Kamal Aadil
Valley
Summary
Professional banker with strong background in financial services and customer relationship management. Proven ability to deliver high-impact results through effective team collaboration and adaptive problem-solving. Expertise in client consultations, account management, and risk assessment. Reliable, flexible, and focused on achieving organizational goals.
Overview
17
17
years of professional experience
Work History
Branch Banker III (DMLO)
PNC BANK
Lagrange, GA
10.2018 - Current
- Ensure growth within the market share of other financial institution competitors
- Identifying and acting upon sales opportunities to achieve assigned sales goals. Responsible for establishing connections between internal partners with a deep understanding of the unique short-term and long-term financial goals of each client.
- Demonstrating and educating clients of how to use PNC's intuitive technology in order to enable clients to make quick decisions in alignment with their financial wellness journey
- Proactively engaging potential walk-in clients with top tier customer service and active listening in order to onboard the potential client with broad solutions that the company offers in order to suit his/her financial needs and concerns
- Taking on complex issues with fraud, account activity, payment options and questions that could lead into a negative experience
- Revision of the policies in place to deter robberies and asset protection
- Proactively contacting potential clients to increase their share of wallet through the broad scope of opportunities mentioned through internal insights that the institution provides
- Remaining client obsessive throughout a client's tenure within the company and providing solutions by policy specific resolutions
Personal Phone Banker III
Wells Fargo
Homewood, AL
08.2011 - 05.2013
- Provided aid to customers with financial hardships and provided proactive solutions to meet their banking needs
- Assisted branch managers and associates with intricate account issues and procedures
- Processed highly detailed fraud claims by active listening and probing information for financial crimes
- Processed and reviewed maintenance on personal accounts, time deposits, and consumer loans
- Maintained a positive growth in sales and service to meet individual and team goals
- Maintained compliance with banking and lending policies and procedures ensuring the company's integrity
- Coached team members on phone etiquette, best practices, verbiage, and controlling complex calls with complex inquiries and issues in order to obtain customer loyalty.
Private Relationship Banker/Trainer
Regions Financial Corporation (Corp)
Hoover, AL
09.2008 - 07.2011
- On the job trainer- actively trained twenty new bankers per class on twenty-six mainframe/banking programs
- Mentored a team of nineteen seasoned bankers
- Executed fraud claims and performed complex maintenance on business and personal accounts in addition to time deposits, money market accounts, consumer loans and priority accounts
- Maintained compliance with banking federal regulations while retaining a consistent positive growth in daily goals
- Generated presentations for product benefits, retirement accounts, premier time deposits, team performance metrics and operational changes within the department.
Education
Bachelors of Science - Accounting, Management, Information Systems
University of Alabama at Birmingham
Birmingham, AL01.2008
Skills
- Data input with accuracy and dependable sources
- Top Tier customer service and problem solving
- Regulation and Procedural Compliance
- Team and Project Leader Experience
- Detailed Oriented with Underwriting and Data Processing
- Corporate Training with Financial Services and Sales
Accomplishments
- November 2009 - Above & Beyond - Regions Bank - Award voted by all managers and executive personnel.
- November 2010 - Mr. Professional - Regions Bank - Awarded to highest surveyed banker based on internal and external shareholders.
- August 2012 - Gallup Champion - Wells Fargo - Awarded to the best banker with the highest score from customer surveys.
- August 2012 - Quality Assurance Award - Wells Fargo - Awarded to calibration bakers with lowest margin of error regarding analysis reporting.
- August 2012 - Leadership Award - Wells Fargo -Voted by peers within the compliance department who selects the employee who exhibits accountability and ethics.
- 2025 – Market All-Star - PNC Bank
- 2025 - P.E.A.K. Graduate - PNC Bank
Timeline
Branch Banker III (DMLO)
PNC BANK
10.2018 - Current
Personal Phone Banker III
Wells Fargo
08.2011 - 05.2013
Private Relationship Banker/Trainer
Regions Financial Corporation (Corp)
09.2008 - 07.2011
Bachelors of Science - Accounting, Management, Information Systems
University of Alabama at Birmingham