Syed Naqvi

- Serve clients with asset portfolios up to $500K, offering account support, financial guidance, and long-term planning in partnership with licensed financial advisors.

- Advise small business clients on SBA loans, credit lines, and other lending products, assisting with documentation and credit evaluations.

- Analyze client financial records to support internal budgeting, planning, and compliance reporting.

- Ensure accurate account management and regulatory compliance with AML/KYC policies.

• Leveraged CRM tools effectively to track client interactions and manage ongoing relationships efficiently throughout each engagement cycle.

- Managed a portfolio of consumer and small business clients, offering tailored financial solutions to increase engagement and retention.

- Worked across internal platforms (Salesforce, Workday) to streamline onboarding, service, and reporting processes.

- Led client reviews, resolved account issues, and partnered with specialists for lending and investment solutions.

- Maintained detailed records and ensured adherence to regulatory standards.

- Supported digital banking operations, including electronic transactions and online servicing.

- Collaborated with management to maintain transaction security and compliance standards.

- Handled data entry, reporting, and administrative tasks using Excel and other Microsoft Office tools.

- Recommended software tools for workflow improvement and implemented digital marketing strategies.

- Improved client retention through revised staffing processes and operational enhancements leading to 30% smoother traffic

• Identified areas of improvement for clients'' operations, implementing targeted solutions to increase productivity.