Iman Wadia
Princeton,New Jersey
Overview
6
6
years of professional experience
Work History
Senior Specialist, Relationship Banker
Santander Bank
Princeton, New Jersey
07.2023 - Current
- Manage multiple client accounts, ensuring timely updates and resolution of service requests
- Conduct in-depth financial reviews to provide clients with informed suggestions for financial products and services
- Collaborate with cross-functional teams to ensure seamless service delivery across various channels
- Act as a liaison between clients and internal departments to enhance customer experience and satisfaction
- Oversee team activities, ensuring compliance with operational risk controls and adherence to regulatory standards
- Support branch management with daily operations, policy updates, and team communication
Operations Specialist
Santander Bank
Princeton, New Jersey
07.2021 - 07.2023
- Built strong client relationships, addressing concerns promptly to enhance customer retention
- Prepared and maintained accurate client information within management systems for audit readiness
- Assisted in documenting branch policies, cascading relevant updates to team members
Assistant Teacher
The Goddard School
Princeton, New Jersey
10.2020 - 07.2021
- Created a supportive learning environment, promoting educational objectives
- Assisted with classroom management and provided direct support for a multicultural student body
Marketing Intern
REMN Wholesale
Iselin, New Jersey
05.2019 - 07.2019
- Assisted in updating and maintaining promotional materials, contributing to client engagement at events
- Collected and analyzed data from marketing campaigns to inform team strategies
- Supported marketing team with social media content creation and client outreach efforts
Professional Student Fundraiser
Ruffalo Noel Levitz (Rutgers Telefund)
New Brunswick, New Jersey
01.2019 - 04.2019
- Successfully engaged alumni to support university programs, exceeding fundraising targets
Education
Bachelor of Science - Marketing
Rutgers School of Business
08.2020
Associates of Science - Business Administration
Mercer County Community College
05.2018
Skills
- Client Service
- Financial Management
- Customer Account Management
- Record-Keeping
- Client Inquiry Resolution
- Financial Reviews
- Microsoft Office Suite
- Excel
- Word
- PowerPoint
- Salesforce Marketing Cloud
- HubSpot
- Python
- HTML
- Google Analytics
- Google AdWords
- Social Media Strategy
Websites
Coursework
- Business Law
- Principles of Marketing
- Financial Accounting
- Managerial Accounting
- Business Statistics
- Macroeconomics
- Microeconomics
Timeline
Senior Specialist, Relationship Banker
Santander Bank
07.2023 - Current
Operations Specialist
Santander Bank
07.2021 - 07.2023
Assistant Teacher
The Goddard School
10.2020 - 07.2021
Marketing Intern
REMN Wholesale
05.2019 - 07.2019
Professional Student Fundraiser
Ruffalo Noel Levitz (Rutgers Telefund)
01.2019 - 04.2019
Bachelor of Science - Marketing
Rutgers School of Business
Associates of Science - Business Administration
Mercer County Community College
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