DAYAAB KHAN
Little Elm
Summary
Results-driven Salesforce Administrator with extensive experience optimizing CRM platforms for large financial institutions. Skilled in managing Salesforce environments for over 300 users across Corporate Banking, Treasury, and Wealth Management, with a proven track record of enhancing user experience, driving automation through Flow Builder, and improving data integrity and security compliance. Adept at creating customized dashboards and role-based Lightning App pages to support executive decision-making and operational efficiency. Former Associate Banker with strong client service expertise, risk management knowledge, and a demonstrated ability to mentor teams and drive cross-functional collaboration. Committed to continuous improvement, user training, and delivering scalable solutions that align with business objectives.
Overview
8
8
years of professional experience
Work History
Salesforce Administrator
Comerica Bank
12.2024 - Current
- Administered Salesforce platform, optimizing user experience and enhancing CRM functionalities.
- Developed and implemented training programs for team members to increase Salesforce proficiency.
- Analyzed and reported on user engagement metrics to drive continuous improvement.
- Collaborated with cross-administered and maintained Salesforce for 300+ users across Corporate Banking, Treasury, and Wealth Management.
- Led design and deployment of process automation using Flow Builder to streamline account onboarding, KYC compliance checks, and loan opportunity management—resulting in a 40% reduction in manual tasks.
- Partnered with risk and compliance teams to implement security best practices, including login history tracking, access audits, and compliance workflows.
- Created and maintained more than 75 dashboards and reports for senior executives, operations, and internal auditors, supporting decisions on lending, risk exposure, and account management.
- nCino Utlization within Salesforce to support commerical lending workflows, including customer onboarding, loan origination, and credit package tracking.
- Developed and rolled out role-based Lightning App pages to improve navigation and reduce user error across key financial workflows.
- Managed sandbox environments for development and testing, ensuring change control processes were followed and deployments were seamless.
- Coordinated with Salesforce support and third-party vendors to resolve technical issues and ensure high system uptime.
- Trained new users, created internal documentation, and managed a monthly release cycle for enhancements and bug fixes; functional teams to integrate Salesforce with existing financial systems.
- Managed data integrity and security protocols to ensure compliance with risk management policies.
Junior Sales Force Administrator
JPMorgan Chase
10.2023 - 12.2024
- Supported Salesforce platform for over 300 internal users across the Commercial Banking and Wealth Management divisions.
- Handled daily administrative tasks, including user provisioning, permission set adjustments, record-level security updates, and access reviews in line with internal compliance protocols.
- Assisted in maintaining data integrity by regularly performing duplicate management, validation audits, and bulk data imports using Data Loader.
- Created and customized over 50 reports and dashboards used by Relationship Managers, Operations Teams, and Compliance Officers to track performance and client engagement.
- Partnered with Salesforce developers, product owners, and compliance officers in Agile sprints to implement custom solutions and field-level security changes.
- Designed and deployed screen flows and scheduled flows to automate account updates, document tracking, and lead qualification steps.
- Provided first-level support and training to users, contributing to a 20% reduction in Salesforce-related help desk tickets.
- Participated in a company-wide initiative to migrate legacy Classic users to Lightning Experience with minimal disruption.
- nCino Utlization within Salesforce to support commerical lending workflows, including customer onboarding, loan origination, and credit package tracking.
Associate Banker
JPMorgan Chase
12.2017 - 10.2023
- Supported branch management with administrative tasks such as scheduling appointments, filing documents, generating reports, and maintaining office supplies inventory.
- Mentored new associates on bank policies, product offerings, sales techniques, customer service standards ensuring smooth integration into the team environment.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Facilitated seamless account openings, closings, transfers, and updates for a diverse clientele base.
- Maintained accurate records of all transactions, keeping track of daily activities for auditing purposes.
- Managed risk effectively by adhering to bank policies, procedures, and regulatory requirements during transactions and account opening processes.
- Adhered to established security procedures and reported potential fraud or safety violations to management for immediate recourse.
- Strengthened client relationships through consistent communication and personalized attention to individual needs.
- Balanced teller drawers and ATM cash.
- Resolved complex client issues by coordinating with relevant departments, ensuring timely resolution and customer satisfaction.
- Boosted branch revenue with diligent cross-selling of various banking products and services.
- Provided exceptional customer service through active listening skills, empathy, and genuine concern for clients' needs and concerns.
Education
Associate - Engineering Technology
Collin County Community College
05.2023
Salesforce Certified Administrator - undefined
Salesforce - Trailhead
04.2025
Skills
- Microsoft Office Suite
- Cash Management
- Compliance & Audit Support
- Data Management & Data Loader
- Teamwork and Collaboration
- Risk management policies
- Platform Administration
- User Management & Security
- Problem-Solving
- Attention to Detail
- Sandbox & Change Management
- Time Management
- Process automation
- Sales Cloud
- Service Cloud
- Financial Services Cloud
- nCino
LANGUAGES
English
Urdu
Timeline
Salesforce Administrator
Comerica Bank
12.2024 - Current
Junior Sales Force Administrator
JPMorgan Chase
10.2023 - 12.2024
Associate Banker
JPMorgan Chase
12.2017 - 10.2023
Salesforce Certified Administrator - undefined
Salesforce - Trailhead
Associate - Engineering Technology
Collin County Community College
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