Izba Tahir
Linden,USA
Overview
8
8
years of professional experience
Work History
Associate Relationship Banker
TD Bank
Princeton, NJ
09.2024 - Current
- Delivered exceptional banking services and enhance customer financial well-being through proactive engagement and comprehensive product knowledge
- Fostered and maintained strong relationships with over 1,000 customers by identifying their financial needs and delivering personalized solutions, leading to a 30% improvement in customer satisfaction scores
- Served as the primary advisor for a portfolio of mass affluent clients, providing strategic financial guidance and cultivating long-term client loyalty
- Led proactive client outreach initiatives to address financial needs, driving a 15% growth in account openings and cross-product adoption
- Ensured strict adherence to regulatory requirements, including the Customer Identification Program (CIP) and enhanced due diligence protocols, safeguarding compliance
- Delivered Legendary Customer Experience (LEI) through exceptional service, consistently meeting and exceeding customer expectations
- Collaborated with Wealth Financial Advisors and internal stakeholders to deliver integrated, cross-functional solutions for high-value clients
- Engaged in targeted, needs-based client consultations, resulting in a 20% increase in product referrals and a 12% expansion in deposit accounts
- Enhanced team performance by mentoring colleagues and exemplifying consultative sales strategies
- Executed daily banking transactions with 99% accuracy, reinforcing regulatory compliance and bolstering customer confidence
- Managed a portfolio of over 500 active customer accounts, ensuring timely updates and meticulous record-keeping to meet compliance standards
- Educated clients on banking products and services, enhancing product knowledge retention by 25% through clear communication and consistent follow-up
- Leveraged tools such as Salesforce, Odyssey, and Encore to optimize customer engagement, relationship management, and follow-up effectiveness
- Consistently achieved and exceeded all assigned Sales and Referral (SR) goals, demonstrating strong performance in driving business growth
- Successfully onboarded an average of 15 new personal savings and checking accounts weekly, contributing to a 25% rise in certificate deposit enrollments
- Provided expert assistance with safe deposit boxes and efficiently managed account maintenance for both personal and business clients, ensuring compliance
- Processed international and domestic wire transfers with precision, handling transactions up to $2 million and authorizing wires up to $10,000
- Created and signed cashier's checks, ensuring compliance with financial policies and accuracy in documentation
- Authorized teller line cash withdrawals exceeding $3,000, ensuring full compliance with bank policies and regulatory standards
- Opened and closed the store following established policies and procedures, including maintaining accurate vault records and securing the premises
Patient Relations Specialist
ConnectiveRx
Whippany, NJ
04.2024 - 05.2024
- Delivered exceptional patient health care services and facilitated access to prescription medications through efficient communication with patients, physicians, and pharmacies
- Offered program information, eligibility assessments, reimbursement support, ensuring ease of use in accessing copay assistance programs
- Managed 100 inbound and 100 outbound calls daily, assisting patients, physicians, and pharmacies with their access to care and reimbursement inquiries
- Focused on patient empathy and enhanced the consumer experience to ensure ease of use of program goals and promote access to care and medication adherence
- Built strong relationships with customers by understanding their needs and providing tailored financial solutions
- Effectively escalated 25 requests a day when necessary, engaging with internal departments such as Program Management and IT to resolve issues promptly
- Analyzed patient feedback and service metrics to identify areas for improvement, implementing changes that increased overall patient satisfaction by 25% and streamlined access to health care services
Client Transportation Consultant
Uber
Manhattan, NY
03.2020 - 12.2023
- Operated as a Client Transportation Consultant, at Uber delivering expert transportation services with a focus on safety, reliability and timeliness and demonstrating exceptional customer service and coordination
- Achieved and maintained an exceptional average rating of 4.93 out of 5.00, reflecting high levels of customer satisfaction and service quality, and effectively mentored fellow drivers to enhance overall team performance
- Received 95% positive feedback on online reviews, enhancing the company's reputation and attracting new customers through exceptional service leadership
- Provided safe, reliable, and timely transportation services to clients, ensuring compliance with all safety regulations and maintaining a clean and comfortable vehicle
- Built and maintained positive client relationships through excellent customer service, anticipating needs and leading proactive communication
- Planned and optimized travel routes to ensure efficient journeys, demonstrating leadership in decision-making under time constraints
- Managed trip scheduling and coordinated with clients to accommodate last-minute changes, ensuring smooth operations and client satisfaction
- Communicated effectively with clients regarding pick-up times, routes, and estimated travel durations, exercising leadership in maintaining transparency and managing expectations
- Collected data and analyzed client feedback to continually improve service quality, leading initiatives to implement improvements based on insights
Administrative Assistant
City College of New York
Manhattan, NY
02.2018 - 12.2019
- Coordinated exams and lectures for 300 medical students, ensuring seamless execution and prompt recording of results
- Demonstrated precision in executing administrative tasks, adeptly handling 50 requests weekly, establishing and managing filing systems for 500 documents, and ensuring seamless procurement of supplies
- Managed a dynamic team of five individuals, providing leadership and direction to optimize workflows
- Oversaw 100 phone calls weekly and the editing of 50 documents, ensuring efficiency and quality control
- Streamlined administrative workflows to meet challenging deadlines, ensuring the timely completion of tasks through effective management of resources and team coordination
- Orchestrated 30 appointments using administrative software, executed 20 meetings monthly, and meticulously captured detailed minutes, demonstrating strong organizational skills and the ability to manage multiple responsibilities
- Developed and maintained a centralized digital repository for all exam and lecture materials, improving accessibility and organization, which resulted in a 40% improvement in resource retrieval time
- Implemented a streamlined communication process for faculty and students, leading to a 30% reduction in response time to inquiries and enhancing overall satisfaction with administrative support services
- Led procurement and filing systems, managing 500 documents, and optimizing administrative workflows to support operational success
Sales Associate
The Vitamin Shoppe
Manhattan, NY
08.2016 - 12.2017
- Demonstrated comprehensive knowledge of nutritional supplements, vitamins, and wellness products, offering personalized advice to address individual customer requirements
- Addressed an average of 25 customer inquiries daily, promptly resolving concerns and providing expert guidance on product usage
- Fulfilled and surpassed sales targets by actively engaging with customers and providing effective product recommendations tailored to their needs
- Played a pivotal role in optimizing visual merchandising and store layout, leading to a 30% increase in product visibility and subsequent sales growth
- Ensured strict adherence to company policies, resulting in 100% compliance rate with health and safety regulations
- Collaborated effectively with team members to achieve a collective 15% increase in sales and customer service goals, providing support during peak hours and whenever required
Education
Economics -
Montclair State University
New Jersey, NJ12-2025
Accounting -
LaGuardia Community College
New York, NY09.2018
Electrical Engineering -
City College of New York
New York, NY06-2018
Skills
- Financial Assessment
- Client Relationship Management
- Project Planning
- Financial Market Insight
- Reporting Proficiency
- Clear Communication
- Persuasion and Negotiation
- Collaborative Teamwork
- Reporting Analysis
- Corporate Valuation
- Sales Support & Competitor Analysis
- Quantitative Skills
- Wealth Management
- Banking
- Account Management
- Product Knowledge
- Portfolio Management
- Risk Management
- Deadline Management
- Client Services
- Strategic Decision Making
- Accounting
Technical Skills
- Microsoft Odyssey
- Encore
- Fidelity
- QuickBooks
- MATLAB
- AutoCAD Windows
- Mac OS
- Linux
- MS Office Suite
- Google Drive
- iCloud Proficiency
- Adobe Photoshop
- Adobe Acrobat
- AutoCAD
- MATLAB
- SolidWorks
- Five9
- Social Media Engagement
- Microsoft Project
- Microsoft Visio
- Simple Diagrams
- Smartsheet
- Salesforce
Languages
- English
- Urdu
Timeline
Associate Relationship Banker
TD Bank
09.2024 - Current
Patient Relations Specialist
ConnectiveRx
04.2024 - 05.2024
Client Transportation Consultant
Uber
03.2020 - 12.2023
Administrative Assistant
City College of New York
02.2018 - 12.2019
Sales Associate
The Vitamin Shoppe
08.2016 - 12.2017
Economics -
Montclair State University
Accounting -
LaGuardia Community College
Electrical Engineering -
City College of New York
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