Bilal Smith
New York
Summary
Experienced with financial analysis, customer service, and risk management. Utilizes strong analytical skills and in-depth financial knowledge to provide effective banking solutions. Track record of fostering client relationships and enhancing team performance through collaborative efforts.
Overview
3
3
years of professional experience
Work History
Banker
Citi
01.2023 - Current
- Achieved #1 in financial performance YTD in Downtown Manhattan within one year, demonstrating strong market expertise and strategic financial planning
- Exceeded lending goals by 200% YTD and consistently surpassed quarterly targets through proactive financial strategies and tailored client solutions
- Advised clients on complex financial matters, providing innovative solutions that enhanced satisfaction, long-term loyalty, and overall financial outcomes
- Supported management with internal operations, ensuring risk control, file management, and compliance to mitigate potential risks for clients and the company
Sales Rep
Ashley FDE
01.2022 - 01.2023
- Graduated top 3 in Salesman training class and became the first certified trainee to transition to the sales floor, demonstrating initiative and leadership
- Consistently exceeded monthly sales targets by identifying whitespace opportunities and tailoring strategies to meet customer and business needs
- Collaborated with teams to define sales objectives, refine sales strategies, and integrate new offers, driving continuous business growth
- Managed and tracked sales performance, ensuring alignment with company goals and optimizing client engagement
Education
Bachelor’s - Financial Management
BMCC & BAROUCH
12.2023
Skills
- Customer Service & Relationship Management
- Financial Product Knowledge
- Cash Handling & Transaction Processing
- Risk Assessment & Compliance
- Sales & Goal Achievement
- Attention to Detail & Data Entry
- Risk assessment
- Client relationship management
- Sales strategy
- Attention to detail
- Effective communication
- Team collaboration
- Negotiation skills
- Strategic planning
- Time management
- Analytical thinking
Timeline
Banker
Citi
01.2023 - Current
Sales Rep
Ashley FDE
01.2022 - 01.2023
Bachelor’s - Financial Management
BMCC & BAROUCH
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