Issa Noor
Quincy,MA
Summary
Personal Banker | Sales and Marketing | Financial Management Objective Experience Motivated and experienced Personal Banker with 8 years of experience in providing comprehensive customer and financial sales services. Skilled in identifying personal banking and financial needs, processing and storing financial information, and developing financial plans for customers. Specializes in product and financial service marketing.
Overview
8
8
years of professional experience
Work History
Associate Banker
JP Morgan Chase
11.2018 - Current
- Develop and maintain high net worth relationships with clients in partnership with Chase Private Client Banker, resulting in increased referral and retention rates
- Assist clients with their home lending needs, and identify lending opportunities through partnerships with Home Lending Advisors
- Help business clients with their banking needs and partner with Business Relationship Managers for more complex banking needs as well as business lending and cash management needs
- Exceptional customer experience by opening personal, joint, estate, representative payee, and trust accounts, following up with clients, and servicing their needs.
Personal Banker
Santander Bank
08.2015 - 11.2018
- Built rapport with customers to provide personalized service and assisted clients with opening personal and business accounts
- Exceeded sales goals by influencing customers to learn about products and services, resulting in increased revenue
- Fostered partnerships with teammates and specialists to maximize effectiveness and serve customers.
Education
Master in Computer Science - Computer Science
Northeaster University
Boston, MA05.2024
Bachelor of science - Criminology & Criminal Justice
University Of Massachusetts Boston
05.2022
Skills
- Purchasing Process
- Creative Thinking
- Risk Management Policies
- Active Listening
- Customer Needs Assessments
- Driving Business Growth
- Client Base Retention
- Python Programmer
- Java Programmer
- Team Worker
- Business Development
- Follow-Up Skills
- Quality Control
Timeline
Associate Banker
JP Morgan Chase
11.2018 - Current
Personal Banker
Santander Bank
08.2015 - 11.2018
Master in Computer Science - Computer Science
Northeaster University
Bachelor of science - Criminology & Criminal Justice
University Of Massachusetts Boston
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