Summary
Overview
Work History
Education
Skills
Timeline
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Beenish Rukhsar

Summary

A strong business driven professional with 8+ years of experience in the financial sector, known for evaluating and addressing clients financial needs and priorities with precision and care. Skilled in working under pressure and adapting to new situations and challenges, striving to achieve optimal outcomes while maintaining confidentiality and professionalism.

Overview

8
8
years of professional experience

Work History

Credit Solution Advisor

Bank of America
Catonsville
06.2021 - 02.2023
  • Evaluated the loan and credit needs of clients, taking into consideration all aspects of their financial background in relation to policies and regulations while maintaining confidentiality.
  • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
  • Prepared comprehensive documentation including reports, user guides, process flows, and training materials to educate customers sand other business partners.

Business Consultant

Bank of America
Baltimore
01.2020 - 05.2021
  • Actively pursued prospecting and successfully converting leads into customers by contributing to Bank’s profitability; building, developing, managing new, and expanded client relationships.
  • Leveraged the power of our company by working closely with internal partners, providing end-to-end comprehensive guidance and solutions to small business clients by uncovering their life priorities and matching them with financial solutions to help businesses streamline expense management and optimize cash flow.
  • Conducted strengths, weakness, opportunities and threats (SWOT) analyses to develop strategic plans for corporate level and business units.

Relationship Manager

Bank of America
Baltimore
11.2017 - 12.2019
  • Build and Manage Book of Business for the existing clients by servicing them and adding new clients to the portfolio by leveraging tool like CMC.
  • Assist and engage clients with quality conversations regarding their financial priorities, short term and long-term goals and educating them about the products and services to help their financial needs.
  • Leverage tools like Discover, CMC, May I Call and Emails to engage in quality conversations, to learn more about their needs and to set up follow ups on clients serviced or bring new clients in the financial center.

Marketing Manager

US Tech Trend
Baltimore
08.2015 - 08.2017
  • Developed network of related professionals to open up business opportunities through marketing strategy for the company in line with company objectives.
  • Built brand awareness and generated leads while managing relationships/agreements with external partners/vendors.
  • Developed creative programs to meet business goals while working closely with upper management in assisting with new product launches.

Education

MBA -

Anglia Ruskin University
Peterborough
12.2016

Bachelor -

Coppin State University
Baltimore
05.2014

Skills

  • Industry Expertise
  • Financial Goal Planning
  • Portfolio Management
  • Microsoft Office, Excel, PWP
  • Adaptability and Flexibility
  • Problem-solving abilities
  • Excellent Communication
  • Project Management

Timeline

Credit Solution Advisor

Bank of America
06.2021 - 02.2023

Business Consultant

Bank of America
01.2020 - 05.2021

Relationship Manager

Bank of America
11.2017 - 12.2019

Marketing Manager

US Tech Trend
08.2015 - 08.2017

MBA -

Anglia Ruskin University

Bachelor -

Coppin State University

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Beenish Rukhsar