Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Bilal Shahid

Columbus,OH

Summary

Driven by a results-focused approach, I leveraged my expertise at KeyBank National Association to enhance client financial wellness through innovative risk management strategies. My tenure at BMW Financial Services honed my ability to forge strong client relationships, significantly boosting loyalty and repeat business through critical thinking and data-driven insights.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Financial Wellness Associate

KeyBank National Association
Columbus, OH
10.2023 - Current

Problem solver, trusted advisor, and partner to the people and businesses in KeyBank communities. Engaging clients in deeper conversation to uncover needs and provide guidance & solutions to assist in client’s financial wellness. Implements various business units for risk management

Customer Relations Manager

BMW Financial Services
Columbus, OH
08.2021 - 10.2023

Developed strong relationships with key clients, resulting in increased loyalty and repeat business. Contributed to product development efforts by providing insights on consumer preferences gathered from direct client interactions and feedback analysis.

Lab Assistant/Team Lead

LabCorp
Dublin, OH
08.2020 - 05.2021

Analyzed data to create and organize graphs, charts and documents for publications and presentation. Optimized experiment workflows through periodic review and revision of standard operating procedures, ensuring maximum efficiency in laboratory operations.

Education

Bachelors Of Science - Security & Risk Analysis

Pennsylvania State University
University Park, PA
05.2022

Skills

    Business Analytics Fundamentals

    Agile Project Management & SQL

    Data Visualization with Tableau

    Risk Management & Theories

    Evidence Collection and Preservation Identity Theft Training

    Risk Analysis/Mitigation

    Critical Thinking & Defensive Tactics

Certification

Business Analytics and Operations Certificate

Financial Management Certificate

National Security Agency Certificate

Timeline

Financial Wellness Associate

KeyBank National Association
10.2023 - Current

Customer Relations Manager

BMW Financial Services
08.2021 - 10.2023

Lab Assistant/Team Lead

LabCorp
08.2020 - 05.2021

Bachelors Of Science - Security & Risk Analysis

Pennsylvania State University
Bilal Shahid