Jay Shah
Tulsa,USA
Summary
Well-qualified banking leader focused on supporting team and company success. Proficient in mentoring staff, improving processes and resolving conflicts. Detail-oriented and proactive with excellent problem-solving skills and proven success in achieving sales and service targets.
Overview
9
9
years of professional experience
Work History
Senior Banker
Bank of America
Tulsa, OK
07.2023 - Current
- Managed a portfolio of high-net-worth clients, providing personalized financial solutions and advice
- Developed and implemented strategies to increase client retention and expand business opportunities
- Conducted comprehensive credit analysis and risk assessments to evaluate loan applications
- Collaborated with cross-functional teams to ensure seamless execution of client transactions
- Achieved consistent top performance, exceeding sales targets by 20%- 50% annually for 8 consecutive years.
- Provided technical guidance to junior bankers on complex transactions.
- Resolved customer complaints regarding banking products or services in a timely manner.
- Reviewed account balances regularly to detect any discrepancies or fraudulent activity.
- Advised customers on financial goals strategies tailored towards achieving their long-term goals.
Credit Solution Advisor
Bank of America
Tulsa, OK
07.2022 - 07.2023
- Assisted clients in identifying and selecting appropriate credit solutions based on their financial needs
- Conducted thorough credit analysis, evaluating creditworthiness, and mitigating potential risks
- Prepared credit proposals and presented recommendations to senior management for approval
- Built and maintained strong relationships with clients, ensuring their satisfaction and loyalty
- Collaborated with internal teams to streamline credit processes and improve efficiency.
Business Owner Specialist
Bank of America
Tulsa, OK
08.2016 - 07.2022
- Provided specialized financial advice and solutions to small business owners
- Conducted financial assessments and developed tailored strategies to optimize business growth
- Assisted clients in securing business loans, lines of credit, and other financial products
- Conducted quarterly business reviews to identify opportunities for improvement and expansion
- Acted as a trusted advisor, offering guidance on cash flow management, risk mitigation, and financial planning.
- Monitored cash flow to ensure proper budgeting of resources.
- Initiated cost-cutting measures when necessary without sacrificing quality of products or services.
Education
Associates -
Tulsa Community College
11.2011
Bachelor of Commerce (Business major) -
JG College of Commerce
08.2008
Skills
- Financial Analysis
- Credit Assessment
- Relationship Management
- Sales and Business Development
- Risk Mitigation
- Portfolio Management
- Financial Planning
- Communication and Interpersonal Skills
- Problem Solving
- Team Collaboration
- Business Planning
- De-Escalating Conflicts
Profile
Available on request.
Languages
English
Native/ Bilingual
Hindi
Native/ Bilingual
Gujarati
Native/ Bilingual
Punjabi
Limited
Timeline
Senior Banker
Bank of America
07.2023 - Current
Credit Solution Advisor
Bank of America
07.2022 - 07.2023
Business Owner Specialist
Bank of America
08.2016 - 07.2022
Associates -
Tulsa Community College
Bachelor of Commerce (Business major) -
JG College of Commerce
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