Asim Chowdhury
Fords,NJ
Summary
Accomplished Retail Personal Banker with a proven track record at TD Bank, adept in loan processing and relationship building. Excelled in expanding client bases and financial portfolios, leveraging financial product knowledge and cross-selling abilities. Demonstrated success in wealth management and customer service, enhancing client satisfaction and revenue growth.
Overview
11
11
years of professional experience
Work History
Retail Personal Banker
TD Bank
11.2023 - Current
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue and partnering with my mortgage representatives and, relationship bankers for high value clients with complex needs.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Worked as a small business advocate to provide competitive commercial banking solutions and retail financing plans for small business needs as well as business lending needs; Partnered with my merchant representatives and payroll partners for more extensive busiensses.
Associate Personal Banker
Wells Fargo
11.2014 - 10.2023
- Promoted financial products by maintaining excellent service offering knowledge.
- Followed up with customers to gather feedback and provide additional assistance.
- Expanded client base by promoting new financial products.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Partnered with mortgage reps, relationship bankers, and premiere bankers, more more complex needs such as retirement or wealth management creation to extend client’s portfolio
- Engaged with small business clients by offering products and service that meet there cash flow needs
- Partnered with small business representatives such as merchant partners, payroll partners to help streamline small business client’s so that there companies can operate day to day with ease with follow up phone calls and setting appointments
Teller
Santander Bank
10.2013 - 09.2014
- Processed customer transactions promptly, minimizing wait times.
- Educated customers on use of banking website and mobile apps.
- Disbursed cash and checks accurately while maintaining security of cash drawers.
Education
Bachelors - Psychology
Hunter College of The City University of New York
New York, NY01.2013
Skills
- Loan Processing
- Goal-Oriented
- Financial product knowledge
- Cross-selling abilities
- Wealth Management
- Customer Service
- Relationship Building
- Issues Resolution
Languages
Bengali
Full Professional
Spanish
Full Professional
Timeline
Retail Personal Banker
TD Bank
11.2023 - Current
Associate Personal Banker
Wells Fargo
11.2014 - 10.2023
Teller
Santander Bank
10.2013 - 09.2014
Bachelors - Psychology
Hunter College of The City University of New York