Summary
Overview
Work History
Education
Skills
Data analytics & Business intelligence proficiency
Certification
Languages
References
Timeline
Kazi Mohiuddin

Kazi Mohiuddin

Philadelphia,PA

Summary

Dynamic banking professional with a proven track record at JPMorgan Chase Bank, excelling in client onboarding and cash management. Skilled in data analysis and customer engagement, I successfully enhanced client satisfaction and operational efficiency, driving significant improvements in service delivery and compliance standards.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Associate Banker-ME

JPMORGAN CHASE BANK
South Philadelphia, PA
08.2024 - Current
  • Manage client onboarding, lobby traffic, and scheduling, ensuring optimal customer experience.
  • Perform branch operations including cash management and account origination in compliance with bank policies.
  • Conduct client outreach to assess satisfaction and introduce digital banking tools.

Store Manager

J.URBANO
Los Angeles, CA
10.2020 - 12.2023
  • Increased sales volume by 15% in the first year through targeted strategies and customer engagement.
  • Developed scheduling system reducing employee overtime by 20%.
  • Set and maintained sales performance and customer satisfaction standards.

Market Representative

INSOMNIA COOKIES
Los Angeles Metro, CA
02.2020 - 06.2020
  • Conducted competitive analysis to improve market positioning by 25%.
  • Managed social media and digital presence to increase brand awareness.
  • Organized promotional events and marketing campaigns.

Client Service Officer

STANDARD CHARTERED BANK
Dhaka, Bangladesh
06.2015 - 02.2016
  • Analyzed customer trends (foreign and local) to identify business opportunities.
  • Maintained follow-up communication with potential clients to increase conversions.
  • Suggested improvements for operations and business processes.

Research Assistant

INTERNATIONAL DEVELOPMENT GROUP
Virginia, USA
01.2015 - 05.2015
  • Provided logistical support for research initiatives and focus groups.
  • Compiled statistical reports, and maintained research documentation.
  • Assisted in organizing training sessions and conferences.

STT Consultant

International Finance Corporation
Dhaka, Bangladesh
09.2013 - 06.2014
  • Collected and validated data for complex financial and operational analysis.
  • Ensured data integrity by detecting and correcting inconsistencies.
  • Supported analytical projects for policy and operational improvement.

Education

MBA - Finance

DEVRY UNIVERSITY, Los Angeles, CA
01.2019

GPA: 3.91

  • Academic Achievements and Honors: summa cum laude

Masters - Population Sciences

DHAKA UNIVERSITY, Dhaka, Bangladesh
01.2015
GPA: 3.16

BSS - Economics

EAST WEST UNIVERSITY, Dhaka, Bangladesh
01.2013
GPA: 3.10

Skills

📊 Data & Analytics Skills

  • Data analysis and visualization
  • Financial modeling and forecasting
  • Tableau, Power BI, and SQL intermediate proficiency
  • Risk and trend analysis
  • Advanced Excel skills
  • Data management and reporting

🏦 Banking & Financial Operations

  • Digital banking tools
  • Cash management
  • Account origination and closing
  • Statistical reporting
  • Data analysis
  • Problem solving
  • Effective communication
  • Team collaboration
  • Teller experience
  • Opening accounts
  • Security control
  • Account servicing
  • Wire transfer management

💼 Business & Client Management

  • Customer relationship management
  • Client relationship management
  • Cross-selling expertise
  • New customer acquisition
  • Sales proficiency

📈 Business Strategy & Process Improvement

  • Operational improvement
  • Process optimization and efficiency
  • Promotional campaigns

🤝 Interpersonal & Leadership Skills

  • Team leadership and team building
  • Conflict resolution and negotiation environments
  • Stakeholder communication and engagement
  • Verbal and written communication
  • Time management and prioritization
  • Client relationship building
  • Adaptability and resilience in a fast-paced environment

Data analytics & Business intelligence proficiency

Data Analytics & Visualization: Alteryx, Power BI, Tableau, Microsoft Excel
Business Intelligence & CRM Platforms: Salesforce, QuickBooks, CRM systems
Database & Query Languages: SQL
Financial & Analytical Skills: Financial Modeling, Risk Analysis, Forecasting
Operating Systems: Windows, Mac OS

Certification

Data Analysis 360, eCornell University,

Data Analysis , eCornell University,

Languages

English
Full Professional
A1
Bangla
Native/ Bilingual
A1
Hindi
Professional
A1

References

1.Quazi Mohammed Khaled 

Strategic & operational CFO, Gardyn 

Phone: 615-374-5995

Email: quazilhaled@hotmail.com

2. Sarfaraz Alam 

 Senior water resource planner, SCV water   

 Phone:424-362-4578

Email: Sarfaraz.wre@gmail.com  

Timeline

Associate Banker-ME - JPMORGAN CHASE BANK
08.2024 - Current
Store Manager - J.URBANO
10.2020 - 12.2023
Market Representative - INSOMNIA COOKIES
02.2020 - 06.2020
Client Service Officer - STANDARD CHARTERED BANK
06.2015 - 02.2016
Research Assistant - INTERNATIONAL DEVELOPMENT GROUP
01.2015 - 05.2015
STT Consultant - International Finance Corporation
09.2013 - 06.2014
DEVRY UNIVERSITY - MBA, Finance
DHAKA UNIVERSITY - Masters, Population Sciences
EAST WEST UNIVERSITY - BSS, Economics

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