Salesforce CRM
Desired Job Title
Client Relationship ConsultantSenior Banking AssociateLead ConsultantWork Type
Full TimeLocation Preference
RemoteHybridOn-SiteLocation: New York, NY
Open to relocation: Yes
Open To Work
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Hasani Williams
New York,NY
Work Preference
Summary
Results-driven financial professional with expertise in analyzing market trends and applying data-driven decision-making. Adept at strategic planning, data analysis, and process improvement. Known for fostering team collaboration and adapting to evolving project needs. Brings expertise in client relations, problem-solving, and driving measurable results. Proven ability to apply analytical and problem-solving skills in dynamic environments. Ready to leverage transferable skills to deliver impactful results and support organizational objectives.
Overview
4
4
years of professional experience
Work History
Client Relationship Consultant
Flagstar Bank
New York
03.2026 - Current
- Conduct market research to identify trends, informing strategic recommendations for product offerings.
- Compiled and organized data into reports that highlighted significant findings for management evaluation.
- Collaborate with senior portfolio managers to refine portfolio strategies and asset allocations.
- Conducted market research to identify trends, informing strategic recommendations for product offerings.
Senior Banking Associate
Webster Bank
New York
10.2023 - 03.2026
- Increased referred sales revenue by 10% in 2025 through targeted client engagement and high-quality needs assessments. Referred quality opportunities to senior advisors and private bankers for holistic financial planning helping develop full scope personalized financial plans.
- Initiated and led daily morning meetings to strategize on techniques for managing client relationships. Help improve client experience by implementing learned techniques, accomplishing a 95% client satisfaction rating in 2025.
- Increased referred sales revenue by 10% in 2025 through targeted client engagement and high-quality needs assessments. Referred quality opportunities to senior advisors and private bankers for holistic financial planning helping develop full scope personalized financial plans.
- Supported junior bankers to enhance their professional capabilities., fostering professional growth and improving team performance.
Lead Consultant
FedEx Office
New York
09.2022 - 10.2023
- Increased print media project accuracy by 6% YoY through daily quality control checks and implementation of new protocols. Trained team members on these protocols, resulting in reduced project lead times and enhanced customer satisfaction.
- Increased production of printed marketing material (flyers, business cards, posters) by 5% through networking with sales and marketing managers across retail locations in Long Island.
- Led cross-functional teams to streamline project delivery and enhance operational efficiency.
- Developed comprehensive training programs for new consultants, fostering skill development and knowledge retention.
- Analyzed client requirements to tailor solutions that improved service quality and customer satisfaction.
Education
Doctor of Business Administration - Finance
Liberty University
Online05-2028
MBA - Business
Western Governors University
Online08-2024
Bachelor of Science - Strategic Creative Development
Mitchell College
Eastern Connecticut05-2020
Skills
- Financial Reporting
- Market Analysis
- Sales Strategy
- Client relationship management
- Relationship management
- Leadership development
- Strategic Financial Management
- Team leadership & development
Software
MS Excel
MS Power BI
Timeline
Client Relationship Consultant
Flagstar Bank
03.2026 - Current
Senior Banking Associate
Webster Bank
10.2023 - 03.2026
Lead Consultant
FedEx Office
09.2022 - 10.2023
Doctor of Business Administration - Finance
Liberty University
MBA - Business
Western Governors University
Bachelor of Science - Strategic Creative Development
Mitchell College