Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic

ROMAN CHAUDHRY

MEDIA,PA

Summary

Dedicated banker proficient in setting up new customer accounts, adhering to security protocols, and assisting with audits. Well-organized with strong relationship-building, time management, and documentation skills. Ready to leverage several years' experience in related roles to excel in a dynamic position with your company. Seasoned Relationship Banker with background in retail and commercial banking. Demonstrated strength in building and maintaining client relationships, product promotion, and financial advising. Proven skills in cross-selling bank products and services to fulfill customer needs. Effectively contributed to team success by surpassing sales goals while delivering top-tier customer service.

Overview

6
6
years of professional experience
1
1
Certification

Work History

RELATIONSHIP BANKER

JPMorgan Chase
UPPER DARBY, PA
02.2024 - Current
  • Conducted regular reviews of customer portfolios to identify opportunities for additional products or services that could benefit them financially.
  • Advised clients on investment options based on their individual needs and risk tolerance levels.
  • Educated clients about various banking products available at the institution.
  • Attended meetings with other bankers to discuss best practices related to relationship building.
  • Collaborated with mortgage and wealth management partners to assist customers with specialized needs.
  • Attended local gatherings and networking events as bank representative to establish community relations and generate potential customer leads
  • Assisted clients with estate planning and wealth management services, ensuring financial security.
  • Analyzed client financial data to recommend personalized banking and investment solutions.

Universal Banker

M&T Bank
WEST CHESTER, PA
02.2023 - 02.2024
  • Provided customer service to clients by answering questions, resolving complaints and processing transactions.Advised customers on bank products, services and financial planning options.Performed fraud prevention duties by monitoring suspicious activity on customer accounts.

Accounting Assistant

NURSING INC
UPPER DARBY, PA
08.2018 - 02.2023
  • Assisted in the preparation of monthly financial statements and reports.

Education

Bachelor of Science - Business Administration

UNIVERSITY OF PUNJAB
PAKISTAN
05-2006

Bachelor of Science - ACCOUNTING

West Chester University of Pennsylvania
West Chester, PA

Skills

  • Relationship building and management
  • Financial Advising
  • Portfolio Management
  • Loans
  • Financial Planning
  • Financial processes understanding

Certification

  • FINRA SIE
  • SERIES 6
  • SERIES 63
  • LIFE AND HEALTH INSURANCE

Languages

English
Professional
Urdu
Professional
Hindi
Professional
Punjabi
Professional

Timeline

RELATIONSHIP BANKER

JPMorgan Chase
02.2024 - Current

Universal Banker

M&T Bank
02.2023 - 02.2024

Accounting Assistant

NURSING INC
08.2018 - 02.2023

Bachelor of Science - Business Administration

UNIVERSITY OF PUNJAB

Bachelor of Science - ACCOUNTING

West Chester University of Pennsylvania

Similar Profiles

CREATE PROFILE
ROMAN CHAUDHRY