Experienced banking professional with superior attention to detail and high ethical nature. Dedicated to maintaining optimal security and customer satisfaction. Well-versed in industry regulations and asset protection strategies.
Overview
7
7
years of professional experience
4
4
years of post-secondary education
Work History
Senior Client Service Coordinator
SEB bank
Vilnius, Vilnius City Municipality
08.2024 - Current
The Senior Client Service Coordinator operates in alignment with the Business Banking Division's principle of "Know Your Customer," adhering to the bank's credit policies, sustainability policies, and other internal regulations.
Main Responsibilities:
1. Document Preparation
Assist in preparing documents for Credit Committees, contracts, certifications, product information, and various correspondence to ensure long-term relationships with existing and potential clients.
Input and organize information into bank systems and prescribed formats.
Collect information from clients and about clients.
Prepare regular reports and presentations.
2. Knowledge of Bank Products and Services:
Participate in product presentations and seminars.
Use necessary banking information systems.
Share knowledge with colleagues.
3. Document Responsibility:
Provide information about clients' bank products and revenues to Project Managers.
Ensure the description of documents required for pledges and deliver received documents to legal staff.
Validate and upload client documents into relevant bank systems or client files, and notify Project Managers about necessary updates.
4. Client Interaction:
Gather and compile documents needed for client analysis, contract preparation, and pledges.
Prepare and provide reports to Project Managers about clients' bank products and revenues.
Inform clients about bank products and services.
Prepare and coordinate electronic service agreements, bank account agreements, and related amendments.
Sign and implement electronic service agreements, securities account agreements, and related documents on behalf of the bank.
Address client inquiries related to payments, cards, and other daily banking products via phone and email.
Prepare and sign credit agreements and related documents between the client and the bank.
Compile various internal reports.
Coordinate and implement signed agreements and related documents within the bank’s structural units.
Update client data in bank databases.
Organize account openings in Lithuania and abroad upon client requests.
Collaborate with SEB Group colleagues on international client service projects.
5. Other Responsibilities:
Participate in projects not defined in the job description.
Provide suggestions to the department head for improving work organization, banking services, product pricing, marketing, new product development, and client service quality.
Client service coordinator
SEB bank
Vilnius, Vilnius City Municipality
04.2020 - 08.2024
Client Service Coordinator operates in alignment with the Business Banking Division's principle of "Know Your Customer," adhering to the bank's credit policies, sustainability policies, and other internal regulations.
Main Responsibilities:
1. Document Preparation:
Assist in preparing documents for Credit Committees, contracts, certifications, product information, and various correspondence to ensure long-term relationships with existing and potential clients.
Input and organize information into bank systems and prescribed formats.
Collect information from clients and about clients.
Prepare regular reports and presentations.
2. Document Responsibility:
Provide information about clients' bank products and revenues to Project Managers.
Ensure the description of documents required for pledges and deliver received documents to legal staff.
Validate and upload client documents into relevant bank systems or client files, and notify Project Managers about necessary updates.
3. Client Interaction:
Gather and compile documents needed for client analysis, contract preparation, and pledges.
Prepare and provide reports to Project Managers about clients' bank products and revenues.
Inform clients about bank products and services.
Prepare and coordinate electronic service agreements, bank account agreements, and related amendments.
Sign and implement electronic service agreements, securities account agreements, and related documents on behalf of the bank.
Address client inquiries related to payments, cards, and other daily banking products via phone and email.
Prepare and sign credit agreements and related documents between the client and the bank.
Compile various internal reports.
Coordinate and implement signed agreements and related documents within the bank’s structural units.
Update client data in bank databases.
Organize account openings in Lithuania and abroad upon client requests.
Collaborate with SEB Group colleagues on international client service projects.
Client Consultant
SEB bank
Vilnius, Vilnius City Municipality
09.2019 - 04.2020
Providing daily banking services, consulting
Sales Consultant
Cropp Town
Vilnius, Vilnius City Municipality
06.2017 - 09.2017
Maintaining the sales floor, restocking products, tagging items, working with the cash register, opening and closing the store, customer service.
Education
Bachelor of Business Administration - Finance Engineer
Communications Officer, Private Wealth Management & Family Office at SEB GroupCommunications Officer, Private Wealth Management & Family Office at SEB Group