Adnan Bhatti
Stamford
Summary
Proactive, customer-oriented retail professional with 4 1/2 years of experience in consumer banking industry. Passionate about providing the best service possible to customers/clients.
Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Overview
4
4
years of professional experience
Work History
Retail Banker
TD Bank
10.2024 - 07.2025
- Advised clients on financial products and services to meet their individual needs.
- Processed customer transactions accurately and efficiently in a fast-paced banking environment.
- Managed and grew client relationships through financial planning and product recommendations.
- Performed account maintenance and assisted clients with inquiries and problem resolution.
- Analyzed financial data to identify opportunities for cross-selling and upselling.
- Probed to understand customer banking and credit card needs to integrate marketing promotions and programs into conversations and offer strategic advice.
- Reached out, generated appointments and built new relationships to grow business.
Universal Banker
Citi Bank
06.2024 - 10.2024
- Educated clients about bank products
- Inform customers about online/mobile banking
- Followed kyc policies
- Opened and closed accounts
- Engaged customers for referrals
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products, and services.
Fraud Associate
M&T Bank
04.2023 - 11.2023
- Identified and addressed customer needs to incoming questions regarding Digital and Card exclusions.
- Researched and resolved customer issues related to web banking and Card transactions in a timely and accurate manner.
- Placed exclusions for Digital and Card access to allow authorized transactions to properly process.
- Researched and responded to inquiries for additional information from Internal Departments regarding ongoing investigations.
- Reviewed reports and individual transactions which appeared suspicious to uncover possible fraudulent activity.
- Evaluated customer data to identify and prevent fraudulent activities.
Universal Banker
M&T Bank
08.2022 - 04.2023
- Educated clients about bank products
- Inform customers about online/mobile banking
- Followed kyc policies
- Opened and closed accounts
- Engaged customers for referrals
- Researched and responded to inquiries for additional information from Internal Departments regarding ongoing investigations.
Banker 3
People's United Bank
03.2021 - 08.2022
- Made recommendations based on the customer's identified needs.
- Accurately complete customer transactions.
- Educated clients about bank products
- Inform customers about online/mobile banking
- Followed KYC policies
- Opened and closed accounts
- Engaged customers for referrals
- Researched and responded to inquiries for additional information from Internal Departments regarding ongoing investigations.
- Within 6 months I was promoted from Teller to Banker 3, the equivalent of a Universal Banker.
- Balanced teller drawers and ATM cash.
- Referred customers to other banking departments for specialized services.
Education
Master's Degree - Corporate Compliance
Fordham University
New York, NY12-2026
Bachelor's - Political Science, Business Administration
Southern Connecticut State University
New Haven, CT07.2020
Skills
- Microsoft Word
- Cash Handling
- Retail Sales
- Banking
- Financial Services
- Relationship Management
- Customer Service
- Branch operations
- Wire transfers
LANGUAGES
Urdu | Native
English | Native
Punjabi | Intermediate
Hindi | Elementary
Timeline
Retail Banker
TD Bank
10.2024 - 07.2025
Universal Banker
Citi Bank
06.2024 - 10.2024
Fraud Associate
M&T Bank
04.2023 - 11.2023
Universal Banker
M&T Bank
08.2022 - 04.2023
Banker 3
People's United Bank
03.2021 - 08.2022
Master's Degree - Corporate Compliance
Fordham University
Bachelor's - Political Science, Business Administration
Southern Connecticut State University
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