Urooj Rizvi
McKinney,TX
Summary
13+ years of private wealth, leadership training and development experience within banking, finance, operations and consumer service industries. Dedicated professional with a history of meeting company goals utilizing consistent and organized practices. Specialize in quality, speed and process optimization. Articulate, enthusiastic and result- oriented with demonstrated passion for building relationships, cultivating partnerships and growing business.
Overview
14
14
years of professional experience
Work History
Senior Regional Sales Coordinator
PNC Corporate Institutional Asset Management
03 2023 - Current
- Provided excellent problem solving and friendly experience for all wealth management clients requesting support while offering proactive service complete with high level of problem resolution, follow- through and communication.
- Identify opportunities for Bus Dvlp Officers using bank tools.
- Maintaining communication with Bus Dvlp Officers, other team members and clients.
- Processed New Account opening documentation from inception to completion.
- Responsible for new business preparation and processing, includes beginning to end with attention to detail and sense of urgency while keeping clients informed throughout process.
- Generated $1.2 million in new sales through proactive strategies for building and deepening customer relationships.
- Resolved concerns with products or services to help with retention and drive sales.
- Managed portfolio for Advisors while broaden client relationships.
- Day-to-day responsibilities include sales reporting and analysis (Edge, Revenue Claims, Pipeline updates, Forecast), client research, coordination of marketing materials (including PowerPoint presentations), coordinate and help plan Market events, and upkeep of sales-related data in our CRM system.
Sr. Client Services Specialist
Bank Of Oklahoma Financial
08.2017 - 02.2022
- Improved client satisfaction by promptly addressing inquiries and resolving issues, ensuring a seamless customer experience.
- Managed a portfolio of high-value clients, providing personalized service tailored to individual needs and preferences.
- Conducted evaluation and monitoring of specific investment types to provide insight to investment management team.
- Grew customer base by 18 % over 1 -year period through community networking and innovative customer incentives.
- Led training sessions for junior team members on best practices in customer service, enhancing overall team performance and expertise.
Assistant Banking Center Manager
Bank Of Oklahoma Financial
02.2010 - 08.2017
- Received mortgage, loan or public utility bill payments, verifying payment dates and amounts due.
- Maintained friendly and professional customer interactions.
- Streamlined banking operations by implementing efficient processes and procedures.
- Enhanced customer satisfaction by promptly addressing inquiries and resolving issues.
- Managed customer service inquiries and pinpointed and implemented proper path to resolution.
- Managed over 50 customers calls per day and increased sales by 25%.
- Advised customers of products and services and assisted bankers in delivering superior customer service.
Education
Bachelor of Science - Humanities
University of Houston Downtown
Houston, TX2015
Skills
- Learning & Development
- Microsoft Exchange
- Time Management
- Client Satisfaction
- Problem Solving
- Customer Service
- Efficient & Detail- Oriented
- Salesforce
- Analytical skills
- Oral and written communication skills
- Effective Communications
- Business Development
Timeline
Sr. Client Services Specialist
Bank Of Oklahoma Financial
08.2017 - 02.2022
Assistant Banking Center Manager
Bank Of Oklahoma Financial
02.2010 - 08.2017
Senior Regional Sales Coordinator
PNC Corporate Institutional Asset Management
03 2023 - Current
Bachelor of Science - Humanities
University of Houston Downtown
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