HASAN ALI
Skokie,USA
Summary
Skilled team player with a strong background in leadership environments. Works well independently to handle assignments and is always ready to go beyond basic assignments. Quick learner with good computer abilities. Resourceful Retail Relationship Banker known for high productivity and efficient task completion. Skilled in customer relationship management, financial product sales, and risk management. Excels in communication, problem-solving, and adaptability, ensuring optimal service delivery and client satisfaction in fast-paced environments.
Overview
7
7
years of professional experience
Work History
Retail Relationship Banker
BMO Harris Bank
Winnetka, Illinois
09.2022 - 12.2024
- Customer Service: Assisting clients with various banking needs, such as opening accounts, processing transactions, and answering queries
- Financial Advice: Providing advice on financial products and services, such as loans, mortgages, investments, and savings accounts
- Transaction Processing: Handling deposits, withdrawals, transfers, and other financial transactions accurately
- Sales and Marketing: Promoting banking products and services to existing and potential customers to meet sales targets
- Loan Processing: Evaluating heloc, Personal loan applications, assessing creditworthiness
- Account Management: Monitoring and managing customer accounts to ensure they are in good standing
- Risk Management: Identifying and mitigating potential risks associated with financial activities
- Regulatory Compliance: Ensuring that all banking activities comply with relevant laws and regulations
- Problem Solving: Addressing and resolving customer issues and discrepancies
- Team Collaboration: Working closely with colleagues to achieve the bank's goals and objectives
Shift Supervisor
PLS Financial Services
Chicago, Illinois
02.2018 - 09.2022
- Running the shift and supervising CSRs
- Verifying new checks by collecting information through different sources for proper recourse
- Receiving and sending out large amount of cash from Bank and managing vault during the shift
- Maintaining electronic logs to avoid discrepancies in different transactions
- Managing and preparing paperwork for internal and external audit
- Handling customer complaints and resolving them
- Handle large amount of cash transactions throughout the day
- Processing of vehicle title transfers and act as an intermediary between customer and the Department of Motor Vehicles center
- Process bill payments through different systems (Soft DaVinci, gate, Firstech and QuickPay)
- Loading the atm
- Unloading coin star machine bags
- Notarize people Documents
- Trained all my new employees
- Created work schedules
- Balance bills pay and transactions from previous business day
- Assist store manager in reviewing and maintaining documents for internal and external audits
Education
ASSOCIATE OF APPLIED SCIENCE - NETWORKING SYSTEM AND TECHNOLOGY
Wilbur Wright College
Chicago, IL, USASkills
- Analytical Skills
- Attention to Detail
- Customer Service
- Financial literacy
- Regulatory Knowledge
- Risk Management
- Communication Skills
- Problem-Solving
- Technical Skills
- Investment advisory
- Financial advising
- Customer Service-oriented
- Financial services
- Sales expertise
- Banking
- Creative thinking
- Resourcefulness
- Account audits
- Relationship building and management
- Banking software proficiency
- Investment advising
- Financial product sales
- Loan processing
- Opportunity identification
- Positive attitude
- Wealth management
Hobbies and Interests
- Reading/listening
- Jogging
- Music
- Cycling
Languages
English
Full Professional
Urdu
Native/ Bilingual
Hindi
Full Professional
Accomplishments
National honor's Society
Timeline
Retail Relationship Banker
BMO Harris Bank
09.2022 - 12.2024
Shift Supervisor
PLS Financial Services
02.2018 - 09.2022
ASSOCIATE OF APPLIED SCIENCE - NETWORKING SYSTEM AND TECHNOLOGY
Wilbur Wright College
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