Overview
Work History
Education
Skills
Results-Driven Banking Manager
Certification
Accomplishments
Areas of Expertise
Language
Timeline

ABDUL PASHA

BROOKLYN,NY

Overview

15
15
years of professional experience
1
1
Certification

Work History

Assistant Manager / Assistant Treasurer

APPLE BANK, NY, NY
06.2023 - Current
  • Results-oriented banking operations leader with a focus on delivering exceptional customer service and resolving complex customer inquiries.
  • Skilled in streamlining operations to enhance efficiency, reduce costs, and strengthen compliance.
  • Responsible for hiring, training, and coaching team members to foster a high-performance culture.
  • Oversee and contribute to overall branch sales while maintaining first-class service levels and operational integrity across all functions.
  • Implement strategic and tactical plans to drive business product sales, consistently exceeding sales goals each quarter.
  • Manage and guide employees in achieving daily, weekly, and monthly goals through effective oversight and motivation.
  • Conduct daily morning huddles to inspire and direct team members, ensuring exemplary service levels in client interactions.
  • Provide coaching and training to help staff identify sales opportunities and enhance customer satisfaction, enabling them to meet and exceed performance standards.
  • Leverage subject matter expertise to collaborate with business specialists, presenting tailored solutions for business clients, including Business Checking accounts, savings, money market accounts, and merchant services.
  • Maximize sales through the cultivation of critical relationships with partners, driving business growth.
  • Provide strategic assistance with monthly and quarterly audits, ensuring the integrity of branch operations through thorough self-audits.
  • Lead by example in delivering top-notch customer service, assisting clients with complex situations, and serving as a sales leader.
  • Coach team members to overcome challenges while servicing clients and ensure readiness for corporate audits.
  • Improved customer satisfaction by addressing and resolving complaints promptly.
  • Monitored cash intake and deposit records, increasing accuracy, and reducing discrepancies.
  • Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
  • Enhanced small business growth through targeted marketing strategies and financial analysis.
  • Increased client satisfaction by providing personalized small business solutions and support.

Assistant Manager / Sales and Service Manager

TD Bank N.A, Queens, NY
07.2016 - 06.2023
  • Dynamic financial growth strategist with a proven track record in developing and executing innovative business strategies while managing day-to-day branch operations.
  • Collaborated closely with the Branch Manager to drive operational growth, motivate teams, and implement strategic plans that align with both short- and long-term objectives.
  • Partnered with the Branch Manager to foster a team-oriented approach, successfully achieving and exceeding branch sales goals.
  • Trained and coached team members to identify referral and sales opportunities, enhancing product and service recommendations.
  • Managed high-income/high-net-worth client portfolios using Salesforce, ensuring sustainable growth through proactive outreach and relationship building.
  • Developed long-lasting relationships by providing expert advice and high-level customer service to meet diverse financial needs.
  • Guided clients in business banking products, including checking and savings accounts, credit cards, loans, and merchant services.
  • Employed strategic and tactical plans to drive business product sales, consistently exceeding sales targets each quarter.
  • Fostered a high-performance culture by coaching staff to identify sales opportunities and enhance customer satisfaction.
  • Enforced compliance with Teller Operational Standards and managed audits, achieving a 98 percent pass rate after implementing corrective action plans.

Senior Banker

TD Bank N.A, Queens, NY
06.2015 - 07.2016
  • Oversaw business banking relationships, managing risks and driving market share growth initiatives.
  • Directed the initiation and closing of mortgage, HELOC, and personal loans, ensuring compliance and high service quality.
  • Drove sales through effective cross-selling strategies and maintained strong relationships with key partners.
  • Provided expert guidance on business accounts and services, facilitating referrals for business loans and enhancing client satisfaction.
  • Strengthened client relationships while managing consumer lending and business banking product portfolios.

Relationship Banker/Small Business Specialist

JP Morgan Chase, Queens, NY
03.2010 - 06.2015
  • Dedicated Small Business Banker with a focus on delivering exceptional financial solutions to small business clients.
  • Developed strong relationships with business owners to understand their unique financial needs and provide tailored banking services.
  • Cultivated and maintained relationships with a diverse portfolio of small business clients, ensuring high levels of satisfaction and retention.
  • Provided expert guidance on a range of banking products, including business checking and savings accounts, lines of credit, and merchant services, aligning solutions with clients' financial goals.
  • Achieved and exceeded sales targets by identifying cross-selling opportunities and promoting additional banking services to enhance client profitability.
  • Conducted thorough assessments of clients' financial situations to identify potential risks and recommend appropriate solutions, ensuring compliance with bank policies and regulations.
  • Actively participated in local business events and networking opportunities to promote the bank’s services and build brand awareness within the community.
  • Strengthened client relationships by providing personalized banking solutions and excellent customer service.
  • Increased cross-selling success by proactively identifying client needs and suggesting appropriate financial solutions.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Coordinated events that showcased small businesses, driving awareness of their products/services within the community, leading to increased sales opportunities.

Education

Associate of Science - Accounting

New York City College of Technology

Bachelor of Science - Accounting

New York City College of Technology
Currently Enrolled

Skills

  • Salesforce
  • Microsoft Office Suite (Word, Expert-Level Excel, and PowerPoint)
  • Fidelity
  • Encore
  • Eclipse360

Results-Driven Banking Manager

Professional with strong background in branch management with a proven track record of driving growth and profitability. Expertise in managing comprehensive client journeys to meet the diverse needs of small business clients while capitalizing on sales opportunities and mitigating risks. Committed to delivering exceptional customer experiences through proactive engagement and strong partnerships across key banking areas. Passionate about coaching and developing team members, cultivating a client- and employee-centric culture that enhances overall service delivery. Possesses advanced decision-making and critical thinking skills. Reliable leader focused on achieving results and empowering teams.

Certification

  • Certified Small Business Specialist.
  • NMLS License Certified

Accomplishments

  • Led a team of 22 staff members, fostering a collaborative and high-performance work environment.
  • Achieved and maintained a quarterly audit score of 98% or higher.
  • Drove a consistent 10% increase in sales each quarter through strategic initiatives.
  • Enhanced deposit growth through targeted marketing and customer engagement strategies.
  • Expanded lending capabilities, resulting in increased money-out lending opportunities.

Areas of Expertise

  • Branch Sales Management
  • Business and Consumer Lending
  • Pipeline Management
  • Client Experience Branding
  • Mentorship & Retention
  • Customer service
  • Team leadership
  • Decision-making
  • Problem-solving
  • Staff training and development
  • Recruiting and interviewing
  • Meeting the sales goals

Language

Fluent in English, Bengali, and Hindi.

Timeline

Assistant Manager / Assistant Treasurer - APPLE BANK, NY, NY
06.2023 - Current
Assistant Manager / Sales and Service Manager - TD Bank N.A, Queens, NY
07.2016 - 06.2023
Senior Banker - TD Bank N.A, Queens, NY
06.2015 - 07.2016
Relationship Banker/Small Business Specialist - JP Morgan Chase, Queens, NY
03.2010 - 06.2015
New York City College of Technology - Associate of Science, Accounting
New York City College of Technology - Bachelor of Science, Accounting

Similar Profiles

CREATE PROFILE
ABDUL PASHA