Ilze Vilsone-Trokša
Riga,RIX
Summary
Proven leader in fostering robust client relationships and driving business growth, with a track record at JSC Citadele Banka of managing a 90mEUR credit portfolio. Specializes in structuring complex financing transactions and enhancing customer relations through strategic business analysis and interpersonal communication. Achieved long-term partnerships by aligning client needs with business objectives.
Overview
14
14
years of professional experience
Work History
Large Corporate Client Relationship Manager
JSC Citadele Banka
02.2016 - 05.2024
- Building existing and new relationships with legal entities, including Latvian/Baltic TOP 100 companies, reaching a credit portfolio of 90mEUR, the maximum amount of one transaction reaching 35mEUR. Focusing mainly on Latvian companies and their business representation in the Baltics.
- Development of a full range of services according to the individual needs of each client, structuring of financing transactions (short-term, long-term loans, secured and unsecured, bridge finance, portfolio financing, assignment transactions), FX, factoring, leasing, e-commerce, etc.
- Management and supervision of financing proposal preparation processes, team management, project presentation to the credit committee, management and supervisory board.
- Negotiated contracts with clients to secure long-term partnerships while safeguarding company interests.
- Analyzed client feedback to identify areas for improvement and implemented changes accordingly.
- Assessed client needs and developed plans to adequately address current and future objectives.
Acting Head of Gold Customer Service Department
JSC Citadele Banka
10.2013 - 02.2016
- Structuring of financing transactions for clients of the Private Banking segment (including non-residents).
Cooperation with developers of real estate projects, development of joint financing for potential buyers, cooperation with brokerage companies, ensuring customer attraction to the bank.
Senior Project Manager of Gold Customer Service
JSC CItadele Banka
08.2013 - 09.2013
Private Banking Financing Project Manager
JSC SEB Banka
02.2010 - 08.2013
- Structuring private banking financing transactions, monitoring them throughout their life cycle, responsibility for their compliance with all policies set by the group.
- Creation and implementation of the process and monitoring of financing versus investment portfolio for Private Banking segment.
Education
Management And Administration of Business
Banking School of Higher Education Bachelor Degree
Riga2008
Skills
- Business growth strategies
- Relationship building and management
- Client Needs Assessment
- Interpersonal and client communications
- Opportunities Identification
- Business Analysis
- Problem-solving aptitude
- Customer Relations
Languages
Latvian
Native language
English
Advanced
C1
Russian
Advanced
C1
Timeline
Large Corporate Client Relationship Manager
JSC Citadele Banka
02.2016 - 05.2024
Acting Head of Gold Customer Service Department
JSC Citadele Banka
10.2013 - 02.2016
Senior Project Manager of Gold Customer Service
JSC CItadele Banka
08.2013 - 09.2013
Private Banking Financing Project Manager
JSC SEB Banka
02.2010 - 08.2013
Management And Administration of Business
Banking School of Higher Education Bachelor Degree
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