Shamim Ali

Business Development & Marketing Activities

• Lead, coached, evaluated and executed proactive marketing activities for the attraction, expansion and retention of customers since initial manager of new Comerica banking center location in 2005
• Managed acquisition of consumer and business clients through the effective use of targeted leads, outbound call blocks, self-sourcing new business, managing referral source relationships, implemented and executed value-added financial presentations
• Generated business and consumer loan leads through self sourcing prospect outbound calling, area blitzing, attending network events / mixers, development of center of influences and attending networking group meeting
• Lead districts BCM business development weekly prospect outbound calling effort, provided industry insite information, call prep, scripting, call structure guidance and demonstrated role plays with BCM team including tools to overcome objections
• Developed center of influences relationship of CPA's, Insurance Agents, Influential community leaders as source for consumer and business banking leads and referrals
• Using a Banking Center Daily Plan; determined, coordinated and implemented proactive marketing activities of the team and individual colleagues. Provides daily coaching and evaluated for effective execution of daily plan
• Provided effective New Customer Onboarding and Customer Engagement by, in part, routinely strengthening new and current customer relationships, introducing new and existing customers to Comerica's products and services, and addressing customer questions.
• Lead Portfolio Management efforts to retain and expand of current portfolio customers by deepening the customer relationship and increasing the number of portfolio customers in the Banking Center.
• Impacted revenue growth of the Banking Center from successful to outstanding

Talent Leadership

• Developed and managed a high-performing team. Directly managed the Human Resources processes for employees, including selection, training, performance management, disciplinary actions, individual career development, recognition and retention..

Operational Risk

• Accountable for the compliance with applicable federal, state and local laws and regulations; and Comerica policies and procedures. Recommended corrections when necessary.
• Ensured completion of necessary compliance related training.
• Lead, coached, evaluated, and impacted the overall management evaluation of operational and risk activities, and results for the BCM role when opening accounts, loans and servicing customers.
• Approved Transactions within authorities.

Customer Experience

• Leaded, managed and coached team to be able to assess customer and prospect needs and offer appropriate solutions.
• Ensured all colleagues and new hires demonstrate the knowledge and skills to execute on customer needs.
• Exhibited agility to learn about new products, services, technologies and customer service tactics; thought colleagues and team members
• Educated and fulfilled customer requests, routine and complex.
• Resolved complex customer complaints.
• Maintained and added value solution to deepen existing relationships.

• Impacted the customer experience by leading, managing and coaching colleagues using the defined customer experience guidelines and other customer experience behaviors and feedback as needed.

Partnership Activities

• Lead, coached, evaluated and impacted the overall management of colleague efforts involving Banking Center Collaboration, i.e., referrals and closed business and the activities that support partnerships, partner engagement and relationships.
• Set the stage for developing and deepening partner relationships to support business development.
• Proactively identified opportunities to introduce customers to partners.

• Managed Banking Center team of 7 plus staff
• Lead team to daily proactive prospecting and customer outreach for appointments leading to value add solution for consumer and business deposit and lending products
• Developed center of influences leading to consumer and banking center deposit and loan referrals
• Provides leads for business loans , investments, merchant services and treasury management partners
• Coached and developed team to high performing banking center ranking in top 5 in the District
• Ranked in top 5 managers for the Region
• Managed banking center operational activities, audits and customer service to five star service level

• Proactively outreached to fortune 500 companies quality assurance department to introduce Jolly Technologies QA testing Software
• Managed team of 5 sales professionals to generate leads through daily calling and marketing effort to introduce and close sale of company's QA testing software
• Worked with fortune 500 companies QA department to understand their need and customized QA test software to their specification
• Developed marketing contents and material for presentation of companies software at trade shows and with potential fortune 500 clients
• Managed payroll and financials control of companies cash flow

• Proactive outreached to prospect business to acquire new business banking relationship with revenue size over 5 million with focus on business lending and manged investment
• Developed strategical plan and provided recommendation for medical professional business acquisition and business loan programs for start ups dental practice
• Managed daily pipeline report and followed up on loan submissions
• Introduced and presented CITI pro, a structure retirement plan for business owners
• Referred opportunities for deposit accounts to banking center manager and referrals for related products to business partners

• Assumed role initial role from merchant teller to teller supervisor to personal banker and Assistant manger from 10/1/1992 through 1/1/1995
• Promoted to Business Development officer role from 1/1/1995 to 11/1999 assigned to cluster of 8 to 12 banking centers
• Proactively outreached to business clients of banking center to discuss business needs and generate small business loans up to $500K, credit cards, deposit account and partner referrals
• Referred opportunity to business partners
• Participated in banking center huddles and presented business loan generation conversation techniques and product information with the entire BC team
• Coached and did joint outbound calling Blitz with banking center team and manager
• Proactively outreached to new prospect from lead provided generating new business loans and relationship
• Managed pipeline and closed business loan Sales
• Ranked top 3 Business Development Officer in the District for consecutive years

• Assumed various roles of customer service clerk, teller, operations officer, International Business Officer to Junior Loan offer in January 1990.
• Responsible to meet with clients and present small personal loans and farm operational loan to branch manager for consider
• Process approved loan and organize files for audits