ATHAR Z KHALIL

• Enhanced client satisfaction by diligently addressing inquiries and resolving issues in a timely manner.
• Onboarding and maintaining client accounts, including collecting client information and required paperwork. Processing money movement transactions to estate processing requests
• Streamlining administrative duties that support up to six financial advisors in daily business practices for increased efficiency and improved client experience
• Client account servicing including placing trades, transfer funds, assist with rollovers of IRAs, 529 plan distributions, Annuity broker dealer change requests, reviewing & responding to FA action items on a daily basis
• Acting as a liaison between clients and other departments within the organization, ensuring timely resolution of any issues that may arise.

• Successfully teamed up with cross-organizational partners to drive affluent strategy with focus on wealth management, deposit growth and credit

• Actively managing client banking relationship through an advice-based approach and ensuring each client receives the best products, services for their financial needs

• Utilized CRV platform to regularly conduct outreach calls with the bank’s individuals to deepen relationships and become main point of contact

• Worked alongside financial advisor to leverage the banking platform and increase firm’s investment balances

• Leveraged customer needs assessment process to identify opportunities and expand relationships across a broader range of solutions

• Worked closely with branch manager with the coaching of other personal bankers

• Became familiar with anti-money laundering and Bank Secrecy Act regulations/laws as it pertains to new accounts and loan applications

• Act as a dedicated liaison for a specific set of high net-worth households

• Utilize expertise, outstanding product knowledge and exceptional customer service to grow business through independent acquisitions and referrals

• Utilized CRM platform to regularly contact the bank’s high net worth individuals within my territory, working to deepen relationships, identifying needs and uncover cross-selling opportunities

• Worked alongside financial advisors to leverage the Chase Private Client platform and increase firm’s investment balances, often by strategically presenting the client with complementary strategies

• Developed new relationships with individuals and local business owners outside of my client list, helping me to become the lead banker in my region for First time Investors

• Be part of a team that acts as a central point of contact for client Onboarding, Offboarding and regulatory adherence to the business and external clients

• Completed Analysis of transactional information to identify risk, trends, and potential wary activity.

• Conducted periodic reviews and high-level monitoring of the business, including product suitability analyses and performance reviews

• Set up new and regularly serviced existing accounts to maximize revenue

• Modified, opened and closed customer accounts

• Developed culture of success that rewarded performance, productivity, and sales results

• Knocked on 100+ doors a day to convert FedEx business to UPS

• Determined most cost-effective procedures and routes for shipments

• Translated priorities into actionable logistics strategies

• Reviewed and analyzed data from companies in non-competing industries to amass strategic insight

• Prioritized order security, accuracy and on-time pickup and delivery

• Constructed financial plans for clients to reflect their ambitions, goals and resources from current and future perspective

• Mastered Customer Relationship Management Software (CRM) and skills such as: Prospecting, Telephoning, Approach, Fact-finding, Closing and Follow Through

• Interviewed clients to better understand financial status, tax status, insurance coverage, and risk tolerance to develop financial plans

• Assembled organization's marketing strategies. Hired Marketing company and interviewed on local news to promote restaurant opening

• Implemented marketing strategies which resulted in 23% growth of customer base

• Executed business plans with Architects, Contractors, Real-estate agents, HR companies, Accountant/Lawyers and Mortgage companies to ensure proper opening of restaurant

• Analyzed company's financing needs with team to raise capital

• Owned and operated two Fast Food Restaurants