Umar Farooq
Head of Client Services Senior Client Service Manager (Trade Finance) @CIBC
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WORK HISTORY
Head of Client Services Senior Client Service Manager (Trade Finance) @CIBC
CA
Managing a team of Client Service Managers responsible for handling portfolios of Trade Finance High Value Clients across Canada, US and UK to ensure exceptional client service experience- Point of contact for escalations of non-resolvable and complex issues from senior management for resolution to the satisfaction of client- Proactively engaging with clients and internal stake holders at senior levels to provide balanced, proactive trade finance solutions designed to enhance service delivery and overall client experience- Working closely with Trade Sales team for business development, revenue growth and smooth onboarding of new to bank and new to trade finance clients- Structuring of complex trade finance products while managing risk parameters and ensuring that these best suits with customer’s business requirements- Establishing and maintaining regular client calling program for designated top clients to confirm on-going services satisfaction and achievement of targeted levels of client satisfaction- Identification and recommendation of changes in procedures that prevent service issues occurrences.
EDUCATION
Smith School of Business at Queen's University
Master of Finance (MFin)
National College Of Business Administration & Economics
Master of Business Administration (MBA)
SKILLS
ABOUT UMAR FAROOQ
Specialties- Islamic Finance - Trade Finance Advisory and Sales
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