Kumail Syed
Plano
Summary
Versatile Teller knowledgeable about checking, savings and investment fund accounts and transactions. Skilled in assisting customers with accounts, transfers and banking product needs. Brings excellent communication skills combined with open and upbeat nature.
Overview
2
2
years of professional experience
Work History
Associate Banker
JP Morgan Chase
01.2025 - Current
- Greet clients, assist with basic banking transactions, and direct them to appropriate services.
- Identify opportunities to refer clients to financial advisors, or bankers, for more complex services.
- Open new accounts, open credit cards, and maintain CDs for clients.
- Handle cash, process deposits and withdrawals, and ensure accurate record-keeping.
- years in retail and customer service.
- Addressed client concerns and escalated issues when necessary.
- Established strong relationships with customers to increase customer loyalty.
Shift Supervisor/ASM
Starbucks
05.2023 - 01.2025
- Customer Service Expert.
- Leading the team, and managing for success.
- Lead Trainer, Problem Solving.
- Supervised daily operations in a fast-paced coffeehouse environment.
- Managed inventory levels and placed orders for supplies as needed.
- Trained new baristas on beverage preparation and customer service standards.
- 5+ years in customer service.
Education
AAS - Robotics and Automation tech
Collin College
McKinney, TX05.2023
Some College (No Degree) - Business Analytics
Arizona State University (Online)
Tempe, AZSkills
- Customer service and retail
- Team leadership
- Client relationship management
- Cash handling
- Account opening
- Financial product knowledge
- Record keeping
- Sales referral coordination
- Sales proficiency
- Money transfers
- Team coaching and training
- Account openings
- Customer relationship management
- Operations
- Teller experience
- Money handling
- ATM balancing
Volunteer Experience
IIlm Center Plano, Volunteer
Locations
JP Morgan Chase, Starbucks, Arizona State University (Online), Collin College, IIlm Center Plano
Timeline
Associate Banker
JP Morgan Chase
01.2025 - Current
Shift Supervisor/ASM
Starbucks
05.2023 - 01.2025
AAS - Robotics and Automation tech
Collin College
Some College (No Degree) - Business Analytics
Arizona State University (Online)
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