Maya Barbery
Experienced Bilingual Management, Banking, and Financial Services Professional
- Role
- Senior Client Solutions Specialist at PNC
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Maya Barbery
Bilingual Management, Banking, and Financial Services Professional with extensive…
Experience
Senior Client Solutions Specialist
Mar 2017 — Present · Charlotte, NC, US
Work alongside Market Manager and Large Corporate/ Middle Market Relationship Managers to manage a loan portfolio of $450 Million in the Western Carolina (WCA) Market (growth market) Assist Market Manager in the tracking and reporting of new name acquisition. Manage Client needs and act as liaison and advocate for client with internal partners. Research prospects to create customized presentations with individualized solutions. Review loan documents for accuracy in preparation for closing, booking, and funding. Reviewed and processed over 100 Know Your Customer reports as part of an operations project to ensure all client data was up to OCC standards. Completed 2 months prior to deadline Invited by Regional President to be a member of the Diversity & Inclusion Regional Council (2017-present) Serve as President of Board the Multicultural Employee Business Resource Group (2018-Presernt)(by request of the Regional President)o Grew membership 200 % in first year of presidency (2017)o Increased member participation in educational events by 50%o Awarded Market All Star 2018 for work in Diversity & Inclusion Served as Treasurer and VP of Events for the Women’s Connect Employee Business Resource Group (2017)o Planned and Coordinated monthly/ quarterly events – including two region wide events with external speakers
Education
State University of New York Empire State College
B.S
ESSEC Business School
Certificate
2018 — 2018
Branch Mangement School
Certificate
Universidad Católica Boliviana
Hospitality & Tourism Management
Skills
- Commercial Banking
- Branch Banking
- Relationship Management
- Retail Banking
- Team Building
- Management
- Finance
- Portfolio Management
- Loans
- Small Business Lending
- Credit
- Sales Management
- Financial Services
- Crm
- Consumer Lending
- Banking
- Risk Management
- Team Leadership
- Analysis
- Financial Analysis
- Human Resources
- Training
- Leadership
- Cash Management
- Customer Service
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