Felipe Bulla

Felipe Bulla  new_releases

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Corporate Banking Relationship Manager
Colombia

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Résumé


Jobs verified_user 0% verified
  • Citi
    Corporate Banking Regional Relationship Manager
    Citi
    Aug 2023 - Current (2 years 9 months)
    Corporate Banking Relationship Manager for a 47 global subsidiaries portfolio (USD$8.5M Rev.) located in Costa Rica, Guatemala, Honduras and Nicaragua. ● Spearhead the formulation and execution of comprehensive ESG (Environmental, Social, and Governance) strategies across the entirety of CCA, driving sustainable practices and corporate responsibility. ● Strategically assess and define the scope of available market opportunities, meticulously gauging the potential for new business initiatives to significantly amplify Citi's market share. Proactively identify and address client needs by providing sophisticated banking solutions encompassing capital markets, credit, payments and collections, liquidity management, foreign exchange, guarantees,
  • Citi
    Corporate Banking Relationship Manager
    Citi
    Jan 2020 - Aug 2023 (3 years 8 months)
    Corporate Banking Relationship Manager for a 55 global subsidiaries portfolio (USD$3.7M Rev.) located in Puerto Rico. ● Define the available wallet and determine the probability of new business to increase Citi's market share, identifying client needs and supporting them with banking solutions including capital markets, credit, payments and collections, liquidity management, foreign exchange, guarantees, among others. ● Review and present monthly and quarterly the results and strategies of the portfolio to the executive committee of the country, with results from SalesForce, CIW and Tableau. ● Generate proposals to clients for Trade, FX and cash management, ensuring compliance with risk, AML (Anti Money Laundering) and control policies. Ach
  • Citi
    Business Banking Relationship Manager
    Citi
    Sep 2018 - Jan 2020 (1 year 5 months)
    - Identify relationship status and potential to growth for a GSG subsidiaries portfolio located in Trinidad & Tobago, Puerto Rico & Dominican Republic, by recognizing new business and cross sell opportunities within Identify relationship status and potential to growth for a GSG subsidiaries portfolio located in Trinidad & Tobago, Puerto Rico & Dominican Republic, by recognizing new business and cross sell opportunities within the assigned portfolio, mainly for Treasury & Trade Solutions, Forex Exchange and CPM products. Prepare and send client proposals for Treasury & Trade Solutions product opportunities according to the processes established with Product. Prepare monthly portfolio review. Build and maintain strong and close relation
  • Citi
    Transactional Services Analyst
    Citi
    Sep 2016 - Sep 2018 (2 years 1 month)
    - Consolidate registration and documentation, trend analysis and alerting control collection operations in CO, BR-AR & VE. - Administrate projects focused to improve the productivity and efficiency of the Collection agents showing a weekly agent dashboards performance. Administration and analysis of cash flows in international transfers between corporate customers based in the Andean region (EC, PE), arbitrage conversions, investments and foreign exchange purchase and sale. Support in the consolidation of reports, trend analysis and monthly control in the volume of the opt transactions for Andean region (PE, CO, EC) Caribbean and Central America.
  • Citi
    Intern
    Citi
    Jan 2016 - Jul 2016 (7 months)
    Consolidate registration and documentation, trend analysis and alerting control collection operations in CO, BR-AR & VE. Administrate projects focused to improve the productivity and efficiency of the Collection agents showing a weekly agent dashboards performance.
  • AIESEC
    Resources management coordinator
    AIESEC
    Aug 2015 - Dec 2015 (5 months)
    Manage the local committee financial information and the budget evaluation of all areas of the committee, ensuring the availability of resources and their distribution by investing, seeking compensation in the short time.
  • AIESEC
    Financial Analyst
    AIESEC
    Jan 2015 - Apr 2015 (4 months)
    Promote the efficient use of financial resources through monitoring and budget control. Also, be responsible for developing strategies to financial autonomy, strengthening the level of short-term liquidity.
  • AIESEC
    Manager Comm
    AIESEC
    Apr 2014 - Dec 2014 (9 months)
    Ensure smooth and easy access to information on the different internal media. Ensure support programs through strategic campaigns that encourage internal promotion. Create or adapt virtual pieces.
Education verified_user 0% verified
  • M
    MBA
    Maestría U. de Los Andes
    Aug 2023 - Current (2 years 9 months)
  • B
    Bachelor of Business Administration Business Administration
    2012 - 2016 (4 years 1 month)
  • Escuela Colombiana de Ingeniería Julio Garavito
    Ingeniería Julio Garavito
    Escuela Colombiana de Ingeniería Julio Garavito