Yumna Afzal
Columbia,MD
Summary
I specialize in customer relationship management (CRM), business development and effective project management - consistently delivering high client satisfaction. My background as assistant bank teller at Metro Bank adds to my organizational proficiency and compliance with financial regulations. With an educational background in both Marketing and Finance, I offer a comprehensive skill set and a proven track record of delivering exceptional results. My strong suit is cultivating relationships with affluent clients,
Overview
4
4
years of professional experience
Work History
Client Account Manager
WebFoundr
Ottawa, ON
08.2022 - Current
- Provided dedicated support, addressing client needs effectively
- Originate new customers through marketing and retention
- Tailored services to align with client needs and improve their online presence
- Managed project timelines and streamlined client-team communication
- Implemented SEO strategies, enhancing website rankings and visibility
- Regularly evaluated website performance and suggested improvements
- Maintained high satisfaction levels by resolving issues promptly and delivering on promises
- Digital ambassador, providing digital solutions to customers
- Introducing new customers to company solutions and tools
- Using Salesforce cloud, to maintain customer accounts and leads.
Assistant Bank Teller
Metro Bank Plc, London, Treasury Finance
London, CA
01.2021 - 07.2022
- Served large number of customers during high volume shifts and remained composed and professional in stressful situations.
- Reconciled cash and checks against computer records at end of shift.
- Adhered to financial services security and audit procedures.
- Maintained confidentiality of bank records and client information.
- Identified customer financial needs, goals and objectives and offered appropriate financial products to suit needs.
- Explained bank services, financial products and applicable fees to customers.
- Adherence to policies, procedures, and regulatory banking requirements
Administrative Assistant
Standard Chartered Bank
London, CA
05.2020 - 12.2020
- Maintained calendars and schedules to set appointments for management team
- Established professional and collaborative working relationships with company associates and external parties
- Coordinated venue reservations and travel arrangements, facilitating meetings
- Generate financial statements and create reports
- Resolved issues and concerns to appropriate personnel
- Prepared purchase requisitions and requests for payments on Microsoft Excel
- Used Microsoft Office to create and revise documents and presentations.
Education
Bachelors - Finance and Marketing
London School of Economics
Skills
- Customer Service
- Customer Portfolio Management
- Sales Targeting
- Account Management
- CRM Systems
- Financial Institution Regulations
- Consumer Banking
- Customer Relationship Management
- Analytical Thinking
- Relationship Building
- Microsoft Excel, Access and Office
- Salesforce Cloud
- High level of proficiency in English and communication
- Data Analytics
- Advertising
- Business Development
- Brand Management
- Performance Evaluations
- Relationship Building and Management
Additional Information
- Always smiling
- Fluent in 4 languages
- Proficient in the use of Microsoft Office Suite; PowerPoint, Excel, Word, Note, Outlook, and Teams
- Proficient in the use of Salesforce cloud
Extracurricular Activities
Affiliate Marketer, Journal Post, 06/2018, 04/2020, Collaborated with web developers to ensure website remained current and engaging while optimizing marketing strategies for enhanced efficiency., Additionally, partnered with client affiliates and expanded business units into international markets, leveraging expertise in search engine optimization and WordPress.
Marketing Intern, Nestle, Summer 2018, As a Marketing Intern at Nestle, I actively contributed to the company's digital marketing efforts. I engaged in content creation, managed our social media presence, conducted market research, and supported email marketing campaigns., My role included optimizing website content for search engines, tracking campaign performance, and collaborating with cross-functional teams. My aim was to stay up to date with industry trends and enhance the company's marketing strategies to connect with our audience effectively.
References
References will be made available upon request
Timeline
Client Account Manager
WebFoundr
08.2022 - Current
Assistant Bank Teller
Metro Bank Plc, London, Treasury Finance
01.2021 - 07.2022
Administrative Assistant
Standard Chartered Bank
05.2020 - 12.2020
Bachelors - Finance and Marketing
London School of Economics
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