SYED RAHMAN
Queens,NY
Summary
Professional banking specialist with proven expertise in financial services, client relationship management, and sales strategies. Adept at fostering collaborative team environments and delivering impactful results. Skilled in financial advising, account management, and cross-selling, with strong adaptability to evolving client needs. Known for reliability and effective communication.
Overview
5
5
years of professional experience
Work History
Relationship Banker
Bank Of America
Howard Beach, NY
04.2022 - 02.2026
- Acquire, manage, retain meaningful relationships with customers, using financial knowledge to offer thoughtful solutions to help address their financial needs
- Managing assigned customers and proactively meeting with them - in person and over the phone - to build lasting relationships, discover financial needs, and tailor product and service recommendations
- Making lives of customers easier by sharing and setting up self-service options to access their accounts 24 hours a day/7 days a week
- Collaborate effectively with team members to get things done, building and nurturing strong relationships.
- Partnering with Specialists (Financial Advisors, Mortgage Bankers, and Business Relationship Managers) to connect customers to experts who can help them with specialized financial needs
- Adheres to policies, procedures, and regulatory banking requirements
Client Service Associate
Webster Bank
Franklin Square, NY
02.2021 - 03.2022
- Processed a variety of client transactions and phone inquiries efficiently and accurately, maintained and balanced a cash drawer and adhered to policies, individual authority levels and procedures.
- Provided exceptional client service through an eye for detail and focus on solutions. Engage clients in conversation with an understanding of deposit and lending products and services.
- Drove sales through service and knowledge to achieve personal and team goals.
- Ensure compliance with all regulations, policies, and procedures. Observe security policies in accessing, securing and protecting confidential and sensitive client information.
- Provided support in data and process audits as needed to keep the Financial Center Team in compliance with policies, procedures and state and federal laws.
Education
Bachelor of Arts - Economics
Queens College of The City University of New York
Flushing, NY12-2020
Skills
- Relationship building and management
- Client acquisition
- Banking products and operations
- Outbound lead calls
- Product knowledge
- Cash handling
- Microsoft Office
- Time management
- Problem-solving
- Prospecting and networking
- Verbal and written communication
- Attention to detail
Timeline
Relationship Banker
Bank Of America
04.2022 - 02.2026
Client Service Associate
Webster Bank
02.2021 - 03.2022
Bachelor of Arts - Economics
Queens College of The City University of New York
Licenses
Securities Industry Essentials(SIE)