Bonita Reich
Private Banker
Netanya
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Self-motivated Administrative Co-ordinator brings proven leadership, organizational and customer relations skills. Independently solves problems, excellent time management and keeps teams on task to handle diverse business requirements. History in retaining clients.
Overview
30
30
years of professional experience
3
3
years of post-secondary education
2
2
Languages
Work History
Senior Personal Banker
MIzrahi Tefahot Bank
Tel Aviv
02.1989 - 10.2018
- Promoted financial products by maintaining excellent service offering knowledge.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Created innovative financial solutions to meet customer needs and provide competitive edge.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
Education
Diploma - Secretarial Studies, Journalism
Rhodes University
Grahamstown, South Africa 01.1984 - 12.1986
Skills
Financial product knowledge
Portfolio assessment
Client relationship management
Compliance, banking laws and regulations
Correspondence preparation
Project management experience
Travel arrangements coordination
Business correspondence
Organization
Office administration
Timeline
Senior Personal Banker
MIzrahi Tefahot Bank
02.1989 - 10.2018
Diploma - Secretarial Studies, Journalism
Rhodes University
01.1984 - 12.1986