William Cooks

Experience

• 

  ICA Maxi Stormarknad Haninge

  Jun 2016 - May 2018

  Butiksmedarbetare
• 

  Handelsbanken

  Jun 2018 - Apr 2022

  - Performing corporate credit worthiness assessment and writing preparational material for to 115+ MSEK collateralized credits. - Responsible for a customer stock consisting of 300+ corporate clients. - Responsible for analyzing the branch office inflow of capital to the banks contractual pension funds and drive improvements to increase profit. - Responsible for 1 000+ private -and smaller corporate clients. - Performing approximately 200 customer meetings per year regarding financing, savings, insurances et. al. - Preparing and performing presentations regarding capital investment for 10+ MSEK. - Mentoring new employees, teaching day-to-day working tasks and business model.

  • Corporate Banking Manager

    Apr 2021 - Apr 2022

  • Financial Advisor

    Jun 2018 - Apr 2021
• 

  OSTTRA

  Apr 2022 - now

  - Product expert of the collateral management system – triResolve Margin. - Building, documenting and maintaining close relationships with assigned clients consisting of large banks and financial companies.- Performing CSM activites – prospect demos, client onboarding, training, and up-selling.- Collaborating with internal teams on client feedback, product improvement and feature testing.- Working with SWIFT payments/settlements - Product expert of the portfolio reconciliation platform “triResolve”. - Responsible for ca 30 clients consisting of major banks and financial institutions. - Performing CSM activites – client onboarding, training and up-selling. - Being part of development projects to improve the triResolve platform.

  • Associate - TriResolve Margin Post-Trade Client Relationship and Services

    Aug 2023 - now

  • Analyst - TriResolve Post-Trade Client Relationship and Services

    Apr 2022 - Aug 2023