyzed client feedback to enhance service offerings and improve overall client experience.
  • Collaborated with compliance teams to ensure all client interactions adhered to regulatory standards.
  • Monitored industry trends to adjust service offerings and maintain competitive advantage.
  • Ensured timely follow-up with clients to foster ongoing engagement and support.

Education

Business Management -

University of Phoenix
01.2012

Skills

  • Team Player
  • Customer Service Excellence
  • Communication Skills
  • Training and Mentorship
  • Commercial Banking
  • Client Relationship Management
  • Sales Strategy
  • Team Leadership
  • Regulatory Compliance
  • Risk Management

Timeline

Commercial Subsidiary Group Relationship Associate

Citi Commercial Bank
01.2024 - Current

Cash Management / Treasury Sales Associate

Citi Commercial Bank
07.2023 - 12.2023

Commercial Relationship Manager

Citi Commercial Bank
08.2019 - 07.2023

Business Management -

University of Phoenix