Summary
Overview
Work History
Education
Skills
Timeline
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Fnu Bilal

Albany,NY

Summary

Accomplished Sr Relationship Banker and Lead Teller with a proven track record at M&T Bank and Citizens Bank, excelling in wealth management and relationship building. Demonstrated expertise in financial planning and portfolio management, enhancing customer satisfaction and loyalty through personalized account guidance and tailored advice. Achieved significant improvements in client financial stability and service personalization. Business-minded bringing extensive years of providing financial services to customers. Knowledgeable with keen eye for identifying financial needs and providing appropriate solutions. Respectful with sharp focus on customer research and informed discussions. Top-notch Relationship Banker with solid background in banking and finance. Effective at building positive relationships with clients, achieving sales goals and providing excellent customer service. Strong communication and interpersonal skills committed to making customers understand financial needs, goals and options. Enthusiastic candidate with extensive experience in customer service and cash handling at banks or money lending institutes. Strong knowledge of offered banking services and products. Reliable and honest professional dedicated to meeting scorecard goals by processing high volumes of error-free transactions. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

2
2
years of professional experience

Work History

Sr Relationship Banker

M&T Bank
01.2024 - Current
  • Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Maintained in-depth product and service knowledge for well-informed customer advice.
  • Adapted products and services to suit customers' changing financial circumstances.
  • Cultivated strong customer relationships by providing tailored advice and services.
  • Resolved customer complaints and disputes to maintain satisfaction and loyalty.
  • Analyzed customers' financial information to deliver personalized account guidance.

Lead Teller

Citizens Bank
01.2023 - 09.2024
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Mentored newly hired team members on appropriate responses to patron questions.
  • Created teller schedule to keep weekly and weekend shifts properly staffed.
  • Introduced customers to other bank team members to help meet financial needs.
  • Answered inquiries regarding checking and savings accounts and other related products.
  • Investigated and promptly resolved issues with patron accounts.
  • Replenished ATM funds in empty canisters prior to validation process.
  • Received car loan, home loan, and other payments and posted to accounts.
  • Enforced compliance with bank regulations and policies to reduce financial risks.

Education

Bachelor of Science -

SUNY At Albany
Albany, NY

Skills

  • Loan Origination
  • Wealth Management
  • Cash Flow analysis
  • Portfolio Management
  • Recordkeeping requirements
  • Policy development and implementation
  • Relationship building and management
  • Money Handling
  • Financial Planning

Timeline

Sr Relationship Banker

M&T Bank
01.2024 - Current

Lead Teller

Citizens Bank
01.2023 - 09.2024

Bachelor of Science -

SUNY At Albany
Fnu Bilal