Zeeshan Sherwani
Washington,DC
Summary
Hardworking Relationship Manager proficient at devising personalized solutions to meet all types of customer demands. Positive and upbeat team player and clear communicator with demonstrated success over 10 years of banking experience. Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
10
10
years of professional experience
Work History
Business Relationship Manager
First Citizens Bank
Leesburg, VA
01.2021 - Current
- Work closely with commercial team to build and expand relationships
- Delivering a full range of business deposits and related services
- Strong focus on small to mid size businesses and medical practices
- Successfully refer non interest income products to bank channels
- Partnering with 2-3 business and commercial bankers as a subject matter expert in business deposits and related business services
- Self-Source new business opportunities
- Working across different industries(Medical, Associations, Government) to help meet operational needs
- Monitored competitive and marketplace trends impacting client satisfaction to keep ahead of developments and implement response plan.
Assistant Branch Manager
PNC Bank
McLean, VA
01.2018 - 12.2020
- Acting branch manager for the majority of 2019
- Build strong business relationships by networking and strategic cold calling in the McLean Market
- Strong focus on small to mid size businesses and medical practices
- Successfully refer non interest income products to bank channels growing branch P&L.
- Increased efficiency and drove branch revenue by optimizing daily operations.
- Trained and mentored highly effective teams to meet corporate service standards.
- Organized special events such as seminars or workshops related to banking services.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
Client Services Representative
John Marshall Bank
Leesburg, VA
01.2016 - 12.2018
- Consistently setting meetings with new and existing clients to grow branch loans and deposits
- Successfully bringing in new commercial business
- Actively involved in community networking events to bring more brand awareness, thus increasing market share.
- Performed needs analysis and presented options based on findings to help customers make decisions.
- Participated in team meetings discussing current projects and initiatives.
- Maintained client relationships and listened to needs and pain points to provide strategic internal feedback.
Assistant Branch Manager
PNC Bank
Leesburg, VA
01.2014 - 12.2016
- Supervised teller duties including balancing cash drawers and verifying accuracy of transactions.
- Increased efficiency and drove branch revenue by optimizing daily operations.
- Trained and mentored highly effective teams to meet corporate service standards.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
Education
Northern Virginia Community College
12.2002
Skills
- Customer Service
- Financial Services
- Financial Products
- Business Development
- Customer Relationships
- Client Portfolios
- Bank Products
- Treasury Management
- Cross-Sell
- Financial Solutions
- COI
- Excellent interpersonal and communication skills
- Proven leadership skills and the ability to control complex situations in a professional manner
- Advance knowledge of Microsoft Office
- Extensive experience in sales, customer service, B2B and B2C Marketing, and team building
- Hardworking, Motivated, and Goal Orientated
References
ZEESHAN SHERWANI, 703-987-9098, zeessherwani@gmail.com, 42461 Malachite Terrace, Ashburn, VA, 20148
Timeline
Business Relationship Manager
First Citizens Bank
01.2021 - Current
Assistant Branch Manager
PNC Bank
01.2018 - 12.2020
Client Services Representative
John Marshall Bank
01.2016 - 12.2018
Assistant Branch Manager
PNC Bank
01.2014 - 12.2016
Northern Virginia Community College
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