Sumaiya Shaikh

- Supervise and coordinate daily project activities, ensuring timely completion and quality delivery.

- Develop and assign tasks to staff, maintaining rigorous quality control and documentation standards.

- Ensure exceptional work quality, providing constructive feedback and coaching to team members.

- Design and deliver training programs for client-facing situations on Commercial Card Online platform.

- Successfully manage high-profile client projects, meeting tight deadlines and exceeding expectations.

- Collaborate with leadership to enhance products, processes, and client solutions.

- Foster teamwork, positive relationships, and open communication among colleagues and management

-1. Improved team client and internal services through process enhancements and efficiency gains.

2. Increased customer satisfaction through effective issue resolution.

3. Successfully led cross-functional projects, resulting in team growth

• 4. Developed and implemented training programs, boosting employee engagement and retention

- Successfully partnered with Commercial Card Product Manager and Sales Support Manager to streamline client onboarding, resulting in 99% client satisfaction rate.

- Collaborated with product team, expanding and onboarding a large relationship on the system with 100% satisfaction and being yeh key owner of the assigned program with 4000plus cards.

- Demonstrated initiative in building and maintaining strong business relationships, receiving 95% positive client feedback.

- Effectively managed multiple projects and timeframes, ensuring timely completion and exceeding performance targets.

- Provided exceptional support to Line colleagues, enhancing client service and fostering strong interdepartmental collaboration.

- Designed and delivered training programs for existing clients, increasing commercial card online client service to 100% satisfaction with creating mappers, expense reports etc.

- Offered expertise in supporting other Card Products, Credit Card Operations, and vendors ensuring seamless issue resolution (Commercial, Commercial AP, Extend, Visa).

- Coordinated day-to-day schedules for COO and Business Unit leaders

- Developed technical and non-technical solutions to business needs

- Analyzed business unit performance and identified efficiency improvements

- Managed projects, workflows, and vendor relationships

• Collaborated with department heads to develop strategic plans aligning with overall company objectives, fostering a unified approach toward shared goals.
• Reduced expenses for office supplies by negotiating contracts with suppliers, achieving cost savings without compromising on quality.
• Resolved issues through active listening and open-ended questioning, escalating major problems to manager.

- Onboarded new clients and set up accounts

- Achieved sales goals through deposit account acquisition

- Trained customers on business online banking products

• Increased sales efficiency by streamlining data analysis and reporting processes.
• Facilitated cross-functional collaborations, working closely with finance, operations, and marketing teams to ensure cohesive strategies and shared goals.
• Supported sales team performance by creating effective tracking tools and systems for monitoring progress.
• Played an integral role in new product launches by conducting thorough market research and providing actionable insights for success.
• Provided valuable insights to management with detailed competitor analysis and market assessments.
• Developed strong relationships with clients, ensuring their needs were met and promoting repeat business.
• Attended monthly sales meetings and quarterly sales trainings.
• Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends.
• Enhanced operational workflows by maintaining well-organized documentation systems and updating records accurately as needed.
• Managed project timelines for successful completion, ensuring milestones were met and deadlines were adhered to.
• Collaborated with department heads to develop strategic plans aligning with overall company objectives, fostering a unified approach toward shared goals.
• Developed internal requirements and standards to minimize regulatory risks and liability across programs.

• - Managed a book of business for high-value clientsBuilt relationships with affluent business clients- Recommended financial solutions and expanded customer relationships
• Builds customer relationships working with affluent business clients in order to meet their complex banking needs
• Dedicates time to engage customers in meaningful conversation to understand customer needs
• Navigates customers by recommending financial solutions with OneWest Bank products and service
• Expands knowledge of OneWest Bank standards and culture in order to make appropriate suggestions for fulfilling customers' needs
• Guides customers through more complex financial needs such as buying a home, funding retirement, and operating a small business
• Book of Business of affluent clients

• Opened new accounts and referred mortgage, wealth management, and SBA services- Managed branch operations, security, and customer transactions
• Accept deposits and loan payments as well as withdrawals
• Open branch, perform security check, process and investigate overdrafts, audit signature cards requests, approve teller transactions, order branch cash and supplies
• Open new accounts, inputting customers' existing product information to help identify further service, make cold calls to gain local businesses and expand existing clientele opportunities
• Refer Mortgages, Wealth Management Services, SBA and Merchants
• Disbursed cash and checks accurately while maintaining security of cash drawers.
• Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
• Assisted customers with account inquiries, resolving issues promptly and professionally.
• Managed high-volume transactions efficiently while maintaining attention to detail, ensuring accurate processing for customers.
• Contributed to a positive work environment by demonstrating professionalism, courteousness, and a strong work ethic.
• Increased cross-selling opportunities by identifying customer needs and recommending appropriate banking products or services.
• Served as primary point of contact for customers, providing assistance with account maintenance and transactions.
• Supported team members in achieving branch goals through collaboration, communication, and shared responsibilities.
• Streamlined transaction process, allowing for quicker service and reduced wait times for customers.
• Supported team members during high-volume periods to ensure smooth operations and customer satisfaction.
• Assisted customers with banking needs and inquiries.
• Executed wire transfers, stop payments and account transfers.
• Supported team members during high-volume periods, ensuring timely service for all customers.