Ameena James
Houston,TX
Summary
Accomplished Relationship Banker with a proven track record at Bank of America, adept at fostering long-lasting client relationships and enhancing customer satisfaction through expert financial advice. Skilled in sales and customer service, I excel in financial services and creative thinking, significantly boosting product sales and client retention without exceeding a single numerical percentage.
Overview
9
9
years of professional experience
Work History
Relationship Banker
Bank of America
10.2024 - Current
- Achieved excellent customer satisfaction ratings by addressing concerns promptly and professionally, demonstrating empathy throughout interactions.
- Strengthened client relationships by providing personalized banking solutions and excellent customer service.
- Maintained up-to-date knowledge of banking products and industry trends to provide expert advice to clients effectively.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
Assistant Branch Manager
Bank of Montreal, BMO
07.2022 - 05.2024
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Trained and developed new team members in alignment with branch service standards and objectives.
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Supervised and evaluated staff to help improve skills, achieve daily objectives, and attain advancement.
- Trained and mentored new employees, fostering a positive work environment that led to higher retention rates.
- Assisted in creating a welcoming branch atmosphere by maintaining cleanliness, organization, and visually appealing displays of promotional materials.
Personal Banker
Bank of Montreal, BMO
04.2019 - 07.2022
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Cross-sold bank products and services to meet customer needs and provide options.
Progress Support Leader(Call Center)
CIBC Bank
09.2018 - 03.2019
- Served as a mentor to new hires during their onboarding process.
- Developed training materials to improve team performance and knowledge in key areas.
- Collaborated with cross-functional teams to implement company-wide initiatives and improvements.
- Championed new technology integration within the support department, streamlining operations for greater efficiency.
Financial Services Representative
CIBC Bank
07.2015 - 09.2018
- Provided excellent customer service, resolving issues quickly and maintaining long-term client relationships.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Enhanced customer relationships with personalized service and addressing individual concerns promptly.
- Collaborated with team members to achieve sales targets and improve overall branch performance.
Night Auditor
Marriot Hotel
01.2018 - 08.2018
- Completed night audit for guest ledgers to close bank and cash registers, reconciling issues quickly, and marking discrepancies.
- Oversaw night auditing of daily room occupancy and hotel revenue.
- Controlled cash and credit card payment transactions at front desk to successfully reduce errors.
- Kept accounts in balance and ran daily reports to verify totals.
Education
Bachelor of Arts -
University of Karachi
Karachi,Pakistan09-2007
Skills
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Cash handling
- Money handling
- Financial services
Languages
Urdu
Native or Bilingual
Punjabi
Native or Bilingual
English
Full Professional
Timeline
Relationship Banker
Bank of America
10.2024 - Current
Assistant Branch Manager
Bank of Montreal, BMO
07.2022 - 05.2024
Personal Banker
Bank of Montreal, BMO
04.2019 - 07.2022
Progress Support Leader(Call Center)
CIBC Bank
09.2018 - 03.2019
Night Auditor
Marriot Hotel
01.2018 - 08.2018
Financial Services Representative
CIBC Bank
07.2015 - 09.2018
Bachelor of Arts -
University of Karachi