SAKIB QUADER
Queens,United States
Summary
Results-driven banking professional with 5 years of experience delivering exceptional client service, building trusted relationships, and identifying opportunities to meet customer financial needs. Proven expertise in financial products, lending and investment referrals, relationship management, and branch operations, with a strong track record of navigating complex transactions and resolving customer needs with accuracy and sound judgment. Skilled at leveraging proactive outreach, needs-based conversations, and cross-functional collaboration to deepen client relationships, drive business growth, and consistently maintain regulatory and compliance standards.
Overview
6
6
years of post-secondary education
10
10
years of professional experience
Work History
Retail Banker
TD Bank N.A.
Queens, USA
05.2025 - 03.2026
- Managed and proactively engaged an assigned client portfolio through in-person and phone consultations, using needs-based conversations and active listening to build trusted relationships, identify financial needs, and recommend tailored banking products and services.
- Built and maintained trusted customer relationships through active listening, proactive outreach, and consistent follow-up, identifying financial needs and connecting clients with appropriate banking solutions and referrals.
- Leveraged digital banking platforms and financial technology to educate customers, resolve service needs, and enhance the overall banking experience while maintaining accuracy and operational efficiency.
- Ensured compliance with banking policies, procedures, and regulatory requirements while identifying and escalating potential risks; collaborated with internal partners to resolve complex customer needs and deliver seamless service.
- Conducted proactive, needs-based client conversations to uncover lending and savings opportunities, identifying appropriate loan solutions and high-yield savings products aligned with clients’ financial goals while strengthening relationships and driving deeper client engagement.
Personal banker
Citibank
New York, USA
04.2024 - 03.2025
- Identified opportunities to educate customers on bank products and services, ensuring positive customer experience through effective referrals to internal partners.
- Partner with specialists (CitiGold,financial advisors, mortgage bankers, and business relationship managers) to connect customer, make product recommendations based on Customer needs and highlight product features and benefits that ultimately support Customers through challenging times and life events, save time and money, and exceed their needs.
- Executed targeted sales strategies for assigned Book of Business clients, leveraging proactive outreach and relationship management to drive client growth, deepen relationships, and increase product penetration.
- Developed and strengthened small business relationships by cross-selling treasury management, lending, and other financial solutions aligned with client needs and business objectives. Managed small business credit requests up to $250K, assessed client needs, and identified opportunities to refer larger lending needs to appropriate banking partners.
Universal Banker
Citibank
New York, USA
07.2021 - 03.2024
- Coached and guided tellers and branch staff on banking products, client discovery, referrals, and special programs while collaborating with licensed bankers and specialists to deliver seamless customer experiences.
- Led discovery-driven client conversations to identify financial needs, recommend tailored banking solutions, and drive branch growth through proactive relationship management, product referrals, digital adoption, and cross-selling opportunities.
- Managed everyday banking operations, including account openings, service requests, credit applications, cash handling, and transaction processing, while maintaining regulatory compliance, operational accuracy, risk controls, and sound judgment.
Shift Manager
Fluffy's Cafe
New York, USA
06.2016 - 03.2020
- Supervised team to ensure operational efficiency, monitored employee performance through homebase metrics, and implemented quality control measures to enhance service quality.
- Managed inventory levels to maintain stock availability and minimize waste.
- Trained new employees on in terms of business procedures and customer service standards. Oversaw the training of new employees on customer service, product knowledge, and cash handling techniques.
- Monitored store operations to ensure compliance with company policies and procedures.
- Analyzed sales reports for trends in order to identify areas for improvement or growth opportunities.
Administrative Assistant
Con Edison
New York, USA
04.2016 - 06.2016
- Implemented workflow management system to automate tracking, reviewing, and organizing documents and records, enhancing operational efficiency.
- Utilized databases and information systems to input and manage records, maintaining accuracy. Assisted in preparing reports and presentations for internal meetings.
- Coordinated communication between departments to ensure project alignment and efficiency.
- Answered phone calls and emails to provide information, resulting in effective business correspondence.
- Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
Computer Lab Assistant
LaGuardia Community College
Long Island City, USA
02.2016 - 04.2016
- Coordinated with classroom teachers to align instructional efforts.
- Created detailed case summaries for review, completed related tasks, and took on additional responsibilities from supervisors.
- Assisted students in using computer hardware and software effectively.
- Maintained lab equipment to ensure optimal functionality and performance.
- Monitored student activity to ensure compliance with lab policies and procedures.
Education
Bachelor of Science - Finance
Zicklin School of Business Baruch
New York, US 01.2017 - 01.2020
Associate of Science - Accounting
LaGuardia Community College
Long Island City, US 09.2013 - 12.2016
Skills
- Loan processing
- Loan origination
- Credit analysis
- Credit evaluation
- Compliance adherence
- Banking operations
- Consumer banking
- Cash handling proficiency
- Sales management
- Cross-selling products
- Digital literacy
- Teamwork and collaboration
- Interpersonal skills
- Customer service excellence
Languages
- English, Native or Bilingual
- Bengali, Native or Bilingual
Timeline
Retail Banker
TD Bank N.A.
05.2025 - 03.2026
Personal banker
Citibank
04.2024 - 03.2025
Universal Banker
Citibank
07.2021 - 03.2024
Bachelor of Science - Finance
Zicklin School of Business Baruch
01.2017 - 01.2020
Shift Manager
Fluffy's Cafe
06.2016 - 03.2020
Administrative Assistant
Con Edison
04.2016 - 06.2016
Computer Lab Assistant
LaGuardia Community College
02.2016 - 04.2016
Associate of Science - Accounting
LaGuardia Community College
09.2013 - 12.2016