Roshaan Mahmood
Springfield,VA
Summary
Insightful professional in financial services field, known for high productivity and efficient task completion. Possess specialized skills in market analysis, risk management, and client portfolio optimization. Excel in communication, problem-solving, and adaptability, ensuring success in fast-paced environments.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Banker
Bank Of America
Washington D.C
10.2020 - Current
- Processed and maintained high-volume, sensitive financial and legal documentation with strict attention to accuracy, deadlines, and compliance standards.
- Managed detailed case-like client files, verifying identity, eligibility, and documentation in accordance with KYC and risk requirements.
- Managed a portfolio of personal and small business clients, providing tailored financial solutions, including deposits, credit, investments, and lending products.
- Advised clients on budgeting, credit improvement, debt management, and savings strategies to support short- and long-term financial goals
Assistant Manager of Customer Service
HEB
Houston, TX
09.2016 - 11.2020
- Supervised and supported front-line staff in a high-volume, public-facing environment, ensuring adherence to policies, procedures, and service standards.
- Oversaw daily operations, including scheduling, workflow coordination, and issue resolution, to maintain efficient and orderly service delivery.
- Trained and coached employees on procedural compliance, professionalism, and effective communication with the public.
- Responded to escalated situations calmly and effectively, exercising sound judgment under pressure.
Client Service Representative
Bank Of America
League City, TX
05.2019 - 10.2020
- Provided front-line service to the public, responding to inquiries and resolving issues in accordance with established policies and procedures
- Supported branch operations through record maintenance, data entry, and coordination with internal departments.
- Verified client identity and documentation to ensure compliance with regulatory and security requirements for account openings.
- Collaborated with internal departments and external partners to resolve discrepancies and ensure timely completion of actions
Education
Associate of Science - Information Technology
San Jacinto College
Pasadena, Texas, TX12-2018
High School Diploma -
Clear Brook High School
Friendswood, TX05-2016
Skills
- Client management
- Financial analysis
- Compliance adherence
- Risk assessment
- Portfolio management
- Customer relationship management
Career Focus
Dedicated banking professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure my goal is to demonstrate effective leadership and support various banking products and operational service levels, resulting in consumer and small business growth while enhancing the organizational brand.
Languages
Spanish
Native/ Bilingual
Certification
Notary Public
Timeline
Senior Banker
Bank Of America
10.2020 - Current
Client Service Representative
Bank Of America
05.2019 - 10.2020
Assistant Manager of Customer Service
HEB
09.2016 - 11.2020
Associate of Science - Information Technology
San Jacinto College
High School Diploma -
Clear Brook High School