Seeking a challenging position in a fast-paced environment Methodical Relationship Banker possessing expertise in managing personal, corporate and small business accounts. Dedicated Finance professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
Overview
16
16
years of professional experience
9
9
years of post-secondary education
Work History
Relationship Banker
Truist Bank
Columbia, MD
07.2021 - 03.2022
Truist Financial Corporation is American bank holding company headquartered in Charlotte, North Carolina
The company was formed in December 2019 as the result of merger of BB&T (Branch Banking and Trust Company) and Sun-Trust Banks
Responsibilities include:
Employ Truist-supported service processes to ensure high level of client service by performing basic client service maintenance
Continue to grow in role and support team sales efforts by attending weekly sales, service, and product knowledge meetings. Adhere Qualify potential clients by opening checking accounts, savings accounts. , IRAs, CDs, and processing loan applications
Identify needs of clients by cross-selling and up-selling products and referring them to Loan Officer or financial advisor, as needed
Support team sales process by acting upon or referring identified client needs to other lines of business (e.g., Retail Loan, Mortgage, Investments, Private Banking, Insurance, Small Business, Merchant Services)
To internal controls, operational procedures, and risk management policies
Responsible for attending applicable training classes and completing computer-based training
Stay abreast of all changes in policies and procedures to ensure compliance with current guidelines
Perform teller transactions such as accepting deposits and loan payments, verifying cash and endorsements, cashing checks within limits and obtaining further authorization when necessary, issuing money orders, cashier’s checks, and redeeming savings bonds
PNC) is an American bank holding company and financial services corporation based in Pittsburgh, Pennsylvania
Its banking subsidiary, PNC Bank, operates in 19 states and the District of Columbia with 2,459 branches and 9,051 ATMs
The company also provides financial services such as asset management, wealth management, estate planning, loan servicing, and information processing
Responsibilities include:
Engage in proactive sales and customer service activities including teller transactions, selling bank products, and developing referral opportunities
Performs lobby engagement activities to connect with customers and position PNC products to meet their needs
Knowledge of and ability to provide products and services available through the retail banking branch
Shares show and support clients on a variety of technological digital and online tools and resources allowing them to explore solutions to achieve their financial goals and financial well-being
Apply knowledge of banking products and services to meet customer needs and enable them to achieve their financial goals
Identifies prospecting approaches to identify potential customers and create opportunities to sell financial solutions and ideas to customers
Performing different activities every week to engage customers to increase the flow of customers
Positioned as the Promo-captain for the branch.
Sales Consultant
Ashley Home Furniture
Columbia, MD
08.2019 - 12.2019
Ashley is a furniture brand that dates back to 1945
Family-owned company continues to invest and grow in the U.S
To meet evolving needs of customers in more than 123 countries across the globe
Responsibilities include:
Assisting customers in finding right product, Follow-up with customers with their specialized needs right fit for their home and office space
Opening of credit accounts, resolving issues related to delivery and installation of furniture
Helping customers with options in different cities of state.
Maintained sense of urgency in answering customer questions and requests through email or voice message
Increased sales by fostering relationships with customers, implementing business strategies and suggesting areas for improvement
Responded to telephone and in-person requests for information
Sales/Design Consultant
The Tile Shop
Columbia, MD
04.2018 - 05.2019
Founded in 1985, The Tile Shop has committed itself to inspiring and realizing home decor ideas and creating beauty both indoors and out
With a network that comprises more than 100 stores, on offer is a wide selection of high-quality tile products, exclusive designs, expert staff, and amazing customer service
Service also includes complimentary design services offered by the Sales staff
Responsibilities include:
Helping customers choose the right product for their needs with full design support from selection to installation of the products
Follow up from time to time with the customers on the progress of their projects
Soliciting and facilitating the opening of credit accounts for customers
Perform inventory management and pricing activities
Retail Sales Associate
Lord & Taylor
Columbia, MD
11.2016 - 08.2018
Lord & Taylor operates 47 stores in 9 states and the District of Columbia
The majority stores are in the Northeast with the historic flagship store on Fifth Avenue in New York City
As a full-time employee in the Women’s department, my responsibilities include:
Organizing and merchandising for all well-known brands such as Michael Kors, Ralph Lauren on the floor
Soliciting and facilitating the opening of credit accounts for customers
Have been recognized and commended by the leadership team on the high rate of opening such accounts
Provide sales (including cash handling) and customer support
Perform inventory management and pricing activities
Event Specialist
Advantage Sales & Marketing
Skokie, IL
11.2015 - 01.2017
Advantage Sales & Marketing (ASM) provides outsourced sales, merchandising, and marketing services to consumer goods and food product manufacturers and suppliers
It works to win optimal placement of clients' products at retail locations throughout US and Canada and offers a variety of promotional programs aimed at boosting sales
Owning more than 65 offices in the US and Canada, ASM does merchandise for 1,200 clients including Johnson & Johnson, Mars, Unilever, and Energizer
Responsibilities include:
Organize events at different Jewel Osco locations across the metropolitan area as assigned by Event manager
Perform educational events regarding sample products from various companies
Also, perform handling of samples for food products
Keep track record of event sales
Senior Equity Trader
Adam Securities (Pvt.) Ltd, Adam Securities
Karachi
11.2010 - 08.2015
Ltd
Provides leading trading facilities to the Pakistani financial markets for many institutional and corporate clients, high net worth individuals, and retail clients
Responsibilities include:
Liaise with fund managers from various leading financial institutions and win business for the company
Participate in market outreach activities to introduce financial products and services being offered
Perform on-call and online trading activities utilizing electronic trading platforms
Relationship Manager
Faysal Bank Ltd
Karachi, Sind
03.2007 - 05.2010
Faysal Bank is a progressive and innovative provider of banking services in Pakistan
Responsibilities included:
Providing personalized services to existing high net-worth clients with a focus to grow their account portfolio
Managing targets for Sales team
Experience with financing for SME and Corporate banking
Interface with higher management regarding effectiveness of sales and marketing strategies
Oversee and manage customer portfolios to maintain optimum financial outlook for clients Oversee and manage customer portfolios to maintain optimum financial outlook for clients.
Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
Maintained knowledge on banking products and distribution to provide optimal service support.
Assisted customers with opening accounts and signing up for new services.
Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Executive Retail Trader
Brokerage House of KSE
Karachi , Pakistan, Sind
05.2004 - 04.2007
Karachi Stock Exchange (KSE) was the world's best performing market during year 2005, and I have worked with a well-reputed Brokerage House that is also a member of KSE
Serving as Executive Trader of retail individual clients job
Responsibilities included:
Well taken care of individual client portfolio and stock deals on a priority
Providing one-window operations to clients for all their stock deals including settlement and margin requirements.
Resolved conflicts and negotiated mutually beneficial agreements between parties
Offered friendly and efficient service to customers, handled challenging situations with ease
Worked flexible hours across night, weekend and holiday shifts
Worked within applicable standards, policies and regulatory guidelines to promote safe working environment